SIEMENS

Teamcenter 10.1

Structure Manager
Guide
PLM00048 • J2
Proprietary and restricted rights notice

This software and related documentation are proprietary to Siemens Product Lifecycle Management
Software Inc.
© 2014 Siemens Product Lifecycle Management Software Inc.

2 Structure Manager Guide PLM00048 J2

Contents

Proprietary and restricted rights notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Getting started with Structure Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Getting started with Structure Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Structure Manager interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Structure Manager menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Structure Manager buttons and symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Structure Manager tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-24
Structure Manager structure tree images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-25
Rich client perspectives and views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-28
Basic concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-28
Product structure elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-29
Creating product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-31
Understanding BOM view revisions, view types, and multiple views . . . . . . . . . . . . . . . . 1-34
Basic tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-39

Configuring Structure Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Configuring Structure Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Setting your local user preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Setting the default view type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Setting the default revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Packing the Structure Manager display by default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Allowing searches of remote sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Enabling markups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Setting BOM view precision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Setting the visibility of unconfigured variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Setting the visibility of unconfigured occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Setting the color of precise and imprecise assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Setting the visibility of information center elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Configure the structure line title format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Setting administrative preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Setting the owning item display for option variant data . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Controlling users who can set effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Setting publishing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Setting find number allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Setting the viewer memory allocation and Java heap size . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Browsing product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Browsing product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Viewing the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Viewing product structure properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

PLM00048 J2 Structure Manager Guide 3

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View properties of the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Insert or remove a property column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Setting find numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Open a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Managing multiple views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Display previously loaded product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Expanding or collapsing an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Expand an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Collapse an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Unload lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Set or unset a closure rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Sorting the structure tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Select structure lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Packing or unpacking structure lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11
Restrictions on packed lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Pack structure lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Unpack structure lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Pack all or unpack all lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Packing or unpacking lines with reference designators . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Creating aggregate occurrences and defining quantity . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Create an aggregate occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
Convert an aggregate occurrence to individual components . . . . . . . . . . . . . . . . . . . . . 3-14
Finding a component by property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
Find components by property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
Guided component search overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Display connection point information in the hierarchy tree . . . . . . . . . . . . . . . . . . . . . . . 3-18
Run the guided component search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Removing a component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19
Make product structure searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19
Create a structure report in Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20
Printing structure information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
Print structure information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21
Print property information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Print object properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Print contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Print application (HTML/text) information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Print application (graphics) information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
Print table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
Viewing standard notes and custom notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23
View note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Opening a structure in NX or Teamcenter lifecycle visualization . . . . . . . . . . . . . . . . . . . . . . 3-24
Open a structure in NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Transfer configured structures to and from NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Open a structure in Lifecycle Visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Interpreting transform data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Communicating with the owning user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29
Viewing remote components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29
Import remote components associated with stub references . . . . . . . . . . . . . . . . . . . . . 3-29
Importing part families . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30

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Synchronize assembly replicas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30

Show connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-34
View welds and datum points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-35

Building and editing product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Building and editing product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Cloning a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Clone (duplicate) a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Create an item from a template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Creating a new BOM view revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Create a new BOM view revision automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Create a new BOM view revision manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Setting the view type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Using Save As to save a BOM view revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
Create a new BOM view revision from an existing BOM view revision . . . . . . . . . . . . . . . . 4-6
Saving and refreshing the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
Save changes in Structure Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
Close the product structure window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
Refresh the Structure Manager window and resynchronize to database . . . . . . . . . . . . . . 4-8
Adding components to the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
Copying and pasting objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
Use quick add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
Add a component to an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
Paste a component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
Copy multiple views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
Create a new item or item revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
Restructuring and editing the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
Insert a level in the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Remove a level from the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Move a node to another branch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Replace a node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Split an occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
Fixing in-structure associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Performing on-demand validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Highlighting edits to the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23
Marking up the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24
Enable markup mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25
Create and insert general markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26
Display markup properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26
Review and comment on markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27
Validate access to apply markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27
Apply markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-28
Apply all markups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29
Carrying forward markups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29
Delete markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-30
Creating markup review sample workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-30
Defining units of measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-48
Define unit of measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-49
Managing global alternates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-50

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List global alternates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-51

Add global alternates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-51
Remove global alternates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-52
Set or unset preferred global alternate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-52
Changing components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-52
Remove components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-53
Move a component to another assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-53
Replacing a component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-53
Change add and delete operations to a replace operation . . . . . . . . . . . . . . . . . . . . . . . 4-55
Defining substitute components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-55
Display substitute components for a line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-56
Display substitutes as separate lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-57
Create substitute component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-57
Edit the properties of a substitute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-57
Compare substitutes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-57
Removing substitute components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-58
Change the preferred substitute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-59
Managing substitute part relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-59
Exporting substitute data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-61
Add or remove optional parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-61
Exporting a product structure containing related parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-61
Export a product structure to Briefcase Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-62
Export datasets with structure information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-62
Add parts to NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-64
Using item elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-65
Create an item element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-65
Remove item elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-66
Copy and paste item elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-66
Replace item elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-66
View notes on item elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-66
Creating connections and links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-67
Create a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-67
Create a link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-67
Remove a connection or link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-67
Creating and editing notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-68
Define or edit custom note text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-68
Deleting items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-69
Delete a single item from the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-69
Delete multiple assemblies or items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-69
Grading structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-70
Run grading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-71
View grading results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-71
Override grading results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-73
Grading for substance compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-74
Save structure change records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-75
Link requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-75
Create trace links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-76
Generate a traceability report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-76
Export a traceability report to Microsoft Office Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-77

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Delete trace links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-78

Creating trace links to absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-79
Searching the data dictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-80
Open the Data Dictionary Search Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-81
Find a library object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-81
Searching the class hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-82
Navigating the matches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-92
Select the desired library objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-94
Releasing structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-94
Release a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-95
BOM session recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-97

Working with occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Working with occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Occurrence elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Creating precise and imprecise occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Using absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Tracking changes to absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6
Managing absolute occurrences (in-context editing) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Interpreting absolute occurrence data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Create absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Change absolute occurrence override data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Remove absolute occurrence override data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Disable in-context editing mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
About associating data with absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
View attachments associated with an absolute occurrence . . . . . . . . . . . . . . . . . . . . . . 5-15
About data precedence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
Override data in multiple contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16

Managing properties and notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Managing properties and notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Displaying properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Creating and editing display names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Create a display name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10
Managing column configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10
Save column configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10
Apply column configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
Update column configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
Delete column configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12
Freeze columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12
View properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13
Modify common properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13
Editing a single property in place . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15
Edit find numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16
Edit quantities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16
Adding a compound property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16
Displaying item master form attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16
Creating structure properties rollup reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17
Create a structure rollup report template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18

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Contents

Create a structure rollup report . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-19

View or edit a structure rollup report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20
Export a structure rollup report . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20
Using the Variant Formula property . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20
Displaying occurrence notes . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23
Display a single note type . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23
Display the all notes column . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23
Editing and copying occurrence notes . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24
Set the value of an occurrence note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24
Remove a note . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25
Copy a note . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25
Viewing packed notes . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25
Tracking occurrence note changes . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26

Visualizing product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Visualizing product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Using stand-alone Lifecycle Visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Viewing a structure in Lifecycle Visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Using the embedded viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Structure Manager viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Configuring a viewer cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
Opening the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
Refresh the embedded viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6
Working with visual reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6
Understanding the structure tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Synchronizing the structure tree and the viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Isolate parts for viewing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8
Generate an outline image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8
Set outline preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Manipulate graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Save the current session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10
Product view overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11
Create and save a product view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12
Configure and manage product views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12
Previewing product views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15
Create product view preview manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17
Manage unconfigured data in a product view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17
Retrieve and open an existing product view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18
Checking product views in and out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19
Refresh a product view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20
Send a product view to an external viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20
Delete a product view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20
Manipulating subcomponents overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-21
View subcomponents in an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-21
Display selected subcomponent in expanded part file . . . . . . . . . . . . . . . . . . . . . . . . . . 7-21
Merge subcomponents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-22

Making where-used searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Making where-used searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

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Configuring for where-used searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Perform a where-used search and obtain a graphical result . . . . . . . . . . . . . . . . . . . . . . . . . 8-4
Perform a where-used search with the print wizard and obtain a printable result . . . . . . . . . . . . 8-5
Open HTML files in a Web browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Print a text or HTML file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Save output to an HTML or text file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7

Making spatial and attribute searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Making spatial and attribute searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Configuring spatial searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Perform a search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4
Enter search criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5
Managing search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12
Manage search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12
Examples of managing search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-13
Managing the search results panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-13
Manipulate search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-13
Limiting search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-14

Comparing product structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Comparing product structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Understanding product structure (BOM) comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Choose a comparison mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Performing a comparison and interpreting the results . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4
Understanding graphical comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7
Configuring graphical comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7
Initiating the graphical comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8
Change the revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9
Comparing structures under change management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9
Select comparison information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10
Viewing and comparing revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11
Create related revision histories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-16
Create disparate revision histories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-18
Create detail part histories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-18
Viewing supersedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-19

Using item revision configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1

Using item revision configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1

Understanding revision rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1
Evaluating revision rules for read access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2
Configuring precise assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3
Elements of a revision configured product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-4
Configuring privileged and unprivileged users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6
Creating a revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6
Create a rule entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6
Modify a rule entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6
Delete a rule entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
Edit the entries within a rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7

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Modify the current revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7

Defining revision rule entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
Defining a Working entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
Defining a Status entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-9
Defining a Latest entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-11
Defining a date entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-11
Defining a unit number entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-12
Defining an end item entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-12
Defining grouped entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-12
Applying a revision rule to a Structure Manager window . . . . . . . . . . . . . . . . . . . . . . . . . . 11-17
Set a revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-18
Set date/unit/end item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-18
Set an override folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-19
Viewing revision rule information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-19
Displaying and editing revision effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-20
Display revision effectivity data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-21
Edit revision effectivity data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-21
Releasing multiple item revisions in a single workflow process . . . . . . . . . . . . . . . . . . . . . 11-22
Managing nested effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-23
Configuring nested effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-24
Creating a configuration item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-24
Creating a revision rule for nested effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-24
Create effectivity mapping on a configuration item . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-27
Managing product generations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-27
Using revision rules from My Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-28
Managing occurrence to part relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-29
Show occurrences of superseded item revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-29
Update precise occurrences of superseded item revision . . . . . . . . . . . . . . . . . . . . . . 11-29

Capturing configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1

Capturing configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1
Using snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1
Using baselines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3
Using intermediate data captures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9

Managing incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1

Managing incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1
Elements of incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1
Setting up incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3
Create new change types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3
Controlling access to incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3
Configuring release status for incremental change effectivity . . . . . . . . . . . . . . . . . . . . . 13-4
Setting a revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-5
Setting independent incremental change contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6
Copying or cutting structure lines with incremental changes . . . . . . . . . . . . . . . . . . . . . 13-6
Creating an incremental change baseline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6
Baselining structures with active incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . 13-7
Viewing properties of incremental change data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-9
Adding property columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-10

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Using incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-10

Using the incremental change toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-10
Using the attachments and information panels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-11
Using the incremental change menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-11
Enable and disable incremental change management . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-12
Turn off incremental change tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-12
Customize buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-13
Create a new incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-13
Showing unconfigured changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-14
Control display of unconfigured changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-15
Identify changes made in the current context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-15
Find and make active an existing change object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-15
View or edit information about an incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-16
View incremental changes for a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-16
Example: View incremental change elements in the context of multiple incremental
changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-17
Find recently used change objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-19
Track attachments with incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-19
Track changes to an attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-20
Track the creation or deletion of an attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-20
Track changes retrospectively . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-20
Remove incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-21
Remove an individual change from the incremental change information pane . . . . . . . . 13-21
Remove changes from an item with the Remove Changes command . . . . . . . . . . . . . . 13-21
Split an incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-22
About exporting and importing incremental change data . . . . . . . . . . . . . . . . . . . . . . . . . . 13-22
Export incremental change data using a briefcase file . . . . . . . . . . . . . . . . . . . . . . . . 13-23
Import incremental change data using a briefcase file . . . . . . . . . . . . . . . . . . . . . . . . . 13-23
Export incremental change data using PLM XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-24
Import incremental change data using PLM XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-24

Configuring structures by occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1

Configuring structures by occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1

Working with occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1
Understanding occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1
Editing occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-2
Defining mutually exclusive effectivity ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-3
Validating effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-3
Associate existing effectivity to an occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-3
Create effectivity on multiple occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-4
Modify the effectivity of an occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-4
Remove effectivity from an occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-5
Copying occurrences with effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-5
Setting the date for occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-5
Combining occurrence effectivity and variant configuration . . . . . . . . . . . . . . . . . . . . . . . . . 14-6
Configuring occurrences with multi-unit configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-6
About multi-unit configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-6
Create a new effectivity group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-7
Capture a multi-unit configuration and save it to an effectivity group . . . . . . . . . . . . . . . . 14-7

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Set an effectivity group to configure occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-8

Customizing occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-10

Configuring structures by classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1

Configuring structures by classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1

Elements of classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2
Placing variant data on a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2
View and edit variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-3
Configure to load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-4
Configuring a 120% BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-5
Configure 120% BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-5
Configuring an overlay BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-7
Configure an overlay BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-8
Using classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-10
Example of using classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-10
Creating basic variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-11
Setting a variant rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-11
Storing variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-13
Configuring mandatory choices and accessories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-13
Identifying unique variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-14
Identifying unique options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-15
Placing variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-15
Managing variant data by control change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16
Changing the allowed values of an option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16
Sharing structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-18
Configuring complex variant conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-19
Creating a separate item for a particular variant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-19
Using saved variant rules or default and derived values . . . . . . . . . . . . . . . . . . . . . . . . . . 15-20
Creating substitutes of a variant component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-21
Populating variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-21
Find the location of variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-23
Working with options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-23
Create options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-23
Change option values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-24
Create new options from existing options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-25
Rename an option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-25
Remove an option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-26
Deleting an option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-26
Working with variant conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-26
Create variant conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-27
Modifying variant conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-28
Copy variant conditions to other occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-30
Remove a variant condition from an occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-31
Working with variant rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-31
Setting variant rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-31
Showing and hiding unconfigured components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-31
Set or unset the required variant rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-32
Working with derived default values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-33
Working with variant rule checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-33

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Working with variant rules in the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-33

Store variant rules in the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-34
Save a variant rule in the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-35
Load variant rules from the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-36
Modifying saved variant rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-38
Copy variant rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-38
View variant rules in My Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-38
Working with variant rule checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-38
Set variant rule check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-38
Modify a rule check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-39
Delete rule checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-39
Working with option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-39
Understanding default precedence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-40
Specify fixed option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-40
Specify derived option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-41
Modify option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-42
Delete option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-42
Saving, refreshing, and copying variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-42
Working with variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-43
Creating variant items for classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-43
Configuring variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-45

Configuring structures by modular variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-1

Configuring structures by modular variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-1

Modular variants terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-2
Using modular variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-2
Configuring a public interface and private options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-3
Linking options between parent modules and child modules . . . . . . . . . . . . . . . . . . . . . 16-4
Presenting options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-6
Linking a parent module option to options on child modules . . . . . . . . . . . . . . . . . . . . . 16-6
Linking public and private options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-6
Creating variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-6
Creating modular assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-7
Creating modular piece parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-8
Defining options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-8
Checking for errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-11
Configuring a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-12
Setting expression values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-12
Viewing and creating option and variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-12
View variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-12
Creating variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-13
Create new options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-14
Present child options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-17
Create a new error check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-19
Create module constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-20
Managing child module constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-21
Edit variant conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-23
Edit expressions in MVL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-25
Developing complex expressions with MVL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-26

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Contents

Configuring a variant structure by setting variant rules . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-33

Configure the variant structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-34
Selecting option values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-35
Test current product configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-36
Create a saved configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-36
Load a saved configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-37
Importing and updating variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-38
Creating and searching for variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-38
Populate a complete variant structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-38
Creating and updating variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-39
Revising variant items and generic modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-45
Unlink variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-46
Synchronizing with NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-47

Working with platform designs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1

Working with platform designs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1

Create global options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1
Add an architecture element to a design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1
Adding a new component in the installation assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-2
Replace a design in a product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-2
Replace part in product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-4
Creating an audit report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-4
Create an audit report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-5
Remove a design from a product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-6

Working with projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-1

Working with projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-1

Assigning objects to projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-1
Assign objects to projects from the tree or Properties table . . . . . . . . . . . . . . . . . . . . . . . . . 18-2
Assign objects to projects by search results page or assign all objects found by the search . . . 18-2
Remove objects from projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-3

Administering the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-1

Administering the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-1

Managing BOM view types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-1
Create a BOM view type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-1
Transitioning a site to multiple BOM views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-2
Setting assembly preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-3
Setting assembly level of detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-3
Determining JT file priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-4
Determining excluded reference sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-4
Create occurrence note types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-5
Configuring modular variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-5
Configuring incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-8
Using default revision rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-8
General rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-9
Released revisions only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-9
Latest revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-10

14 Structure Manager Guide PLM00048 J2

 Contents

Precise revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-10

Controlling access to revision rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-10
Controlling access to snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-11
Importing remote components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-11
Apply a vendor parts selection rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-12
Configure units of measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-12

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1

Figures

Item revision configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-37

Multiple views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-38
Simplified example of product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 3-2
Example of product structure with relative transformation matrixes . . . . . . . . . . . . . . . 3-28
Example of product structure with relative and absolute transformation matrixes . . . . . 3-28
Example of saving in multiple windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4-7
Global alternates – single direction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-50
Global alternates – multiple alternates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-50
Global alternates – nonsharing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-51
Global alternates – chaining . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-51
Before pasting assembly E in NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-65
After pasting assembly E in NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-65
Sample product structure with relative occurrences only . . . . . . . . . . . . . . . . . . . . . .. 5-4
Sample product structure with absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . .. 5-5
Tracking changes to absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5-7
Absolute occurrences in a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5-9
Attaching visualization files to items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
Propagate override data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16
Where-used search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8-3
Example results of structure comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6
Nested effectivity 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-26
Nested effectivity 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-26
Nested effectivity 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-26
Product generations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-28
Occurrence effectivity rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-2
Mutually exclusive effectivity ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-3
Creating variant data on the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-11
Defining a variant rule check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-12
Defining derived values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-13
Unique options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-15
Allowed values of an option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-17
Changing option allowed values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-17
Shared structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-18
Creating an item for a variant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-20

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Contents

Populating variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-22

Structure of engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-43
Structure of engine with option values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-44
Configured structure of engine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-44
VI for engine structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-45
Lower level variant items in engine structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-45
Structure of assembly and options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-3
Presenting options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-5
Creating external options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-10
New option definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-17
Edit option dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-17
Present option dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-18
Presented child option in data pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-19
Error checks dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-19
Error check in data pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-20
Constraints dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-21
Constraints dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-22
Child module constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-23
Variant condition dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-24
Condition statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-24
Complex constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-25
Saved MVL expression . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-25
Public options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-34
Saving a variant configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-37
Mapping options to expressions in NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-49

16 Structure Manager Guide PLM00048 J2

Chapter 1: Getting started with Structure Manager

Getting started with Structure Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Structure Manager interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Structure Manager menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
File menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Edit menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
View menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8
Tools menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Graphics menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16
Structure line context menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18
Structure Manager buttons and symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Structure Manager tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-24
Structure Manager structure tree images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-25
Rich client perspectives and views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-28

Basic concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-28

Product structure elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-29
Creating product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-31
Understanding items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-31
Working with items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-32
Navigating the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-32
Where used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-32
Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-33
Find in structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-34
Nonspatial searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-34
Fast searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-34
Understanding BOM view revisions, view types, and multiple views . . . . . . . . . . . . . . . . 1-34
Setting a default view type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-35
Setting access control on view types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-36
Understanding precise and imprecise assemblies . . . . . . . . . . . . . . . . . . . . . . . . . 1-36
Creating multiple views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-38
Locating multiple views in the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-38

Basic tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-39

PLM00048 J2 Structure Manager Guide

Chapter 1: Getting started with Structure Manager

Getting started with Structure Manager

Structure Manager allows you to create generic product structures that can be configured to show the
product structure at a particular time or for a certain unit, for example:
• The current production design of the product

• The product structure that was effective on a certain date

• A particular customer variant

By creating a single generic structure that can be configured according to a particular user's needs,
you avoid duplicating assembly structures, with all the associated problems of maintenance,
redundant information, and complexity of searches.
Structure Manager displays your product structure in a multilevel indented list format, making it easy
to browse. This list is similar to the bill of materials (BOM) that engineering organizations use to list
manufacturing information.
Structure Manager interoperates with other applications that define or use the product structure,
including Platform Designer, DesignContext, Multi-Structure Manager, Manufacturing Process
Planner, and Part Planner.

Before you begin

Prerequisites You do not need any special permissions to use the Structure Manager
application.
Enable Structure Structure Manager does not need to be enabled before you use it. However,
Manager certain optional features of Structure Manager must be selected during
installation, including visualization and embedded software management.
Configure Structure You must set various preferences (options) to configure the user interface
Manager and certain default functions before using Structure Manager.
For more information about configuring Structure Manager, see Configuring
Structure Manager.
Start Structure
Manager Click Structure Manager in the navigation pane.

Structure Manager interface

The left-hand navigation bar of Structure Manager contains:

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• The standard Search and Quick Links features provided with all rich client applications. Click
MyView/Markup to view any BOM markups on the currently selected line.

• Open Items
Provides a list of currently open BOM windows or structures. Click an entry in the list to select
and make it active.

• History
Provides a list of BOM windows or structures that you have recently opened. Click an entry in
the list to select and make it active.

1 Structure navigation tree Allows you to navigate the product structure, expanding
or collapsing nodes to view the appropriate data. The
images in the tree indicate the purpose of each node.
For more information, see Structure Manager structure
tree images. The properties columns to the right of the
identifier can be tailored to your needs, as described in
Managing properties and notes.
2 Data panes Allow you to view data about the selected line. To display
a different data pane, click its tab.
For more information, see Structure Manager tabs.

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3 Search area Allows you to search for a structure and configure it with
commonly used data.
For more information, see Structure Manager buttons and
symbols.
4 Incremental change Shows the current incremental change (if one is applied)
management area and allows you to manage the incremental change data.
For more information, see Managing incremental
changes.
5 Status symbols Show the current status of the selected line.
For more information, see Structure Manager buttons and
symbols.

Structure Manager uses the Teamcenter rich client interface.

For general information about the rich client interface, see Getting Started with Teamcenter and the
Rich Client Interface Guide.
Not all of the following menu commands and buttons may be visible on your system, as the
administrator can hide or reveal only those commands and buttons that are appropriate for your site.
For more information about the Embedded Software Explorer, Signal Manager, and Connection
Manager commands, see the Embedded Software Solutions Guide.
Note

For information about the Window menu commands, see the Rich Client Interface Guide.

Structure Manager menus

File menu

Command Description
New→Item Creates a new item, functionality, or document.
New→BOM View Revision Creates a new BOM view revision for the selected line.
New→Workflow Process Creates a new change process for the selected structure.
New→Part Creates a new part.
New→Design Creates a new design, that is, a CAD representation of a part
or assembly.
New→Snapshot Creates a new snapshot of the selected structure.
New→Item Element Creates a new item element (GDE) and associates it with the
selected line.
New→Connection Creates a new revisable connection (for example, connection or
datum point) or nonrevisable (Tc Link) connection. To associate
the connection with the connected objects, select the connection
and objects, and then choose Edit→Connect.
New→Manufacturing Feature Creates a new manufacturing feature, for example, a weld point.

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Command Description
New→Interface Definition Creates a new interface (for example, connection or network
port) and associates it with the selected line.
New→Process Variable Creates a new process variable.
New→Signal Creates a new electrical signal.
New→Item From Template Creates a new item or item revision from a predefined template.
New→Folder Creates a graphical representation of an aggregation of objects.
New→Dataset Creates a Teamcenter data object used to manage data files
created by other software applications. Each dataset can
manage multiple operating system files, and each dataset
references a dataset tool object and a dataset business object.
New→Form Creates a data object used to display product information
(properties) in a predefined template. Forms can be used to
create an electronic facsimile of a hardcopy form.
New→URL Creates a data object used to access a Web resource. The URL
(uniform resource locator) is an address that is used as a link
to access a Web resource within Teamcenter or in a separate
browser.
New→Data Requirement Item Allows you to create a data requirement item (DRI) if you are
working with contract data.
New→Parameter Allow you to use the Calibration and Configuration Data
Management→Parameter Management (CCDM) solution to create and manage embedded
Definition software calibration and configuration parameter data. CCDM is
a separately licensed solution that must be installed to expose
New→Parameter these commands.
Management→Parameter
Definition Group For detailed information about CCDM, see the Embedded
Software Solutions Guide.
New→Software Design
Component
Open (Ctrl+O) Opens the selected structure.
Open in NX Sends PLM XML data representing the geometry of the selected
assembly to NX.
Open in Lifecycle Visualization Loads DirectModel datasets for the selected lines and displays
them in standalone Lifecycle Visualization.
Save (Ctrl+S) Saves changes made in Structure Manager. For example, you
must explicitly save any new BOM lines or variants.
If there are unsaved changes, the title pane of the Structure
Manager window and the tooltip for any open pane are shown in
bold with an asterisk * appended to the name. When you save
the changes, the bold highlight and the asterisk are removed.
Save As→Item (Revision) Depending on the currently selected line, creates a new item or
new item revision from the selected line.

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Command Description
Save As→BOMView (Revision) If a view is currently selected, creates a new structure view of
an item from the view in the selected line.
If an item is currently selected, creates a new BOM view revision
of the selected item.
For detailed information, see Using Save As to save a BOM
view revision.
Save Session Saves the current Teamcenter session, including the top-level
item revision, the effective revision rules, and the state of the
viewer pane.
Note

By default, this menu entry is hidden. To make it visible,

you must set the enableSessionFile entry in your
customer.properties file to true. If this file does not
already exist, you must create it.
Open Session Opens a previously saved Teamcenter session.
Revise Revises the selected item.
Duplicate Clones the selected structure or assembly. The selected line
and everything below it will be copied into the new (cloned)
structure. Datasets and attachments may be copied to the new
(cloned) structure, depending on Business Modeler IDE deep
copy rules. CAD-specific attachments and relationships may be
copied depending on options you selected and the closure rules
configured for the CAD integration. For example, part family
members may be replicated in the new (cloned) structure.
For detailed information, see Cloning a structure.
Note

This command is unavailable if you select an architecture

object type or subtype, for example, architecture
breakdown element (ABE). However, you can duplicate
any custom object types that your administrator creates.
Close Closes the currently displayed structure.
Print Views, prints, or saves information about the currently selected
structure.
Print... Views, prints or saves properties, textual information, graphics
or information associated with the selected item.
Exit Ends your Structure Manager session.

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Note

By default, the Open in NX and Open in Lifecycle Visualization commands and the
corresponding buttons on the toolbar may be hidden. To show these commands and buttons,
you must set the TC_show_open_in_NX_button and TC_show_open_in_vmu_button
preferences, respectively, to ON.

Edit menu

Command Description
Cut (Ctrl+X) Marks the selected lines for removal and copy their contents to the
clipboard. Cut lines are only removed once they are pasted elsewhere
in the product structure.
Copy (Ctrl+C) Copies the selected lines to the clipboard.
Copy Append Copies the selected data object to the clipboard with the intention of
appending it to the destination object.
Paste (Ctrl+V) Pastes item revisions from the clipboard as components of the selected
lines.
Paste Substitute Pastes item revisions from the clipboard as substitutes for the selected
(assembly) lines.
Paste Special Pastes components on the clipboard to the selected assembly (line).
Depending on the contents of the clipboard, this command may move
a cut and pending line or lines to another location in the product
structure. You can also move lines by drag-and-drop methods or with
the Windows shortcut commands.
Add Adds components to the selected assembly (line) by typing in an item
identifier.
Revert Edit Cancels any pending additions or removals of the selected lines. It also
cancels any pending property edits.
Note

Certain edits are committed immediately to the database

and cannot be reverted. Such edits are not displayed in red
strike-through text.

You can also revert edits by right-clicking the affected line and choosing
Revert Edit.
Revert All Cancels all pending additions or removals of lines anywhere in the
structure. It also cancels any pending property edits.
Note

Certain edits are committed immediately to the database

and cannot be reverted. Such edits are not displayed in red
strike-through text.

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Command Description
Split Occurrence Divides an assembly or part represented by the selected line into two
lines, and splits the quantity between them.
Insert Level Creates a new item and insert it as a branch of the selected line.
Replace Replaces the selected line with the item revision or item element on
the clipboard.
Replace... Allows you to browse for an item revision to replace the selected line.
Change To Replace Changes separate deletion and addition actions to a single replacement
action.
Remove (Ctrl+R) Removes the selected lines from the product structure. Any child
branches of the removed line are moved up to the next level. Data
including occurrences notes and absolute occurrences attached to
the removed line are lost.
Delete Deletes a single item or an item and all its children. Optionally, you
can also remove any associated referenced objects. This command
permanently removes any selected item from the structure and the
database.
Properties on Relation Allows you to edit the properties of the object represented by the
selected line.
User Setting Changes your group, role, or volume assignments and your application
logging and journalling options.
Options Changes your user interface settings that affect all applications, not
only Structure Manager.
Guided Component Searches for matching components within an assembly. This search
Search allows you to choose from a list of only those classified workspace
objects that fit into the first component of your search. You must first
configure it in the Classification Admin application.
Variant Condition Creates a variant condition on the selected line.
Toggle Changes the precision of the selected assembly (line).
Precise/Imprecise
Show/Hide Superseded Shows or hides all revisions in the selected structure that are
Revisions superseded by a later revision. This command is applicable only if the
BOM view revision and current revision rule are precise.
Select Below→All Lines Selects all lines below the currently selected line.
Select Below→Lowest Selects only the lowest lines below the currently selected line.
Lines
Toggle in Context Mode Enables or disables editing in context mode, allowing creation of
absolute occurrences for the selected assembly.
Remove Design from Removes a CAD design from an installation assembly attached to an
Product architecture breakdown element. This command is used when your site
utilizes Platform Designer.

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Command Description
Replace Design in Removes a CAD design in an installation assembly attached to an
Product architecture breakdown element with another CAD design. This
command is used when your site utilizes Platform Designer.
Replace Part in Product Replaces a part (an ERP part) in an architecture breakdown element.
This command is used when your site utilizes Platform Designer.

View menu

Command Description
Refresh Window Synchronizes the currently displayed product structure with the
database. The displayed structure refreshes with changes that have
been made in other sessions and saved since you loaded the currently
displayed product structure.
Embedded Software Allows you to view binary software information in the same way as
Explorer you view data about hard parts.
For more information about these commands, see the Embedded
Software Solutions Guide.
Note

The Embedded Software Solutions (ESS) menu commands

must be exposed using Command Suppression.
Signal Explorer Allows you to view signals in an electromechanical structure. You can
view the source, target, transmitter, process variable, signal of process
variable, redundant signal, transmitted signal, and received signal
associated with the selected lines, as applicable.
Show Connected Lines Shows or hides all lines that are connected by the selected connection.
Implemented By→Show Shows all lines that implement the selected line.
Implemented By
Implemented By→Show Shows all lines that the selected line implements.
Implements
Realized By→Show Shows all lines that realize the selected line.
Realized By
Realized By→Show Shows all lines that the selected line realizes.
Realizes
Expand Expands the substructure immediately below the selected lines.
Expand Below Expands the complete substructure below the selected lines.
Expand Below... Expands the substructure below the selected lines to a user-selected
level. You can also collapse an expanded substructure when you
choose this command (hide certain child lines).
Collapse Below Collapses the complete substructure below the selected lines (hide
all child lines).

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Command Description
Pack Packs the selected lines so that all lines with the same item revision
and find number are displayed as a single line. The actual quantity
of lines is appended to the node.
Unpack Unpacks the selected packed lines so that they are displayed as
separate lines, one for each occurrence.
Pack All Packs all packable lines in the displayed structure.
Unpack All Unpacks all lines in the displayed structure.
Show Unconfigured Shows or hides unconfigured variant components. Disabled if
Variants the PSEEnableFilteringUnconfigdDueToClassicVariantsPref
preference is set to True.
Show Unconfigured By Shows or hides components that are not configured when using
Occurrence Effectivity occurrence effectivity.
Show Unconfigured Shows or hides unconfigured incremental changes.
Changes
Show Part Solutions Shows or hides part solutions. Part solutions are available if your site
uses Platform Designer.
Show Suppressed Shows or hides suppressed occurrences.
Occurrences
Enable Classic Variant Hides or shows components that are not configured
Configure to Load by the selected variant rule. Enabled if the
PSEEnableFilteringUnconfigdDueToClassicVariantsPref
preference is set to True.
Properties Allows you to view all properties of the selected line. You can edit those
properties to which you have permission.
Notes Allows you to view, and edit if permitted, all occurrence notes for the
selected line.
Audit→View Audit Logs Shows the audit file for the selected structure or assembly.
This menu command is seen when the TC_audit_manager preference
value is ON and the TC_audit_manager_version preference value
is 2.
Show/Hide Data Panel Shows or hides the data pane containing, for example, variant data,
Referencers information, or the embedded viewer.
Note

The data pane is displayed by default if the

PSEShowDataPanelDefault preference is set to true.
It opens to the tab that was last active in your previous session.
Show/Hide Search Panel Shows or hides the Structure Manager search pane.
Show/Hide Search Shows or hides the Structure Manager search results pane.
Result Panel
Show/Hide Superseded Shows or hides the supersedure revisions of the selected part or
Revisions assembly.

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Command Description
Show GCS Connection Shows or hides all connection points defined for guided component
Points searches (GCSs). GCSs are defined in the Classification Admin
application.

Tools menu

Command Description
Check-In/Out→Check Out Checks a selected component out of the database.
Check-In/Out→Check In Checks a selected component into the database.
Check-In/Out→Cancel Cancels a request checkout action.
Checkout
Check-In/Out→Transfer Transfers a selected, checked-out component to another user.
Checkout
Check-In/Out→Notification Allows you to view or edit the list of users who are informed if the
List selected component is checked in or checked out.
Check-In/Out→Check Out Allows you to view the history of checkout actions for the
History selected component.
ID Display Rule→View/Set Allows you to view the ID display rule currently applied to the
Current selected structure or set a different ID display rule.
ID Display Rule→Modify Modifies the ID display rule currently applied to the selected
Current structure.
ID Display Rule→Create/Edit Creates a new ID display rule or modify an existing ID rule.
Process and Change Selector Attaches the selected structure to a Workflow process or change.
Embedded Software Manager Allows you to manage binary software in the same way as you
manage hard parts.
For more information about these commands, see the
Embedded Software Solutions Guide.
Note

The ESS menu commands must be exposed using

Command Suppression.
Signal Manager→Associate Allows you to associate a signal line in an electromechanical
Signal To structure to another line as a source, target, transmitter, process
variable, or redundant signal.
Signal Manager→Remove Removes the association between the selected signal line in an
Signal Association electromechanical structure and another line.
Connection Connects two selected lines with a revisable or nonrevisable
Manager→Connect connection.
Connection Disconnects the currently selected line with a revisable or
Manager→Disconnect nonrevisable connection to another line.

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Command Description
Implemented By→Create Creates Implemented By relationships between the selected
Implemented By line and another line.
Implemented By→Remove Removes Implemented By relationships between the selected
Implemented By line and another line.
Realized By→Create Realized Creates Realized By relationships between the selected line
By and another line.
Realized By→Remove Removes Realized By relationships between the selected line
Realized By and another line.
Fix In-Structure Allows you to identify and remove any invalid associations that
Associations→Current Level were created when the structure was manually edited. This
command fixes all invalid associations with the selected line.
Fix In-Structure Allows you to identify and remove any invalid associations that
Associations→All Levels were created when the structure was manually edited. This
command fixes all invalid associations with the selected line and
all lines below it.
Project→Assign Assigns the selected structure to a predefined project.
Project→Remove Removes the selected structure from a project to which it is
assigned.
License→Attach Attaches an ADA license to the selected workspace object.
License→Detach Detaches the ADA license from the selected workspace object.
View/Set Closure Rule for Allows you to view the available closure rules and select a rule
Expansion to limit structure expansions.
For more information, see Set or unset a closure rule.
Trace Link→Traceability Generates a traceability report for the selected structure.
Revision Rule→View/Set Allows you to view or set the revision rule for the currently
Current displayed structure.
Revision Rule→Set Sets the date, unit number, or end item to configure the structure,
Date/Unit/End Item if the current rule allows.
Revision Rule→Set Override Sets an override folder to override item revisions that would
Folder otherwise be selected by other criteria.
Revision Rule→Modify Current Modifies the current revision rule and apply the modified rule
to the current structure. You can save the change if you have
write access to the original rule.
Revision Rule→Create/Edit Creates or edits a revision rule.
Effectivity→Occurrence Allows you to view, edit, or create occurrence date effectivity
Effectivity→View, Edit and data for the occurrence of the selected line. You must have the
Create appropriate permissions to create or edit effectivity data.
Effectivity→Occurrence Allows you to create occurrence date effectivity data on multiple
Effectivity→Create on Multiple BOM lines. You must have the appropriate permissions to create
BOM Lines or edit effectivity data.

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Command Description
Effectivity→Revision Allows you to view, edit, create, or copy effectivity data for the
Effectivity item revision of the selected line. You must have the appropriate
permissions to create or edit effectivity data.
Effectivity→Effectivity Allows you to view, edit, create, or copy effectivity mapping for
Mapping an end item. Effectivity mappings are needed if you implement
nested effectivity.
Variants→Configure Variants Allows you to configure or edit a variant structure for the selected
top-level module.
Variants→Only Configure Root Allows you to set to on to only display options for the top-level
module, regardless of the line selected. Set to off to configure
the structure for a lower level module.
Variants→Search... Searches for an existing variant item.
Variants→Count Modules Counts the modules defined for the selected variant structure.
Variants→Unlink Variant Item Unlinks a variant item from the generic module item to make
changes.
Variants→Update Variant Item If you make structural changes to a generic item and create a
new item revision, Teamcenter does not automatically propagate
such changes to each associated variant item. Choose this
option to make such changes manually.
Set/Unset Global Option Item Allows you to identify the selected item or item revision as a
product item with which global options are associated.
Incremental Change→Create Allows you to create an new incremental change.
Context
Note

This command is visible only if your administrator sets

the MoveICCreationToMenu preference to True. If it is
not visible, use the Create IC Object button on the
incremental change toolbar to create a new incremental
change.
Incremental Change→Add Retrospectively creates an add change and attaches it to the
active incremental change.
Incremental Change→Remove Retrospectively creates a remove change and attaches it to the
active incremental change.
Incremental Change→Delete Establishes a delete change to the attachment.
on Object
Incremental Change→Create Establishes a create change to the attachment.
on Object
Incremental Change→Remove Removes (undoes) changes on the active incremental change.
Change
Incremental Revises the parent assembly to create an incremental change
Change→Incremental Change baseline.
Baseline

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Command Description
Incremental Change→Split Splits some of the changes from the active incremental change
into another existing incremental change.
Incremental Change→Intent Allows you to create a new intent for which the incremental
change is valid. An intent represents an alternate solution.
Incremental Change→Display Customizes how incremental change icons are displayed and
icons the contexts in which you want to see icons.
Arrangements→View/Set Allows you to view and set the current NX arrangements.
Unattached Lines→Clear All Allows you to clear all the unattached lines in the results of an
appearances search.
Unattached Lines→Clear Allows you to clear the currently selected unattached lines in the
Selected results of an appearances search.
Unattached Lines→Show Allows you to find the parent of an unattached line in the results
Parent of an appearances search.
Unattached Lines→Attach Allows you to reattach unattached lines in the results of an
appearances search.
All History Lines→Clear All Clears all history lines in the results of an appearances search.
All History Lines→Clear Clears selected history lines in the results of an appearances
Selected search.
Validation→Run Validations Validates attributes of a selected item revision, using third-party
software applications, according to criteria set by the system
administrator.
Validation→View Results Allows you to view the results of previous validations.
Import→Remote Imports a structure from a remote site in a Multi-Site
Collaboration environment.
Import→Software Parameters Allows you to import software parameter data in PLM XML
format.
Export→Objects Allows you to export the selected workspace objects through a
predefined application interface (AI).
Export→To PLMXML Export the selected structure and its attachments in PLM
XML format to a selected export directory. You must choose
the appropriate transfer mode for the destination system and
selected structure.
For details of how to specify a structure export in PLM XML
format, see the PLM XML/TC XML Export Import Administration
Guide.
If you export a structure in which substitute components are
defined, the substitutes are also exported.
For details of how to export structure changes tracked by
incremental changes in PLM XML format, see About exporting
and importing incremental change data.

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Command Description

For details of how to specify a suitable closure rule, see the PLM
XML/TC XML Export Import Administration Guide.
Export→To Briefcase Allows you to export a configured product structure in TC XML
format. You must choose the appropriate transfer mode for the
destination system and selected structure.
If you track changes with incremental changes, you can
optionally export only changes to the configured assembly.
Only those objects directly or indirectly affected by incremental
changes configured on the structure are exported in full, and
other objects are exported as stubs.
For details of how to export structure changes tracked by
incremental changes in TC XML format, see About exporting
and importing incremental change data.
Export→Objects to Excel Exports the selected structure lines to an Excel spreadsheet.
Export→Objects to Word Exports the selected structure lines to a Microsoft Word
document.
Export→Configured NX Exports a product structure that is configured with revision rules
Assembly and variants to NX in native format. This command is visible only
if your administrator sets the TC_ExportConfigUGNXAssembly
preference to TRUE and NX is installed on the client machine.
Export→Software Parameters Allows you to export software parameter data in PLM XML
format.
Stock Selection Rule Allows you to choose the rule that selects stock material.
Typically used in aerospace and defense environments.
Send Data To Sends selected data to another application or external program.
Your Teamcenter administrator uses the Business Modeler IDE
application to create new application interface types associated
with a specific application. Each of these types are available in
the Send Data To dialog box.
Send Additional Data To Sends additional data to a running session of the application
launched using the Send Data To menu command.
Vendor Part Selection Rule Allows you to apply a predefined vendor parts selection rule to
the structure.
BOM Grading→Run Allows you to grade or validate the product structure or
subassemblies against predefined criteria.
For more information, see Grading structures.
BOM Grading→Show Results Allows you to view grading results for the select product structure
or subassembly.
Request Substance Allows you to request a material substance declaration (MSD)
Compliance Check from the supplier of vendor parts for the selected line and its
children.

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Command Description
Initiate Substance Compliance Runs a compliance check of the selected part or assembly
Check against selected regulations.
Apply Exemptions Allows you to approve the exemption of a part from a selected
regulation.
Initiate Compliance Results Allows you to invalidate all substance compliance results that
Validation are qualified for invalidation because of expired exemptions.
Baseline Copies work in progress (WIP) item revisions. During the
development of a product design, you may need to share such
copies of your working design with other users at the same
or different sites. You can also save your design for future
reference.
For more information, see Using baselines.
Validate Occurrences Allows you to validate that a selected line and (optionally) any
child lines meet the business rules defined by your administrator
for structure edits.
For information, see Performing on-demand validation.
Manage Global Alternates Allows you to define global alternates and a preferred alternate
for the selected component.
Compare... Compares two product structures (or different revisions of the
same structure) in separate windows.
Clear Compare Clears the results of comparing two product structures.
Graphical BOM Compare Compares two revisions of a part or assembly and examine the
difference in the Viewer pane. You cannot use this command to
compare multilevel structures.
Intermediate Data Capture Saves the current structure configuration in PLM XML format on
your system for later retrieval or transfer.
For information about creating intermediate data captures, see
Using intermediate data captures.
Markup→Markup Mode Turns markup mode on or off.
Markup→Show Markup View If the selected line has an associated markup, allows you to
view its properties.
Markup→Delete Markup (this Deletes the active markup for the selected line.
level)
Markup→Apply Markup (this Applies uncommitted changes in the markup associated with
level) the current line. Any markups associated with lines below the
current selection are not committed.
Markup→Apply Markup (all Applies uncommitted changes in the markup to the structure,
levels) starting from the top line.
Markup→Validate Access to Identifies if you have the necessary write access to the BOM
Apply Markups (all levels) view revision (BVR) to commit changes in a markup associated
with any line below the structure's top line.

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Command Description
Site Check In/Out→Check Out If you are working with Multi-Site Collaboration, allows you to
to Site check out the selected object to a chosen site.
Site Check In/Out→Check in If you are working with Multi-Site Collaboration, allows you to
from Site check in the selected object from a chosen site.
Roll up Report→Create Allows you to create a rollup report.
For more information, see Creating structure properties rollup
reports.
Roll up Report→View Allows you to view a rollup report.
For more information, see Creating structure properties rollup
reports.
Roll up Report→Templates Allows you to manage templates for rollup reports.
For more information, see Creating structure properties rollup
reports.

Note

You may see additional commands in this menu if optional features are installed at your site.
For example, if you install Teamcenter Integration for NX, an Export NX Assembly command
is available. Similarly, some commands are hidden unless a preference setting is changed. For
information about any additional commands, see the documentation for the optional feature
or contact your Teamcenter administrator.

Graphics menu
Note

The Graphics menu appears when you click the Graphics tab.

Command Description
Selection→Select All Selects all the objects displayed in the viewer.
Selection→Select None Unselects any objects currently selected in the viewer.
Selection→Reverse Selects all objects not selected in the viewer, while simultaneously
Selection unselecting any objects currently selected in the viewer.
Selection→Expand to Expands the assembly tree until the part selected in the viewer is
Selected displayed in the tree.
Visibility→View Selected Blanks and unblanks objects loaded in the viewer.
Note

The term loaded refers to an object whose JT file has been

loaded in the viewer. A loaded object may or may not be visible,
depending on whether it has been blanked or unblanked.
Visibility→Blank Makes any objects selected in the viewer invisible.
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Command Description
Visibility→Blank All Makes all objects in the viewer invisible.
Visibility→Unblank All Makes all objects loaded in the viewer visible.
Visibility→Reverse Makes any currently visible objects invisible, while simultaneously
Blank All making visible any loaded objects which are currently invisible.
Visibility→Unload Unloads any objects selected in the viewer.
Selected
Edit Color/Translucency Modifies the color, transparency, and shine of selected objects in the
viewer. These settings only apply to the currently loaded objects. The
next time the edited object is loaded, the settings revert to the default
color and translucency.
Insert Allows you to insert JT, stereolithography (.stl) and VRML (.wrl) files as
reference graphics.
Insert→Insert from File Inserts a reference graphic from the operating system, using the Open
by Name dialog box.
Insert→Insert from Inserts a reference graphics object from the clipboard.
Clipboard
Note

Only item revisions (not items) can be displayed as reference

graphics.
Creates, edits and displays standard views, using the Rotate and
Views→Views Control...
Standard Views dialog boxes.
Draw Children Displays the components of a subassembly. You can also access this
command if you right-click in the product structure.
Show Subcomponents Breaks down solids in the corresponding monolithic JT files and make
the subcomponents independently controllable. This function is only
available for only leaf and unpacked structure line nodes.
Hide Subcomponents Removes all merged subcomponents and the one-level tree from the
tree. You can load or unload the monolithic JT file related to this
structure line node in the normal way.
Export 3D File Exports the current visible objects to a STEP or VRML file.
Transformation→ Generates an exploded view for use in technical illustrations.
Temporary
Transformation
Transformation→ Modifies the physical location of a part (or set of parts) in an owning
Persistent assembly.
Transformation
Replace JT File Replaces the JT file that represents an item revision. You can choose
a replacement file from one of the JT files associated with the current
structure line item.
Clearance→ Allows you to set the clearance calculator, define the parameters of the
Preferences clearance calculation, and indicate how the results should be displayed.

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Command Description
Clearance→Toggle Allows you to change the clearance results that are displayed.
Results Window
Performance... Sets rendering, culling and general performance preferences.
Preferences... Sets clearance analysis and general viewer preferences.

Structure line context menu

Note

The structure line context menu appears when you right-click one or more structure lines.

Command Description
Open BOM View Displays a list of other BOM views in which you can open the selected
data. If the line has no BOM views, this command appears as No BOM
View to open.
Guided Component Searches for matching components within an assembly. This search
Search allows you to choose from a list of only those classified workspace
objects that fit into the first component of your search. You must first
configure it in the Classification Admin application.
Properties on Relation Allows you to edit the properties of the object represented by the
selected line.
Cut Cuts the selected lines from the structure and places them on the
clipboard.
Copy Copies the selected lines in the structure and places them on the
clipboard.
Paste Pastes the components from the clipboard as children of the currently
selected (assembly) line in the structure or into NX.
Revert Edit Undoes the last manual edit of the selected line.
Paste Property Allows you to paste a property value from the clipboard into one or
more structure lines.
Set In Context Allows you to edit the properties of an occurrence in the context of a
selected line, that is, to create an absolute occurrence.
Remove In Context Removes override data from an absolute occurrence without entering
Override replacement data.
Show/Hide In Context Shows or hides the line that is the context of a particular in context edit.
BOM line
Expand Expands the substructure immediately below the selected lines.
Expand Below Expands the complete substructure below the selected lines.
Expand Below... Expands the substructure below the selected lines to a user-selected
level. You can also collapse an expanded substructure when you
choose this option (hide certain child lines).
Expand to Type Expands the complete substructure below the selected lines until a
specified type is encountered.

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Command Description
Unload Below Unloads all lines below the selected line to free memory.
Collapse Below Collapses the complete substructure below the selected lines (hide
all child lines).
Generate Report Generates a report on the selected object. You can choose the
reporting tool and formatting options.
Send an Instant Allows you to initiate communication with the user who owns the item
Message to Owning or item revision represented by the selected line. The Microsoft Office
User Communicator integration must be installed on your system.
Open With Opens selected data in a rich client view.
Send To Sends selected data to another application or an external program.
Your Teamcenter administrator uses the Business Modeler IDE
application to create new application interface types associated with
a specific application. Each of these types are available in the Send
Data To dialog box.
Check In/Out Checks out the object represented by the selected line if it is not already
checked out or checks in the object represented by the selected line
if it is checked out.
Refresh Synchronizes the currently displayed product structure with the
database. The displayed structure refreshes with changes that have
been made in other sessions and saved since you loaded the currently
displayed product structure.
Properties Allows you to view all properties of the selected line. You can edit those
properties to which you have permission.
Access Shows any Access Manager restrictions on the selected line.
Project→Assign Assigns the selected structure to a predefined project.
Project→Remove Removes the selected structure from a project to which it is assigned.
License→Attach Attaches an ADA license to the selected workspace object.
License→Detach Detaches the ADA license from the selected workspace object.
Multi-site Allows you to synchronize a selected object, component or assembly
Synchronization with the remote site in a Multi-Site Collaboration environment. It is only
necessary to synchronize structures if the Sync State property shows
the structure or a component is superseded or out of date.
Add To Favorites Allows you to add the selected structure to your list of frequently used
objects.
Update Suppressed Updates any suppressed occurrences attached to the current line.
Remove Design from Removes the selected design from the product structure. It is used
Product when your site utilizes Platform Designer.
Search Reference Allows you to search for reference designator values; this search allows
Designators you to specify wildcards.
Show Markup View If the selected line has an associated markup, allows you to view its
properties.

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Command Description
Delete Markup (this Deletes the active markup for the selected line.
level)
Apply Markup (this level) Applies uncommitted changes in the markup associated with the
current line. Any markups associated with line below the current
selection are not committed.
Disconnect Disconnects the currently selected line with a revisable or nonrevisable
connection to another line.
Connect Connects the currently selected line to another line with a revisable or
nonrevisable connection.

Structure Manager buttons and symbols

Note

You can add buttons that are not displayed on the main toolbar by right-clicking the toolbar,
choosing Customize, and selecting the buttons you want to add. Once you have added
buttons to the toolbars, they are displayed in future sessions. Consider adding buttons that:
• You use frequently.

• Provide a shortcut to menu commands that are not primary selections, for example,
Tools→Revision Rule→Set Date/Unit/End Item.

• Show current status, for example, incremental change configuration options.

Button Purpose
These standard buttons are located on the main toolbar at the top of the product structure pane.
Soft abort If enabled, allows you to terminate the current operation
without closing Structure Manager or losing data.
Cut Cuts the selected lines from the structure and places
them on the clipboard.
Copy Copies the selected lines in the structure and places
them on the clipboard.
Paste Pastes the components from the clipboard as children of
the currently selected (assembly) line in the structure or
into NX.
Delete Deletes the selected lines from the structure and does
not place them on the clipboard.
Save Saves changes you made to the structure since it was
last saved.
Split occurrence Splits a line that represents several occurrences into two
branches. The new branch and the original (changed)
branch initially have the same notes, variant conditions,
and other data, but you can subsequently modify them
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Button Purpose
Open Opens the selected structure line in a new window.

Signal Creates a new message or signal.

For more information about creating signals, see the
Embedded Software Solutions Guide or the Systems
Engineering Guide.
Remove Removes the selected lines from the structure
completely and does not place them on the clipboard.
Revert marked pending Cancels any pending additions or removals of the
edits selected lines. It also cancels any pending property
edits.
Note

This button is visible only if you select the

Display Markups for pending edits option on
the Product Structure tab of the Options pane,
and then restart Structure Manager. To display
the Options pane, choose the Edit→Options
command.
Certain edits are committed immediately to the
database and cannot be reverted. Such edits are
not displayed in red strike-through text.
Revert all Cancels all pending additions or removals of lines
anywhere in the structure. It also cancels any pending
property edits.
Note

This button is visible only if you select the

Display Markups for pending edits option on
the Product Structure tab of the Options pane,
and then restart Structure Manager. To display
the Options pane, choose the Edit→Options
command.
Certain edits are committed immediately to the
database and cannot be reverted. Such edits are
not displayed in red strike-through text.
Remove design from Removes the selected design from the product structure.
product This command is used when your site utilizes Platform
Designer.
Replace design in Replaces the selected design in the product structure
product with another design. This command is used when your
site utilizes Platform Designer.

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Button Purpose
Replace part in product Replaces the selected part in the product structure with
another part. This command is used when your site
utilizes Platform Designer.
Edit the variant Allows you to view or edit the variant condition on the
condition selected lines.
Change to replace Changes separate deletion and addition actions to a
single replacement action.
Pack selected line Packs the selected lines so that all lines with the same
item revision and find number are displayed as a single
line. The actual quantity of lines appended to the node.
Unpack selected line Unpacks the selected packed lines so that they are
displayed as separate lines, one for each occurrence.
View properties Shows the properties of the selected line.

Add/edit note Adds or edits the occurrence notes of the selected line.

Show connected lines Displays all lines that are connected by the selected
connection.
View/set revision rule Allows you to view or set the revision rule on the current
line.
Save, set and load Allows you to view, set, save, and load the variant option
variant option values values for the selected line.
View or change active Allows you to view or change the active arrangement
arrangement for the root assembly.
Objects to Word Opens the selected document in Microsoft Word.
Open in NX Starts NX and displays the selected assembly structure.
This action sends PLM XML data representing the
geometry of the selected assembly to NX.
Open in Lifecycle Starts Lifecycle Visualization and displays the selected
Visualization assembly structure.
Show/hide data pane Displays the data pane that contains the Attachments,
Graphics, Incremental Change Info, Variants,
Referencers, Parts, and Supersedure tabs and panes.
Note

The data pane is displayed by default if the

PSEShowDataPanelDefault preference is set to
true. It opens to the tab that was last active in
your previous session.
Graphical compare Opens the Graphical Compare dialog box and allows
you to visually compare two revisions of the same
structure.

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Button Purpose
Show/hide search Allows you to show or hide the Structure Manager
results Search Results pane.
Search Allows you to search the product structure for a particular
component or subassembly. Results are displayed in
the Structure Manager Search Results pane.
Move to first revision Jumps to the earliest revision of the selected component
or subassembly.
Move to previous Jumps to the preceding revision of the selected
revision component or subassembly.
Move to next revision Jumps to the succeeding revision of the selected
component or subassembly.
Move to last revision Jumps to the final revision of the selected component
or subassembly.
Markup mode Enables or disables markup mode.

Markup view Opens or closes the Markup view.

Add signals from library Allows you to add a signal or other object from the data
dictionary to the structure.
Navigation pane Opens the navigation pane.

Create note Displays the New Item wizard, allowing you to create a
new standard note or custom note.
Add classified Allows you to use the guided component search to add
component a classified component to the structure.
View/set closure rule Allows you to view available closure rules and then set a
closure rule to limit structure expansions.
The following buttons are displayed at the bottom left corner of the product structure navigation
tree pane.
Open by name Browses for and opens a specific structure by name.

Most recently used Shows a list of your most recently accessed structures.
(MRU) list If you select an entry from the list, Structure Manager
loads the structure into the structure pane. You can
configure the number of entries shown in the MRU list
by right-clicking the button and moving the slider to the
desired number.
Most recently used Selects a revision rule to apply to the current product
(MRU) revision rules list structure from a list of the rules you have used recently.
You can configure the number of entries shown in the
MRU by right-clicking the button and moving the slider
to the desired number.

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Button Purpose
Find components in Searches for matching lines (components) in the
display displayed product structure by entering an expression.
You can search with any combination of the available
properties.
List substitute Adds or removes substitute components or set the
components preferred substitute.
This button is enabled if the selected line may have
substitutes; otherwise, it is disabled.
Manage global Shows a list of the global alternates available for the
alternates selected line. You can add alternates and select a
preferred alternate. The preferred global alternate is
indicated by a check mark.
Quick add Adds a new component to the selected assembly by
entering the item identifier of the new component.
The following symbols are displayed at the bottom right corner of the product structure pane and
show the current status of the selected line.
Shows if you have write access permissions for the
selected line.
Shows if you have delete access permissions for the
selected line.
Shows if you have access permissions to change the
selected line.
Shows if the item revision represented by the line is
currently in a workflow process.
Shows if the item revision represented by the line is
currently checked in or checked out.
Shows if the item revision represented by the line is
currently released.
Shows if the item represented by the line is currently
published.
Shows if the item or revision represented by the line is
currently classified.
Shows if the item or revision represented by the line is
currently archived.

Structure Manager tabs

Click , or choose View→Show/Hide Data Panel to display the data pane which contains these
tabs.

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Tab Description
Attachments Allows you to select and view attachments to the selected line, for
example, a dataset or form.
The visibility of this tab is controlled by the setting of the
BOM_Display_Attachments_Panel preference.
Graphics Displays an image of the selected line or lines, if a DirectModel
dataset is available.
Incremental Change Info Allows you to add, edit, or remove incremental changes for the selected
line.
The visibility of this tab is controlled by the setting of the
Incremental_Change_Management preference.
For more information, see Managing incremental changes.
Referencers Allows you to perform a where-used or where-referenced search for
the selected item revision.
The visibility of this tab is controlled by the setting of the
BOM_Display_Referencer_Panel preference.
Roll Up Report Allows you to view or create rollup reports for the selected line. You
can also create and manage rollup report templates.
Supersedure Displays supersedure information for the selected item revision.
The visibility of this tab is controlled by the ECM_SET_GENEOLOGY
preference.
Variability Allows you to assign variability to a product context for use in Platform
Designer.
The visibility of this tab is controlled by the
PSM_global_option_item_ids preference.
Variants Displays variant data such as options, option defaults, and rule checks.
Variant conditions are displayed in the Properties pane.
The visibility of this tab is controlled by the
BOM_Display_Variant_Super_Panel preference.
Vendor Parts Allows you to view and select from the vendor parts associated
with the selected item revision. This tab is available only if the
optional vendor management solution is installed; consequently, the
VendorManagement_feature_installed preference is set.

Structure Manager structure tree images

The images in the product structure navigation tree indicate the purpose of each node. Descriptions
of images specific to certain functionality are provided with the relevant procedures.

Image Meaning
Item

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Image Meaning
Item revision (structure line or BOM line)

Item element (general design element)

Form

Dataset

BOM view

Part
Assembly with a monolithic JT

Design
Alternate ID

Document

Document revision

DirectModel dataset

UGMaster dataset

UGPart dataset

UGScenario

Variant item

Variant item revision

Incremental change removed

Incremental change added

Separate incremental changes removed and added

Absolute occurrence override removed by incremental change

Absolute occurrence override added by incremental change

Absolute occurrence overrides removed and added by separate

incremental changes

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Image Meaning
In scope for creation of absolute occurrences

Absolute occurrence created

Added structure line

Removed structure line

Replaced structure line

Structure line has unreadable children

Structure line is a variant module

Component has alternates

Component has substitutes
Component has variants

Process

Process revision

Process variable

Snapshot

PS connection

PS connection revision

PS signal

PS signal revision

Allocation

Allocation map

Allocation map revision

… When displayed in the structure tree after a search, this symbol

indicates the line has hidden children. Click this box to load and view
the hidden children.
Remote part

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Image Meaning
Line of assembly
Tracelink

Rich client perspectives and views

Within the Teamcenter rich client user interface, application functionality is provided in perspectives
and views. Some applications use perspectives and views to arrange how functionality is presented.
Other applications use a single perspective and view to present information.
Note

Your administrator can use the HiddenPerspectives preference to prevent the display of
some Teamcenter perspectives in the rich client.
For information about editing preference values, see the Preferences and Environment
Variables Reference.

If your site has online help installed, you can access application and view help from the rich client
Help menu or by pressing F1.
For more information about rich client perspectives and views, see the Rich Client Interface Guide.

Basic concepts
Before creating or modifying product structure, you should read Getting Started with Product
Structure, which describes the basic concepts behind product structure and includes advanced
information on how to use and administer it.
Engineers group parts into assemblies to allow reuse of the same assemblies elsewhere in the
product or in other products. An assembly can contain components that are piece parts or assemblies.
In this way, you can model a complete product structure as a hierarchy of single-level assemblies.
Teamcenter supports two methods of modelling parts. You can create an item that represents the
part and CAD design simultaneously, which is the method familiar to former users of Teamcenter
Engineering Process Management. You can also create parts and designs separately, then link
(publish) parts and designs when they are ready to release.
You can view previously created graphics that represent all or part of the structure, allowing easy
visual identification of a component in the structure.
Structure Manager allows you to create assemblies that are one of the following:
• Precise
A precise assembly references a specific revision of each component.

• Imprecise
In an imprecise assembly, the revision configured in the Structure Manager window is determined
by the revision rule currently in force.

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You can define sophisticated revision rules to configure the structure in different ways. For example,
you can use revision configuration based on the release status of each item revision. This allows you
to configure the structure according to its effective date or unit number, or the date released.
For more information about revision rules and their use, see Using item revision configuration.
To take full advantage of Structure Manager, you should be familiar with the Teamcenter elements
that are used to define and present product structure, the basic process of creating product structure,
and how item revisions relate to how you manage default and multiple product views.

Product structure elements

The following elements may be included in a product structure that you manage in Structure Manager.
Note

The terms component, line, and occurrence are used commonly. All these terms refer to the
single-level link between an assembly and a component. Information typically associated with
the link includes find numbers and notes for assembly (such as torque setting and lubrication
notes). Data used for configuration may also be stored on an occurrence (for example, variant
condition).

Element Purpose
Aggregate occurrence A single occurrence representing multiple usages of the same
component item by setting the quantity attribute. Use an aggregate
occurrence where separate occurrences are not required to distinguish
individual usages (for example, rivets).
Assembly A single-level assembly with no hierarchy, as distinct from a multilevel
product structure. Assembly data is stored in a BOM view revision.
BOM view revision A workspace object that stores the single-level assembly structure of
an item revision, that is, occurrences. Access may be controlled on
the structure (BOM view revision) independently of other data. BOM
view revisions are only meaningful in the context of the item revisions
for which they are created.
Component A node in a structure—a child in a single-level parent-child relationship.
When you add components, you create an occurrence for each
component added.
Contrast with instance—a child in a multilevel parent-child relationship.
Note

Do not confuse a component in Teamcenter with a component in

NX. In Teamcenter, a component is a single-level assembly-child
relationship (a relative occurrence).
Configuration rule A rule that configures the structure. There are two kinds of configuration
rules: revision rules and variant rules.
Custom note Provides additional information about an item or item revision. A
custom note contains unique information about the part or document.
Compare with standard note.

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Element Purpose
DirectModel dataset A dataset containing a JT (visualization) file. Files of this format can
be generated by NX and other applications.
Default view type Teamcenter applies a default global view type where possible, for
example, when opening an item revision. Use of a default view type
avoids the need for a user to choose between multiple views. The
default view type is set by the PSE_default_view_type preference.
Design The CAD design solution that implements a business part. Each part
may be implemented by one or more CAD designs. Likewise, a CAD
design may implement more than one part. Certain parts do not require
a design solution, for example, paint and glue.
Find number A number that identifies individual occurrences (or groups of
occurrences) within a single-level assembly. Components are ordered
by find number within an assembly.
Note

By default, occurrences are populated with numeric find

numbers. However, they may contain any text string.
Teamcenter ignores nonnumeric values when ordering
components in the assembly.
Line A line in the product structure and all the attributes associated with it.
A line represents a single occurrence in the structure. When you click
a line, you select all the properties associated with the line, including
both occurrence and item properties.
Note

In Structure Manager, you can edit appropriate properties of the

selected line, for example, the item revision or note.
Note (occurrence note) Assembly related textual data that is associated with an occurrence.
Contrast with standard note and custom note.
Note type (occurrence The system administrator creates different occurrence note types.
note) Users can then specify values for the different note types where
required.
Occurrence (Sometimes called relative occurrence.) A hierarchical structure
relationship between the immediate parent assembly and its child
component item (in an imprecise assembly) or item revision (in
a precise assembly). You can use a find number to identify an
occurrence, but this number may not be unique. Data can be stored on
the occurrence, including occurrence notes and transforms.
Part A business object that is represented by an item in the product
structure. Each part may have one or more CAD designs associated
with it. The part is managed by the company's part releasing system; it
is typically revised and releases separately from the associated design.
Piece part A part with no structure (no associated BOM view revision). This is
sometimes referred to as a detail part.

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Element Purpose
Product structure The whole multilevel product structure, as distinct from a single-level
assembly (which is sometimes referred to as a BOM view revision
or BVR).
Standard note Provides additional information about an item or item revision. A
standard note typically contains information provided by a standards
organization and can be attached to multiple parts or documents.
Compare with custom note.
Substitute A particular occurrence may have substitute components that are
interchangeable for that specific occurrence. One is the preferred
substitute, and Teamcenter shows it in the structure. If these substitute
parts are intended as manufacturing substitutes, you can manufacture
an assembly using any of the substitutes.
View type An attribute of a BOM view revision that specifies its intended usage,
for example, design or manufacture. The administrator may define
any number of view types.
A chain of BOM view revisions of the same type are anchored by
a BOM view of the corresponding view type. An item revision may
contain only one BOM view revision for each view type. The view type
distinguishes one BOM view revision from another BOM view revision
of the same item revision.

Creating product structure

You create a product structure that represents the design and configuration of your product.
In Structure Manager, you create a product structure, sometimes called a bill of materials (BOM).
Teamcenter allows you to view an indented listing of the assemblies and piece parts that comprise
the product structure; the indenting allows you to interpret the relationship between the assemblies
and piece parts. An assembly has structure of its own; a piece part has no structure.
In My Teamcenter, you can attach CAD files, specification documents or other information to the
top-level assembly (the product itself), or to any of the assemblies or piece parts.
You can also attach item elements (sometimes called general design elements or GDEs) to items in
the product structure. They represent features that are not parts of the physical structure but are
associated with it or implemented by it, for example, weld points or ports for connectors. They
are stored as occurrence relations.
You can build, view, and manipulate the product structure in Teamcenter, or you can import it from an
MCAD system such as NX.
You can include 3D visualization data as Direct Model dataset objects within an item revision. Users
can then view these images in the embedded viewer in Structure Manager.

Understanding items
The term item generically describes all types of items that exist in Teamcenter. To effectively manage
many types of item, you should create specific types of item appropriate to your business.
You should also distinguish between the item and its associated item revisions, as follows:

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• Item
An item commonly represents manufactured product such as parts, assemblies, end items, and
tools. It is an abstract container that holds item revisions and general documents that apply to the
product, rather than to a particular revision. You cannot build or test an item.

• Item revision
An item revision represents a physical entity and is a unique, specific revision of a previously
created item. It may have associated CAD models, drawings or specifications that are applicable
only to this revision. You can release an item revision with a workflow or through change
management. This action applies a Released status to the item revision, preventing further edits
and allowing Teamcenter to maintain product history.

Users can search for an item if they do not know the applicable item revision; all available item
revisions are grouped below the item. When the relevant item revision is identified, you can retrieve
CAD files and other file representations of part data including 2D or 3D images of drawings or models.
If you search for an assembly, you can also view the structure of the product.

Working with items

Items are the fundamental objects used to manage information in Teamcenter. They represent parts
and other objects that you want to manage with a life cycle. Items generally represent data that is
configuration controlled by revisioning. Items collect a variety of different types of business data, for
example, CAD files for parts, document files such as specifications, reports, and forms for metadata.
All such data is related to the item by appropriate relationships.
Each item has at least one item revision, as described in Understanding items.
Each item has a label containing two pieces of information:
• Item identifier
An identifier for the item. No two items can have the same item ID. An item ID may be the part
number or the document number of the object it represents.
In a standard environment, each item has a single, unique identifier. However, in a multifield keys
environment, the administrator may combine a domain name (business object type) and one
or more of the object’s properties to construct the identifier. For example, in the Part{item_id}
key, Part is the domain. In this environment, the item ID may not be unique and the system may
present you with a list of possible items if you specify a nonunique item ID.

• Item name
A short description that is usually a logical name such as Bolt, Bracket, or the title of a document.

Navigating the structure

Structure Manager provides several methods that assist you in navigating the product structure
and finding items.

Where used
A where used search allows you to find all parent assemblies in which a part is used, navigating up
the structure. You can set the search depth as follows:

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• One level
Reports immediate parent assemblies only.

• All levels
Reports all assemblies up to the top-level product.
Note

If you request a search of all levels of a large structure, Structure Manager displays a
confirmation message indicating that the search may take a long time to complete. Click
Yes to initiate the search. The maximum number of lines displayed in the search results is
set in the TC_ImpactAnalysis_Display_Limit preference.

• Top level
Reports final products only.

The search results may be displayed or stored as a report.

Compare
You can compare two structures to view and reconcile the differences between structures. The
comparison is performed on the as-expanded structure and you can choose the areas of the structure
to compare. You can set the revision rule and variant rule separately for each structure, allowing
different configurations to be compared. The comparison identifies quantity and revision differences
in three modes:
• Single level
Compares only the first levels of the product structures.

• Multilevel
Performs a single-level comparison at the top level, and then invokes further single level
comparisons on any subassemblies that match between the two product structures. This process
is repeated successively down the product structure.

• Lowest level only

Compares only the lowest level items of the product structures, ignoring all intermediate
assemblies. This is useful for checking that piece parts are consistent.

The results are displayed in a dialog box that steps you through each difference. You can also
print the results to a report.
You can also perform the comparison graphically in the embedded viewer, which is a useful tool for
designers. In this case, the components present in one structure but not the other are highlighted
in separate colors and can be isolated from the other common parts, allowing easy visualization of
the changes. You can also perform this comparison on different revisions of piece parts to highlight
geometry changes.
You can also include multi-field key information in the comparison, if it exists. Multi-field key
information may be defined to distinguish between items with the same identifier, which would
otherwise give incorrect results in the comparison.

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The Multi-Structure Manager application allow you to compare two views of the same product
structure to identify differences. For example, you may want to compare two revisions of the same
structure or the design and manufacturing views of the same structure. Any anomalies found during
the comparison are reported, although an imbalance between the two structures may not necessarily
indicate a problem with either of the structures. The following anomalies are reported:
• Lines in the source structure that are not consumed in the target.

• Each time a line is consumed more than once.

You can run an analysis manually or in batch mode. You can also run it with or without variant
options applied.

Find in structure

You can search for components in the structure by any of their properties, for example, item ID, name,
attributes on the item revision master form, and occurrence note attributes. You can build a query
with as many expressions as necessary, giving a flexible way to find components in large structures.
This search works on the expanded state of the structure.

Nonspatial searches

You can search a structure by organizational attributes, rather than performing spatial searches.
Searches can be made against one or more such attributes, for example, partition identifier,
logical position, usage address, and absolute occurrence identifier. You do not need to configure
appearances to run this type of search.

Fast searches

Teamcenter provides a quick spatial search mechanism that allows you to query a given configuration
of the product structure to locate parts in a particular area of the product. Spatial searches are
primarily useful for large products containing thousands of structure lines.
You can specify the area to search by entering spatial coordinates in the search dialog window or by
dragging a search box on the viewer pane. The search results are displayed as a list of items or
item revisions in the specified area. Spatial searches may be combined with Classification searches,
saved queries, and filters to refine the search results.
The quick spatial search does not require you to maintain data caches. However, Teamcenter
supports appearance searches and quick part locator (QPL) searches if you maintain secondary
data caches for use with those mechanisms.
For more information about spatial searches, see Making spatial and attribute searches.

Understanding BOM view revisions, view types, and multiple views

A BOM view revision is a Teamcenter workspace object that contains the single-level structure of
an item revision. You can see BOM view revisions attached to the item revision by the BOMView
revision relation. BOM view revisions are visible in other Teamcenter applications and allow you
to easily distinguish different view types. Teamcenter processes BOM view revisions in a similar
way to items.

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You can apply protection to BOM view revisions independently of other data. You can also release a
BOM view revision independently of the related item revision or other associated data.
Teamcenter automatically creates BOM view revisions when you initially create the product structure
in Structure Manager; it is not necessarily to manually create BOM view revisions. However, you can
manually create BOM view revisions if you create multiple views in the structure.
BOM view revisions are only meaningful in the context of the item revision in which they are created.
You can paste references to BOM view revisions into a regular folder, for example, to collect together
objects to submit to a release. However, you cannot copy references of BOM view revisions into
other item revisions.
The view type is an attribute of a BOM view revision that indicates its purpose, for example, design or
manufacturing. It allows you to distinguish one BOM view revision to be distinguished from another
BOM view revision in the same item revision.
The view type of a BOM view revision in a parent assembly is not dynamically configured in the same
way as revisions. You must specify the view type when you add the component to the assembly, for
example, adding a specific (nonconfigurable) view of the component. If the component has multiple
views, you can change the view type referenced by the parent assembly, but must have write access
to the parent assembly to complete this edit operation.
The administrator defines a set of view types for each site using the Business Modeler IDE, as
described in the Business Modeler IDE Guide. Any number of view types can be defined, but most
sites only require a single view type for product structure synchronization with Structure Manager.
You can use a Bought In view type to model a view that has no components. This may be useful
when an assembly designed in one organization should be treated as a piece part in the parent
assembly of a different structure.
For information on creating and modifying view types, see Managing BOM view types.

Setting a default view type

In general, few assemblies require multiple views and Teamcenter does not expect you to select
a view type when you work with single view assemblies. To ensure single view assemblies are
managed correctly, your administrator can define a default view type for each action that requires
selection of a view type, for example, creating, editing or opening a structure.
Teamcenter uses the following rules to determine whether to use a default view type.
• If there is only one view type available, Teamcenter uses this view type.

• If there are multiple view types available, Teamcenter:

o Uses the same view as the parent assembly, for example, when creating a structure.

o Use the default view type if possible.

o If there are several view types available and Teamcenter cannot determine the appropriate
selection, it prompts the user to select a view types.

Consider setting the default view type in Role preference files, for example, so that the preference
file for the Designer role has the default view type of Design, and the preference file for the
Manufacturing Engineer role has the default view type of Manufacture. You can set the default
view type option in any of the other preference files—User, Group, or Site.

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Setting access control on view types

You can use Access Manager to create rules that control write access to the different view types,
preventing users from inadvertently editing the structure when manipulating multiple views. For
example, production engineers creating manufacturing views should not have write access to design
view types. This would prevent production engineers from unintentionally cutting components
from the design view when copying components from the design view to create the associated
manufacturing view.

Understanding precise and imprecise assemblies

Imprecise assemblies are dynamic structures of items. An imprecise assembly has links
(occurrences) to items of its components.
Imprecise assemblies allow you to see the product structure (bill of materials) configured with the
relevant item revisions, according to the revision rule you choose for the window. For example,
you may want to configure the product structure with revisions that are released for production or,
alternatively, with the latest working revision of components. All users look at the same underlying
product structure, but view different configurations in different circumstances according to the revision
rule to suit particular needs. Teamcenter automatically reconfigures an imprecise structure when new
parts are released or created, or other changes are made. Consequently, it is not necessary to make
a copy of the structure and manually update it if you make changes.
Precise assemblies are fixed structures of specific item revisions. A precise assembly has links
(occurrences) to item revisions of its components. When you modify a component to a new revision,
you must manually update the assembly by removing the old revision of the component and adding
the new revision.
You configure the precise references with a revision rule containing a precise rule entry. However,
you can dynamically configure a precise assembly (treated it as imprecise) by applying a revision
rule that does not contain the precise rule entry, or has the entry at a lower precedence. Precise
assemblies are useful in situations where you must control the configuration very carefully, for
example, in aerospace environments.
When the parent assemblies are released and can no longer be modified, any change may result in
significant revision ripple. If you incorporate new revisions of piece parts, every parent assembly
to the top of the structure must also be revised. However, you can group changes into batches to
minimize this effect.

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Imprecise Assembly A100/A Occurrence

Item

A20 P10 P20 P30

Precise Assembly A100/A

Item Revision

A20/A P10/A P20/A P30/A

Examples of Imprecise Assembly Configuration

Configured Production Revision Rule

Revision A100/A Working, Status = Production

Status (on the

A20 P10 P20 item revision)
P30
Production Working Production Working Production Production Working

A20/A A20/B P10/A P10/B P20/A P20/B P30/A

Production Revision Rule

A100/A Status = Production

A20 P10 P20 P30

Production Working Production Working Production Production Working

A20/A A20/B P10/A P10/B P20/A P20/B P30/??

NOTE: There is no revision that satisfies

the rule - the Structure Manager display
shows this as "??" for the revision (and if
an assembly, it cannot be further
expanded)

Item revision configuration

You can change a BOM view revision from precise to imprecise if you have write access to the BOM
view revision. This operation causes all the occurrences of that BOM view revision (for example,
all of the components for that assembly, everywhere it occurs) to be changed. When you toggle an
assembly from imprecise to precise, the precise occurrences reference the item revision that was
configured. When you change precise BOM view revisions to imprecise, the Structure Manager
window's revision rule is applied to determine the revision of the item for each component in the
BOM view revision that should display.

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Creating multiple views

Different users within an organization often need to view the structure of a product in different ways.
For example, a designer may require a structure hierarchy that is organized by functional subsystem,
while a manufacturing engineer may require a structure that reflects the manufacturing assembly
process, to allow a better interface to an ERP system. These structures contain the same set of piece
parts and represent the same overall physical part. It may therefore be convenient to model the
structures as different, independently modifiable views of the same assembly. The multiple views
functionality allows you to model such structures in this way.

A100/A

A10 A20 A30

View Type

BOMView Manufacturing
Design Revision View
View
P10 A40 P10

Multiple views

You can also use multiple views if the different structures do not reference the same set of piece
parts, for example, to model a spares structure that is derived from a design structure.

You can also create multiple views to exchange data with ERP systems, particularly if are several
manufacturing sites.

The structures in the different view types are independent of each other—changes in one view
type do not affect any others. If you intend to keep multiple views synchronized, you must do this
manually using data generated by the Compare feature. You can apply access rights separately to
each view type.

Similarly, you can be submit each view separately to a release procedure. Typically, you employ a
formal release process (for example, a change management procedure) to approve multiple views as
consistent and valid before they are released and locked against change.

Note

Teamcenter does not attach any semantic significance to specific view types. However, it is
good practice for the name of each view type to reflect its function or purpose.

Locating multiple views in the product structure

Multiple views generally only occur at a high level in the structure of a complete product, for example,
for assemblies representing major modules. The lower level assemblies typically only have a single
view, for example, for design or manufacture.

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Teamcenter allows a parent assembly with a BOM view revision of a manufacture type to refer to
components with a BOM view revision of a different type (for example, design). This may be useful if
the structures differ at a high level, but share the same structure at a lower level.

Basic tasks
Task Overview
Browse product structure You can view the assembly structure of a product, navigate around the
structure, and find components in the structure.
From any point in the structure, you can access the associated data,
for example, datasets.
Visualize product structure You can display a graphical representation of the product, if the relevant
DirectModel dataset image is associated with the product structure.
Selecting a component in the viewer highlights the component in the
product structure and vice versa.
Build and edit structure You can create and modify product structure using Cut, Copy, Paste,
and Remove commands. You can specify related information, such as
torque settings, for any component.
Make where-used A where-used search reports all assemblies in which a part is used.
searches Perform this search in the Referencers pane.
Compare product You can compare two Structure Manager structures, each configured
structures as required, to highlight any changes.
Use item revision You can set a revision rule that determines the revision of each
configuration component that Teamcenter configures. This allows you to configure
a structure as it was or will be on a particular date, for example, by
utilizing effectivity data on each item revision (release status).
Configure variant products You can set a variant rule to determine which variant components
and Configure modular are configured in the structure. Teamcenter references variant data
variant products you create on the structure to determine the appropriate variant
components.
Open a structure in NX You can load a complete product structure or selected components
or Teamcenter lifecycle from the structure, into NX directly from Structure Manager, if you have
visualization installed Teamcenter Integration for NX.
Teamcenter Integration for NX allows you to make changes to the
assembly structure in NX and synchronizes the changes into the
Teamcenter database.
Note

You can also manage product structures created in other CAD

packages, if you have installed the appropriate integration
software.
For more information, contact your Siemens PLM Software
representative.

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Configuring Structure Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Setting your local user preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Setting the default view type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Setting the default revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Packing the Structure Manager display by default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Allowing searches of remote sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Enabling markups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Setting BOM view precision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Setting the visibility of unconfigured variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Setting the visibility of unconfigured occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Setting the color of precise and imprecise assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Setting the visibility of information center elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Configure the structure line title format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Setting administrative preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Setting the owning item display for option variant data . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Controlling users who can set effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Setting publishing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Setting find number allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Setting the viewer memory allocation and Java heap size . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

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Configuring Structure Manager

Set your user preferences by choosing the Edit→Options menu command and selecting the
appropriate preference. For more information about setting preferences, see the Preferences and
Environment Variables Reference.

Setting your local user preferences

You can set the local user preferences by choosing the Edit→Options menu command or other
command where described. These preferences (options) configure the user interface and certain
default functions to suit your requirements. They are stored in your personal preference file in the
Teamcenter database. In addition, the system administrator sets site and group preferences that
configure other user options to the same values for all users.
Note

It is not necessary to add or set every user preference manually. Teamcenter creates or sets
some preferences automatically when you perform certain actions or use specific features, for
example, PS_assume_legacy_transform_units.

Setting the default view type

This option sets the default view type Teamcenter uses when multiple views are present and there is
ambiguity, for example, when opening Structure Manager or pasting in an assembly.
Typically, your administrator sets a default view type for all users at the site, for example, Design.
However, this setting is most appropriately defined in conjunction with each user's role. For example,
users with the role of production engineer can define their default view type as Manufacture; users
with the role of designer can define their default view type as Design. For additional information, see
the Preferences and Environment Variables Reference.
• Corresponding preference name: PSE_default_view_type

• Default setting: view

Setting the default revision rule

This option sets the default revision rule Teamcenter uses when opening a new product structure
window. Your site or group administrator may set a default value that you can change for your
current session.
• Corresponding preference name: TC_config_rule_name

• Default setting: Latest Working

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Packing the Structure Manager display by default

This option sets how the structure is displayed if there are a number of components with the same
item revision. You can choose to show the structure as one line or with one line for each component.
For more information, see Packing or unpacking structure lines.
This option applies in two circumstances:
• When a structure is first created, for example, the components are added.

• When the assembly that contains the components is first expanded.

You may explicitly change how a particular set of item revisions are packed or unpacked by choosing
the View→Pack and View→Unpack menu commands. This selection applies only for the duration
of the session.
• Corresponding preference name: PSEAutoPackPref. Accepts a logical 0 or 1 as a value.

• Default setting: 1 (pack identical occurrences on a single structure line).

Allowing searches of remote sites

If you work in a Multi-Site Collaboration environment, assemblies and components can be mastered
at a site other than the one where you work. The Allow Structure Manger to perform search using
Appearance Search Engine at remote sites option allows Teamcenter to search data at remote
sites as well as data at your site. The default setting is off.
Note

If you enable searching of remote sites, results may be returned more slowly than if you
search only your local site.

Enabling markups
This option allows you to mark proposed changes on the product structure or an assembly, and then
save the markup as a persistent workspace object. The default setting is off.

Setting BOM view precision

This option sets whether BOM view revisions are created as precise or imprecise. This option accepts
the values Precise and Imprecise.
• Corresponding preference name: TC_BOM_Precision_Preference

• Default setting: Imprecise

Setting the visibility of unconfigured variants

This preference sets whether unconfigured variant components are hidden or displayed by default.
You can change this setting by choosing the View→Show Unconfigured Variants menu command.
• Preference name: PSEShowUnconfigdVarPref. Set to 0 for hidden or 1 for displayed.

• Default setting: 1

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Setting the visibility of unconfigured occurrences

This preference sets whether unconfigured occurrences are hidden or displayed by default. You
can change this setting by choosing the View→Show Unconfigured By Occurrence Effectivity
menu command.
• Preference name: PSEShowUnconfigdEffPref. Set to 0 for hidden or 1 for displayed.

• Default setting: 1

Setting the color of precise and imprecise assemblies

This preference determines the colors in which precise and imprecise assembly lines are displayed.
By default, both preferences have site protection scope so they must be set by your administrator.
There is no corresponding user option.
• Preference name: PSEPreciseColorPref. Set to the color value for the display of precise lines.

• Preference name: PSEImpreciseColorPref. Set to the color value for the display of imprecise
lines, for example, #FFFFFF for white.

The default colors are green and gray, respectively.

Setting the visibility of information center elements

You can independently turn on or off the Where Used, Where Referenced, Child CountAccess, and
State elements in the information center at the bottom right corner of the Structure Manager window.
To change the current settings, right-click in the information center. Teamcenter shows a dialog box
containing a check box that allows you to show or hide each of the elements.

Configure the structure line title format

1. Add the structure (BOM) line title column to the list of displayed columns in Structure Manager, by
choosing View→Properties and selecting it from the list of available columns.
Initially, the BOM Line Title column displays the same information displayed in the Structure
Manager tree (BOM Line).

2. Choose Edit→Options.
Teamcenter displays the Options dialog box.

3. Click the Product Structure node in the Options tree.

Teamcenter displays the options in the right pane of the window.

4. From the BOM Line Title format for Items of type list, choose the item type for which you are
defining the structure (BOM) line title format.

5. Enter a combination of fixed text and other structure line properties in the text field, for example:
$bl_item_item_id, with name $bl_item_object_name of type $bl_item_object_type
and find number $bl_find_no

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 Chapter
Chapter 2: 2: Configuring
Configuring Structure
Structure Manager
Manager

Note

If you enter an invalid property name, for example, $my_missing_property, Teamcenter

does not display an error; rather it displays the text without the dollar sign ($).

The $string entries are structure line property names that act as substitution points when
populating the cells in the Structure Manager columns. Property names are listed in the
bom_attr.h file.

6. Click OK.
Teamcenter closes the Options dialog box.

7. Refresh the Structure Manager window to apply the title format change.

Setting administrative preferences

Administrative preferences are set by your Teamcenter administrator on a site-wide or group-wide
basis. Site preferences affect the appearance or functionality of Structure Manager for every user of
the system; group preferences affect only users of the specified group.
For more information about setting preferences, see the Preferences and Environment Variables
Reference.

Setting the owning item display for option variant data

Set this preference to display the owning item for options. It applies to any application where option
names are displayed.
• Preference name: PSE_show_option_item_prefix. Set to 0 for hidden or 1 for displayed.

• Default setting: 1

Controlling users who can set effectivity

Use this preference to control the users who may set effectivity by adding the following rules in
Access Manager at an appropriate place at the top level of the rule tree:
• Has Type (Release Status)→Create Effectivity Users

• Has Type (Effectivity) - Edit Effectivity Users

The release status rule controls who has write access to the release status and consequently can
attach effectivity objects to it. This also determines who can initially create effectivity. Similarly, the
effectivity rule controls who can edit an existing effectivity object.
For more information and examples, see the Security Administration Guide.

Setting publishing preferences

If you are managing CAD designs and linking them with parts in Teamcenter, the group administrator
sets the following constant and preferences:

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 Configuring Structure Manager

• Mature Statuses constant

Determines the status that denotes the maturity level of a design revision. A design revision is
a subtype of an item revision. Typically, when development of a design revision is complete, it
becomes mature. Set this constant in the Business Modeler IDE.

• PUBLISH_AlignableSourceTypes preference
Determines the types that can be used as the source of a publish link. A publish link connects
occurrences and can be used to copy information from a source occurrence to a target
occurrence. For example, it allows Teamcenter to copy transform data from a design occurrence
to a part occurrence.

• PUBLISH_AlignableTargetTypes preference
Determines the types that can be used as the target of a publish link.

Setting find number allocation

Use the PS_new_seqno_mode preference to determine how Teamcenter allocates new find
numbers when items are inserted into a BOM view or BOM view revision. This preference has
three possible settings:

Setting Description
New Every item is given a new find number within the current BOM view,
starting with 10 and increasing by increments of 10.
Existing If an item with the same identifier already exists in the BOM view,
Teamcenter assigns the inserted item the same find number. If not, the
item is assigned a new find number according to the default sequence.
None No find number is allocated to items inserted into a BOM view; users
can add their own find number later.

The default value of this preference is new.

You can also set the PS_Find_Number_Validation preference to on to allow Teamcenter to validate
that find numbers are not zero and are unique within the same parent. By default, there is no
validation.

Setting the viewer memory allocation and Java heap size

The viewer memory allocation can affect the display of large product structures. If it is set too low, the
Teamcenter session may be terminated when viewing a large structure. To set the viewer memory
allocation, right-click in the viewer and choose Performance→Edit→Memory. If the memory
allocation is exceeded, the viewer unloads parts to make room for new parts.
If you are visualizing large structures of 18,000 or more lines, increase the maximum Java heap
size to 1,024 Mbytes.
For more information, see the Java documentation.

PLM00048 J2 Structure Manager Guide 2-5

Chapter 3: Browsing product structure

Browsing product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Viewing the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Viewing product structure properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

View properties of the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Insert or remove a property column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Setting find numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Open a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Managing multiple views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Display previously loaded product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

Expanding or collapsing an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

Expand an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7
Collapse an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Unload lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Set or unset a closure rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8

Sorting the structure tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10

Select structure lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10

Packing or unpacking structure lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11

Restrictions on packed lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Pack structure lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Unpack structure lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-12
Pack all or unpack all lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Packing or unpacking lines with reference designators . . . . . . . . . . . . . . . . . . . . . . . . . 3-13

Creating aggregate occurrences and defining quantity . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13

Create an aggregate occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
Convert an aggregate occurrence to individual components . . . . . . . . . . . . . . . . . . . . . 3-14

Finding a component by property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14

Find components by property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14

Guided component search overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18

Display connection point information in the hierarchy tree . . . . . . . . . . . . . . . . . . . . . . . 3-18
Run the guided component search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-18
Removing a component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19

Make product structure searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19

PLM00048 J2 Structure Manager Guide

Create a structure report in Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20

Printing structure information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21

Print structure information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-21

Print property information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22

Print object properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Print contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Print application (HTML/text) information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-22
Print application (graphics) information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23

Print table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23

Viewing standard notes and custom notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-23

View note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24

Opening a structure in NX or Teamcenter lifecycle visualization . . . . . . . . . . . . . . . . . . . . . . 3-24

Open a structure in NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Transfer configured structures to and from NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-24
Push a variant structure from Structure Manager to NX . . . . . . . . . . . . . . . . . . . . . . 3-25
Pull a variant structure from NX to Structure Manager . . . . . . . . . . . . . . . . . . . . . . . 3-25
Using the Assembly Navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-25
Adding components in NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Open a structure in Lifecycle Visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26

Interpreting transform data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26

Communicating with the owning user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29

Viewing remote components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-29

Import remote components associated with stub references . . . . . . . . . . . . . . . . . . . . . 3-29
Importing part families . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30
Synchronize assembly replicas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-30

Show connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-34

View welds and datum points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-35

Structure Manager Guide PLM00048 J2

Chapter 3: Browsing product structure

Browsing product structure

You can create a product structure by importing product data from NX or by building the structure
manually, as described in Building and editing product structure. Before you begin to build the product
structure, you must understand how to interpret the product structure display. You should know how
to browse the product structure to see the structure of a product, navigate around the structure, and
find components in the structure, as described next.
To find the top-level assembly or product structure line, you can use the Search pane to find it in the
database. For details of how to make searches, see the Rich Client Interface Guide.
You can access the data associated with any point in the structure, for instance, the item revisions
and datasets.
Caution

Certain other applications including Manufacturing Process Planner and Multi-Structure

Manager automatically save structures that you browse in Structure Manager. To avoid
inconsistent data, Siemens PLM Software recommends that you close all other applications
when you work in Structure Manager.

Note

In earlier versions of Teamcenter, unattached BOM lines could be shown in the results
of appearance searches. The visibility of unattached lines was determined by the
APPR_no_unattached_line preference. From Teamcenter 10 onward, Structure Manager
maps all BOM lines in the results to the correct BOM window, and no unattached lines are
shown.

Viewing the structure

To display the components of a structure, expand the line corresponding to the structure in the
structure tree. You can do this by double-clicking the node corresponding to the line, or by clicking
the + (plus) sign.
The following figure shows a simplified product structure.

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 Chapter
Chapter 3: 3: Browsing
Browsing product
product structure
structure

Simplified example of product structure

The structure is displayed in an indented format that indicates the relationship between its
components.
• Each component (node) in the tree lists several properties which may include:
o Item ID and name
Depending on your company's data, an item may represent a part or assembly, a CAD
design, or both. For example, 2212/B;1–R-Wheel in the example is an item.

o Item revision
If no configured revision is found in a precise structure, Teamcenter displays ??? for the
revision. If this is an assembly, it cannot be expanded.

o Item type

o Quantity
This is the total quantity represented by the line, which is greater than one if the line is
packed or represents an aggregate occurrence. If any of the values are As Required, the
quantity is shown as A/R.

o View type for assemblies

o Other properties configured for your site or you have added to the display.
For more information about adding properties, see Displaying properties.

• Assembly nodes have a + (plus) or – (minus) symbol:

o + (plus) indicates the structure is not expanded.
Double-click the node, click the + symbol or choose View→Expand Below to expand the
structure

o – (minus) indicates the structure is expanded.

Double-click the node, click the – symbol or choose View→Collapse Below to collapse the
structure.

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 Browsing product structure

o Nodes with alternate components have a symbol.

o Nodes with substitute components have a symbol.

o Nodes that are variant components have a symbol.

By default, the first level of the structure does not automatically expand when opened, as this may
cause a performance problem with very large and very flat structures. To expand the structure
automatically, your administrator sets the PSE_expand_on_open preference to 1 or undefined.
If lower levels of the structure are initially hidden, the hidden lines are represented by a … symbol
and you can click this symbol to reveal them.
Teamcenter also colors certain lines in the product structure to indicate a particular status, as follows:
• Imprecise assemblies
The structure line appears in gray.

• Precise assemblies
The structure line appears in green.

• Substitute occurrence
The structure line appears in blue.

• Added occurrence after structure comparison

The structure line appears in red.

• Changed occurrence after structure comparison

The structure line appears in orange.

Note

All colors are defaults and may be changed by editing the relevant preference. For more
information, see the Preferences and Environment Variables Reference.

You can attach datasets, documents or forms to a line in the structure. To view the contents of
any attachment, select the line and click the Attachments pane. Attachments made in a specific
context are visible only when you select the relevant absolute occurrence. You can use incremental
changes to track edits to forms or documents.
The information center at the bottom right corner of the application window contains symbols that
indicate Where Used, Where Referenced, Child Count, Object Access, and Object State. You
can turn off these functions by right-clicking with the cursor over the information center. Turning off
these functions improves display performance when expanding an assembly or selecting a line.
Note

Once you have expanded the structure under the top line, you cannot set a new top line in the
same window. Open the new top line in a separate window before expanding it.

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 Chapter
Chapter 3: 3: Browsing
Browsing product
product structure
structure

Viewing product structure properties

A line in the product structure includes multiple properties, including:
• Item properties

• Item revision properties

• BOM view revision properties

• Occurrence properties
The use of an item revision in the context of its parent assembly.

• Display properties
Properties calculated to show the state of some other property.

View properties of the product structure

• Right-click a line to view its current properties. A full list of the available properties is described in
Displaying properties.

Insert or remove a property column

You can add a new column to the structure tree from a list of Structure Manager properties:
1. Right-click any column header and Teamcenter displays a shortcut menu.

2. Choose Insert Column from the shortcut menu and Teamcenter displays the Change Columns
dialog box.

3. In the Change Columns dialog box, highlight the required properties and click Add to transfer
these properties to the right-hand pane.
Note

The dialog box only shows columns that are not already included in the structure tree.

4. Click Apply to add these properties as new columns.

To remove a column, right-click in the column and choose Remove this column from the shortcut
menu.

Setting find numbers

Teamcenter assigns a unique find number to each line in the product structure. They provide an
additional identifier or label for organizing the items in a single-level structure relationship.
• When you add an item to the product structure, the line receives the next available find number in
the defined sequence.

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 Browsing product structure

By default, the numbers are assigned in increments of 10 — that is, if the previous line added was
assigned a find number of 20, Teamcenter assigns a find number of 30 to the next line added.

• Depending on your CAD environment, each find number may map to a callout number or a line
number in the CAD design. If the find number is linked to the callout, changes of quantity made in
the CAD design may directly update the quantity shown in the product structure.

• If appropriate, you can rearrange the structure in find numbers by clicking the Find Number
column header. This rearrangement persists for future Structure Manager sessions, until you
make another selection.

By default, when you pack the product structure, Teamcenter packs by find number, item ID, and
variant condition. This allows you to pack two or more occurrences of the same item, if each
occurrence is has the same find number, item ID, and variant condition. To pack structure lines,
they must all have the same occurrence effectivity object or objects; that is, they must have shared
effectivity; it is not sufficient for the lines to only have the same effectivity ranges.
You can define if occurrences are packed on your workstation by changing the PSEAutoPackPref
preference. Your site may also customize Teamcenter behavior so that the structure is packed by
criteria other than find number. For more information, see Pack structure lines.
Your Teamcenter administrator can configure find number processing.
• Change the way find numbers are assigned to BOM views and BOM view revisions by setting the
PS_new_seqno_mode preference.

• Set the PS_Find_Number_Validation preference to allow Teamcenter to validate that find

numbers are not zero and unique within the same parent.

• Disable updating of duplicate find numbers of the same item, by setting the
PS_Duplicate_FindNo_Update preference to disabled.

Open a structure
You can open a structure by any of the following methods:

• Click the Open by Name button

Use this method to open an existing structure.

o Enter strings for the ID or the name of the items you want to open.

o Double-click the item you want to open.

Note

If the item has several revisions, the window's current revision rule determines the
revision opened. If you want to open a specific revision, locate the revision in another
application and open it by sending it to Structure Manager or by dragging-and-dropping.

• Click the MRU (Most Recently Used) button

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 Chapter
Chapter 3: 3: Browsing
Browsing product
product structure
structure

This button opens any of the last four top-level structures you opened. This list is saved across
sessions, and is an easy way to reopen structures you were previously working on. Click the item
revision you want to open.
Note

You can configure the number of entries shown in the MRU list by right-clicking the button
and moving the slider to the desired number.

• Use the clipboard

This is useful for opening multiple structures from another application, for example, My
Teamcenter, as follows:

1. Copy the items or item revisions to the clipboard in the other application, then go to Structure
Manager.

2. Click the Clipboard button to display the copied objects and choose the items or item
revisions you want to open in Structure Manager.

3. Repeat the previous step as necessary. You can only open one item or item revision at a time.

• Open from another application using the Send To command

This method is useful if you have a reference to the required top-level structure (which may be an
item, item revision, BOM view or BOM view revision), in another application.
1. Place the cursor over the object you want to open in the other application.

2. Right-click the object to display the structure line shortcut menu and choose Send To.
Teamcenter displays a list of the destination applications (for example, Multi-Structure
Manager and My Teamcenter).

3. Click the desired application.

If the object is an item or BOM view, Teamcenter typically uses the default revision rule to
determine the revision opened, as follows.

o When you send a structure to Structure Manager from My Teamcenter, Teamcenter opens
Structure Manager, loads the structure, and then applies the default revision rule.

o If an empty Structure Manager window is already open, Teamcenter loads the structure into
it, and then applies the default revision rule.

o However, if a Structure Manager window is already open and contains a configured structure,
Teamcenter loads the structure into it, and then applies the revision rule used to configure
the previously-displayed structure.

• Choose the File→Open command

This is useful for opening a new Structure Manager window on a subassembly. Select the line for
which you want to open a new window and choose File→Open.

• Drag and drop

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 Browsing product structure

Drag the line representing the structure from another application such as My Teamcenter and
drop it into the empty navigation tree pane.

• Click a link
Click a link in the Open Items, History, or Favorites sections of the navigation pane.

If the current Structure Manager window already contains an opened structure, all of these methods
create a new Structure Manager window.
You can open two structures side-by-side by clicking the Split Window button . When you do this,
Structure Manager associates the structures for the current session. You cannot then open another
structure into the current split window configuration or open one of the previously open structures in a
different unsplit window. To achieve these results, you must first unsplit the window by clicking
again or close the structures.
To reduce the amount of time-consuming database interaction required to view a product structure,
the components of an assembly are not loaded from the database until you expand the assembly.
The first expansion may be slow, but subsequent expansion and contractions do not require data
from the database and are therefore faster.

Managing multiple views

If multiple views exist and you do not select a specific view, Teamcenter determines the object to
display according to the following rules:
• If the item revision has no BOM view revisions, it opens the object as a component.

• If the item revision has exactly one BOM view revision, it opens the BOM view revision.

• If the item revision has a BOM view revision of your default view type, it opens that BOM view
revision.

If none of the rules match, Teamcenter uses the default view type.

Display previously loaded product structure

• Click the appropriate link in the History section of the navigation pane to redisplay a recently
loaded structure.

Expanding or collapsing an assembly

When working on a structure, it may be convenient to load the entire assembly structure or a major
section of it at the same time. Any further expansion or collapsing of the structure is faster, since this
only requires a change to the display of the structure, not a full reload.

Expand an assembly
• Choose View→Expand Below... to expand all nodes below the currently selected node or
nodes. Teamcenter displays the Expand to level dialog box, allowing you to enter the desired
number of levels to which you want to expand the structure.

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Chapter 3: 3: Browsing
Browsing product
product structure
structure

The structure expands to the piece parts, where appropriate. Teamcenter loads any necessary
components from the database.
Note

If you try to expand the structure by fewer levels than the existing expansion, the display does
not change unless you select the Collapse to level check box in the dialog box.
If you try to expand a large assembly, Structure Manager displays an Expanding the tree
may take a long time. Do you want to continue? message. Click Yes to continue with
the expansion.
If expansion of selected BOM line types is restricted by a closure rule, Structure Manager
displays a Cannot expand BOM line message.
For more information about restricting expansions with closure rules, see Set or unset a
closure rule.

Collapse an assembly
Collapse an expanded assembly in one of two ways:
• Select the expanded node and choose View→Collapse Below.

Or
1. Select the expanded node and choose View→Expand Below.... Teamcenter displays the
Expand to level dialog box.

2. Enter the level to which you want to collapse the assembly, select Collapse lower level and
click OK.
For example, if the assembly is expanded to five levels and you enter 3, Teamcenter collapses
the assembly to three levels.

Unload lines
If you encounter memory problems when expanding a structure, you can unload selected lines to
free memory manually.
1. Right-click the line below which you want to unload lines (for example, a subassembly) and
choose Unload Below.
Teamcenter displays the Unload Below dialog box.

2. Click Yes to continue.

Teamcenter unloads all the lines below the current selection from the current session.

Set or unset a closure rule

You can limit the expansion of the structure using site-specific criteria to reduce potentially
time-consuming expansions. For example, if a line has a monolithic JT file attached to it, you may
not want to expand the subassembly below it. Similarly, you may not want to expand an assembly if

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 Browsing product structure

it is not assigned to the current project. The site administrator specifies the available rules in the
ClosureRulesForBomExpansion preference.
Select a closure rule before expanding the structure:
1. Choose Tools→View/Set Closure Rule for Expansion.
Teamcenter displays the View/Set Closure Rule for Expansion dialog box.

Note

If the closure rules differ from those shown, the site administrator must edit the
ClosureRulesForBomExpansion preference.

2. Select the required closure rule in the Rules list, and then enter any filter attributes necessary for
the selected rule. In the example shown, you must specify at least one project identifier.
Note

In a conditional clause, evaluation of the left-hand expression must give primitive data types
such as string or integer. If the related property is a typed reference, untyped reference,
relation, or external references, the left-hand expression must evaluate to a primitive
data type that uses the property of the object. You must use the property of the object,
rather than the object itself. For example, instead of using PRIMARY.bl_uom==”kg” in a
condition clause, you should traverse from BOMLine to UnitOfMeasure using bl_uom
and then use a symbol property of UnitOfMeasure.

Primary Secondary
object Primary object Secondary Relation Related Action Conditional
class object class object type property type clause
CLASS BOMLine CLASS UnitOfMeasure Property bl_uom Skip SECONDARY.
symbol
==$var

Note

Line breaks are not supported in closure rules with variables.

3. After you enter the attributes, click OK to set the closure rule.
Teamcenter applies the closure rule to all future structure expansions until you unset it or set
another rule.

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Note

You can set the SkipClosureRuleEquivalent user preference to determine whether

the closure rule is re-evaluated if you reapply it in the same session and the referenced
property has changed.

To unset the closure rule, select it in the Rules list and then click Unset Rule.
Tip

You can see the name of the current closure rule in the title bar of the structure window. It
is shown after the revision rule and variant rule names, if any. Unsetting the closure rule
clears the closure rule name from the title bar.
If the action type in the closure rule is SKIP, lines meeting the criteria do not appear. If the
action type is PROCESS, qualified lines appear but are not expanded (they show a + symbol).
To expand such a line, unset the closure rule from the window and then repeat the expansion
of the subassembly.

Sorting the structure tree

You can sort the product structure tree on the value of a column in the tree table, by clicking the
header of the selected column. Teamcenter resorts each level of the table accorded to the values
displayed in the selected column within an assembly level.
• The first time you click a column, the tree is sorted in ascending order; each subsequent time
you click the column header, the tree table is re-sorted in descending, unsorted, and then
ascending order.

• An arrow appears in the column header to indicate the column according to which the tree
is sorted.
The direction of the arrow indicates if it is sorted in ascending, descending or unsorted order.
Note

Once you sort the tree according to a column value, it remains sorted, even if you add structure
lines. If you paste a line into a sorted tree, the newly pasted line appears at its correct (sorted)
location within the tree.

Note

If the properties you want to sort by are not available, you can insert the necessary columns in
the table. For example, you may want to sort by item master form attributes, item revision form
attributes and mapped attributes for appearances. To add a column, right-click the column
header, choose Insert Column and choose the appropriate property from the selection list.

Select structure lines

Use the Edit→Select Below menu command to make multiline selections in a structure. There
are two types of multiline selections:

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• Lowest Lines
Use this option for:

o Initial setup of one view from an existing view, for example, setting up a manufacturing view
from the design view. This allows you to reference the same components but with different
intermediate levels of structure.

o Selective opening of assembly data in NX by passing only the required component references.
If you open a configured variant assembly in NX, you open all of its components whether
Teamcenter configures them or not. A Lowest Lines selection allows you to configure
the variants and hide unconfigured occurrences. You can then select the occurrences that
remain configured and open them in NX.

Note

The term lowest level corresponds with its usage in the Compare feature. As in structure
comparison, your selection of All Lines or Lowest Level applies to the currently
configured structure and expanded in the product structure window.

• All Lines
Allows you to take a snapshot of the structure by copying references to each revision in that
structure to an override folder. You can attach this folder to and release it with the top level
assembly. You can use this folder as an override list to reload the exact configuration of all
component revisions in the product when it was released.
Note

You can automate this functionality using the snapshots feature.

Packing or unpacking structure lines

Grouping multiple identical components in one level of an assembly is known as packing. You can
pack components if they satisfy all of the following requirements:
• They have the same item revision.

• They have the same find number.

• None have variant conditions or they all have the same variant condition.

For example, if a bicycle designer is working on a wheel hub design, it is time-consuming to negotiate
50 individual spokes within the wheel assembly, if each spoke is identical except for its position. All
that is necessary is a Spoke x 50 entry.
Note

A customizer can use an ITK function to register a different algorithm for packing criteria. For
information, see the Server Customization Programmer's Guide.

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Restrictions on packed lines

The following restrictions apply to all lines in the structure that are packed:
• You cannot edit the Quantity value.

• If any of the packed lines have notes, the notes are replaced by the text Packed Notes. If none
of the packed lines has notes, the notes are blank. In both cases, you cannot edit the notes.

• Item and item revision attributes such as part name, weight, and cost remain visible and can be
edited if you have the appropriate permissions.

• You can modify the find number. Any such modification applies to each line in the structure and is
visible if the structure is unpacked.

• If any of the packed lines has a substitute, the packed line shows Packed Substitutes in the
Substitute column. The pack count includes the substitutes.

• Set the BOMExcludeFromPackCheck preference to exclude sequence numbers from structure

line packing checks. You can set this preference to seqno and lines with distinct sequence
numbers can be packed, or none to exclude them.

You can set the Packed by Default preferences so that occurrences are displayed packed when you
initially expand the assembly (but not when they are first added).
For more information, see Setting Local Preferences.

Pack structure lines

To pack lines in the structure that meet the packing criteria, select any one of the lines and choose
Pack in the View menu. Alternatively, you can click the Pack button in the toolbar.
In the case of the bicycle example, this action collapses the 50 lines in the product structure into one
line representing all spokes and indicated by the image. A x 50 property is appended in the node
of the single line and the Quantity box shows the value 50. Teamcenter shows a Y character in
the Packed column, if that column is displayed.
Note

Teamcenter makes no distinction made between the sum of a number of separate occurrences
or an aggregate occurrence displayed in the Node column or the Quantity column. However,
the Pack Count column shows the number of lines that have been packed.

Unpack structure lines

To unpack lines in the structure, right-click the single packed line and choose the Unpack menu
command, or press the CTRL+N keys. The packed line separates into individual structure lines, each
with its own set of attributes. You can edit these individual attributes.
By default, all components are initially packed to save space.
You can change this behavior by editing the Pack by Default preference, as described in Setting
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Pack all or unpack all lines

Choose Pack All or Unpack All from the View menu to pack or unpack all lines in the currently
selected window, if the necessary packing conditions are met.

Packing or unpacking lines with reference designators

You can pack or unpack product structure lines that include reference designators. For example, if
you pack eight occurrences of the same part with different reference designators, the Ref Designator
property column shows a concatenated set of reference designators, for example, C1, C5-7, C10,
C14-16. You cannot edit the reference designators of packed lines.
You can configure reference designator packing rules by setting the
BOM_Enable_Ref_Designator_Value_Packing preference.

Note

There are additional rules that determine general packing rules, as described previously. This
preference only controls reference designator packing.

You can also unpack packed lines that include concatenated reference designators. Each unpacked
line shows a single reference designator, for example, C1.
Teamcenter validates the correct reference designator format. All reference designators must
be in the format prefix number, where prefix is a string of one or more uppercase letters and
number is an integer. To validate the format and uniqueness of reference designators, set the
PS_Reference_Designator_Validation preference to on. This setting also prevents users from
editing packed lines. By default, this preference is set to off and no validation is performed.
You can search for reference designator values. As with other product structures searches, this is a
wildcard search; if you search for C1, the system actually searches for *C1*. You can also include
reference designators in structure comparisons.
You can disable updating of duplicate find numbers of the same item. To do this, set the
PS_Duplicate_FindNo_Update preference to disabled.
The BOMExcludeFromPackCheck preference allows you to exclude sequence numbers from
structure line packing checks. You can set this preference to seqno and structure lines with distinct
sequence numbers can be packed or none to exclude them.

Creating aggregate occurrences and defining quantity

Creating aggregate occurrence is a technique that allows you to define a single occurrence to
represent a number of components, for example, 50 cable ties. Using aggregate occurrences
reduces the amount of data stored in the database and the size of the displayed structure.
You can only create an aggregate occurrence from components with no units of measure and not
from components that require a quantity value, for example, 1.5 liters of oil. Structure Manager does
not differentiate between these component types and a numerical value is shown in the Quantity
column in each case.

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Note

Aggregate occurrences cannot have separate attributes such as notes or positional information
associated with any individual component. If this is necessary, use individual occurrences and
pack the lines to simplify the display.

Create an aggregate occurrence

Create an aggregate occurrence by entering a value for the Quantity attribute in one of the following
ways:
• Edit the Quantity Per Occurrence box in the Add or Paste dialog box when you add the
component.

• Edit the Quantity attribute in place. You cannot do this if the line in the structure is packed.

• Edit the Quantity box in the View Properties dialog box.

Note

If you do not specify a quantity value, the occurrence represents a single component and the
Quantity column is blank. By default, the Quantity Per Occurrence box is blank and this
implies a value of 1.

Convert an aggregate occurrence to individual components

To convert from an aggregate occurrence to individual occurrences (for example, an aggregate
occurrence of 100 bolts to 100 individual bolts), modify the Quantity value of the aggregate
occurrence to 1. Then, copy the line and use the Paste command as necessary to create the
remaining individual occurrences.

Finding a component by property

You can search the displayed product structure to find one or more specified components.
This capability is useful if you are not familiar with the structure and want to navigate quickly to a
particular component. You can construct a search expression from any combination of the properties
displayed in the columns in the product structure tree.

Find components by property

1. Load the structure you want to search. You can optionally expand the structure now or wait until
the results appear. (If you search a collapsed structure, Teamcenter partially expands the result
lines, but you can manually expand them to see the full structure.)

2. Click Find component(s) in display at the lower left of the Structure Manager window.
Teamcenter displays the Find in Display dialog box.

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Note

The search starts at the top-level item in the structure, not at the currently selected line.
You do not select an assembly in which to look for the component. If you want to restrict
the search to a particular assembly, open the subassembly in a new Structure Manager
window by selecting it and choosing File→Open. Alternatively, you can collapse all other
assemblies except the one you want to search.

3. Double-click the Property Name text box to select a property from the list of available columns.

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4. Double-click the = box to select a different operator.

Tip

You can use the following relational operators to define property searches.

Relational operator Definition

= or = = Equal to
> Greater than
< Less than
>= Greater than or equal to
<= Less than or equal to
!= Not equal to
– Range
| OR
“” Exact string
& AND

The operators <, <= ,>, >= apply to numeric properties only.

5. Click the Searching Value text box and type the value you want to search for.
Note

Partial matches are selected for string properties. Wildcards are not supported, and the
search is not case sensitive.

6. Add further clauses to the search condition by clicking .

You can also double-click AND to change it to OR.

7. If necessary, reorder clauses by clicking and .

You can also use the following shortcut keys to perform an action.

These shortcut keys Perform the following action

Ctrl + N Add a new condition.
Ctrl + R Remove the selected conditions.
Ctrl + ↑ Move up the selected condition.
Ctrl + ↓ Move down the selected condition.
Ctrl + C Clear the all condition.
Ctrl + → Select the next result line.
Ctrl + ← Select the previous result line.
Ctrl + A Select all result lines.
Enter Start the search.
Tab Insert a new condition row.

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8. When the search condition definition is complete, click Find .

Teamcenter highlights the first line it finds that matches the search condition, and the Find dialog
box shows a count of the total number of matching lines found.

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9. Click Find next one and Find previous one to step through the matching lines one at a

time. Alternatively, you can click Load All to select all matching lines at once.

Guided component search overview

Using a guided component search (GCS) accelerates the search for matching components within an
assembly. This search allows you to choose from a list of only those classified workspace objects
that fit into the selected components from which you are initiating the search. Whether a component
fits into something else could be based on physical criteria or on other criteria that you decide (for
example, Material A can only be used with Material B). To use this search, you must first configure it
in the Classification Admin application.
For more information about configuring the guided component search, see the Classification Admin
Guide.
The guided component search uses the following criteria to determine if a component matches
another:
• If the connection type of each component is the same.

• If components fit into each other. All components in the GCS are assigned a physical
shape—plug, socket, or neutral. For the search to find a match, the matching component must
always have the opposite shape to the initial component. In other words, a plug component
requires a socket component and vice versa, or a neutral component requires another neutral
component.

• The attribute values of the components must fulfil the matching criteria set in the Classification
Admin application.

Display connection point information in the hierarchy tree

Find the Show GCS Connection Points commands in the View menu or as buttons on the view
toolbar.
• Choose one of the following:
o Show All GCS Connection Points

o Hide All GCS Connection Points

Run the guided component search

When running the guided component search, there are two types of search that you can use.
• You have a component and want to build onto this component in one direction only.

• You have a component with multiple connection points and want to fulfil these simultaneously.
To perform this type of search, all connection points must have the same shape, same connection
type, and same parent component.

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1. Select the desired connection point of the component in the assembly structure for which you
want to find a matching component.

2. Right-click and choose Guided Component Search, or click the Guided Component Search
button on the toolbar.
The system displays the Classification Search Dialog, but only with components containing
connection points that match the connection point selected in the assembly structure. The
displayed hierarchy contains only the classes and parent classes of these components.

3. Search the hierarchy and select the desired component.

You can narrow the search by entering search criteria in the Search pane.
The system adds the component to the structure.
For more information about searching, see the Resource Manager Guide.

Removing a component
When you remove a component that satisfies one more multiple connection points from a resource
assembly using the Cut or Remove command, Teamcenter updates the previously satisfied
connection points and removes the connection information from the connection points.

Make product structure searches

You can search the product structure as follows:
• You can search large products with a combination of spatial and attribute criteria. Teamcenter
displays the results of the search in a dialog window and the embedded viewer.

To initiate a spatial search, select the structure line to search from and click the Search button .
Teamcenter displays the Spatial Search Criteria dialog box for you to define the search
parameters. Alternatively, you can drag a search box of the appropriate dimensions on the
embedded viewer.
For more information, see Making spatial searches.
Note

This method is sometimes referred to as cacheless search, because it is not necessary

to maintain secondary data caches. However, if you used appearances or QPL cached
searches in previous versions, you can still use these techniques instead of cacheless
search.

• For smaller products, you can make nonspatial searches for components using item attributes,
Classification parameters, reference designators, or occurrence notes.

To initiate a nonspatial search, click the Search button .

Teamcenter displays the Nonspatial Search Criteria dialog box for you to define the search
parameters.

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Tip

If your site uses alternate IDs, you can search with them instead of item IDs or item revision
IDs. To view the alternate IDs in the structure tree, add the bl_item_altid_list property, as
described in Displaying properties.

Create a structure report in Microsoft Excel

To perform a simple, static export of the product structure and view the formatted results in Microsoft
Excel, do the following:
1. Add a custom Excel template, as follows:
a. Ensure you are logged on as infodba.

b. Create a new item of type ExcelTemplate in the Teamcenter administrator account’s

(infodba) Home→Requirements Management Templates→ExcelTemplates folder.

c. Add the MSExcelX dataset underneath the ExcelTemplateRevision object.

Teamcenter uses the named reference of this dataset as your template for structure export.

Note

Choose appropriate naming conventions for item, dataset, and named reference.
Bypass naming rules if required.

2. To include any custom form properties in the report, create a custom transfer mode and add
it to the Excel template. The transfer mode comprises a custom closure rule and a custom
property set.
a. In the PLM XML/TC XML Export Import Administration application, create a custom closure
rule to export the item revision master form. For example:

Primary Related
object Primary Secondary Secondary Relation property or
class object object class object type object Action type
Class * * Item PROPERTY IMAN_master_ PROCESS +
Version form_rev TRAVERSE
Master

b. Create a custom property set that defines the custom form properties you want to export.
The property set should contain a line similar to the following example for each custom
property you want to export.

Primary Primary Related property or

object class object Relation type object Action type
Class Form PROPERTY custom_form_name DO

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3. Before configuring the Excel template, test the custom transfer mode works by performing
a PLM XML export.
a. In Structure Manager, select an item revision that includes your custom form properties.

b. Choose Tools→Export→Object→PLMXML→your custom transfer mode.

Teamcenter creates a PLM XML output file.

c. Verify the output file holds the values of the custom properties.

4. Configure the Excel template by adding the necessary columns for the custom properties. logos,
and hyperlinks. Refer to the sample files for examples.

5. By default, every level in the Excel template is displayed in a different row in the final result. To
merge values for a single revision into one row, you must apply packing to the ExcelTemplate
item type.
a. Check out the item.

b. Select the apply_packing value for the Excel Template Rules property and modify it as
necessary.

c. Check in the item.

6. Perform the structure export by choosing Tools→Export→Objects to Excel→Use Excel

Template and selecting your custom Excel template.

Printing structure information

There are several options to extract printed or textual information from a structure including:
• Print allows you to print information about the structure below the currently selected line.

• Print... allows you to print object properties and application information.

• Print Table allows you to print product structure information in tabular format.

Print structure information

To print information about the structure below a line, select the line in the product structure tree
and choose File→Print. Teamcenter opens the Print dialog box, showing how the output will be
formatted. The structure below the selected line, if currently expanded, is shown and text information
is obtained from the left-most (indented tree) column.
Select the appropriate box at the top right of the dialog box for HTML or text format.

Click the Format button at the top right of the dialog box to print or hide the title text and revision
rule label.

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Click Print . If you select text format, print output is sent to the default printer. If you select HTML
format, the output is displayed in your default Web browser. Alternatively, you can click Save to
open a dialog box in which you can specify a directory and name for the output text or HTML file.

Print property information

To print property information, select a line in Structure Manager and choose File→Print....
Teamcenter opens the Print... dialog box with the following options:
• Object Properties

• Contents

• Application (HTML/Text)

• Application (Graphics)

Print object properties

Choose the Object Properties command and click OK. Teamcenter opens a dialog box containing
the selected line's properties and their values in tabular form. You can select HTML or text format.

If you select text format, click to specify a delimiter string to separate the property name and
value. Select the Column Alignment check box to pad the text with spaces and line up the entries
up in vertical columns.

You can also click Format at the top right of the dialog box to print or hide the title text.

Click Print . If you select text format, print output is sent to the default printer. If you select HTML
format, the output is displayed in your default Web browser. Alternatively, you can click Save to
open a dialog box in which you can specify a directory and name for the output text or HTML file.

Print contents
• To print the contents of the structure, choose the Contents command and click OK. The print
format is the same as obtained with the Print command.

Print application (HTML/text) information

To print application textual information, choose the Application (HTML/Text) command and click
OK. Teamcenter displays a dialog box containing the entire contents of the Structure Manager
window, as currently expanded. The data is displayed in tabular form and includes every displayed
column. You can select HTML or Text format.

If you select text format, click Format and Teamcenter allows you to do the following:
• Specify Delimiter characters.

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• Turn Column Alignment on or off. When it is turned on, each property value is padded with
spaces. The output is formatted in columns whose width reflects that set for the corresponding
columns in the structure tree.

• Turn Auto Indent on or off. When it is turned on, the printed format uses leading spaces to
reproduce the indentation of successive levels of structure.

• Turn Show +/– on or off. When it is turned on, appropriate lines are prefixed with + and –
characters to identify collapsed and expanded assemblies, respectively.

You can also click Format at the top right of the dialog box to turn on or off the title text.

Click Print . If you select text format, print output is sent to the default printer. If you select HTML
format, the output is displayed in your default Web browser. Alternatively, you can click Save to
open a dialog box in which you can specify a directory and name for the output text or HTML file.
Note

If you turn off Column Alignment, Auto Indent, and Show +/– and set the delimiter to a
comma (,). Teamcenter generates a comma-separated output file that can be opened in a
spreadsheet application.

Print application (graphics) information

To print application graphics information, click the Application (Graphics) command, then click OK.
Teamcenter sends a graphical image of the structure as expanded in the current Structure Manager
window to the default printer.

Print table
To print structure information in tabular format, right-click the column headings in the product structure
display. Teamcenter displays a shortcut menu including a Print Table command and HTML/Text
and Graphics commands. These menu commands provide an alternate to the Print application
(HTML/text) information and Print application (graphics) information procedures, respectively.

Viewing standard notes and custom notes

Teamcenter allows you to attach notes to items or item revisions. These notes contain additional
documentation about parts or documents. For example, a note may contain the following instructions:
Round all sharp corners to [Radius: 0.01, 0.02, 0.03] inch
and heat-treat to [Temperature: 100,120,130] degrees Fahrenheit

The following types of note are available:

• Standard note
Contains information established by a standards engineering organization. It conforms to the
design practices of a program or project, is stored in a library, and is available to all participating
engineers. A standard note is sometimes called a parametric requirement.

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• Custom note
Contains information that is unique to an individual part or document. It is not stored in a library.
Create custom notes in the Business Modeler IDE, as described in the Business Modeler IDE
Guide.

Note

Do not confuse standard notes and custom notes attached to items or item revisions with
occurrence notes.
For information about occurrence notes, see Displaying occurrence notes.

View note
1. Select a product structure line that represents an item or item revision.

2. Click the Show/Hide Data Panel button on the toolbar.

Teamcenter displays the data pane.

3. On the data pane, click the Attachments tab.

Teamcenter displays any standard notes or custom notes attached to the selected line, allowing
you to view their content or properties.

For detailed information about how to manage standard notes and create and or custom notes, see
Creating and editing notes.

Opening a structure in NX or Teamcenter lifecycle visualization

You can open the structure you have displayed in NX or Teamcenter lifecycle visualization.

Open a structure in NX
You can load the structure into NX to work on the design in one of two ways:
• Push the structure from Structure Manager into NX. You can load (push) as many structures as
necessary from Structure Manager into a single existing NX session.

• Pull the structure into NX from Teamcenter.

Transfer configured structures to and from NX

You can configure a product structure with revision rules and variants, and then export the configured
structure to NX in native format. To do this, select the top-level line of the assembly and choose the
Tools→Export Configured NX Assembly menu command.
Teamcenter displays the Export Configured UGNX Assembly dialog box, which allows you to
choose the export directory and the naming format.

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Note

This menu command is visible only if your administrator sets the

TC_ExportConfigUGNXAssembly preference to TRUE and NX is installed on
the client machine.
The administrator must also enable the NxClone translator, as described in the Dispatcher
Server Translators Reference Guide.

You can also push or pull variant structures between Structure Manager and NX.

Push a variant structure from Structure Manager to NX

When a variant rule is in force, you may display a subset of the product structure in Structure
Manager, for example, when the View→Show Unconfigured Variants option is set to off. To ensure
you see only the configured components in NX:
1. Expand the whole structure in Structure Manager by choosing View→Expand Below.

2. Choose Edit→Select Below→Lowest Lines to select the lowest level of the structure.
Note

If you select the top-level assembly and click Open in NX, all components are loaded, not
just the configured ones. This applies to any assemblies lower down the structure that
are not expanded.
By default, the Open in NX button and menu command are not visible in Structure
Manager. Your administrator must set the TC_show_open_in_NX_button preference to
on to make them visible.

3. In NX, click Open on the toolbar or choose File→Open. Browse to the required structure.

The Assembly Navigator in NX displays all components in the assembly; unconfigured components
are shown as not loaded. The Assembly Navigator cannot distinguish between unconfigured
components and those that are manually loaded by pushing them from Structure Manager.

Pull a variant structure from NX to Structure Manager

NX can access variant rules saved in Teamcenter. In the Load Options dialog box, you can
select a saved variant rule attached to the top-level item revision of the product structure. Once
loaded, you can configure the structure by applying one or more saved variant rules using the
Assemblies→Variant Configurations... menu command. (Unlike Teamcenter, NX can apply more
than one variant rule to a structure.) If you do not apply a variant rule, all components are loaded
into NX.
For additional information, see the Teamcenter Integration for NX documentation.

Using the Assembly Navigator

When variant rules are set in NX, the Assembly Navigator suppresses any unconfigured components,
so they are not visible in the Assembly Navigator or other NX applications.

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Adding components in NX
When variant rules are not set in NX, you can add components in NX by pasting it into the product
structure; the component has no variant data and thus is always configured. You can later define a
variant condition for the added components in Structure Manager. You cannot add components to a
configured structure, you must first unset any variant rules applied.

Open a structure in Lifecycle Visualization

You can load the structure into Lifecycle Visualization to view the structure with the full Lifecycle
Visualization functionality. You can also view the structure in the embedded viewer in the data pane.
When you load configured variant structures into Lifecycle Visualization, graphics (not parts) are
displayed for the selected lines.
1. In Structure Manager, expand the whole structure by choosing View→Expand Below.

2. Choose Edit→Select Below→Lowest Lines to select the lowest level of the structure.
Note

If you select the top-level assembly and click Open in Lifecycle Visualization, the
graphics of all components are loaded, not only the configured ones. This applies to any
assemblies lower down the structure that are not expanded.
By default, the Open in Lifecycle Visualization button and menu command are not visible
in Structure Manager. Your administrator must set the TC_show_open_in_vmu_button
preference to on to make them visible.

3. Click Open in Lifecycle Visualization on the toolbar or choose File→Open in Lifecycle

Visualization.
The Lifecycle Visualization application launches and displays the structure is in a similar way to
the Structure Manager structure view. Check boxes allow you to turn on and off the graphics
display for individual lines.
For more information, see Visualizing product structure.
Note

If you right-click a line that has a JT file attached to it and choose Show JT Attributes,
Teamcenter displays the attributes of the JT file. You can display JT properties for an assembly
or a component.

Interpreting transform data

Teamcenter uses occurrence transformation data to position components in an assembly. It creates
transformation data for each component in an assembly. When a Teamcenter assembly is opened
in an integrated CAD system, the CAD system interprets the transformation data to reconstruct the
assembly.
Teamcenter stores transformations in a matrix in eXT format in the following format:
{ R00 R10 R20 P0 R01 R11 R21 P1 R02 R12 R22 P2 T0 T1 T2 S }

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The components of this matrix are:

• A general rotation submatrix, comprising an x-axis (R00, R01, R02), a y-axis (R10, R11, R12),
and a z-axis (R20, R21, R22).

• A general rotation submatrix, comprising an x-axis (R00, R01, R02), a y-axis (R10, R11, R12),
and a z-axis (R20, R21, R22).

• A perspective (P0, P1, P2).

• A scaling factor (S).

Note

Not all of these components are used by every external CAD system that stores data in
Teamcenter. For example, NX only uses rigid body transforms and therefore does not
use perspective. The three elements representing perspective are always set to 0.0 by
Teamcenter Integration for NX. Also, Teamcenter Integration for NX always sets the scaling
factor to 1.0. The transform values set by different external CAD systems are not compatible
or interchangeable.

You can view and change the transformation associated with a component in the Absolute
Transformation Matrix property columns, as described in Displaying properties. In particular, you
can add one or more of the following property columns to view transformations:
• bl_plmxml_occ_xform
Shows the PLM XML transformation matrix value assigned to a part occurrence in the product
structure.

• bl_plmxml_abs_xform
Shows a run-time, rolled-up PLM XML transformation matrix value assigned to a part occurrence
in the product structure. The rolled-up transformation value is calculated by adding the relative
transformation matrices of all the occurrence parent parts in the product structure. This property
can also override a transformation matrix value if you are making in-context edits.

• bl_occ_xform_matrix
Shows the non-PLM XML transformation matrix value assigned to a part occurrence in the
product structure. This property value is available if you work with older versions of NX. When you
open an assembly in NX, it looks for PLM XML transformation data in the bl_plmxml_occ_xform
property in Teamcenter when needed. If PLM XML transformation data is not available, NX looks
for legacy transformation data in the bl_occ_xform_matrix property and converts it internally.
For more information about how NX converts legacy transformations, see the Teamcenter
Integration Customer Defaults section of the Teamcenter Integration for NX documentation.

• bl_abs_xform_matrix
Shows a run-time, rolled-up non-PLM XML transformation matrix value assigned to a part
occurrence in the product structure. The rolled-up transformation value is calculated by adding
the relative transformation matrices of all the occurrence parent parts in the product structure.
This property can also override a transformation matrix value if you are making in-context edits.

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The following example shows a structure that has just relative transformation matrices assigned
to it. Structure Manager fills the absolute transformation matrix fields when it rolls up the relative
transformation matrices of the structure. In this example, 000010/A;1-n1 does not have a relative
transformation matrix assigned to it. If Structure Manager encounters an unassigned matrix, it inserts
an identity matrix in the Absolute Transformation Matrix column when rolling the matrix values.

Example of product structure with relative transformation matrixes

The following example shows a structure that has relative transformation matrixes assigned to it and
also one absolute transformation matrix in the context of 000009/A;1-top. If appropriate, you can
make in-context values to the absolute transformation matrix value. When you do this, a target
symbol appears next to the transformation value in the Absolute Transformation Matrix column.
In-context transformation values override the relative transformation values when Structure Manager
rolls up the transformation values in the Absolute Transformation Matrix column.

Example of product structure with relative and absolute transformation matrixes

Teamcenter and Teamcenter Integration for NX transformation data is written in PLM XML format
and uses meters as the unit of measure. In earlier Teamcenter products, transform data was written
in millimeters and inches. Do not combine legacy and current transform measurements but update
transform data using the Teamcenter Integration for NX refile utility.
Use the following preferences to configure how Teamcenter interprets legacy transformation data:
• PS_allow_plmxml_transforms_with_no_legacy_factor
Configures whether Teamcenter converts legacy transform data.

• PS_assume_old_transform_format
Determines how Teamcenter interprets the format of legacy transform data.

• PS_assume_legacy_transform_units

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Determines how Teamcenter interprets the unit of measure for legacy transform data.

• PS_convert_legacy_transform_to_plmxml
Enables the display of legacy transforms in a PLM XML format.

Communicating with the owning user

If you work in a collaborative environment where several users own assemblies or components in a
design, you may want to communicate with the user who owns a particular assembly or component.
If the Microsoft Office Communicator integration is installed on your system, you can right-click
the line that represents the assembly or component, and then choose Send an Instant Message
to Owning User. Teamcenter displays a Communicator window, allowing you to begin an instant
message conversation with the owner.

Viewing remote components

If you import assembly items to a remote site from the master Multi-Site Collaboration site, the
component items of the assembly are not imported, only the BOM view revision. Consequently,
when you load the BVR in Structure Manager, the components are not loaded because they are
not available locally.
You can, however, view these items as assembly replicas containing remote components. Replicas
and out-of-date replicas may be identified by site defined colors, for example, red for out-of-date
replicas. The remote components are displayed as stub references in the structure lines of such
unavailable remote components that are not available at the local site. If the owning user excludes
certain objects from the replica of a remotely owned item, Teamcenter creates an augmented stub at
the replica site. If you are authorized to view these stubbed objects, the augmented stub is visible
with the ID, name, type, and description attributes shown.
When you open an assembly containing remote components, Structure Manager loads the assembly
with the available components and shows the stub references for the structure lines of the remote
components. If any of the remote components are not yet replicated locally, Structure Manager may
prompt if you want to import these components or imports them without user intervention, depending
on the setting of the PSE_prompt_for_remote_import preference.
Note

These lines may represent remote part family members or other remote components. All
remote components are displayed in the same manner.

Import remote components associated with stub references

• Choose Tools→Import Remote. Teamcenter obtains the data from either the Object Directory
Services (ODS) or the owning site of the assembly.

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Importing part families

In the case of part family member components, Teamcenter obtains the part family member replicas
if the master part family members are not available. The part family member replica is imported
from the master site of the assembly.
When importing remote part family members:
• If the Import Distributed Components option is not set and the master site of the assembly
owns the part family members, the members are imported.

• If the Import Distributed Components option is not set and the master site of the assembly does
not own the part family members, the members are imported. Teamcenter imports the part family
replica and not the master copy. The master part family members must exist at the owning site.

• If the Import Distributed Components option is set and a site owns and contains the part
family members locally, the members are imported. Teamcenter imports the master part family
members present at the owning site.

• If the Import Distributed Components option is set and if the part family members do not
exist locally at a site that owns them, the members are imported. Teamcenter imports the part
family member replica and not the master copy.

Synchronize assembly replicas

You can request that Teamcenter compares the assembly replicas at your site with the remote sites
owning them, allowing you to visually ascertain if your replicas match the masters at the remote sites
and (if appropriate) demand synchronization. This process may take several minutes to complete,
depending on the size of the assembly and the location of the master site.
To determine the need for synchronization, right-click a structure line, and choose one of the following
commands:
• Multi-Site Synchronization→Object
Choose this command to determine the synchronization state of a selected object, such as
a dataset or form. You can also request synchronization of items or item revisions, but the
synchronization state of any attached objects is not displayed. Teamcenter displays the
synchronization status of the object, which may be one of the following values:

o Blank
The replica object is up-to-date.
o Up to date per hub
The replica is up to date according to hub data.
o Out of date
The last modified date of the master is later than the last modified date of the replica.
o Replica has later date
The last modified date of the object at your site is later than the last modified date of the
object at the master. This occurs if you check out the object.
o Not configured revision

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The configured revision of your replica is not configured at the owning site. For example, the
latest revision is superseded at the owning site, but this is not replicated at your site.
o Unknown
The owning site is unavailable.

• Multi-Site Synchronization→Component
Choose this command to determine the synchronization state of a selected component revision
and all objects associated with it, including BVRs and attachments. This check identifies if the
component has been replicated at your site and also if the replica is up-to-date. If the replica
is outdated, you can request synchronization and visually verify if the synchronization process
succeeded.
Teamcenter displays the Synchronization dialog box, which allows you to set the following
options to configure the synchronization process.

o Sync Options
Choose Perform Sync or Perform Sync In Background to immediately initiate the
synchronization process. Teamcenter sends a request to the site owning the selected
component to determine the revision to synchronize, based on your revision rule selection.
It determines the outdated objects and initiates a remote import of modified versions,
depending on your settings in the Import/Export Preferences dialog box.
Note

Bulk data files are always included in the synchronization and the latest dataset
version is imported.

Choose the Report Only option to display a results folder containing the component and
associated objects. The properties of each object are shown from the viewpoint of your site.
To ascertain the status of each object, view the Sync State box, which contains one of
the following values:
■ Blank
The object is up-to-date.
■ Up to date per hub
The replica is up to date according to hub data.
■ Out of date
The last modified date of the master is later than the last modified date of the replica.
■ Replica has later date
The last modified date of the object at your site is later than the last modified date of the
object at the master. This occurs if you check out the object.
■ Not replicated by local site
There is no replica of the object at your site.
■ No configured revision
The owning site has a different configured revision of the object to the revision at your site.
■ Not replicated
A new attachment is added at the owning site, but it is not replicated at your site.

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■ Unknown
The owning site is unavailable.

You can synchronize a single object by selecting it in the report and choosing
Tools→Import→Remote. Teamcenter displays the Import/Export dialog box, allowing
you to set the parameters of the remote import action. When synchronization is complete,
Teamcenter refreshes the report with the latest status.

o Revision Rule
Select the required revision rule from the list of revision rules available at your site. If you
select an item revision, the list displays Selected Revision and the configured item revision
is synchronized; you cannot set another revision rule.
Note

Your administrator can set the TC_sync_revision_rules preference to permit you to

select only certain revision rules, not all rules available at the site.

o Session Options
Choose Generate Failure Report to write a failures report if you choose the Perform
Sync or Perform Sync In Background option. This option is disabled if you choose the
Report-Only synchronization option.

o General Workspace Object Options

Choose Exclude Folder Contents and Exclude Export Protected Objects to exclude
these objects from the synchronization process.

o Save Options as Default

Choose this option to save the selected options as your default for subsequent
synchronization or remote import actions.

o Advanced – Relations to Include and Exclude

Choose this option to include and exclude certain object relations from the synchronization
process.

• Multi-Site Synchronization→Assembly
Choose this command to determine the synchronization state of an entire assembly. If it is
outdated, you can request synchronization of individual components or the entire assembly, and
visually verify if the synchronization process succeeded. This check identifies if the component
has been replicated at your site and also if the replica is up-to-date.
Teamcenter displays the Synchronization dialog box, which allows you to set the following
options to configure the synchronization process.

o Sync Options
Choose Perform Sync or Perform Sync In Background to immediately initiate the
synchronization process. Teamcenter sends a request to the site owning the selected
assembly to determine the revision to synchronize, based on your revision rule selection.

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It determines the outdated objects and initiates a remote import of modified versions,
depending on your settings in the Import/Export Preferences dialog box.

Note

Bulk data files are always included in the synchronization and the latest dataset
version is imported.

Choose the Report Only option to display a results folder containing the assembly expanded
to the maximum level. The report shows components up to the highest level that is outdated
within a branch. Consequently, branches may be expanded to different levels. To determine
this status, Teamcenter compares the dates of the last modification of the master and the
replica.
To ascertain the status of each component, view the Sync State box, which contains one of
the following values:

■ Blank
The component is up-to-date.

■ Up to date per hub

The replica is up to date according to hub data.

■ Out of date
The last modified date of the master is later than the last modified date of the replica.

■ Replica has later date

The last modified date of the component at your site is later than the last modified date of
the component at the master. This occurs if you check out the component.

■ Not replicated by local site

There is no replica of the component at your site.

■ No configured revision
The owning site has a different configured revision of the component to the revision at
your site.

■ Not replicated
A new attachment is added at the owning site, but it is not replicated at your site.

■ Unknown. The owning site is unavailable.

You can synchronize an assembly or a single component by selecting it in the report and
choosing Tools→Import→Remote. Teamcenter displays the Import/Export dialog box,
allowing you to set the parameters of the remote import action. When synchronization is
complete, Teamcenter refreshes the report with the latest status.

o Revision Rule

Select the required revision rule from the list of revision rules available at your site. If you
select an item revision, the list displays Selected Revision and the configured item revision
is synchronized; you cannot set another revision rule.

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Note

Your administrator can set the TC_sync_revision_rules preference to permit you to

select only certain revision rules, not all rules available at the site.

o Session Options
Choose Generate Failure Report to write a failures report if you choose the Perform
Sync or Perform Sync In Background option. This option is disabled if you choose the
Report-Only synchronization option.

o General Workspace Object Options

Choose Exclude Folder Contents and Exclude Export Protected Objects to exclude
these objects from the synchronization process.

o Assembly Options
By default, the Include Entire BOM option is automatically chosen. If you only want to
synchronize some of the structure to reduce synchronization time, uncheck this option.
Choose a value in the Maximum Level list that represents the maximum depth in the
assembly that Teamcenter traverses when you choose the Report Only option. If blank,
Teamcenter traverses the entire assembly until it detects an outdated component or leaf
node. If set to 1, Teamcenter synchronizes only the selected item revision.

o Save Options as Default

Choose this option to save the selected options as your default for subsequent
synchronization or remote import actions.

o Advanced – Relations to Include and Exclude

Choose this option to include and exclude certain object relations from the synchronization
process.

Show connections
You can display the objects connected by the Connected_To relationship to:
• View the names of the connected objects directly from the structure line.

• Display the absolute path name for the connected objects.

• Display the objects connected to a given connection.

View the objects connected by a given connection in one of the following ways:
• Select and right-click the connection and Teamcenter displays a shortcut menu. Choose the
Show Connected Lines menu command to highlight the connected objects.

• Select the connection and choose View→Show Connected Lines to highlight the connected
objects.

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• Select the connection and click the button to highlight the connected objects.

View welds and datum points

If your NX design includes welds or datum points, they are exported to Teamcenter if you export the
design through Teamcenter Integration for NX.
Structure Manager shows welds and datum points as child lines within the product structure, one line
for each weld or datum point. The child lines are grouped under the parent line that represents the
part or assembly with which the weld or datum point is associated.
If a JT file is attached to the child line, you see the welds and datum points in Teamcenter lifecycle
visualization or the embedded viewer as follows:
• Welds are displayed with an appropriate representation depending on their type.

• Datum points are displayed as spheres.

Use the Attachments tab in Structure Manager to view the feature form that lists the attributes of
welds or datum points.

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Building and editing product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Cloning a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Clone (duplicate) a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Create an item from a template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Creating a new BOM view revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4

Create a new BOM view revision automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Create a new BOM view revision manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5
Setting the view type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5

Using Save As to save a BOM view revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6

Create a new BOM view revision from an existing BOM view revision . . . . . . . . . . . . . . . . 4-6

Saving and refreshing the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6

Save changes in Structure Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
Saving changes with multiple windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7
Close the product structure window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
Refresh the Structure Manager window and resynchronize to database . . . . . . . . . . . . . . 4-8

Adding components to the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8

Copying and pasting objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
Copy and paste an item or item revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10
Copy and paste using the structure line shortcut menu . . . . . . . . . . . . . . . . . . . . . . 4-10
Copying and pasting occurrence attributes of components . . . . . . . . . . . . . . . . . . . 4-10
Use quick add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
Add a component to an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
Paste a component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
Copy multiple views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13
Create a new item or item revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13

Restructuring and editing the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14

Insert a level in the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Remove a level from the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Move a node to another branch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Replace a node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Split an occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
Fixing in-structure associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Fix in-structure associations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Performing on-demand validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21

Highlighting edits to the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23

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Marking up the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24
Enable markup mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25
Create and insert general markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26
Display markup properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26
Review and comment on markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27
Validate access to apply markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27
Apply markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-28
Apply all markups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29
Carrying forward markups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-29
Delete markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-30
Creating markup review sample workflows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-30
Sample 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-31
Sample 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-32
Sample 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-33
Sample 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-34
BOMMarkup_Review process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-35
BOMMarkup_SplitTargets process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-36
BOMMarkup_AddStatus process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-41

Defining units of measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-48

Define unit of measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-49

Managing global alternates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-50

List global alternates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-51
Add global alternates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-51
Remove global alternates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-52
Set or unset preferred global alternate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-52

Changing components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-52

Remove components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-53
Move a component to another assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-53
Replacing a component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-53
Replace a component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-54
Change add and delete operations to a replace operation . . . . . . . . . . . . . . . . . . . . . . . 4-55

Defining substitute components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-55

Display substitute components for a line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-56
Display substitutes as separate lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-57
Create substitute component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-57
Edit the properties of a substitute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-57
Compare substitutes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-57
Removing substitute components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-58
Remove a substitute component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-58
Change the preferred substitute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-59
Managing substitute part relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-59
Relating substitute parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-59
Relate substitute parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-59
Relate substitutes with existing substitutes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-60
Edit a substitute part relationship . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-60
View the related substitutes of a selected structure line . . . . . . . . . . . . . . . . . . . . . . 4-61

Structure Manager Guide PLM00048 J2

 Exporting substitute data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-61

Add or remove optional parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-61

Exporting a product structure containing related parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-61

Export a product structure to Briefcase Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-62

Export datasets with structure information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-62

Add parts to NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-64

Using item elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-65

Create an item element . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-65
Remove item elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-66
Copy and paste item elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-66
Replace item elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-66
View notes on item elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-66

Creating connections and links . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-67

Create a connection . . . . . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-67
Create a link . . . . . . . . . . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-67
Remove a connection or link ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-67

Creating and editing notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-68

Define or edit custom note text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-68

Deleting items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-69

Delete a single item from the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-69
Delete multiple assemblies or items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-69

Grading structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-70

Run grading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-71
View grading results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-71
Override grading results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-73
Grading for substance compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-74
Initiate compliance check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-74
Apply exemption from regulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-74
View material and substance dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-74
View compliance dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-74
Request substance declaration from vendor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-75

Save structure change records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-75

Link requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-75

Create trace links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-76
Generate a traceability report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-76
Export a traceability report to Microsoft Office Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-77
Delete trace links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-78
Creating trace links to absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-79
Create trace links on absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-79

PLM00048 J2 Structure Manager Guide

Searching the data dictionary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-80
Open the Data Dictionary Search Dialog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-81
Find a library object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-81
Searching the class hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-82
Search by object ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-82
Search by type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-83
Selecting a class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-84
Use the quick search feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-85
Use the Search Class dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-85
Search all objects in a selected class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-86
Search for library objects by attribute value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-88
Configuring revision rules for searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-90
Apply a revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-90
Using relational operators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-91
Using wildcard characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-92
Navigating the matches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-92
View search results in the Properties pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-92
View search results in the Table pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-93
View search results in the Viewer pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-93
Select the desired library objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-94

Releasing structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-94

Release a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-95

BOM session recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-97

Structure Manager Guide PLM00048 J2

Chapter 4: Building and editing product structure

Building and editing product structure

You can create the product structure manually in Teamcenter, you can import it from your CAD
system, or you can clone an existing structure to use as the basis of a new structure. When you import
a structure, Teamcenter keeps the structure synchronized with any changes to the native CAD design.
After you create the structure, you modify it as necessary to reflect any changes to the product design.
Caution

Certain other applications including Manufacturing Process Planner and Multi-Structure

Manager automatically save structures that you edit in Structure Manager. To avoid
inconsistent data, Siemens PLM Software recommends that you close all other applications
when you work in Structure Manager.

You check out an item revision to make changes and check it in again when the changes are
complete. You may also cancel the checkout of an item revision, even if it is open in a structure editor.
This action causes the changes made to the item revision and to its first-level structure to be lost. If
the item revision is open in a structure editor window, you must refresh the full window refresh to
restore absolute occurrence data for any lines edited in context of the item revision.
Caution

Siemens PLM Software recommends you do not use the Cancel Checkout command on item
revisions that contain changes tracked by incremental change. This action causes permanent
loss of incremental changes that are tracking structure edits.

Cloning a structure
You can clone (duplicate) an existing product structure to create a new structure.
You can clone the entire product structure from the top level down or a selected subassembly. It is
not necessary to open the CAD tool when creating the new (cloned) assembly.
The cloning operation uses Business Modeler IDE deep copy rules to determine how datasets and
attachments are copied. It also uses the Business Modeler IDE StructureCloneTransferModes
global constant to determine how CAD-specific attachments and relationships are copied.
When you open the new (cloned) structure, you can edit or update any of the items, item revisions,
datasets, and attachments without affecting the original structure.
The cloning process does not support occurrence effectivity and any configuration of the structure
with occurrence effectivity does not carry forward to the clone.
The user who performs the cloning action owns the copy. Any elements of the original structure that
were referenced, rather than copied, remained owned by their original owner. Access rights and ACL
rules on structure lines are not carried forward from the original structure to the new (cloned) structure.

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Building and editing
and editing product
product structure
structure

If you do not have access rights to a substructure in the original structure, you cannot duplicate that
substructure and Teamcenter instead references the existing substructure.
If the original structure was shared by Multi-Site Collaboration, the new (cloned) structure does not
inherit its permissions. It is a new structure and is therefore owned by the site where it was created.

Clone (duplicate) a structure

1. If you are using a CAD tool, verify that your administrator has set the
StructureCloneTransferModes global constant to the name of the transfer mode
for your CAD integration, as described in the Business Modeler IDE Guide.

2. Open the structure in Structure Manager and configure it as appropriate. Cloning a precise
structure creates a precise copy; likewise, cloning an imprecise structure creates an imprecise
copy.

3. Select the top line of the structure or a subassembly in the structure. The selected line and
everything below it will be copied into the new (cloned) structure.

4. Choose File→Duplicate.
Structure Manager displays the Duplicate dialog box. You can use the + and - buttons to expand
or collapse the structure tree that is displayed in the dialog box.

5. Select or clear the check box at the left-hand end of each line in the structure to copy or reference
that line in the new (cloned) structure.

6. Select one or more of the check boxes on the left-hand side of the Duplicate dialog box to
determine how the clone should be created:

Display check boxes

Drawings From All Revisions If selected, all item revisions with drawings
that are related to the structure are shown.
Drawings under the same item revision as
their solid models are implicitly included, and
are not displayed again in the dialog box.
Required Dependencies If selected, only the item revisions necessary
to open the structure or assembly in the CAD
tool are shown.
All Dependencies If selected, all related item revisions are
shown.
Part Families check boxes
Masters If selected, part family masters defined in
Classification are shown. If an original item
revision is a part family master, the cloned
item revision is also a part family master.

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 Building and editing product structure

Members If selected, part family members defined

in Classification are shown. If an original
item revision is a part family member that is
selected for cloning, the cloned item revision
is also a part family member.
Click the Update Display button to refresh the structure display if you change these check
boxes.
Rename CAD Files check box
If checked, the CAD integration renames all CAD files when you open the clone in the CAD
tool. If you choose to rename CAD files, a deep clone is created, that is, all CAD datasets and
their named references are copied.
New Item ID by Selection check boxes
Click the Apply button to update the structure display if you change the default mapping.
Assign New IDs If selected, you can specify the naming
pattern of duplicated items that are included
in the clone. The new identifiers are not
applied until you create the clone.
Prefix Allows you to define a prefix to the original
name of each duplicated item that is included
in the clone, for example, NEW_.
Suffix Allows you to define a suffix after the original
name of each duplicated item that is included
in the clone.
Replace Allows you to replace a specified substring in
the original item name with another defined
With string in the duplicated item name.
Naming check boxes
Click the Apply button to update the structure display if you change the default mapping.
Assign New IDs If selected, you can modify the naming
pattern of original items before they are
included in the clone.
Prefix Allows you to define a prefix for the original
item name before it is included in the clone.
Suffix Allows you to define a suffix after the original
item name before it is included in the clone.
Replace With Allows you to replace a specified substring in
the original item name with another defined
string before the clone is created.

Note

If you try to define a naming pattern that does not conform with the naming rules defined in
Business Modeler IDE, Teamcenter displays an error message.

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structure

7. Click OK to create the clone structure.

Structure Manager displays the Duplicate Results dialog box and saves the top item of the new
(cloned) structure to the clipboard and copies it to the NewStuff folder when it is complete. The
dialog box also states if Teamcenter could not duplicate any items in the original structure, it
referenced them instead.

Create an item from a template

Over time, you may design standard products or generic structures that can be reused in similar
products. Using templates provides a way to reuse these standard designs as you create new
structures for similar products. A template may be created from an actual in-use product, or you may
create a generic structure explicitly for use as a template.
1. Ensure that the necessary Product.Template preferences are defined, as described in the
Preferences and Environment Variables Reference. These preferences contain the rules
that determine how the related objects in the template are mapped to the objects in the new
item—each object may be cloned (copied), referenced, or ignored. Items created from a template
are typically product or subassembly structures.

2. Choose File→New→Item from Template. It is not necessary to load a structure or template into
the current window.
Teamcenter displays the New Item dialog box.

3. To create the new item from a template, click the Choose Template tab, enter the name of the
structure top line to clone in the Template ID box. Alternatively, you can browse to the template
structure you require or to another product structure to clone.
In the lower pane of the tab, Teamcenter populates the item identifier, revision and name of the
new item. The item identifier is assigned sequentially and you cannot change the displayed value.

4. Click the Configuration tab and select the cloning rule to apply from the Cloning Rule list. If
required, you can also change the revision rule on this tab.

5. Click OK or Apply to create the new product from the template you choose. The new top level
is not loaded into the window and, if you want to verify that it was created correctly, you must
search for it.

Creating a new BOM view revision

When you add a component to an assembly, you are creating an occurrence of that item or item
revision in the assembly, which is stored on the BOM view revision (BVR). This occurrence is
displayed as a BOM line. A BVR is a single-level structure that contains occurrences of its immediate
children. A multilevel structure is built up from many single line BVRs.
Any modification to a product structure (including changing any of the occurrence attributes or
adding a substitute) causes a change to the BVR of the parent assembly. If no BVR exists in the
parent assembly, Teamcenter creates one automatically. When BVRs are automatically created in
this way, they may be precise or imprecise according to your specified options; by default, imprecise
BVRs are created.

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 Building and editing product structure

You can also create a new BOM view revision manually.

Create a new BOM view revision automatically

If there is no BOM view revision in an assembly item revision when you add the first component,
Teamcenter automatically creates one. It sets the precision (precise/imprecise) of the BOM view
revision as follows:

• If the item revision is a component, the precision is that of the parent assembly in the current
window.

• If the item revision is at the top-level of the structure, the precision is set according to your
default BOM view precision option.

Create a new BOM view revision manually

When required, Teamcenter automatically creates BOM view revisions. You can also create BOM
view revisions manually with Structure Manager or My Teamcenter (which allows you to set the view
type). To create a new BOM view revision, you must have write access to the original BOM view.

• To create a BOM view revision and associate it with the selected item revision, choose
File→New→BOMView (Revision). You cannot edit the item identifier and item revision of the
owning item; you can only confirm the correct item revision is selected.

Setting the view type

When creating a new BOM view revision manually, you specify a view type that is not already created
for the item. You select the view type from a list of values defined by the Teamcenter administrator in
the Business Modeler IDE, as described in the Business Modeler IDE Guide.
Teamcenter attempts to provide an appropriate default view type, according to the following rules:

• If there is only a single view type defined for your site, it uses the defined view type.

• If there is only one view type not used by the existing BOM view revisions of the item revision, it
uses the undefined view type.

• If your default view type is not used by the existing BOM view revisions of the item revision, it
uses your default view type.

If Teamcenter cannot determine the view type, you must enter a value manually.
Note

If the new structure is similar to an existing one, consider choosing the Save As→BOMView
Revision menu command to make a copy of the BOM view revision and edit the copy structure.
When you save a structure with a different name using the Save As command, the workspace
objects it comprises are renamed, including the item identifier, the revision identifier, and
any variant rule.

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structure

Note

Teamcenter derives the names of BOM views and BOM view revisions from the identifiers of
the owning item or item revision with the view type appending.

Using Save As to save a BOM view revision

In most cases, you do not explicitly save a BOM view with the Save As command because
Teamcenter automatically copies the BOM view revision whenever you choose the Save As
command for an item revision. However, you may sometimes want to save the BOM view with a
different type, for example, if you create a BOM view revision of another view type or copy a structure
to another item.
When you save a structure with the Save As command, the workspace objects it comprises are
renamed, including the item identifier, the revision identifier, and any variant rule.
If you select an item revision with multiple views (rather than a BOM view revision) and choose this
command, Teamcenter makes a copy of each view type.

Create a new BOM view revision from an existing BOM view revision
1. Select the line containing the BOM view revision in the product structure tree.

2. Choose File→Save As→BOM View Revision.

Teamcenter displays the Save BOM View Revision As dialog box.

3. Specify a view type that is not already been created for the item. You select the view type from
a list of values defined by the administrator.
The precision of the BOM view revision is the same as the BOM view revision you copied. If you
want to change the precision, choose Edit→Toggle Precise/Imprecise.

To add a similar structure to another item revision, choose the File→Save As→BOM View Revision
menu command to create a new BOM view revision in a different item. Specify the target item
identifier and revision in the Item and Revision boxes of the dialog box. This action copies the
occurrence attributes, including the find number, notes, quantity, substitutes, and variant conditions
into the new BOM view revision.
Note

Variant conditions are copied if you use modular variants but not if you use classic variants.

Saving and refreshing the product structure

You must explicitly save any changes you make to the product structure because Structure Manager
does not save them automatically. For example, you must explicitly save any new BOM lines or
variants. If you try to exit from Structure Manager and there are unsaved changes, the system
prompts you to save them. If you have more than one window open, you must individually save
changes in each window.

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 Building and editing product structure

If there are unsaved changes, the title pane of the Structure Manager window and the tooltip for any
open pane are shown in bold with an asterisk * appended to the name. When you save the changes,
the bold highlight and the asterisk are removed. The titles of windows with no changes are always
shown in normal font with no asterisk, allowing you to easily identify those windows that have changes.

Save changes in Structure Manager

Choose the File→Save Structure Manager menu command to save all the changes made in the
currently displayed structure window. Changes to the structure result in a modification to BOM view
revisions, for example, adding or removing components, or changing occurrence attributes such as
notes and find numbers. Teamcenter prevents you accidentally closing a structure window without
saving changes.

Saving changes with multiple windows

You can open multiple windows by using the split window button .

• If you make structure changes, only those changes made in the window where you choose
the Save command are saved. If you create additional windows and open structures in those
windows, changes made in the other windows are not saved.

• If you want to save changes made in other windows, you must explicitly choose the Save
command in the window in which the structure changes were made.

Window 1 B C Window 2 D

K F J L J M L

M E F Z E T

Z E T

Example of saving in multiple windows

• In window 1, remove E from M. This also causes E to be removed from M in window 2.

• In window 2, remove L from D and change a note on J. Add a note to Z in M and this change
is also seen in window 1.

• In window 1, save the product structure. This action saves changes to assembly M but not D.

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Note

Changes are saved, regardless of where they are made. Therefore, the changes made in
window 2 to M are also saved. The save action in window 1 thus causes a partial save of
the changes made in window 2, on those assemblies that are also seen in window 1.

• In window 2, save the product structure. This action saves changes to assembly D.

Close the product structure window

If unsaved changes are made in a product structure window and you choose the File→Close menu
command, Teamcenter displays the Close Application - Save Modifications dialog box.
The unsaved modifications are listed and you can select the check box next to each modification
to save it.
• Click OK to save all selected changes and close the dialog box. Updates to unselected changes
are discarded.

• Click Cancel to return to the Structure Manager session without saving changes.

Refresh the Structure Manager window and resynchronize to database

Structure changes you make are propagated across all product structure windows in a particular
session. However, changes are not propagated across sessions.
• Choose View→Refresh Window to resynchronize the current window to the database. This
action picks up changes made in other sessions and saved since you loaded the product
structure. This function does not cause your own changes to be saved or lost.
Note

Teamcenter does not permit other users to change any BOM view revision that you are editing.
The BOM view revision is locked by the first person to make a change, whether this is adding or
removing a component or modifying any of the occurrence attributes of any of the components.

Adding components to the product structure

There are four ways you can add components to the product structure:
• Copying and pasting objects
Allows you to copy references to existing items, parts, and designs.

• Use quick add

Allows you to add new components by typing in the item, part, and design identifiers.

• Add a component to an assembly

Allows you to enter the item identifier by specifying (for example) the number of components
to add.

• Create a new item or item revisions

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Allows you to use a top-down approach by simultaneously modelling structure and creating new
items, parts, and designs.

If you manage parts and CAD designs separately, you must publish links between them as an
appropriate time. For details of how to do this, see the Multi-Structure Manager Guide.
If another user is editing a single level assembly within the product structure, Teamcenter prevents
you making changes until the other user has saved their changes. A warning message identifies
the other user working on the assembly. This safeguard does not prevent you making changes to
other assemblies that are not being worked on.
Optionally, Teamcenter can validate the structure by verifying that you add only appropriate
child items and item elements (GDEs). If you attempt to make an invalid addition, Teamcenter
displays an error message stating that you cannot add the selected child item to the current parent
item. To enable validation, your Teamcenter administrator sets the TCEnforceSingleType and
TCAllowedChildTypes_Item Type/GDE Type preferences, as described in the Preferences and
Environment Variables Reference.
Note

If you try to add an incompatible part type to the product structure, Teamcenter displays an
error message. For example, you cannot add a manufacturer part to the product structure in
Structure Manager.

Copying and pasting objects

The Teamcenter clipboard is shared by all applications and by NX. Consequently, for example,
objects you place on the clipboard by copying them in My Teamcenter may subsequently be pasted
into the product structure in Structure Manager.
You can also edit the product structure with the Remove, Copy, Paste, and Paste Special
commands.
When you paste an item or item revision from the clipboard, Teamcenter creates corresponding
components in the selected assembly in the product structure. Structure Manager allows you to paste
items and item revisions (including parts, designs, and their revisions), structure lines, and item
elements; other objects are ignored if you attempt to paste them.
If you cut and paste structure lines, the pending lines are removed from the clipboard after you
choose Paste or Paste Special. If the cut lines are in the same structure as the target, Teamcenter
performs a move action, rather than a cut and paste action.
If your administrator has defined mandatory properties for the type of object you are creating,
Teamcenter displays the Properties dialog box, which allows you to define attribute values for the
objects. To modify the properties of an existing object, choose Edit→Properties On Relations.
If the component you are adding to the structure contains unsatisfied connection points, Teamcenter
checks if any of the other components in the structure also contain unsatisfied connection points
and offers to connect them.
For more information, see Guided component search overview.

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Copy and paste an item or item revision

1. Select and copy the item or item revision (including parts, designs, and their revisions) from
elsewhere in the product structure displayed in Structure Manager or from another application
such as My Teamcenter. You can copy the item or item revision by clicking Copy , choosing
Edit→Copy, or pressing the Ctrl+C keys. This action places the item or item revision on the
clipboard.

2. In Structure Manager, select the assembly into which you want to add the component.

3. Paste the item or item revision by clicking Paste , choosing Edit→Paste or pressing the
Ctrl+V keys.

Pasting does not remove the object from the clipboard. Therefore, you can click Paste again to
add another line of the same item revision to the assembly. Another Copy operation replaces the
previous clipboard contents with the new object.
Caution

After creating an architecture breakdown structure in Platform Designer and sending it to

Structure Manager, do not copy and paste or drag and drop architecture elements in the same
window. It can lead to data corruption in Platform Designer. If you inadvertently perform one of
these actions, delete the resulting line using the Remove Design from Product button.

Copy and paste using the structure line shortcut menu

If you right-click a line in the product structure, Teamcenter displays the structure line shortcut menu
is displayed, allowing you to:
• Choose the Copy command to copy the line to the clipboard. This is the same action as pressing
the Ctrl+C shortcut keys, choosing Edit→Copy, or clicking Copy on the toolbar.

• Choose the Paste command to paste the contents of the clipboard as components of the line.
This is the same action as pressing the Ctrl+V shortcut keys, choosing Edit→Paste, or clicking
Paste on the toolbar.

• Choose the Properties command to view the properties of the line. This is the same action as
choosing View→Properties or clicking Properties on the toolbar.
Note

You do not need to explicitly select the line before right-clicking it.

Copying and pasting occurrence attributes of components

When you copy a component from an assembly and then paste it elsewhere:
• The occurrence attributes (for example, the quantity and any notes) are also copied and pasted.

• The find number is not copied.

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Teamcenter automatically generates the find number according to the position of the component
in the target assembly.

• If the component has an associated substitute list, this is also copied and pasted.

If you paste the component into My Teamcenter, rather than Structure Manager, Teamcenter pastes
the lines as individual item revisions.
Note

You cannot view occurrence attributes such as quantity or notes in My Teamcenter.

Teamcenter does not copy variant conditions with components. You must copy variant conditions
separately, as described in Copy variant conditions to other occurrences.

Use quick add

Often it is more convenient to insert the component by typing its identifier instead of pasting it from
the clipboard. To do this:
1. Select the assembly into which you want to add the component.

2. Click the text box in the lower left of the Structure Manager application window.

3. Enter the component ID and click .

You can only use Quick Add for adding existing items. To create a new item and add it to the
structure, choose File→New→Item.

Add a component to an assembly

You may want to specify additional data about the use of a component as you add it to the structure,
for example, a quantity or find number. You can do this by choosing the Add... command to insert a
new component.
1. Select the assembly to which you want to add the component.

2. Choose Edit→Add... and Teamcenter displays the Add dialog box.

Use the upper pane of the dialog box to specify the component to add and the view type, if
multiple views exist. Use the lower pane of the dialog box to specify the occurrence information.

3. Complete the dialog box as follows:

• Enter the component item identifier directly, or search for the item by its identifier or name.
You cannot enter the item name, but Teamcenter displays the name as confirmation that
you entered the required identifier.

• Optionally, specify the revision according to its precision, as follows.

o If the parent assembly BOM view revision is imprecise, the Revision box is disabled
and you cannot specify a revision.

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Note

When the component is added to the structure and displayed in Structure

Manager, the actual revision is determined by the revision (configuration) rule. If
there is not a revision that satisfies the revision rule, the revision is shown as ???.

o If the parent assembly BOM view revision is precise, you are creating a precise
occurrence. The Revision box is enabled and you can specify a revision.

• Choose Component or Selected Assembly. For information about substitute components,

see Defining substitute components.

• Set the view type if there are multiple views of the component; you do not want the default
view type. You can select another view type from the list of views created for the component.

• Specify any of the following occurrence attributes:

o Number of Occurrences
Specify the number of lines to add to the structure. The default selection is 1.

o Quantity Per Occurrence

Specify the quantity associated with each line in the structure.

■ If the item has a unit of measure defined, the units are displayed next to the Quantity
per Occurrence box and you can enter a fractional value (for example, 1.5). If
the units are displayed as Each, the box shows the number of parts and you must
enter a whole number.

■ If the quantity box is blank, the default value is 1 for items that have no unit of
measure or 0 for items with a unit of measure. These values are used in quantity
rollups, for example, when lines in the structure are packed.
Note

You can enter the string A/R or a to specify a quantity value of As Required.

o Find Number
Edit the find number if necessary.
Note

Find numbers are automatically generated according to the scheme defined

for your site with the PS_new_seqno_mode preference. The default scheme
increments the find number by 10 as each new component is added.

4. If you specified an item ID that is shared by multiple objects, Teamcenter displays the Select
Unique Item dialog box.
Select the object you require from the list.
Teamcenter returns to the Add dialog box.

5. Click OK or Apply to add the component to the assembly.

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Paste a component
You can specify additional data about the use of a component as you add it to the structure, for
example, a quantity or find number.
• Choose the Paste Special command to insert an existing component that you copied to
the clipboard into the structure. Unlike Add..., Teamcenter prepopulates the Component
ID (Revision) and Name boxes of the Paste Special dialog box with item or item revision
information from the clipboard.

Copy multiple views

If you copy an item revision with more than one view type from another rich client application and
paste it into the structure in Structure Manager, Teamcenter uses the following rules to determine the
view type to which the new occurrence refers.
• If a specific view type is copied from the other application, Teamcenter uses the same view.

• If no view type is copied, Teamcenter displays a list of all the available view types for that item.

Use the Paste Special or Add... menu command or the Replace command when copying an item
revision with multiple views. This allows you to specify the required view type manually. If you paste
the item revision directly and none of the items view types match the default view type, Teamcenter
displays an error message but attempts to complete the paste operation.
If you copy a line from the structure in Structure Manager that represents a specific BOM view
revision and paste it into another structure in Structure Manager, the new occurrence references the
same BOM view revision as you copied.

Create a new item or item revisions

You can create an item revision and structure it as an assembly, by adding new components one item
or part at one time. This technique is useful when doing top-down modeling. You must have write
access to the BOM view revision to create the new item revision.
1. Select the parent assembly in the product structure tree.

2. Choose File→New→Item or File→New→Part.

Teamcenter performs the same checks as described for the Add... command (see Add a
component to an assembly) and displays the Create Item or Create Part dialog box.

3. Enter the necessary parameters in the dialog box and click OK.
Teamcenter creates the new item or part (or its revision) and adds it as a component of the
selected assembly.

Note

If you add parts or part assemblies to an assembly, you can subsequently publish links to the
associated CAD designs, as described in the Multi-Structure Manager Guide. This step is not
necessary if you add items or item revisions, as you can attach CAD designs directly.

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Restructuring and editing the product structure

You can restructure a representation, including a BOM view, occurrence group, structure context, or
composition. You must revise a frozen product structure before restructuring. Restructuring edits the
product structure in downstream views (for example, manufacturing) while preserving the derived
occurrence structure and data related to specific occurrences of parts and assemblies. Restructuring
is disabled for product structures that contain CAD designs because it can make the CAD data invalid.
During restructuring operations, Teamcenter maintains the integrity of incremental changes, classic
or modular variants, and structure relationships. Teamcenter displays warnings when it encounters
absolute occurrences attributes and data.
If you have edits pending to a product structure, you must save the edits before you open the
structure in another application.
In addition to restructuring, you can edit individual properties on any line, subject to the following
limitations:
• Restructuring is not permitted on lines that have pending edits.

• Property edits are associated with a relative occurrence and are marked as pending until they
are saved to the database.

• Property edits are highlighted only if you use the column editor. If you use other methods of
changing properties (for example, the Properties dialog box), these edits are not visually
highlighted in the properties table. However, Teamcenter still retains the details of such edits
until you save or revert them.

• If any note in the list of notes is edited, the All Notes field shows a … symbol with a red
strike-through. It does not show the exact original value.

• Edits to the absolute or relative transformation matrix are not highlighted.

• You cannot edit the first property column (BOM Line).

• If you cut more than one BOM line to the clipboard and then modify the BOM lines on the
clipboard, this action changes the ownership of the remaining BOM lines. For example, if you
cut two BOM lines and then remove one of these lines from the clipboard, the status of the
remaining line changes from pending cut to pending copy. If you want to modify the BOM lines
that are the subject of a cut action, repeat the cut action on the required BOM lines, rather
than modifying the contents of the clipboard.

• By default, if you cut or copy a line and then paste it to a new location, incremental change
elements (ICEs) are not copied. This may necessitate significant manual recreation of data if
you are cutting or copying many lines together. To automatically copy ICEs, the administrator
must set two Business Modeler IDE constants:
o Fnd0EnableIceCarryOver business object constant
When moving, copying, or assigning a line from one location to another, this constant
determines if the ICEs are carried forward. You must set this constant to true on both the
source location’s parent and the target location’s parent.

o Fnd0AttrICEsToExclude property constant

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Defines the occurrence attributes that Teamcenter does not copy to the target location for
occurrence attribute changes.

These settings apply to in-context changes made to structure lines, their attachments, and their
occurrence attributes.

Note

Restructuring primitive actions include:

• Removing a level (removing a line and keeping child lines)

• Inserting a level (including pasting a line as a parent of selected lines)

• Moving a line to a new location (for example, cut and paste actions)

• Splitting an occurrence

• Replacing data in context

Only the last two actions make copies of the absolute occurrence data; the other actions
share the existing absolute occurrence data.

In certain cases, restructuring may cause valid reports of broken links, as shown in the following
examples:
Example

Example 1:
A
+-----------B
+-----------C (APN1 in context of A)
+-------------D

If you remove level C, the structure becomes:

A
+-----------B
+-----------D

The link to C is lost. This is correctly reported as a broken link.

Example 2:
A
+---------E
+---------B
+---------C
+-----------D(APN1 in context of B)

If you move D to E, it is outside of the context of B and APN1 is lost. This is correctly reported
as a broken link.
Example 3:
A
+-----------B
| +-----------C

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| +-------------D(APN2 in context of A)
+-----------B
| +-----------C
| +-------------D(APN1 in context of A)
+-----------D
+-----------D

If you move C to D, the system cannot determine which D to move the APN to without user
interaction. It skips the APN and logs an error message.
Example 4:
A
+-----------B
+-----------C
+-------------D(APN1 in context of B)

If you remove level B, it becomes:

A
+-----------C
+-----------D

The link to D is lost. This is correctly reported as a broken link.

Insert a level in the structure

You can create an item and insert it in the current structure as a new level below the selected line.
The number of relative occurrences of the children is preserved. If you select more than one line,
they must share the same parent.
1. Select the parent line of the new level and choose Edit→Insert Level.
Teamcenter displays the Insert Level dialog box.

2. Enter the item identifier and other attributes of the new item. If the inserted item is new, you
must insert it with a quantity of 1.

3. On completion, click OK or Apply.

Teamcenter creates the new item and inserts it as a new level. The selected branches become
children of the inserted level, while the inserted level becomes a branch of the original parent.
All existing variant conditions, notes, absolute occurrences, and other data is moved down with
the selected branches. The default quantity of the new level is 1, meaning that no quantity
change occurs.

Note

In most cases, associations between objects (such as Connected To relations) are correctly
maintained or are reassociated. However, after editing a Mechatronics structure, always
choose the Fix In-Structure Associations command to identify any invalid associations.
For more information, see Fix in-structure associations.
You cannot insert a level if the selected line represents a generic design element (GDE).

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Note

You can only insert a level if the line represents a standard business object type. If the line
represents a custom type, copy it to the clipboard and choose Paste Special. Teamcenter
pastes it as a new level above the currently selected line.

Remove a level from the structure

1. Select the affected line and choose Edit→Remove or click Remove .

Teamcenter displays the Remove dialog box.

2. (Optional) Select Keep subtree to reattach the children of the removed level to the next higher
level parent line.

3. Click Yes to confirm removal of the line. The total number of instances is preserved at the end of
this action. Any options of the removed lines are moved up and variant conditions are merged.

If you try to remove a level that would result in option definitions becoming inconsistent (for example,
options that are referenced by a parent line), Teamcenter displays an error message.
Caution

If you select a line for removal and edit tracking is enabled, the line is displayed in red with a
strike-through until you commit the edits. Do not attempt to edit or work with this line, or you
may obtain unpredictable results. If you want to edit or work with a line that is marked for
removal, revert the removal of the line by choosing Edit→Revert Edit first.
Similarly, do not edit or work with a marked line in another structure editor such as
Multi-Structure Manager. Always complete and save your work on the structure in Structure
Manager before you open it in another structure editor.
If you remove one of the lines that is the context of a Mechatronics relation between primary
and secondary lines, the relation itself is also removed.

Note

In most cases, associations between objects (such as Connected To relations) are correctly
maintained if you select Keep subtree or are reassociated. However, after editing a
Mechatronics structure, always choose the Fix In-Structure Associations command to
identify any invalid associations.
For more information, see Fix in-structure associations.
You cannot insert a level if the selected line represents a generic design element (GDE).

Move a node to another branch

You can move a selected node from one branch to another. All substructure and occurrence data
moves with the node.
1. Move a node using any of the following methods:
• Cut and paste using the Edit→Cut and Edit→Paste menu commands.

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• Cut and paste using the Ctrl+X and Ctrl+V shortcut keys.
Caution

Do not try to move a node by dragging the line to its new position. Teamcenter performs a
copy action when you drag a line.

Teamcenter displays the Paste dialog box.

2. Do one or more of the following:

• Change the item ID and revision ID.

• Change the view type, if applicable.

• Select if the line should be pasted as a component of the selected assembly line, as a
substitute for the selected line, or as a new level above the selected line.

• Specify the number of occurrences, quantity per occurrence, and find number.

3. Click OK or Apply to complete moving the line.

Caution

If you cut a line and edit tracking is enabled, the line is displayed in red with a strike-through
until you commit the edits. Do not attempt to edit or work with this line, or you may obtain
unpredictable results. If you want to edit or work with a line that is marked as cut, revert
changes to the line by choosing Edit→Revert Edit first.
Similarly, do not edit or work with a marked line in another structure editor such as
Multi-Structure Manager. Always complete and save your work on the structure before you
open it in another structure editor.

Note

In most cases, associations between objects (such as Connected To relations) are correctly
maintained or are reassociated. However, after editing a mechatronics structure, you
should always choose the Fix In-Structure Associations command to identify any invalid
associations.
For more information, see Fix in-structure associations.
Any lines representing GDEs are renumbered after moving a node.
If you move both the primary and secondary lines of a mechatronics relation out of context,
the relation is removed. However, if you move both the primary and secondary lines of a
mechatronics relation to any level below the context, the relation is not removed. It is listed in
the Fix In-Structure Associations dialog box when you choose Tools→Fix In-Structure
Associations, allowing you to fix the invalid association.
If you remove the secondary line of a mechatronics relation out of context, the relation itself is
removed. Refresh the primary line to see the updated BOM column properties.
If the line has an associated variant condition and you move it out of the scope of the option
referenced in the variant condition, the variant condition is not retained.

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If you move a node that has absolute occurrence overrides out of the scope of the context of
the overrides, the system does not retain the override values after the move.

Replace a node
You can replace an item representing a node in the structure with another item. All data associated
with the original node is preserved.
Note

Your system administrator sets the PS_replace_with_substructure preference to determine

if any substructure below the node is replaced. If this preference is true, the node and its
entire substructure (if any) are replaced without prompting. If it is false, Teamcenter displays
an error message and does not complete the replacement action.

1. Select the line to replace and choose Edit→Replace Node or click .

Teamcenter displays the Replace Node dialog box.

2. Enter the item identifier and other attributes of the item that replaces the existing item.

3. Click OK or Apply.
Teamcenter replaces the existing item.
If you have edit highlighting turned on, the number of the original part is shown in red,
strike-through text.

Note

In most cases, associations between objects (such as Connected To relations) are correctly
maintained or are reassociated. However, after editing a Mechatronics structure, you
should always choose the Fix In-Structure Associations command to identify any invalid
associations.
For more information, see Fix in-structure associations.
If the child of the copied item includes RealizedBy, ImplementedBy, or RedundantSignal
as the primary association, the corresponding child in the replaced assembly points to the
secondary association of the original (copied) assembly.
You can replace a line that represents a generic design element (GDE) with another GDE line
but not with a line that represents another object.
You can replace Mechatronics items with any type of item. However, Siemens PLM Software
recommends you use the same item type as the replaced item or one of its subtypes for the
replacement item. Use of incompatible types may result in invalid relationships between
occurrences in the product structure. The following table lists possible Mechatronics items for
replace operations.

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Mechatronics items for replace operations

Object Recommended types for replace

Functionality Functionality or its subtype
Connection Connection or its subtype
Network Network or its subtype
PSConnection PSConnection or its subtype
Signal Signal or its subtype
PSSignal PSSignal or its subtype
Message Message or its subtype
HRN_Accessory HRN_Accessory or its subtype
HRN_AssemblyPart HRN_AssemblyPart or its subtype
HRN_CavityPlug HRN_CavityPlug or its subtype
HRN_CavitySeal HRN_CavitySeal or its subtype
HRN_CoPackPart HRN_CoPackPart or its subtype
HRN_ConHousing HRN_ConHousing or its subtype
HRN_Fixing HRN_Fixing or its subtype
HRN_GenTerminal HRN_GenTerminal or its subtype
HRN_GeneralWire HRN_GeneralWire or its subtype
HRN_Harness HRN_Harness or its subtype
HRN_Module HRN_Module or its subtype
HRN_WireProtect HRN_WireProtect or its subtype
AppSoftware AppSoftware or its subtype
Calibration Calibration or its subtype
ConfigFile ConfigFile or its subtype
PriBootloader PriBootloader or its subtype
SecBootloader SecBootloader or its subtype
Processor Processor or its subtype

Split an occurrence
You can split a line that represents several occurrences into two branches. The new branch and
the original (changed) branch initially have the same notes, variant conditions, and other data, but
you can subsequently modify them independently. The quantity on the original line before the split
must be greater than 1.
1. Select the occurrence line and choose Edit→Split Occurrence.
Teamcenter displays the Split Occurrence dialog box.

2. Enter the quantity for the new line that results from the split and click OK or Apply.

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Note

You cannot split an occurrence if the line represents a logical object, for example, Connection,
Signal, or Software. You can split interfaces and other Mechatronics objects, for example,
HRN_GeneralWire and Processor.
In most cases, associations between objects (such as Connected To relations) are correctly
maintained or are reassociated. However, after editing a Mechatronics structure, you
should always choose the Fix In-Structure Associations command to identify any invalid
associations.
For more information, see Fix in-structure associations.
If you split an occurrence line that represents a GDE, Teamcenter increments the GDE
number. The quantity of a GDE line must always be an integer.
If the child of the original occurrence includes RealizedBy, ImplementedBy, or
RedundantSignal as the primary association, the corresponding child occurrence of the split
occurrence points to the secondary association of the original occurrence.

Fixing in-structure associations

When you manually edit a structure containing Mechatronics elements such as signals and
connections, you may inadvertently create invalid associations between elements. To avoid
multiple, potentially misleading warnings, Teamcenter does not display error messages during the
editing session. However, once you have completed any editing session during which you chose
the Insert Level, Remove, Move or Replace commands, manually check for and remove any
invalid associations.

Fix in-structure associations

1. Select the top line of the edited structure and choose Tools→Fix In-Structure
Associations→Current Level or Tools→Fix In-Structure Associations→All Levels.
Teamcenter displays a dialog box containing a list of invalid associations. The scope of the invalid
associations depends on whether you chose the current level or all levels.

2. Select the first invalid association and click Remove.

Teamcenter removes the selected association from the structure.

3. Repeat the previous step for each of the other invalid associations in turn.
Note

Any associations that you do not remove manually remain in the structure.

Performing on-demand validation

Your administrator can configure Teamcenter to enforce any rules imposed by the organization on
what types of content are allowed in the structure. You cannot add content or make other structure
edits that would violate the defined business rules.
The following types of restrictions on content within a structure are enforced:

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• Only certain item classes or types may exist anywhere in a structure.

• Only certain item classes or types may be children of others.

• Only certain item classes or types may be parents of others.

• Properties of the parent or child object must satisfy specified values or be NULL.

For allowable substitutes in a given BOM line, the same restrictions that apply to the primary part
occurrence are applied to the substitute.

Validations are provided for the following operations:

• Creating a new occurrence

• Adding a substitute for a given occurrence

• Cloning (duplicating) a structure

• Importing or exporting a structure

• Revise and baseline

Note

Teamcenter validates only the first two operations in real time.

When you save edits, Teamcenter validates that they do not violate the defined business rules and, if
they do, displays an error message and does not save the changes.

Optionally, you can perform an on-demand validation of property updates at any time by right-clicking
a top line with substructure and choosing Tools→Validate Occurrences. If no issues are found,
Teamcenter displays a confirmation and saves a validation log. If issues are found, it displays
a list of errors.

Note

The administrator uses the Business Modeler IDE to define these business rules on explicitly
stated classes. Any subclasses or subtypes of these classes inherit the same rules.
For more information, see the Business Modeler IDE Guide.
You must also create and set the following preferences:
• PS_Default_Rev_For_Occ_Cond_Validation
Defines the default revision rule when a child item is used for validation.

• PS_Bypass_Occurrence_Condition
Configures the system to bypass occurrence condition validation for defined actions or
operations.

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Highlighting edits to the structure

If your administrator sets the PSE_Display_Pending_Edits preference to true, edits to the product
structure tabular display are highlighted visually until you save them to the database.
If necessary, you can override this preference setting locally for your current session by selecting the
Display Markups for pending edits command.
Highlighting edits feature is available only in Structure Manager, not other structure editor applications.
Note

This feature is not compatible with the BOM markup feature described in Marking up the
product structure, and you cannot use the two features together.
Ensure you select this feature when you want to edit the BOM directly, not when you want to
create markups (propose changes).
You cannot convert pending BOM edits into markups.

Tip

Enable highlighting only when you want to specifically track edits you are making; otherwise,
the display may become difficult to interpret.
Close all Structure Manager windows before changing this option to avoid having open
windows where edits are not highlighted. (Changing this option does not affect existing
windows.)

Edits indicated are as follows:

• Additions
Displayed in green italic font.

• Removals
Displayed in red with a strike-through line.

• Property edits
Displayed with the original values in red with a strike-through line.

If you have pending edits to the structure, you can do any of the following:
• Click Revert to undo all pending edits to the selected line.
All edit marks are removed from the line.

• Click Save to commit all pending edits to the database.

The structure is redisplayed with no edit marks.

• Click Revert All to cancel all pending edits.

The structure is redisplayed with no edit marks.

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Note

You cannot compare structures with pending edits with the BOM Compare command.
However, you can expand the structure manually to view the effect of pending edits.
Likewise, you cannot highlight pending edits if you enable incremental changes.

Note

You cannot create new associations (for example, a Connected To, Implemented By or
Embeds relation) to a line that is displayed in red with a strike-through line.
When you save pending edits, any associations to deleted lines are also deleted. If you revert
pending edits, all associations are maintained.

Marking up the product structure

You can:
• Mark proposed changes on the product structure or an assembly.

• Save the markup in a persistent workspace object.

• Route the assembly with its markup object for review, and apply the proposed changes.

• Add more proposed changes and comments to a previously marked-up structure and save
them in the existing markup object.
Note

This feature is not compatible with the pending edit redlining feature described in Highlighting
edits to the structure, and you cannot use the two features together. Ensure you select the
BOM markup mode when you want to create markups (propose changes), not when you want
to edit the BOM directly. You cannot convert pending BOM edits into markups.

The markup is related to the BOM view revision (BVR) of the structure. The BVR may have multiple
markups associated with it, but only one markup may be active; once a markup is applied, it ceases
to be active.
A markup change represents a single proposed change to the BVR or one of its child lines. A markup
change always references a markup, and a markup may include multiple markup changes. The
author and the date and time of each markup change is tracked.
The following proposed changes to the structure can be included in a markup:
• Addition or removal of an occurrence.

• Addition or removal of a substitute for a line.

• Replacement of a line (a change to the item revision when in precise mode or to the item when
in imprecise mode).

• Change to the value of certain occurrence properties, for example, name, notes, quantity,
sequence number, unit of measure, reference designator, and variant condition. The properties

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that are tracked in markups are defined in the Fnd0BOMMarkupSupportedProperties global

constant in the Business Modeler IDE. You can add properties to this global constant, but you
cannot delete the default entries.

To allow users to work with markups, the administrator must set the Fnd0BOMMarkupAllowed
global constant to true in the Business Modeler IDE.
Set the following preferences to specify how markup actions are displayed:
• BOM_MARKUP_ADD_FONT_STYLE
Specifies the font style in which added line markups are displayed. For example, if this preference
is set to 2, additions are shown in italic.

• BOM_MARKUP_ADD_FOREGROUND
Specifies the color in which added line markups are displayed. For example, if this preference is
set to 0,255,0, additions are shown in green.

• BOM_MARKUP_STRIKE_FOREGROUND
Specifies the color in which removed line and property markups are displayed. For example, if
this preference is set to 255,0,0, removals and changes are shown in red.

Note

Many editing actions are not supported in markup mode and the corresponding menu
commands are disabled.
The markup commands are not available if Teamcenter is tracking pending edits to the
structure in the active pane. Save or cancel any pending changes before inserting the markup.
Editing a structure with markups may obsolete or remove impacted markups.
You cannot mark up changes to absolute occurrences; that is, if in-context editing is turned
on, the markup commands are not available.
You cannot propose changes to an existing markup change. You should create a general
markup with your comments or delete the existing markup change and create a new one.
Changes to properties are limited to 160 bytes.

Enable markup mode

• To turn on markup mode, choose Tools→Markup→Markup Mode or click .

Any existing markups to the structure are loaded and displayed.

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Note

You can only turn on markup mode if your administrator has set the
Fnd0BOMMarkupAllowed global constant to true in the Business Modeler IDE.
You cannot turn on markup mode if you have Display Markups for pending edits
enabled by your option (preference) settings. You must save or cancel those edits first.
You cannot turn markup mode on if you have uncommitted changes. You must save or
cancel those changes first.

• To turn off markup mode, choose Tools→Markup→Markup Mode again or click .

Create and insert general markup

1. Ensure you are in markup mode, as described in Enable markup mode.

2. Select the structure line where you want to add the general markup.

3. Choose Tools→Markup→Show Markup View or click .

Teamcenter displays the BOM Markup view.

4. Click the Add General Comment button next to the Show changes for this line pane.
Teamcenter adds a new line in the pane.

5. Enter an appropriate comment (for example, a general description of the proposed change).
Teamcenter saves this general comment to the markup object.
Note

You cannot mark up the first property column (Quantity).

Display markup properties

• In My Teamcenter, select the markup object whose properties you want to display, and then
choose View→Properties. Alternatively, you can right-click the object and choose Properties.
Teamcenter displays the properties of the markup, including the following details for markup
changes:

o A numeric identifier (#)

Shows a unique identifier for grouping related changes. All changes with the same number
are related.

o Dependent?
Contains Y if there are dependent markup changes; otherwise it is blank.

o Markup Description
Displays the description of the markup that was entered by the user who created it.

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o Status
Shows the current status of the markup, for example, Working or Obsolete.

o Note

o Last Modifying User and Last Modified Date

Note

The # and Dependent columns are populated for an ADD BOM line markup change to
allow you to visually relate the change information. When you create an ADD BOM line
markup change, Teamcenter creates dependent property markup changes for the find
number and quantity.

Review and comment on markup

1. Select a top-level line with a related markup and then choose Tools→Markup→Show Markup
View or click .
Note

You can also choose Structure Manager→Window→Show

View→Other→Teamcenter→BOM Markup View to display the markup view.
Do not select the actual added or removed line; select its parent assembly instead.

The BOM Markup View dialog box appears.

2. In Show markup for this level, type a text comment in the Purpose and Comments box.
Teamcenter saves the comment to the markup object.
Note

The BOM Markup pane shows markup information for the selected BOM line. It shows only
active markups and active markup changes, not obsolete changes.
For an ADD change, it shows only the ADD BOM line markup change and does not display
the dependent property markup changes. Consequently, the BOM Markup view corresponds
exactly with the redlining shown in the BOM panel.
The dependent markup changes are not redlined as property changes, but are displayed as
part of the ADD redlining. The dependent markup changes are deleted as part of an ADD
markup change deletion.

Validate access to apply markup

• Select a line with a related markup and choose Tools→Markup→Validate Access to Apply
Markups (all levels).
Teamcenter checks if you have the necessary access privileges to save the changes in the
markup and displays a confirmation message.

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Note

This check only identifies if you have access to the BVR associated with the selected line. It
does not check if you have access to the marked-up child BOM lines.
You do not need write privileges to markup a structure, only to commit (save) the changes
included in the markup.

Apply markup
You can save (commit to the database) all changes recorded in the markup that are related to the
current line.
This does not affect any changes recorded in markup objects related to the child lines below it. To
save changes in markups related to child lines, see Apply all markups.
1. Select a line with a related markup and choose Tools→Markup→ Apply Markup (this level).
Alternatively, you can right-click the line and choose Apply Markup (this level).
Teamcenter displays a confirmation dialog box.

2. Click Yes.
Teamcenter applies the changes in the markup to the structure.
Once a markup is applied, it ceases to be active and any future markups are captured in a
new markup object.
A markup cannot be applied more than once, although the results of an applied markup are
visible in the structure.

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Alternatively, you can apply a markup at the selected level as follows:

1. Select a line with a related markup and then choose Tools→Markup→Show Markup View or
click .
The BOM Markup View dialog box appears.

2. Review the details of the markup, then choose Tools→Markup→Apply markup (this level).
Teamcenter applies the changes in the markup to the structure.

If the apply action causes full or partial errors, Teamcenter displays a dialog box that lists the errors
and the failed components. You must evaluate the error descriptions and decide how to fix them.
For example, if the error results from access restrictions, you can ask another user with suitable
access rights to apply the markup or revise the item revision to obtain access.

Apply all markups

You can save (commit to the database) all changes in the markup that are related to the current line
and also changes in any markups related to the lines below it. To only save changes in the markup
related to the current line, see Apply markup.
Caution

Applying multiple markups to a large structure may take a considerable time.

1. Select a line with a related markup and choose Tools→Markup→Apply Markup (all levels).
Teamcenter displays a confirmation dialog box.

2. Click Yes.
Teamcenter applies the changes in the markups to the structure.
Once a markup is applied, it ceases to be active and any future markups are captured in a
new markup object.
A markup cannot be applied more than once, although an applied markup remains visible in the
structure.

If the apply action causes full or partial errors, Teamcenter displays a dialog box that lists the errors
and the failed components. You must evaluate the error descriptions and decide how to fix them. For
example, if the error results from access restrictions, you can ask another user with suitable access
rights to apply the markup or revise the item revision to obtain access.

Carrying forward markups

Active markups may be automatically carried forward, depending on how you copy the structure:
• Baselining or revising
Markups are copied.

• Cloning

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Markups are not copied, because closure rules do not apply to a structure clone.

• Sequencing
Markups are not copied.

• Saving the item or BVR using the Save As command.

Markups are not copied.

Delete markup
1. Select a line with a related markup you want to delete and choose Tools→Markup→Delete
Markup (this level).
Alternatively, right-click the top BOM line and choose Delete Markup (this level).
Teamcenter displays a confirmation dialog box.

2. Click Yes.
Teamcenter deletes the active markup related to the selected line.
When a markup is deleted, all of its markup changes are also deleted.

Alternatively, you can delete a markup at the selected level as follows:

1. Select a line with a related markup and then choose Tools→Markup→Show Markup View or
click .
The BOM Markup View dialog box appears.

2. Review the details of the markup, and then choose Delete the Markup Change .
Teamcenter deletes the active markup related to the selected line.

Creating markup review sample workflows

You can create workflow process to manage the review and approval of an active markup to a
product structure. Four sample workflows are described, as follows:
• Sample 1
Use this sample when there is one markup object related to a BOM view revision (BVR) and it
is active. The workflow routes this markup object for review.

• Sample 2
Use this sample when there are multiple markup objects related to a BVR and one object is
active. The workflow selects the active markup object and routes it for review. A user can copy
and paste the active markup as a specific target in the workflow process.

• Sample 3

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Use this sample when there are multiple markup objects related to a BVR and one object is
active. The workflow filters the active markup object and routes it for review. A revise operation
on a BVR with multiple markup objects only carries forward the active markup object.

• Sample 4
Use this sample when there are multiple markup objects related to a BVR and one object is
active. The workflow process filters the active markup and routes it for review. The workflow
also applies an approved status to the active markup object.
This sample includes three processes and they must be invoked in the order listed:

1. BOMMarkup_Review
Sends an item revision or BVR to a review task. After approval, it starts the
BOMMarkup_SplitTarget process.
The review task is a manual operation. The reviewer or approver must send the workflow
target (the item revision or BVR) to Structure Manager to view the product structure. Markup
mode must be switched on to see the proposed changes.

2. BOMMarkup_SplitTargets
Adds the markup objects as targets. As there may be multiple markup objects, the workflow
sends each of them individually to the BOMMarkup_AddStatus object to identify the active
markup.

3. BOMMarkup_AddStatus
o Always has a single target object because the parent BOMMarkup_SplitTargets process
always spawns a new BOMMarkup_AddStatus subprocess for each new target object.

o Checks if the target object is a markup object. If not, it must be an item revision or BVR,
and Teamcenter sends it to the Add BOMMarkup Approved Status task.

o If the target is a markup object, checks if it is active. If so, Teamcenter sends it to the
Add BOMMarkup Approved Status task; otherwise, no status is added.

For information about how to create the necessary processes, see the Workflow Designer Guide.
Note

You can also use these samples as the basis of a workflow that applies markups or permits
a user to apply markup changes manually.

Sample 1
Use this sample if one markup object is related to a BVR and it is the active markup object.
1. Use Workflow Designer to create the following workflow.

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2. Open the Handlers dialog box and select the Start task.

3. Add the EPM-attach-related-objects handler, as follows.

This action adds the markup object as a target. You can send an item revision or BVR to this
workflow.

Sample 2

Use this sample if more than one markup object is related to a BVR and only one is the active
markup object.
1. Use Workflow Designer to create the following workflow.

Note

Do not add the EPM-attach-related-objects handler to the Start task because the markup
object is a target of the workflow.

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2. Copy the active markup and paste it as a specific target of the workflow process.

Sample 3

Use this sample if more than one markup object is related to a BVR and only one is the active markup
object. If you revise the item revision, Teamcenter only carries forward the active markup and you
can submit the new revision to the workflow process. For example, the following BVR is related to
multiple markup objects, but only one markup object is active.

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1. Use Workflow Designer to create the same workflow as described for sample 1.

2. Revise the item revision.

Teamcenter carries forward the active markup and you can submit it to the workflow.

Sample 4

Use this sample if more than one markup object is related to a BVR and only one is the active
markup object. It provides a sample workflow process that accepts an item revision or BVR with
multiple markup objects for review, but only adds a BOM Markup Approved status to the active
markup object.
If you select the item revision as the initial target, Teamcenter adds BOM Markup Approved status to
the item revision, BVR, and the active markup objects. If you select the BVR as the initial target,
Teamcenter adds BOM Markup Approved status to the BVR, and the active markup objects.

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Note

A BVR may contain several markup objects, but only one of these objects can be active, as
shown in the following example.

BOMMarkup_Review process
1. Use Workflow Designer to create a new BOMMarkup_Review process. Place a review task and
a generic task between the Start and Finish tasks, as follows.

2. Select the Start task and click the Task Handlers button .
Teamcenter displays the Handlers dialog box.

3. Verify that the EPM_attach-item-revision-targets handler is attached as follows.

4. Select the Sub-process task and click the Task Handlers button .

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Teamcenter displays the Handlers dialog box.

5. Add the EPM-create-sub-process under Complete, as follows.

6. Make the template available for use by selecting the Set stage to available check box.

BOMMarkup_SplitTargets process

1. Use Workflow Designer to create a new BOMMarkup_SplitTargets process. Add a condition

task, two generic tasks, and an OR task between the Start and Finish tasks, as follows.

2. Select the Start task and click the Task Handlers button .
Teamcenter displays the Handlers dialog box.

3. Verify that the EPM-attach-related-objects handler is defined under Start as follows. This action
adds the markup objects as workflow targets.

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4. Create a Has Multiple Targets? condition task that counts the number of workflow target objects
and determines if there is more than one. Create this condition task with workflow handlers and
a query object, as follows:
a. In Query Builder, create the following query to check the value of the task result.

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b. In Workflow Designer, select the BOMMarkup_SplitTargets template, and then select the
Has Multiple Targets? condition task.

c. Click the Attributes button .

Teamcenter displays the Attributes pane.

d. Click Condition Query.

Teamcenter displays the Condition Query dialog box.

e. Select BM-Has Multiple Targets? and Query Against - Task as shown, and then click
Assign to assign the query.

f. Close the dialog box.

g. Click Display Settings and ensure the Attributes dialog box shows the following settings.

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h. Close the dialog box.

i. Ensure the Has Multiple Targets? condition task is still selected and click the Task
Handlers button .
Teamcenter displays the Handlers dialog box.

j. Add the EPM-set-task-result-to-property handler under Start as follows. This reads the
num_property task property and sets its value as the task result.

k. Verify that the EPM-set-condition handler is defined under Start as follows. (This handler
was added in step b previously.)

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5. Configure the Single Target task to start the BOMMarkup_AddStatus subprocess. Select
Single Target and click the Task Handlers button .
Teamcenter displays the Handlers dialog box.

6. Create the EPM-create-sub-process handler under Complete as follows.

7. Configure the Multiple Targets task to start the BOMMarkup_AddStatus subprocess for each
target. Select Multiple Targets and click the Task Handlers button .
Teamcenter displays the Handlers dialog box.

8. Create the EPM-create-sub-process handler under Complete as follows.

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9. Make the template available for use by selecting the Set stage to available check box.

BOMMarkup_AddStatus process

1. Use Workflow Designer to create a new BOMMarkup_AddStatus task. Add two condition tasks,
two OR tasks, and an Add Status task between the Start and Finish tasks, as follows.

2. Select the Start task and click the Task Handlers button .
Teamcenter displays the Handlers dialog box.

3. Verify that the EPM-attach-related-objects and EPM-attach-item-revision-targets handlers

are not defined under Start as follows. It is not necessary to add or introduce more targets to
the subprocess.

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4. Create a BM – Is Markup Object? condition task that checks if the target object is a markup
object. (The process expects only one target object.) It does this by checking the object_type
property value of the markup object with a query that you create as follows.
a. In Query Builder, create the following query.

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b. In Workflow Designer, select the BOMMarkup_AddStatus template, and then select the
BM – Is Markup Object? condition task.

c. Click the Attributes button .

Teamcenter displays the Attributes pane.

d. Click Condition Query.

Teamcenter displays the Condition Query dialog box.

e. Select BM-Is Markup Object? and Query Against - Task as shown, and then click Assign
to assign the query.

f. Close the dialog box.

g. Click Display Settings and ensure the Attributes dialog box shows the following settings.

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h. Close the dialog box.

i. Ensure the BM – Is Markup Object? condition task is still selected and click the Task
Handlers button.
Teamcenter displays the Handlers dialog box.

j. Verify that the EPM-set-condition handler is defined under the Start folder as follows.

5. The BM – Is Markup Active? condition task checks if the markup object is active. It does this by
querying the fnd0active property value of the markup object.
a. In Query Builder, create the query as follows.

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b. In Workflow Designer, select the BOMMarkup_AddStatus template, and then select the
BM – Is Markup Active? condition task.

c. Click the Attributes button .

Teamcenter displays the Attributes pane.

d. Click Condition Query.

Teamcenter displays the Condition Query dialog box.

e. Select BM – Is Markup Active? and Query Against - Target as shown, and then click
Assign to assign the query.

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f. Close the dialog box.

g. Click Display Settings and ensure the Attributes dialog box shows the following settings.

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h. Close the dialog box.

i. Ensure the Is Markup Object? condition task is still selected and click the Task Handlers
button .
Teamcenter displays the Handlers dialog box.

j. Verify that the EPM-set-condition handler is defined under the Start folder as follows.

6. The Add BOMMarkup Approved Status condition task adds the BOMMarkup Approved status
to the target object, which may be an item revision, BVR, or active markup object.
Note

BOMMarkup Approved is not a standard status type. It is created for this workflow to
ensure the system can write to the workflow’s target objects after the approval process.

a. In Workflow Designer, select the Add BOMMarkup Approved Status status, and then click
the Attributes button .
Teamcenter displays the Attributes pane.

b. Enter a Release Status of Fnd0BOMMarkupApproved as follows.

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c. Ensure the Add BOMMarkup Approved Status status is still selected and click the Task
Handlers button .
Teamcenter displays the Handlers dialog box.

d. Verify that the EPM-create-status handler is defined under the Start folder as follows.

7. (Optional) In Access Manager, create a write operation in the rule tree for status=BOMMarkup
Approved. This setting allows you to apply markups to the product structure after the review
and approval process.

8. Make the template available for use by selecting the Set stage to available check box.

Defining units of measure

Unit of measure is an attribute of the item. In Structure Manager, you specify the value of the
Quantity occurrence property in the units of measure for the component item (for example, 1.5 L for

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an Oil item). Alternatively, you can specify the unit of measure as each, that is, a numerical value. In
this case, you must specify the value as a whole number (for example, 500).
For more information, see Creating aggregate occurrences and defining quantity.
You can optionally specify a quantity for a structure line in a user-defined unit of measure.
To enable this option, the administrator sets the Fnd0PSEQtyConversionDSName and
Fnd0PSEEnableQtyConversionUOM Business Modeler IDE constants and creates an XML file
specifying all UOM conversion rules that are valid at your site.
For more information, see Define unit of measure and Configure units of measure.
You cannot change the unit of measure after any revision of the item is released or is used in the
structure.
Note

When you add a line to the structure, its unit of measure (UOM) is initially the same as the
default UOM for the corresponding item type. You can subsequently change the UOM of the
line, if appropriate.
If the default UOM of the item is not each, you cannot change the UOM of the line to each.
Teamcenter considers the UOM of the line when displaying a quantity value. If the UOM of
the line is each, it displays the quantity value as an integer; otherwise, it displays a floating
(real) value.
By default, Teamcenter displays quantities with a maximum of two decimal places.
However, your administrator can change the number of decimal places by editing the
Displayed_Decimals_for_Qty preference.
When customizing Teamcenter, the special UOM value each is reserved. If you add another
each value, the default Teamcenter behavior may change.

For more information about adding units of measure to Structure Manager, see the Business Modeler
IDE Guide.

Define unit of measure

1. Double-click the Quantity property of the affected BOM line.
Teamcenter displays the Edit Quantity dialog box.

2. Type the required value in the Quantity box and select a UOM from the Unit Of Measure list.
Teamcenter converts the value you entered to the default item UOM and displays it for verification.
For example, if the default item UOM is grams, when you enter a quantity of 2 and select a
UOM of lb (pound), it displays 907 grams.

3. Click OK to save the quantity in the database. The quantity is stored in the database in the item
UOM, not the user-selected UOM.

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Managing global alternates

A global alternate part is interchangeable with another part in all circumstances, regardless of where
the other part is used in the product structure. A global alternate applies to any revision of the part
and is independent of any views.
Note

If the parts are interchangeable only in specific products or assemblies, use substitutes rather
than global alternates.

Parts and their global alternates are related only in a single direction. For example, if part A has three
global alternates (parts B, C, and D), then B, C, and D are each a global alternate of A. However, part
A is not an alternate of B, C, or D, as shown next.

Is NOT a Global
Alternate of
Part B
Is a Global
Alternate of

Is NOT a Global
Alternate of
Part A Part C
Is a Global
Alternate of

Is NOT a Global
Alternate of
Part D
Is a Global
Alternate of

Global alternates – single direction

One part can be a global alternate of more than one other part. For example, part B may be a global
alternate of parts E and F, as well as a global alternate of part A, as shown next.

Is NOT a Global
Is NOT a Global Alternate of
Alternate of Part E
Part A Is a Global
Is a Global Alternate of
Alternate of
Part B
Is NOT a Global
Alternate of
Part F
Is a Global
Alternate of

Global alternates – multiple alternates

Global alternate relationships are not shared. For example, part C is not a global alternate of part B,
even though they are both global alternates of part A, as shown next.

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Is NOT a Global
Alternate of
Part B
Is a Global
Alternate of

Part A Is NOT a Global

Alternate of

Is NOT a Global
Alternate of
Part C
Is a Global
Alternate of

Global alternates – nonsharing

Likewise, global alternate relationships are not chained. For example, if part B is a global alternate
of part A, and part C is a global alternate of part B, part C is not a global alternate of part A, as
shown next.

Is NOT a Global Is NOT a Global

Alternate of Alternate of
Part B Part C
Is a Global Is a Global
Part A Alternate of Alternate of

Is NOT a Global
Alternate of

Global alternates – chaining

List global alternates

1. Select a line in the product structure. If it has global alternates, this is indicated by the symbol.

2. Click Global Alternates at the bottom of the pane.

Teamcenter displays the Global Alternate dialog box, which lists all the global alternatives of the
selected item. The preferred global alternate (if any) is marked with a check mark.
Note

You can also list global alternates in My Teamcenter.

Add global alternates

1. List the global alternates (if any) of the item for which you want to add one or more global
alternates, as described in List global alternates.

2. In the Global Alternate dialog box, click Open .

Teamcenter displays the Open by Name dialog box.

3. Search for the item that you want to define as a global alternate of the selected item.

4. If you want to define more than one global alternate of the selected item, repeat the previous step
for each global alternate.

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Note

You cannot add the same item as the global alternate more than once. Teamcenter displays a
Cannot create duplicate alternates of same item message if you attempt this action.

Remove global alternates

1. List the global alternates of the item from which you want to remove one or more global
alternates, as described in List global alternates.

2. In the Global Alternate dialog box, select one or more global alternates to remove and click
Remove.
Teamcenter removes the selected global alternates from the list.

Note

If you remove all the global alternates from an item, the corresponding line in the product
structure no longer shows the symbol.

Set or unset preferred global alternate

1. List the global alternates of the item from which you want to remove one or more global
alternates, as described in List global alternates.

2. In the Manage Global Alternates dialog box, select a global alternate and click Prefer.
Teamcenter designates the selected global alternate as preferred and places a check mark
next to it in the list.

To remove the preferred designation from a global alternate, select it and click Prefer again.
Teamcenter removes the check mark next to it in the list of global alternates.

Changing components
Any modification you make to the product structure changes the BOM view revision in the parent
assembly. Modifications that change the BOM view include adding, deleting, or substituting
components; adding a substitute component; or changing any of the occurrence attributes, for
example, a note or find number.
You must have write access to the BOM view revision to make such modifications. You may not have
write access for one of several reasons, including:
• Another user is modifying the BOM view revision and the changes are not yet saved. In this case,
Teamcenter displays an error message, stating who is currently modifying the BOM view revision.

• The BOM view revision is protected against write access, for example, because it is released.

When you choose File→Save As for a selected item revision, Teamcenter creates a physical copy of
the BOM view revision.

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Remove components
1. Select the component or group of components to remove from the product structure tree.

2. Choose Edit→Remove, or press Ctrl+R.

Teamcenter removes the selected components from the structure. If you select a line that has
substitutes, these are also removed.
Note

This action does not place the selected line or lines on the clipboard.

Move a component to another assembly

1. Select the component or group of components to move to another assembly

2. Click Cut on the toolbar, choose Edit→Cut, or press Ctrl+X to place the selected components
on the clipboard. Teamcenter grays out the affected component lines.

3. Select the target assembly.

4. Click Paste on the toolbar, choose Edit→Paste, or press Ctrl+P. New component lines
appear under the selected assembly, and the grayed-out lines are removed from the structure.
Note

Lines grayed out after a Cut command are not actually removed from the structure until you
paste them elsewhere in the structure. If you place another object on the clipboard before
pasting, the grayed-out lines are restored to their previous state and are removed from the
clipboard.

Replacing a component
You can make the following replacements in a product structure:
• Replace a component without losing the occurrence data.
You can change an item revision in an assembly by cutting out the old item revision and pasting
in the new item revision. However, this method breaks the occurrence link to the old component,
so you lose any occurrence attributes including notes and the find number of the old component.
A replacement retains the occurrence data.

• Change the revision of a component item in precise assemblies.

• Change the view type.

If the component has multiple views and you want the parent assembly to reference a different
view, you can edit to the parent assembly to change the view type.

You cannot replace one component with two or more components. However, you can select multiple
components and replace each with a single component.

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Note

Teamcenter does not verify if the replacement request is valid for your business data. If
necessary, check the validity of the replacement action with the Teamcenter administrator.

Replace a component

1. Select the component to replace in the product structure.

2. Optionally, copy the replacement component to the clipboard. This action prepopulates the
Replace Component dialog box with the item identifier and revision of the replacement
component.

3. Choose Edit→Replace....
Teamcenter displays the Replace dialog box. The lower pane of the dialog box contains details
of the selected component to replace.

4. In the upper pane of the dialog box, enter the item identifier of the replacement component. If you
copied the replacement component to the clipboard, the item ID and revision boxes are already
populated with those of the copied component. You can change the identifier if required, but not
the item name; the item name is derived from the item identifier you enter.
Note

If you specify an item identifier that is shared by multiple objects, Teamcenter displays the
Select Unique Item dialog box allowing you to select the object you require.

You can specify a revision in some circumstances, depending on whether the parent assembly
BOM view revision of the component replaced is precise or imprecise:

• If the BOM view revision of the parent assembly is precise, you can specify a revision. In this
situation, you can use the replace command to replace one component item revision with
another item revision or to replace the component with a revision of a different item. If an
item is taken from the clipboard, Teamcenter determines the revision by the revision rule.

• If the BOM view revision of the parent assembly is imprecise, you cannot specify the revision.
In this situation, you use the replace command to replace one component item with another
item.
If there is not a revision that satisfies the revision rule when you add the component to the
structure, Teamcenter displays the revision as ???.

5. Optionally, use the bottom section of the Replace Component dialog box to change the scope of
the replacement by clicking one of the following:
• Single Component
Replaces only the selected component.

• All in Parent Assembly

Replaces all components of the selected item revision that are in the parent assembly.

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If the component to replace has multiple views, Teamcenter uses the default view type. If no default is
defined, Teamcenter displays an error message and you must specify a view type in the Replace...
dialog box.
Alternatively, to replace one or more items (parts) or item elements for another:
1. Select one or more source lines that represent items or item elements, and choose Edit→Copy.

2. Select target lines that represents the same types of item or item element and choose
Edit→Paste. If you copied more than one source line to the clipboard, but only selected a
single target line, Teamcenter displays the Select Object for Replace dialog box. Otherwise, it
replaces the targets with the sources and updates the find numbers, as appropriate. If you
attempt to replace an item or item element with a line of another type, Teamcenter displays an
error message and does not replace any of the selected lines.

3. If Teamcenter displays the Select Object for Replace dialog box, select the required source
from those listed and click Replace.

Change add and delete operations to a replace operation

During prototyping or other changes, you may delete an item or part and subsequently add another
item or part in the product structure.
To convert the separate delete and add operations into a single replacement operation during BOM
comparison:
1. Open two product structure windows side-by-side and configure two different BOM view revisions
(BVRs) showing the individual operations. For example, configure a BVR showing the deleted
part in one window and a second BVR showing the added part in the second window.

2. Select the deleted and added parts and choose Edit→Change To Replace.
Teamcenter converts the individual delete and add operations into a replacement operation,
replacing the occurrence thread of the added part with the occurrence thread of the deleted part
to keep the same occurrence thread.

Defining substitute components

Substitute components are parts that are interchangeable with a particular component in an assembly.
Substitutes are often defined for manufacturing purposes, allowing use of the substitute if the
preferred part is unavailable, for example, due to a stock shortage. If the parts are interchangeable in
all circumstances, regardless of where they are used in the product structure, consider creating a
global alternate.
You define a substitute for a single occurrence in an assembly and not for an item. In general, you
control a change to an item of this nature by making the changes selectively for each assembly,
using a where used search to identify each instance of the item. Do not use substitutes to address
marketing variations of a product—use variants or modular variants for this purpose.
You can define more than one substitute for each component. One of the substitutes is designated
the preferred substitute and is displayed in the structure. You can see the other substitutes by clicking
the List Substitutes button . You can change the preferred substitute at any time.

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When a primary part has one or more substitutes, you can display all the substitute parts as siblings
of the preferred structure line directly below the primary part. You can then easily compare, edit, or
remove the substitutes. You can enable the display of substitutes on separate lines by setting the
PSEShowSubstitutesPref preference.
Note

If you are working in NX and perform a rollup calculation (for example, cost or weight), the
calculation uses the preferred substitute.

If you add a substitute, you modify the BOM view revision and you consequently must have write
access to the BOM view revision. You can change the preferred substitute any time during a session
(for example, to view the change in NX), but you can only save the change if you have write access to
the BOM view revision.
Substitutes of one occurrence all share the same occurrence attributes, for example, find number,
quantity, and notes, as specified for the substituted part.
Substitute components are item revisions in a precise assembly and items for an imprecise assembly.
In an imprecise assembly, the revision rule selects the correct revision of a substitute component.
If you drag and drop BOM lines and there are substitutes in the selection, the drop operation ignores
the substitutes and only copies the primary BOM lines.
When you pack BOM lines with substitutes, the substitute lines associated with the pack master
are displayed as its siblings. A group of BOM lines can be packed only if they have the same set
of substitutes. The pack count for the preferred BOM line includes the substitutes. For example, if
a packed BOM line contains three BOM lines and each of the BOM lines has one substitute part,
the pack count is shown as six. If the primary BOM lines do not have the same substitutes, you
cannot pack those BOM lines.
When a BOM line is packed, adding a substitute to the packed line recursively add the same
substitutes to all of the occurrences. Likewise, removing a substitute from the packed line recursively
removes the substitute from all of the occurrences.
You cannot add substitute BOM lines to substitute groups.
BOM rollup report calculations exclude substitute lines.
When BOM markup is enabled, added or removed substitute lines are marked.

Display substitute components for a line

Teamcenter identifies the lines in the product structure with substitute components by a symbol. If
the line has substitute components, it has the Has Substitutes property set to Y.
1. Select the line in the product structure tree.

2. Click List Substitutes .

Teamcenter displays the List Substitutes dialog box. This allows you to view the available
substitutes.

If a substitute part has an underlying structure, it is still represented as a leaf part when displayed as
a separate substitute line.

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Display substitutes as separate lines

1. Set the value of the PSEShowSubstitutesPref preference to 1.

2. Load the structure that has substitutes defined for primary items.
Teamcenter displays substitutes as separate lines at the same level as the corresponding primary
items. For example:

Create substitute component

1. Copy the substitute item revision to the clipboard in Structure Manager or another application.

2. Select the line in the product structure in Structure Manager for which you want to define this
item revision as a substitute.
You can also add a substitute to more than one line in a single operation by selecting all the
necessary line. If the lines are packed, unpack them before you select them.

3. Choose Edit→Paste Substitute to paste the substitute directly. You can also choose
Edit→Paste Special and click As Substitute of Selected Line in the resulting dialog box.

You can also type in the item identifier of the substitute directly, by selecting the line in the structure,
choosing Edit→Add..., and clicking As Substitute of Selected Line in the resulting dialog box.

Edit the properties of a substitute

If you display substitutes as separate lines, follow this procedure:
1. Load a product structure with substitutes defined for the primary items.

2. Select the substitute you want to edit, and make your modification in the data pane.
Teamcenter saves the edited properties.
Note

You must have necessary permissions to edit substitute parts.

For substitutes, there are no occurrence properties. You can only edit properties for items,
item revisions, and master forms.
You cannot make in-context edits or create incremental change data for substitute lines.

Compare substitutes
If you display substitutes as separate lines, follow this procedure:
1. Load the product structures with substitutes that you want to compare in two separate BOM
windows.

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2. Choose Tools→Compare.
The BOM Compare dialog box appears.

3. Select the desired report options and the Single level (with substitutes) mode, and then click
Apply.
Teamcenter generates a BOM Compare report that compares the substitute parts as well
as the primary parts.
Note

You can only compare substitute parts with other substitute parts, not with primary parts.
If you choose any other comparison mode, the results may be incorrect.

Removing substitute components

You can remove a substitute part that has related substitutes from the product structure. When you
do this, Teamcenter:
• Notifies you about all the related substitute parts of the selected substitute.

• Notifies owners of the parent BVRs of all related parts by Teamcenter e-mail.

• Changes or removes all relations in which the selected substitute parts participate to ensure
consistency.

• Removes the selected substitute part from the substitute part list.

Remove a substitute component

If you do not display substitutes as separate lines, follow this procedure:
1. Select the required line in the product structure tree.

2. Click List Substitutes .

Teamcenter displays the List Substitutes dialog box.

3. Select the substitute component you want to remove and click (Remove) or choose
Edit→Remove.
You can also press Shift+Ctrl to select more than one substitute in the list for removal. If you
remove all listed substitutes, the line in the product structure is no longer marked as having
substitutes.

If you display substitutes as separate lines, follow this procedure:

1. Load the structure that has substitutes defined for primary items.

2. Select the substitute line and choose Edit→Remove.

A confirmation dialog box appears.

3. Click Yes.

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Teamcenter removes the substitute line from the structure.

This action only removes the substitute from the substitute list of the primary part. It does not
delete the underlying part.

Change the preferred substitute

1. Select the required line in the product structure tree.

2. Click the List Substitutes .

Teamcenter displays the List Substitutes dialog box.

3. Select the item to be the preferred substitute and click Prefer.

Teamcenter displays the item identifier of the selected substitute and adds the original preferred
substitute to the list.
Alternatively, you can right-click the required line and click Set Preferred Substitute to display a
list of the substitute components. Click the new preferred substitute.

4. If you have write access to the BOM view revision, you can save this change to the structure. If
you do not have write access, Teamcenter warns that you cannot save the preferred substitute
but you can make a temporary change. The ability to make a temporary change is useful if you
want to visualize one of the nonpreferred substitutes in the structure.

Managing substitute part relationships

You can define and edit substitute part relationships to manage dependencies between substitute
part selections. You can also define optional parts according to size selections.

Relating substitute parts

If there are dependencies between substitute part selections, you can relate the substitute part of
one occurrence with substitute parts of the other occurrence. You can define these relationships
for any occurrence in any BOM view revision.
Such relationships are bidirectional. For example, you can relate substitute A of the lower bearing in
the product structure to substitute B of the upper bearing, if the selection of B depends on the current
selection of A. The same dependency applies to the selection of B as the upper bearing; that is, A
must always be the lower bearing if B is selected as the upper bearing, and B must always be the
upper bearing if A is selected as the lower bearing. However, Teamcenter does not enforce this
relationship, if you choose to override it in a particular structure configuration.
To relate substitutes, you must have write access to the parent BOM view revisions of the selected
lines. If you do not have permission to modify either of the parents, you cannot relate the substitute
parts.

Relate substitute parts

1. In the product structure tree, select the two lines that represent the applicable occurrences and
choose Tools→Related Substitute→Relate.
Teamcenter displays the View/Create Related Substitutes dialog box.

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2. Verify the parent lines and selected substitute items are those you want to relate. You can also
click the Preview button to check the relation to be created.

3. When you are satisfied that the correct relationship is selected, click the Create button to
confirm the selection.
Teamcenter creates the relationship between the proposed substitutes and saves it in the
database; it is not necessary to explicitly save changes to the product structure. If you create an
incorrect relationship, click the Reset button to reset the changes.

Note

The Related Substitutes menu command is only visible if your site administrator sets the
PSE_enable_related_substitutes preference to True.
When you save a product structure that includes related substitute parts as a new structure, all
substitute part relations are carried forward.

Relate substitutes with existing substitutes

1. Click the Preview button before you create the relation to verify if previous relations exist and
their effect on the relation you propose to create.
For example, the 000005 Substitute A for Lower Bearing line in the BVR is already related
to the 000014 – Substitute A for Fuel Pipe line. If you try to relate the 000005 Substitute A
for Lower Bearing line to another line, 000006 Substitute A for Upper Bearing, and click the
Preview button, Teamcenter displays the following new relation:

000002/A-view:000003:10 ->000005 – Substitute A for Lower Bearing

000002/A-view:000003:20 ->000006 – Substitute A for Upper Bearing
000012/A-view:000013:150 ->000014 – Substitute A for Fuel Pipe

2. Click the Create button to commit the relation. In the previous example, Teamcenter relates
substitute A for the lower bearing, substitute A for the upper bearing and substitute A for the
fuel pipe.

Edit a substitute part relationship

You can change or remove the relationship between substitute related parts, as follows:
1. In the product structure tree, select a structure line with related substitutes and choose
Tools→Related Substitutes→Relate.
Teamcenter displays the View/Create Related Substitutes dialog box.

2. Click the Show Related button.

Teamcenter shows all the related substitute parts for the selected substitute in the right-hand
pane of the dialog box.

3. Select the relation to edit and click the Cut button to remove it, or click the Modify button to
change the relation.

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Note

To modify substitute part relationships, you must have write access to the parent BOM view
revisions of the selected lines. If you do not have permission to modify either of the parents,
you cannot modify the substitute part relationships.

View the related substitutes of a selected structure line

• Choose Tools→Relate Substitutes→View Related.

Teamcenter displays all defined relations in a dialog box for information purposes; you cannot
change the relations in this dialog box.

Exporting substitute data

• You can export substitute component data in a structure to an external system. To do this, your
administrator must add the appropriate closure rule to the transfer mode, as described in the PLM
XML/TC XML Export Import Administration Guide. You must choose this transfer mode each
time you export substitute component data.

Add or remove optional parts

You can define optional parts for any occurrence and its substitute parts. Optional parts are selected
according to their size. A part may have both substitutes and optional parts. A substitute part
(including the preferred substitute) may have optional parts.
Note

Size-selected optional parts are attachments to an occurrence. You cannot view or configure
them into the product structure.

1. Choose Tools→Relate Substitutes→Optional Parts.

Teamcenter displays the Optional Parts dialog box that lists any lines with previously defined
optional parts.

2. To add an optional part, select the structure line, click the Add button and Teamcenter displays
the Add Optional Part dialog box. You can then enter or browse for the item identifier and name
of the component to add as an optional part. To remove an optional part, select the line and
click the Remove button.

Exporting a product structure containing related parts

You can export a product structure that contains related substitute parts or optional parts in PLM
XML format.
For details of PLM XML import and export, see the PLM XML/TC XML Export Import Administration
Guide.

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Export a product structure to Briefcase Browser

You can export a configured product structure in PLM XML format.
If Data Exchange is installed at your site, you can export a configured product structure to a Briefcase
Browser file to share with a partner or supplier.
You can export:
• Product structures that are configured by a revision rule, variant rule, and incremental change.

• Product structures that are partially configured by only a revision rule and a variant rule is not
applied.

• Precise or imprecise product structures.

• Notes, attachments, absolute occurrences and overrides, alternates, substitutes, and generic
design elements (GDEs) included in the product structure.

• Systems Engineering and Mechatronics Process Management objects included in the product
structure, for example, trace links and signals.

1. Select the top line of the product structure to export and choose Tools→Export→To Briefcase.
Teamcenter displays the Export To Briefcase Via Global Services dialog box.

2. Click in the bottom right-hand corner of the dialog box.

Teamcenter displays the TIE Export Configured Export Default dialog box.

3. Select the check box corresponding to each of the export options you want to use and then
click OK.
Teamcenter closes the TIE Export Configured Export Default dialog box.

4. In the Export To Briefcase Via Global Services dialog box, enter all the required information
including Reason, Target Sites, Option Set, Briefcase Package Name, Revision Rule, and
Variant Rule, and then click OK.
Teamcenter displays a Remote Export Options Setting confirmation dialog box.

5. Click Yes.
Teamcenter starts the export of the product structure using the options you entered.

For more information about configuring export of configured product structures, see the Data
Exchange Guide.

Export datasets with structure information

You can export multiple dataset types in an assembly in one operation, as follows:
1. Open the assembly structure in the Structure Manager application and specify the appropriate
revision rule and variant condition.

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2. Select the structure line representing the assembly in the product structure.
To export without structure information, open the item or item revision. When you choose an item,
Teamcenter identifies the item revision from the default revision rule.

3. Choose Tools→BOM→Export.
Teamcenter displays the Export to Connection dialog box.
Note

The Export to Connection menu command is available in Structure Manager only if at

least one application is registered to which you can export data.

4. Enter the following information in the dialog box:

Option Description
• Select an existing A root directory is shown according to the preset preference for
connection the root directory location. You must define a unique connection
name. Choose the Select an existing connection command to
• Create a new use a previously-defined connection or choose the Create a new
connection connection to define a new connection.
Export Rule: • Add
Adds the primary file of the dataset to the connection.

• Resend
Reexports the selected file and all secondary files with attribute
information to the connection directory. Any existing files are
overwritten. Only use Resend if you made an error in modifying
the files and you want your export data identical to that in
Teamcenter.

• Refresh
Checks if the selected file is modified in Teamcenter since the
export to connection. If so, Teamcenter exports the selected file
and sends the latest attribute information. It then ensures all
the components of the selected files are in the connection by
invoking Add for each component file.
Dataset Type Lists all the dataset types that are registered and can be exported, if
they appear in the assembly structure. You can:
• Select a single dataset type to export.

• Select several dataset types to export.

• Select all dataset types to exported. Enter All to export all

known dataset types.

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Once you make the necessary selections, the top structure line appears. It can be configured
and expanded, if necessary.

5. Check the appropriate boxes in the dialog box and click OK to initiate the export operation:
Skip Select none of the boxes. Teamcenter exports the selected datasets
under this line.
Export Select only the Export box. Teamcenter exports the selected datasets
under this line but does not check them out (makes a read only copy).
Export+CO Select the Export and CO boxes. Teamcenter exports the selected
datasets under this line and checks them out (makes a read/write copy).
Note

A checkout can be performed only if you have write access to the

dataset.

Add parts to NX
You can add parts from the product structure and paste them into an assembly in NX, as follows:
1. Find the parts to add to NX. These may be individual parts outside the context of any assembly
(items or item revisions) or parts in the context of an owning assembly (structure lines).
To find individual parts, such as brackets or seals, and send then items or item revisions to
NX without any assembly context information:

a. Browse through your product structure or perform a Classification search to locate the parts.

b. Select the required items or item revisions and copy them to the clipboard.

2. Copy the items, item revisions or structure lines from the Teamcenter clipboard to the NX
clipboard by right-clicking the clipboard symbol in the lower right corner of the Structure Manager
window and choosing Send clipboard contents to NX.
The item revisions and/or lines on the rich client clipboard are then transferred to the NX clipboard.
Note

Only item revisions, not items, are sent to NX. If the clipboard contains any items,
Teamcenter identifies the latest working item revision corresponding to each item and
sends them to NX instead.

3. Once you transfer the parts to the NX clipboard, add them to an assembly in NX using one
of the NX paste options. The parts become components at the currently selected level in the
NX assembly. Because a structure line has positioning information, the corresponding new
components are positioned according to the spatial information stored in Teamcenter and,
consequently, the parts are positioned correctly regardless of the currently selected level in
the NX assembly. Items or item revisions have no inherent positioning information, so the
corresponding new components are positioned at a default location.
If the pasted item revision represents an assembly, Teamcenter Integration for NX loads the
corresponding assembly, and adds it as a subassembly under the current NX assembly.

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Depending on the NX load options, this operation may load any additional parts referenced by
the pasted assembly.
For an example of how to add assemblies to NX, see the following figures. This example
assumes you load assembly A into NX and decide to add mounting hardware. Having searched
Teamcenter for the mounting hardware, you decide assembly E is appropriate, and copy its
item revision to the clipboard.
Note that you do not copy parts F and G to the clipboard, only part E.

Assembly A Assembly E

Sub Assy B

Part C Part D Part F Part G

Before pasting assembly E in NX

After sending E to the NX clipboard, you can paste it under assembly A, and the result is the
assembly hierarchy shown in the following figure. Note that E was the only item revision explicitly
pasted into NX; parts F and G were implicitly loaded because they are referenced by E.

Assembly A

Sub Assy B Sub Assy E

Part C Part D Part F Part G

After pasting assembly E in NX

Using item elements

An item element (sometimes called a general design element) represents an interface, characteristic
or feature of a component in the structure. For example, it may represent a weld point on a bracket
that is welded to a parent assembly. The item element is shown in the product structure as a separate
line under the associated component and is represented by the image.

Create an item element

1. Select the assembly in the product structure with which you want to associate the item element.

2. Choose File→New→Item Element.

Teamcenter displays the New Item Element dialog box.

3. Enter the name of the item element and click OK.

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Teamcenter creates the new item element and adds it as an item element line in the product
structure.

Note

You cannot create a new item element by copying an existing item element. Consequently, the
File→SaveAs and File→Save As→Bom View Revision menu commands are not available
when an item element is selected.

Remove item elements

1. Select the item element you want to remove from the product structure.

2. Choose Edit→Remove.

Teamcenter displays the Removing Lines dialog box.

3. Click OK to confirm removal of the selected item elements.

Copy and paste item elements

You can copy and paste item elements in the same way as other lines in the product structure.

To copy an item element, choose Edit→Copy to copy a selected item element to the clipboard.

To paste an item element, choose Edit→Paste to paste a copied item element from the clipboard into
the product structure.

Replace item elements

1. Select one or more item elements (source lines) from the structure and choose Edit→Replace.

2. Select one or more (item elements) target lines in the structure and choose Edit→Paste.

If you copied more than one source line to the clipboard, but only selected a single target line,
Teamcenter displays the Select Object for Replace dialog box. Otherwise, it replaces the target
item elements with the source item elements and updates the instance numbers, as appropriate.
If you attempt to replace a target item element with a source item element of another type,
Teamcenter replaces only those lines where the source is a subtype of the target type. Otherwise,
it displays an error message and does not replaces any lines.

3. If Teamcenter displays the Select Object for Replace dialog box, select the required source item
element from those listed and click Replace.

View notes on item elements

You can view a note associated with an item element, select the item element and choose
View→Notes.

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Creating connections and links

You can create connections or links between item elements in the product structure. Connections can
be revised if their characteristics change; links are nonrevisable and cannot be updated.

Create a connection

To create a connection between lines with a PSConnection relationship:

1. Choose File→New→Connection→Revisable to create a revisable connection.

Teamcenter displays the New Connection wizard.

2. Choose the connection type and its options, then click Finish.

Teamcenter creates the connection as an item element.

3. Select the lines in the product structure you want to connect and the connection, then choose
Tools→Connection Manager→Connect.

Note

You can also right-click the lines and choose Connect.

Create a link

To create a link between lines with a GDELinkLine relationship:

1. Choose File→New→Connection→Non-Revisable to create a non- revisable connection (link).

Teamcenter displays the New Link wizard.

2. Enter a name and description, then click Finish.

Teamcenter creates the new link.

3. Select the lines in the product structure you want to link and the link, then choose
Tools→Connection Manager→Connect.

Note

You can also right-click the selected lines and choose Connect.

Remove a connection or link

1. Select the lines in the product structure you want to disconnect. You cannot remove a connection
or link if the top line of the structure is connected.

2. Choose Tools→Connection Manager→Disconnect to remove the connection or link between

the selected lines. You can also right-click the lines and choose Disconnect.

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Creating and editing notes

Teamcenter allows you to attach notes to items or item revisions. These notes contain additional
documentation about parts or documents. For example, a note may contain the following instructions:
Round all sharp corners to [Radius: 0.01, 0.02, 0.03] inch
and heat-treat to [Temperature: 100,120,130] degrees Fahrenheit

The following types of note are available:

• Standard note
Contains information established by a standards engineering organization. It conforms to the
design practices of a program or project, is stored in a library, and is available to all participating
engineers. A standard note is sometimes called a parametric requirement.

• Custom note
Contains information that is unique to an individual part or document. It is not stored in a library.
A custom help can only be attached to a single item or item revision.
Note

Do not confuse standard notes and custom notes attached to items or item revisions with
occurrence notes.
For information about occurrence notes, see Displaying occurrence notes.

For detailed information about how to view standard notes or custom notes, see Define or edit
custom note text.

Define or edit custom note text

1. Select a product structure line that represents an item or item revision with a standard note or
custom note attached to it.

2. Click the Show/Hide Data Panel button on the toolbar.

Teamcenter displays the data pane.

3. On the data pane, click the Attachments tab.

Teamcenter displays any attachments to the selected line, including standard notes and custom
notes.

4. Select the line that represents the note you want to define or edit.
If the note is saved in rich text (RTF), it opens in Microsoft Word; otherwise, it is displayed as
editable text fields.

5. For a standard note, make the necessary changes, then click Apply to save them.
For a custom note in text format, edit the Note Text field, then click File→Save in Teamcenter.
For a custom note in RTF format, edit the content with Microsoft Word and save the changes
with Word's Save command.

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Deleting items
You can delete a single selected item or you can recursively delete all items below a selected line.
You must have read-write permissions to the item to successfully delete it.
Note

Deleting an item occurs in two steps–removal of the line from the parent in Structure Manager
and then deletion of the item from the database. If the deletion fails, the line is removed from
the parent, but the item is not deleted from the database. (Deletions typically fail because the
user does not have the necessary permissions.) You can search for the item, then copy
and paste it back into the structure.

Delete a single item from the product structure

1. Select the item in the product structure.

2. Choose Edit→Delete or press the Delete key.

Teamcenter displays a request for confirmation.

3. Click OK to confirm and remove the item from the product structure.
Note

This action permanently removes the item from the Teamcenter database if you have
read-write permissions to the item.

Delete multiple assemblies or items

You can delete all items in the product structure below a selected line. This process is called a
recursive deletion and may be useful if you want to delete several nested assemblies or items from
the structure at the same time.
When you request a recursive deletion, Teamcenter verifies if the items below the selected line can
be deleted. You can only delete an item if it meets the following criteria:
• The item or one of its revisions is referenced by an occurrence of any view of any revision of any
other item in the structure.

• The item and its revisions are not referenced by any other occurrences outside the structure.

• You have delete permission for the item and all its revisions.

• Neither the item or any of its revisions is checked out or otherwise locked.
Caution

Only use recursive deletions on product structures that do not contain CAD data. CAD
integrations, including the Teamcenter Integration for NX, may track dependencies at the
dataset level, as well as at the item or item revision level. Such dependencies cause the
recursive deletion to fail because of referential integrity violations. For structures containing
CAD data, manually delete datasets and items from the top down in a hierarchical fashion
when necessary.

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1. Select the line in the product structure below which you want to delete all items and assemblies,
then choose Edit→Delete or click the Delete button.
Teamcenter displays the Delete dialog box.

2. Click the Recursive Delete button.

Teamcenter displays an Explore Selected Component dialog box. The Recursive Delete
button appears only if you select a single item for deletion.

3. Select any associated objects to delete (for example, datasets) in the Explore dialog box and
click OK.
Teamcenter displays the dialog box listing items and any associated objects selected for deletion.
The list of items includes both items that can be deleted and items that cannot be deleted. If
Teamcenter determines that an item cannot be deleted, it displays the reason.
If you set suitable types or relations with the Type or Relation buttons, Teamcenter automatically
checks all these objects for deletion in the dialog box. Alternatively, you can click the Select All
button to select all objects for deletion.

4. Click Yes in the Delete dialog box to begin deleting all applicable items and the selected
associated objects.
Teamcenter shows the status of the deletion process in the status bar.
You can pause deletion process by clicking the Stop button at any time. You can terminate the
deletion process by clicking the Abort button.
When the deletion process is complete, Teamcenter displays an updated Explore dialog box.
This contains a flattened list of all the items in the substructure of the originally selected item. Any
duplicates are removed and any items that Teamcenter could not remove are indicated.

Grading structures
Teamcenter allows you validate that the design represented by the product structure contains
only approved parts. This process is sometimes called BOM grading. Parts approved for use in
one project or locale may not be approved for another project or locale. For example, a part may
comply with a European standard but not a U.S. standard. Tracking such approvals manually is
time-consuming, and this feature automates much of the effort.
Grading results are stored in a structure context associated with the validated product or assembly,
and may be retrieved when required.
The grading process checks that each part (item revision) is valid under all conditions under the
selected checker. If the structure contains subassemblies, it checks each part in the context of each
subassembly. It also checks generic design elements (GDEs) if any are included in the structure.
For example, if you want to check that a product is valid for the U.S. market or the Asia market,
the administrator may create the checkAsiaComplianceRule, checkUSComplianceRule, and
CheckPartIsApproved conditions and assign them to business objects using verification rules.
These conditions may be included in two separate checkers, as follows:
• Asia checker

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checkAsiaComplianceRule and CheckPartIsApproved conditions

• U.S. checker
checkUSComplianceRule and CheckPartIsApproved conditions

CheckPartIsApproved is a common condition and can be assigned to any checker.

For a checker to approve the entire structure, each part and subassembly must pass validation.
Depending on your company's working practices, you may be able to request a temporary or
permanent override on a failed or unknown part or subassembly to achieve an overall approval. Each
such request must be authorized by a designated person, for example, a project manager.
Note

Before using this feature, the administrator must do the following:

• Create conditions and associate them with business objects using verification rules in
Business Modeler IDE. A condition contains multiple expressions that evaluate part
attributes to ensure they are approved.
For more information, see the Business Modeler IDE Guide.

• Add the conditions to a checker in Validation Manager. Create a checker for every project,
product, or locale against which you want to grade the structure. Only one BOM grading
agent is permitted and all checkers must be included in that agent.
For more information, see the Validation Manager Guide.

• Set the necessary preferences.

For more information, see the Preferences and Environment Variables Reference.

Run grading
1. Configure the product structure and select the line that represents the context in which you
perform grading. This may be the top line of the product or a subassembly line.

2. Choose Tools→BOM Grading→Run.

Teamcenter displays the Validation Agent Selection dialog box.

3. Select the agent revision and desired checker, click , and then click OK to begin grading.
On completion, Teamcenter displays the BOM grading viewer. The BOM Result box shows the
result for the complete structure, based on the results for individual parts.

View grading results

Use the BOM grading viewer to identify results that are out-of-date, due to changes to the checker,
condition or assembly.
1. Select the structure line that was the context of the grading action and choose Tools→BOM
Grading→Show.
Teamcenter updates the BOM grading viewer with the relevant validation results.

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Tip

You can filter the validation results with the Checker, Target Type, and Condition lists.
Examine the Validation Name and Condition Name property columns to identify the
validation agent and condition used for validation.

2. Examine the Result property column to determine the validation status of each part, as follows:

Symbol Description
Pass.
Fail.
Unknown or no data. If you modify the structure after
running grading, the status of the affected parts is
shown as unknown. This status may also indicate that
the selected checker does not contain any condition that
tested the part.

The Detail Information pane shows information about the cause of any failures.

3. (Optional) Filter the structure display by clicking one of the following buttons.

Filter overridden results in or out.

Filter unknown results in or out.

Filter pass results in or out.

Filter fail results in or out.

4. (Optional) Click to rerun the validation at and below the selected level, rather than on the
entire structure.

The results of a typical grading run are as follows.

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Override grading results

1. Right-click the result in the table you want to override and choose Create Override.
Teamcenter displays the Create Override dialog box.

2. Choose the override type (for example, Temporary or Permanent), the requested Override
State (for example, Passed), the Override Category, the Override Reason, and the Detailed
Reason.
You must also choose the Override Decision User (any user with an Override Approver role)
and then click OK.
Teamcenter updates the Override To State column in the tree with the requested state. It also
sends a Teamcenter mail to the selected override decision user.

3. The designated override decision user receives the mail, right-clicks the folder in the mail, and
then chooses Send To→BOM Grading Viewer.
Teamcenter opens the structure and highlights the line for which a result has an override request
pending.

4. Right-click the result and choose Override→Review.

Teamcenter displays the Override Decision dialog box.

5. Choose Approve or Reject, type any optional comments in the Override Decision Comments
box, and then click OK.
Teamcenter sends a mail containing the decision to the requesting user and updates the
structure status. Similarly, if the override decision user updates or deletes the override request,
Teamcenter also sends a mail message.

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6. Repeat the previous steps for each additional part for which you want to override the grading
status. You must request an override for one part at a time.

Grading for substance compliance

You can grade a structure or BOM for compliance with one or more regulations defined in a
preconfigured compliance checker. Completing this task requires you have Substance Compliance
installed on your system.
For more information, see the Substance Compliance Solution Guide.

Initiate compliance check

1. Select a part or assembly, and then choose Tools→Initiate Substance Compliance Check.
Teamcenter displays the Substance Compliance Check dialog box.

2. Select one or more of the predefined regulations listed in the dialog box, and then click OK.
Teamcenter starts the compliance check process and sends the request to the configured
compliance checker.

Apply exemption from regulation

Note

The compliance officer performs this procedure.

1. Select an item revision or structure line, and then choose Tools→Apply Exemptions.
Teamcenter displays the Apply Exemptions dialog box.

2. Select one of the regulations listed in the dialog box, and then click OK.
Teamcenter starts the exemption workflow and adds a new task to the compliance officer’s
worklist.

3. In the workflow viewer, the compliance officer selects one or more exemption with its expiry date,
enters the reason for the exemption in the Comments box, and then clicks Save to complete the
exemption workflow.

View material and substance dashboard

• Select a structure line and choose Window→Show View→Other...→Material
Management→Material and Substance Dashboard.
Teamcenter displays a list of the constituent materials and substances of the associated part or
assembly.

View compliance dashboard

• Select a structure line and choose Window→Show View→Substance Compliance→Substance
Compliance Dashboard.
Teamcenter displays a summary report of the compliance status of the part or assembly.

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Request substance declaration from vendor

1. Select one or more structure lines and choose Tools→Request Substance Declaration.
Teamcenter starts a workflow that identifies all vendor parts associated with the part or assembly.

2. The compliance officer receives and completes a workflow task to review the vendor parts.
Teamcenter sends the selected vendors an e-mail with two Microsoft Office Excel spreadsheets
attached. One spreadsheet contains vendor part information and the other a list of materials
and substance information.
Note

Sending the Excel spreadsheets with list of materials and substance information is optional
and is controlled by the SUBSCMPL_send_materials_list preference. If this preference
is set to true, Teamcenter exports a list of all material revision instances, together with the
material substance declaration request.

3. The vendor reviews and completes the spreadsheets, and then e-mails them back to the
compliance officer.

Save structure change records

If you make changes to the product structure, you can save structure change records in Change
Manager in one of two ways:
• Clicking the Save button on the menu bar. This button is disabled until you edit the structure.

• Updating the change record while opening the Supersedure dialog box as described below.
To create structure changes records for an affected assembly sent to Structure Manager, click
the toolbar button to open the Supersedure Definition dialog box; the assembly must be
under change control. Teamcenter displays a dialog box asking if you want to update the change
records. You can then create or update the existing changes, or leave them unchanged.

Link requirements
Use trace links to associate requirements with items, item revisions, and absolute occurrences that
satisfy the requirements. To create, view, or delete trace links, and generate a traceability report, you
must enable the trace link features.
For more information about requirements, trace links, and traceability reports, see the Systems
Engineering Guide.
Note

This procedure sets the Tracelink_Edit_enabled preference to true. That setting also enables
the trace link features in other Teamcenter applications such as My Teamcenter, Systems
Engineering, and Multi-Structure Manager.

1. Choose Edit→Options.

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Teamcenter displays the Options dialog box.

2. Select Systems Engineering.

3. Select the Trace Link Mode check box.

Create trace links

1. Select one or more source objects, for example, a requirement.
Note

If you select only one source object, you can create trace links to multiple target objects. If
you select multiple source objects, you can create trace links to only one target object.

2. Choose Tools→Trace Link→Start Trace Link, click the Start Trace Link Creation button
on the toolbar, or right-click the selection and choose Trace Link→Start Trace Link.

You can also choose Edit→Copy, click the Copy button on the toolbar, or right-click the
selection and choose Copy.

3. Select one or more target objects, for example, an item, item revision, or absolute occurrence.

4. Specify the trace link subtype and name by doing one of the following:
• To accept the default subtype and name, choose Tools→Trace Link→End Trace Link, click
the End Trace Link Creation button on the toolbar, or right-click the selection and
choose Trace Link→Trace Link→End Trace Link.

• To assign a custom subtype and name:

a. Choose Tools→Trace Link→End Trace Link..., click the End Trace Link Creation
with Subtype button on the toolbar, or right-click the selection and choose Trace
Link→End Trace Link....
The Create Trace Link with Subtype dialog box appears.

b. In the list of subtypes on the left, select the subtype to assign to each trace link.

c. In the Name box, type the name to assign to each trace link.
In the Description box, you can type plain text as additional information.

A trace link symbol is shown for each defining and complying object. To view a defining or
complying path, generate a traceability report.

Generate a traceability report

A traceability report displays defining and complying relationships for an object. You use this report to
view the defining and complying paths of trace links.
1. In the structure pane, select the object for which you want to generate the report.

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2. Choose Edit→Traceability Report, click the Traceability Report button on the toolbar, or
right-click the object and choose Edit→Traceability Report.
The Traceability Report window appears.

Export a traceability report to Microsoft Office Excel

1. Choose Tools→Export→Objects To Excel.
Teamcenter displays the Export To Excel dialog box.

2. Under Output, do one of the following:

• For a standard Excel file that is not connected to Teamcenter, click Static Snapshot.

• For an interactive live Excel file that is connected to Teamcenter, click Live integration
with Excel (Interactive).

• For a live Excel file that is not connected to Teamcenter, click Live integration with Excel
(Bulk Mode).
You can accumulate changes and later connect the file to Teamcenter.

• To export the data to an Excel file that also contains import processing information on a
separate sheet, click Work Offline and Import.

• To check out objects while exporting to live Excel, select Check out objects before export.
Note

The checkout applies to all objects being exported. Use this option carefully if you are
exporting a large set of objects or perhaps an entire product structure.

3. Under Output Template:

a. Select Export All Visible Columns to export all the columns in the Structure Manager view.

b. Select Use Excel Template to activate the template list.

In the list, select the template that specifies the data that you want to export.

For information about managing and creating Excel export templates, see the Systems
Engineering Guide.

4. Click Copy URL.

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Note

• Copy URL is unavailable if you select more than one object to export.

• Copy URL is unavailable if you select any of the following dialog box options:
o Work Offline and Import

o Export All Visible Columns

o Export All Objects in View

The export file is generated and the URL Generated message is displayed, confirming
that the URL is in your Windows Clipboard and showing the URL details.

5. Click OK to generate the export Excel file.

Excel opens a temporary file. You can create a permanent file by choosing File→Save As in Excel
to display the Save As dialog box.
If you save a live Excel file, you can open it later in My Teamcenter to reconnect it to the database.
Note

Values that you cannot change in Teamcenter are unavailable in the cells of the live Excel file.

Delete trace links

Caution

If the defining or complying object for a trace link you attempt to delete is included
in a baseline structure, you may be prevented from deleting the trace link. If this is
the case, an error message appears. The message is based on the value set for the
Fnd0PreventTraceLinkDelete business object constant.
The constant setting prevents deletion of trace links to the released object revision, it does
not prevent deletion of trace links to occurrences of the object. Therefore, you can still delete
trace links on object occurrences in the baseline structure.
For more information about setting the Fnd0PreventTraceLinkDelete business object
constant, see the Business Modeler IDE Guide.

Note

When deleting a trace link on an occurrence object, you must consider the context of the
occurrence.

Tip

You can use the following procedure to delete trace links from one or more workspace or
occurrence objects at a time.

1. In the traceability report, the Traceability view, or the Trace Links view, select the workspace
or occurrence object or objects with the trace links to delete.

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Note

For occurrence objects, be sure to select the occurrence object in the correct context.

2. Click the Delete Trace Link button at the bottom of the traceability report, Traceability view,
or the Trace Links view. You can also press the Delete key.

3. In the Delete dialog box, click Yes.

If the trace link has custom notes, the Delete dialog states the trace link has custom notes.
The trace links are deleted from the selected workspace objects or from the occurrence objects,
in context.

Tip

If trace link symbols are not removed from the primary view, you can refresh the symbol
display by doing either of the following:
• On the Traceability view toolbar, click the Associate this ‘Secondary’ view to a different
‘Primary’ view button, and then select another primary view.

• Close the Traceability view, and then open a new one.

You can select an object in the primary view and choose Tools→Trace Link→Traceability.
Or, you can double-click the symbol in the Trace Link column for an object.

• Press F5 to refresh the Trace Links view.

Creating trace links to absolute occurrences

You can create trace links between requirements and product structure objects. The product structure
object can be a regular structure line, or you can store the trace link on an absolute occurrence. An
absolute occurrence is an occurrence that contains additional information that is only relevant in the
context of another structure line higher in the structure. Absolute occurrences are created by setting a
higher level line as the context of an edit and adding information specific to this relationship.
For more information about creating and editing absolute occurrences, see Managing absolute
occurrences (in-context editing).
If you create a trace link on an absolute occurrence, this trace link exists in all structures containing
both the context line and the trace link object in the same hierarchical relationship. If multiple revisions
of the structure containing the related structures exist, the trace link exists in all the revisions. If you
delete the trace link from one revision, it is deleted from all revisions.
You can also create trace links between objects in Structure Manager and objects in other structure
applications, for example, Multi-Structure Manager.

Create trace links on absolute occurrences

The following procedure describes how to create a trace link between a source absolute occurrence
and a target requirement object. You can also create the link in the opposite direction.

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1. Right-click the structure line that is the context of the edit. This line must be an ancestor of the
structure line that is the source line of the trace link.

2. Choose Set In Context.

Teamcenter displays the symbol in front of the line and colors the line green to show that the
item is the context for the creation of absolute occurrences. In addition, Teamcenter grays out all
siblings of the selected context and you cannot create absolute occurrences for these lines. The
in-context item is also identified in the title bar of the structure tree.

3. Select the source line, or select multiple objects by using the standard Windows functions.

4. Choose Tools→Trace Link→Start Tracelink, click Start Trace Link Creation on the
toolbar, or right-click the selection and choose Trace Link→Start Tracelink.

5. In the Requirements view of Systems Engineering, select the target requirement for the trace
link and specify the trace link subtype and name by doing one of the following:
• To accept the default subtype and name, choose Tools→Trace Link→End Tracelink, click
the End Trace Link Creation button on the toolbar, or right-click the selection and
choose Trace Link→End Tracelink.

• To assign a custom subtype and name:

a. Choose Tools→Trace Link→End Tracelink, click End Trace Link Creation with
Subtype on the toolbar, or right-click the selection and choose Trace Link→End
Tracelink.
The Create Trace Link dialog box appears.

b. In the list of subtypes on the left, select the subtype to assign to each trace link.

c. In the Name box, type the name to assign to each trace link.

d. (Optional) In the Description box, type additional information.

You can view trace links in the Traceability view of Systems Engineering or by creating a traceability
report.

Searching the data dictionary

In typical automotive and aerospace functional and logical design activities, key building blocks or
components of the designs are reused to save time and effort. To facilitate reuse of these building
blocks or components in multiple designs across several projects or programs, Teamcenter provides
a central organizational repository for them. Designers can easily search for and find components
based on criteria and reuse them in their designs. Typically the organizational repository is tightly
controlled and the components or blocks in it have gone through a formal, customer specific approval
process. Once approved, the blocks or components are labeled as ready to use. This central
organizational repository is referred to as a data dictionary. It allows you to organize data by your own
criteria with the goal of easy reuse.

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A data dictionary is modeled in the Classification application as a library. The Classification

administrator builds a customer-specific hierarchy under one or more libraries for organizing data, for
example, signals and interfaces. Depending on access privileges, you can then:
• Create, modify, and delete data from the dictionary.

• Associate a project or program with one or more dictionaries. Typically, the product design data
is also associated with the same project or program.

• Search the dictionary for data meeting specified criteria.

• Add data from the dictionary to a functional, physical, or logical breakdown.

• Create signals in structures and associate them with interfaces and connections.

For more information, see the Classification Admin Guide.

You search for objects in the library using the Data Dictionary Search Dialog. This dialog box
provides access to the classification hierarchy where you can search for objects to add to the structure
you create. The Data Dictionary Search Dialog provides a view to the Classification application.
For more information about using the Classification application, see the Classification Guide.

Open the Data Dictionary Search Dialog

1. Select a line in the structure to which you want to add a signal or other library object.

2. Click Add Signals from Library .

Teamcenter displays the Data Dictionary Search Dialog containing the classes designated
as libraries.
For more information on searching the data dictionary, see Find a library object.
For more information about setting up a data dictionary, see the Classification Admin Guide.

Find a library object

1. Search the classification hierarchy.
When searching the hierarchy, you can:

• Search for a specific ID or part of an ID.

• Search for groups or classes.

• Search for objects possessing specific criteria.

2. Navigate through the search results, collecting objects of interest in the selection box at the
right of the pane.

3. Select the object you want.

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Searching the class hierarchy

When you are looking for a specific library object, there are several situations you may encounter:
• You know all or part of the object ID. In this case, you can use the object ID search feature. You
can narrow this search using the search by type function. This allows you to search, for example,
only for library objects that classify something, or only for objects that do not classify anything.

• You do not know the ID but would like to search within a specific group or class. For this, you
must know how to select a class. From within this class, you can either search all objects in the
class or search for objects matching specific criteria.

• You do not know the ID but know that the library object should possess specific attribute values.
Use the attribute value search to perform this search. You can narrow this search by first
selecting a class, or specifying all or part of an object ID.
Note

There are two search buttons in the Properties pane:

• Click the search button to the right of the Object ID box to search the entire
classification hierarchy. You can narrow down this search by entering a search type.

• Click the search button at the bottom of the Search pane to search within a selected
class.
This type of search can include any search refining features, such as object ID, attribute
value, or search by type.

Additionally, there is another search button below the hierarchy tree. This is the quick search
button.
For more information, see Use the quick search feature.

Search by object ID
If you know at least a portion of the object ID of a library object, you can use the object ID search
feature. An object ID search encompasses the entire classification hierarchy and cannot be limited to
the contents of a particular class or subclass.
1. Click the Search pane located to the right of the hierarchy tree.

2. Type the exact object ID or partial object ID and wildcard characters in the Object ID box, located
at the top of the Search pane.

3. (Optional) Narrow your search using the search by type feature.

4. (Optional) Click the revision rule hyperlink on the title bar to apply a revision rule for the search.
If you enter a specific revision in the Object ID box, the search ignores the revision rule. If a
revision rule is already set, it is displayed in the revision rule link.
For more information about configuring revision rules in the Data Dictionary Search Dialog,
see Apply a revision rule.
For a complete discussion of revision rules, see Using item revision configuration.

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5. Press Enter or click the Search button to the right of the Object ID box.
The object ID search returns the objects found in alphabetical/numeric order by object ID. The
first object found is displayed in the Properties pane. When navigating through the objects, the
class and subclass to which the object belongs are highlighted in the classification tree. The total
number of objects found is displayed in the Search Results box.

6. Navigate through the search results.

For more information, see Navigating the matches.

7. Select the desired library object and transfer it to Structure Manager.

For more information, see Select the desired library objects.

8. (Optional) Perform subsequent searches by clicking the Search tab, clicking Clear and
proceeding from step 2.

Search by type
You can search the classification hierarchy for library objects classifying specific workspace object
types:
1. In the classification tree, expand the desired class and select it by either:
• Double-clicking if it is a leaf node.

• Right-clicking and choosing Select if it is not a leaf node.

The class names are highlighted in the tree.

2. Type an ID, a class ID, or attribute values.

3. Click the Drag button . A list of workspace object types follows.

Click To
Search among all classification instances. This is the default search method.
Search among all classification instances that classify a workspace object.
Search among all classification instances that do not classify a workspace object.
Search among all classification instances that classify an item.
Search among all classification instances that classify an item revision.
Search among all classification instances that classify a process.
Search among all classification instances that classify a process revision.

Note

The types available in this list are configurable.

For more information, see the Classification Admin Guide.

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4. Select a type of workspace object to narrow your search. Only library objects classifying this type
of workspace object are found in the search.

5. (Optional) Click the revision rule hyperlink on the title bar to apply a revision rule to the search. If
you search by a type that excludes revisions (for example, item or process), the search ignores
the revision rule. If a revision rule is already set, it is displayed in the revision rule link.
For more information about configuring revision rules in the Data Dictionary Search Dialog,
see Apply a revision rule.
For more information about revision rules, see Using item revision configuration.

6. Click the Search button at the bottom of the Search pane to list all matching instances within
the class.
The total number of instances that match the search criteria is displayed at the bottom of the
Search pane.
Note

The Search pane displays no values upon completion of the search. You must switch to
the Properties or Table pane to navigate through the results and display the values for
a specific instance.

7. View the search results using one of the following methods:

• In the Table pane, double-click the instance to be viewed.
Its attributes are displayed on the Properties pane. The classification tree is updated to show
the class of the selected object.

• In the Properties pane, use the navigation arrows at the bottom of the pane to browse forward
and back through the list of items that matched your search criteria. As different objects are
selected, the classification hierarchy is updated to show the class of the selected object.
Two modes are used for updating the classification hierarchy when displaying the search
results:
o Click the View in class stored button to display the class in which the item is stored.

o Click the View in class searched button to display the class that you selected as a
basis for the search.

By default, View in class stored is active.

As you view your search results, also use the Viewer pane to display any image associated
with the current item. If you select multiple objects in the table and switch to the Viewer pane,
only these objects are available in the viewer.

Selecting a class
The first step in searching the classification hierarchy is to find a class in which to search. There
are three methods to select a group or class:
• Navigate through the classification hierarchy manually, clicking the groups and classes until
you find your desired class.

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• Use the quick search feature.

• Use the Search Class dialog box.

You can search for a class using any of the alias names shown in the class tooltip.

Use the quick search feature

1. In the search box located beneath the hierarchy tree in the Data Dictionary Search Dialog, type
text corresponding to the name of the group or class that you want to locate. You can also search
by ID by typing id=xxx in the box, where xxx is the class ID.
The search text can be the exact name or ID of the group or class you are looking for, a class
alias name, or you can use character strings combined with wildcard characters.

2. Press Enter to start the search.

The hierarchy tree expands to display the first object in the hierarchy that matches the search
criteria. The path of the group, class, or subclass is indicated in bold text. If multiple objects are
found, the arrow buttons at the bottom of the hierarchy tree are enabled.

3. Click the left-arrow and right-arrow buttons to display the matching objects, one at a
time. This highlights the classes found in the hierarchy tree. The right-arrow button moves down
the hierarchy tree, and the left-arrow key moves up the tree.
Note

If you prefer to view a list of the results, you can display the Search Class dialog box by
clicking the magnifying glass button located beneath the hierarchy tree.

4. Right-click the class in the hierarchy tree within which you want to search.

5. Choose Select.
The Search pane displays the attributes associated with the selected class, and the images
appear in the class image window.
Note

If the class or subclass you select is a leaf node (lowest level node) in the hierarchy,
you can double-click the node to display it in the Search pane, rather than use the right
mouse button.

Use the Search Class dialog box

1. Click the Find Class button located beneath the hierarchy tree.
The Search Class dialog box is displayed at the bottom of your window. To move the dialog box,
double-click the title bar and drag it to another location on your desktop.

2. Define the search criteria by performing the following steps:

a. Choose a property from the list at the upper-left corner of the dialog box. The available
properties are Class ID, Name, Attribute ID, and Attribute Name.

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Note

You can use the Name and Class ID properties to search for groups and classes.
When searching by attribute, the results include the class in which the attribute is
defined and any subclasses in which the attribute is used. Classes that inherit the
attribute are not included in the results.

b. Type search text corresponding to the selected property.

The search text can be the exact name or ID you are looking for, or you can use character
strings combined with wildcard characters.
Note

The search box is case sensitive.

3. (Optional) If localization is enabled, select the language in which you want to search.
For more information about localization, see the Localization Guide.

4. To start the search, either click the magnifying glass button located in the upper-right corner of
the dialog box or press Enter.
Teamcenter displays the results of the search in the message area of the dialog box, sorted in
the same order as the hierarchy tree display.

5. To display an object in the tree, double-click the entry in the results list.
The hierarchy tree expands to display the selected group, class, or subclass. The path to the
object is indicated in bold text.

6. Click the left and right arrow keys beneath the class hierarchy tree to move through the
search results to locate the desired class or group.

7. Right-click the class in the hierarchy tree within which you want to search.

8. Choose Select.
The Search pane displays the attributes associated with the selected class, and the images
appear in the graphics window.
Note

If the class or subclass you select is a leaf node (lowest level node) in the hierarchy,
you can double-click the node to display it in the Search pane, rather than use the right
mouse button.

Search all objects in a selected class

1. Select the class in the hierarchy tree within which you want to search for objects.
For more information, see Selecting a class.

2. (Optional) Click the revision rule hyperlink on the title bar to apply a revision rule to the search. If
you search by a type that excludes revisions (for example, item or process), the search ignores
the revision rule. If a revision rule is already set, it is displayed in the revision rule link.

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For more information about configuring revision rules in the Data Dictionary Search Dialog,
see Apply a revision rule.
For more information about revision rules, see Using item revision configuration.

3. Determine the scope of the search by clicking the Search Scope button. By default, the scope
is set to Hierarchy.
• Click Hierarchy to search within the selected class and all related child classes.

• Click Class to search only within the selected class.

4. If you work in a multilanguage environment, select the language in which to search.

Caution

Changing the language also changes the value of the TC_language_search preference
interactively, which affects all Teamcenter localization.

5. Click one of the following at the bottom of the pane to narrow down the search.

Click To
Search only in metric classes.
Search only in nonmetric classes.
Search in both metric or nonmetric classes.

Caution

If you are searching in a different unit of measurement than the one that you use to
enter the attribute value, be sure to enter enough digits after the decimal point to avoid
rounding errors.
For more information, see the Classification Guide.

For more information about managing units of measurement, see the Classification Admin Guide.

6. Click the Search button at the bottom of the Search pane to list all search matches within
the class.
The total number of objects that match the search criteria is displayed at the bottom of the
Search and Properties pane.
Note

The Search pane displays no values upon completion of the search. You must switch to
the Properties or Table pane to navigate through the results and display the values for
a specific instance.

7. Navigate through the search results.

For more information, see Navigating the matches.

8. Select the desired object and transfer it to your structure.

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For more information, see Select the desired library objects.

9. (Optional) Perform subsequent searches within the same class or subclass by clicking in
the Search pane and repeating the process.

Search for library objects by attribute value

1. Select the class in the hierarchy tree within which you want to search for library objects.
For more information, see Selecting a class.

2. Type values, including relational operators and wildcard characters, in the boxes corresponding
to the attributes by which you want to search.
You can:

• Narrow your search by specifying search criteria for multiple attributes.

For more information, see Using relational operators and Using wildcard characters.

• Change the displayed unit of the value by clicking it or typing the unit in the dialog box along
with the value.
Teamcenter changes the unit for you automatically.
Note

If the attribute or attribute value by which you want to search is not available for searching,
one of the following reasons may apply:
• It is a reference attribute.
For more information about assigning reference attributes, see the Classification
Admin Guide.

• It may already have a default value assigned in Classification Admin.

For more information about assigning default values, see the Classification Admin
Guide.

• It may be encrypted in the database.

For more information about encrypting attributes, see the Classification Admin Guide.

• One or more of the key-LOV's values may be deprecated.

For more information about deprecating key-LOVs, see the Classification Admin
Guide.

3. (Optional) Click the revision rule hyperlink on the title bar to apply a revision rule to the search. If
you search by a type that excludes revisions (for example, item or process), the search ignores
the revision rule. If a revision rule is already set, it is displayed in the revision rule link.
For more information about configuring revision rules in the Data Dictionary Search Dialog,
see Apply a revision rule.

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For a complete discussion of revision rules, see Using item revision configuration.

4. Determine the scope of the search by clicking the Search Scope button. By default, the scope
is set to Hierarchy.
• Click Hierarchy to search within the selected class and all related child classes.

• Click Class to search only within the selected class.

5. If you work in a multilanguage environment, select the language in which to search.

Caution

Changing the language also changes the value of the TC_language_search preference
interactively, which affects all Teamcenter localization.

6. Click one of the following to narrow down the search.

Click To
Search only in metric classes.
Search only in nonmetric classes.
Search in both metric or nonmetric classes.

For more information about managing units of measurement, see the Classification Admin Guide.
Caution

If you are searching in a different unit of measurement than the one that you use to
enter the attribute value, be sure to enter enough digits after the decimal point to avoid
rounding errors.
For more information, see the Classification Guide.

7. Click the Search button at the bottom of the Search pane to list all search matches within
the class.
The total number of objects that match the search criteria is displayed at the bottom of the
Search and Properties pane.
Note

The Search pane displays no values upon completion of the search. You must switch to
the Properties or Table pane to navigate through the results and display the values for
a specific instance.

8. Navigate through the search results.

For more information, see Navigating the matches.

9. Select the desired library object and transfer it to your structure.

For more information, see Select the desired library objects.

10. (Optional) Perform subsequent searches within the same class or subclass by clicking in
the Search pane and repeating the process.

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Configuring revision rules for searching

You can apply revision rules to searches. This narrows down the number of search results so that
Teamcenter returns only the revisions you require. You can control the default behavior of the revision
rules with the following preferences:
• ICS_search_default_revision_rule_<application_name>
Sets the default revision rule for the specified application.

• ICS_search_use_revision_rule
Enables or disables revision rules for classification searches.

For a complete discussion of revision rules, see Using item revision configuration.

Apply a revision rule

1. In the Search pane, click the Revision Rule hyperlink. This link shows the name of a revision
rule, if one is set, or simply states Click to add a revision rule.
The View/Set Current Revision Rule dialog box is displayed containing all existing revision rules.

2. Select the appropriate revision rule and click OK.

3. Click beside the revision rule hyperlink.

A list with configuration options appears.

4. Select one of the following.

Configuration option Description

Use revision rule Enables or disables the currently selected revision rule
for the search.

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Configuration option Description

Save as default Saves the currently selected revision rule as the default
rule for this application. Teamcenter saves it in the
ICS_search_default_revision_rule_
<application> preference. The default revision rule is
directly selected and enabled for the search the next
time you launch the application.
Restore default Selects and enables the saved default revision rule.
The Use Revision Rule menu command is also
automatically selected.

For more information about revision rules, see Using item revision configuration.

Using relational operators

Use the following relational operators to perform Classification attribute searches.

Relational
operator Definition For example, if you type
= Equal to =3.0 in the Corner Radius attribute box of the Taper Shank
End Cutter subclass, all library objects within the subclass with
a corner radius equal to 3.0 are found. You can achieve the
same behavior by typing a number. If no value is given after the
equal sign, the system searches for all instances where no value
is set for the attribute.
> Greater than >3.0 in the Corner Radius attribute box of the Taper Shank
End Cutter subclass, all library objects within the subclass with
a corner radius greater than 3.0 are found.
< Less than <3.0 in the Corner Radius attribute box of the Taper Shank
End Cutter subclass, all library objects within the subclass with
a corner radius less than 3.0 are found.
>= Greater than or >=3.0 in the Corner Radius attribute box of the Taper Shank
equal to End Cutter subclass, all library objects within the subclass with
a corner radius greater than or equal to 3.0 are found.
<= Less than or <=3.0 in the Corner Radius attribute box of the Taper Shank
equal to End Cutter subclass, all library objects within the subclass with
a corner radius less than or equal to 3.0 are found.
!= Not equal to !=15.00 in the Diameter attribute box, all library objects with a
diameter not equal to 15.00 are found.
If no value is given after the equal sign, the system searches for
all instances where any value is set for the attribute.
– Range 10.00 – 20.00 in the Diameter attribute box, all library objects
with a diameter within the range of 10.00 to 20.00 (including the
values 10.00 and 20.00) are found. A blank space must precede
and follow the hyphen.

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Relational
operator Definition For example, if you type
| OR Walter | Kennametal in the Vendor attribute box of the Taper
Shank End Cutter class, all library objects within the class with
a vendor of Walter or Kennametal are found.
You can use the wildcard character (*) in this type of statement.
“” Exact string “blue or green”, Teamcenter searches for the string blue or
green. If you type “4 – 10”, Teamcenter searches for the string
4 – 10, not the range 4–10.

Using wildcard characters

Classification employs the standard wildcard characters defined for your site. You can use these
in any text box.

Navigating the matches

After you perform a search, there are several methods to navigate the matches returned by the
search. You can:
• View the results in the Properties pane.

• View the results in the Table pane.

• View the results in the Viewer pane.

View search results in the Properties pane

When you view library objects in the Properties pane, the class it belongs to is highlighted in the
hierarchy. Two modes are used for updating the classification hierarchy when displaying the search
results:
• Click the View in class stored button to display the class in which the item is stored.

• Click the View in class searched button to display the class that you selected as a basis
for the search.

You can see the active unit of measurement in the attribute values title bar in the Properties pane
using the following symbols.

Symbol Description
The library object is currently displayed and stored in a metric system of
measurement.
The library object is currently displayed and stored in a nonmetric system of
measurement.
The library object is currently displayed in metric, but was originally stored
in a nonmetric measurement system.
The library object is currently displayed in a nonmetric measurement system,
but was originally stored in a metric system.

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View search results in the Table pane

You can view the data of the library objects found in the search collectively using the Table pane.

Note

If the measurement unit symbol at the beginning of each row contains an exclamation mark,
the library object is displayed in a unit system other than the one in which it was stored. For
example, if the symbol is displayed, the library object was stored in a nonmetric unit system
but is currently displayed in a metric unit.

1. Perform one of the following actions:

• Click to load the next page of found library objects into the table.

The next library objects are appended to those currently displayed.

Note

By default, the number of library objects displayed on a page is set to 5. Your

administrator can change the default display by modifying the ICS_table_pagesize
preference.

• Click to load all matches into the table.

2. Use the scroll bars to move through the found library objects.

3. (Optional) Sort the table data; double-click the column header corresponding to the property to
switch between ascending, descending, and natural sort order.

Teamcenter can display different units of measurement in the same column. The displayed unit
depends on the optimized unit for each of the attribute values. Teamcenter sorts these columns
based on the attribute values in the storage unit.
For more information about optimizing attribute values, see the Classification Admin Guide.

4. (Optional) Select a line in the Tree pane and click to view its properties.

5. Double-click a library object in the table to view it.

The system opens the object in the Properties pane and highlights its class in the tree.

View search results in the Viewer pane

You can view all search results in the Viewer pane. You can move backward and forward in the
match list using the navigation buttons.

Note

If the object does not have an item attached, or if the item does not contain a graphic, no
image appears in the Viewer pane.

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Select the desired library objects

While you navigate through the search matches, you can collect desired objects in the selection box
on the right of the dialog box. After you finish navigating the matches, you select one or several
library objects to return to Structure Manager.
1. Click the Properties, Table, or Graphics tabs.
Note

The Graphics pane is only active for a library object that has an item attached.

2. Navigate to the desired library object.

• In the Properties or Graphics pane, use the navigation arrows.
Teamcenter displays all attributes and values for each library object.

• In the Table pane, do one of the following:

o Select the library object by clicking it.

o Double-click the library object.

Teamcenter switches to the Properties pane and shows all attributes and values for
the selected object.

o Select multiple library objects.

3. (Optional) With library objects selected in one of the panes, click to add them to the selection
box on the right.

4. When you finish adding objects to the selection box, select the objects in the selection box that
you want to add to the structure and click OK.
The item or item revision classified by the library object is displayed in Structure Manager. If a
library object has no item or item revision attached, the system creates one so that it can open
that item in Structure Manager.
If you open multiple library objects at once by selecting several library objects in the Data
Dictionary Search Dialog, they are all transferred to Structure Manager. The selected objects
appear in the structure you are building in the order in which they appear in the Data Dictionary
Search Dialog table.

Releasing structures
You can release any complete product or subassembly structure using a Workflow process defined
for your site. You can release any of the following:
• Item revision with assembly

• BOM view revision

• Change revision

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• Item revision (assembly structure line)

Note

Not all components in the structure need be released with the same Workflow process. For
example, you can release the connections in an electromechanical design separately from
the mechanical structure.

Release a structure
1. Select the appropriate top line in the navigation tree and choose Tools→Process and Change
Selector.
Teamcenter displays the Process and Change Selector dialog box. This dialog box contains:

• An input tree in the top left of the box. This allows you to refine the selection of the structure
to release.

• A process tree in the bottom left of the box. This allows you to select the required Workflow
process, its targets and its references.

• A search pane in the top right of the box. This allows you to search for objects to release.

• A result pane in the bottom right of the box, showing the results of the last search.

2. In the input tree, select the revision you want to release.

Teamcenter loads the appropriate search pane selection boxes and you can select the search
parameters from the lists as follows:
• View Type
Lists all the BOM view revisions attached to the selected change.

• Revision Rule.
Lists all available revision rules.

You can also check one or both of the following check boxes to refine the search results:

• Include GDE Lines

If selected, the search results include item elements. The types of item element included
are defined in the TC_releasable_logical_types preference, which includes the
PSConnectionRevision, PSSignalRevision, and GeneralDesignElement types by default.

• Include BOM Lines

If selected, the search results include item revisions.

3. Click the Load button.

Teamcenter loads all the first level children of the selected object into the results pane, according
to the selections you made in the search pane. The objects represented by the lines in the
results pane may be:

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• Unreleased.

• Not a target of any workflow process.

• The target of a workflow process but not attached to a change.

4. If appropriate, you can start a separate process with selected result lines as the target:
a. Ensure the correct process is selected in the process tree.

b. Select one or more lines in the results pane and click the Attach To Process button.
Teamcenter displays the New Process dialog box with the selected lines as the target
attachments.

c. Click the Process Template tab, select the appropriate process template and click OK.
Teamcenter creates the new process and updates the result pane in the Process and
Change Selector dialog box with the new status of the objects.

5. If your search criteria included structure lines, you can attach selected child lines to a BVR
process as follows:
a. Select one or more lines in the results pane and click the Copy button.

b. Select the appropriate Targets folder in the process tree and click the Attach To Process
button to paste the lines as targets of the process.

6. If you are using change management, you can include changes to items elements (for example,
GDEs, connections and signals) in controlled changes to the parent assembly. Use the
ECM-attach-components-to-change action handler to identify all unreleased child revisions
and GDEs at the first level of the affected assembly to the change folder specified in the action
handler. You can only use this action handler in a process where the primary target is a change
revision. If you do not specify a revision rule, Teamcenter uses the default revision rule specified
in the TC_config_rule_name preference.
To do this, you must select a change revision in the navigation tree before choosing
Tools→Process and Change Selector. If you do this, the change revision is highlighted in the
input tree of the Process and Change Selector dialog box. To attach the change revision
to a change process:

a. Select one or more lines in the results pane and click the Copy button.

b. Select the appropriate change process Targets folder in the process tree and click the Attach
To Change button to paste the lines as targets of the change process.

7. If you want to control new parts in a structure with a separate change process (that is, parts that
are not yet change controlled), select the relevant lines in the result pane and click the Attach To
Change button. (Do not select a process in the process tree.)
Teamcenter displays a dialog box that allows you to search for the relevant change revision. After
you locate the change revision, you can copy the objects to attach from the left-hand pane into
the appropriate change folder in the right-hand pane.

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BOM session recovery

If you are working with Structure Manager in a four-tier environment and a server or network failure or
time-out occurs, Teamcenter reassigns the client session to another server. It also attempts to use
the client cache to reconstruct the run-time configured structure and minimize loss of information.
If the server connection is lost, Structure Manager displays two dialog boxes:
• Server Reassigned
Informs you that the server connection was lost. Click OK to log off Teamcenter and attempt
to log on to another server.

• BOM Session Recovery

Informs you that a BOM recovery session has started. Click OK to dismiss the dialog box or click
More to show detailed information about the recovery session.

On completion of the recovery session, Structure Manager appends Recovered Session to the title
of the BOM window and colors the title text red. Additional error messages may appear, depending
on the state of the recovered session.
The following limitations apply to BOM session recovery:
• BOM sessions are recovered only for the four-tier rich client. Thin client or two-tier rich client
session are not recovered.

• Sessions with CAD and third-party integrations such as Teamcenter Integration for NX are not
recovered.

• Teamcenter recovers the BOM session to a usable status, but not necessarily the exact state
before failure or time-out occurred. For example, if you expanded multiple levels of the structure,
Teamcenter recovers only the first-level expansion of the structure.

• The recovery may take an appreciable time to complete, depending on the quantity of data
Teamcenter must process.

• Unsaved changes are lost. For example, if you made changes in normal editing or pending edit
mode, but did not save them, the changes are lost.

• If you were performing a complex action when the server terminated, Teamcenter may not
recover to the same step. For example, if you started to insert a level in the structure, after
recovery Teamcenter does not resume at the same step in the wizard. Incomplete actions do not
execute correctly; you should cancel them if they do not terminate automatically.

• All dynamic (run-time objects) such as BOM windows and BOM lines are invalid after reconnection
even though the Structure Manager user interface may be recovered to the previous state.

• If you copied BOM lines to the clipboard before the server terminated, Teamcenter removes them.

• If the server terminated after encountering bad data during expansion, the recovery process
may expand the same structure and encounter the same bad data. You must resolve these
data issues in the database manually.

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product structure
structure

• If the server terminated due to memory shortage when expanding the first level of the structure,
the recovery process may expand the same structure and encounter the same memory shortage.
You must resolve such memory issues separately.

• If the data pane was open, Teamcenter closes it after recovery and it may no longer function
correctly.

Once Structure Manager is running in the recovered session, you should perform any necessary
cleanup tasks, and then continue working.

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Working with occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Occurrence elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Creating precise and imprecise occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Using absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Tracking changes to absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-6

Managing absolute occurrences (in-context editing) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8

Interpreting absolute occurrence data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Show and hide the in-context line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Create absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Identify absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Change absolute occurrence override data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Remove absolute occurrence override data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Disable in-context editing mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
About associating data with absolute occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
Associate a dataset or form with an absolute occurrence . . . . . . . . . . . . . . . . . . . . 5-13
Associate a transformation with an absolute occurrence . . . . . . . . . . . . . . . . . . . . . 5-14
Associate an occurrence note with an absolute occurrence . . . . . . . . . . . . . . . . . . . 5-14
Apply a variant condition to an absolute occurrence . . . . . . . . . . . . . . . . . . . . . . . . 5-14
View attachments associated with an absolute occurrence . . . . . . . . . . . . . . . . . . . . . . 5-15
About data precedence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
Propagate override data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
Override data in multiple contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-16

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Working with occurrences

Teamcenter allows you to work with occurrences and absolute occurrences, according to your
product structure needs.
An occurrence consists of one component in an assembly including its relative position with respect
to its parent assembly. Occurrence types are representations of the PSOccurrence business object.
For details about creating occurrence types, see the Business Modeler IDE Guide.
Occurrences may be suppressed in a CAD tool. If an occurrence is suppressed, the CAD tool
behaves as though the occurrence does not exist. The occurrence is not displayed in the CAD
system or the Structure Manager viewer. Positioning or mating constraints related to a suppressed
occurrence are ignored in geometric solves.
You can determine if an occurrence is suppressed by checking the following properties:
• bl_is_occ_suppressed
Any line that has this flag set to true is hidden unless you choose the Show Suppressed
Occurrences command. This flag captures occurrence suppression settings from the CAD
tool, if you import a CAD structure. You can override this flag in the context of another line
for a specific arrangement.

• bl_is_suppressed
This read-only, runtime property indicates if a line is suppressed. A line is considered suppressed
if the variant state is suppressed, the line is not configured, or the occurrence is explicitly
suppressed by setting the bl_occ_is_suppressed property. If any of these conditions is true, the
bl_is_suppressed property is true, otherwise it is false. The value of the bl_is_suppressed
property is not affected by the Show Suppressed Occurrences or Show Unconfigured
commands.

Occurrence elements
The following table lists elements of the product structure that are relevant to occurrences, absolute
occurrences, and managed occurrences.

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Element Purpose
Absolute occurrence A relationship between a parent assembly and an item one or more
levels lower in the structure. The parent assembly is the context in
which the absolute occurrence exists. You can define data on the
absolute occurrence that overrides the data stored on the item when
you select the context assembly and view the structure. Both relative
occurrence data (notes and transforms) and attachments can be
overridden with data on absolute occurrences.
Each absolute occurrence can have one or more unique attribute
values that distinguish it from the other absolute occurrences derived
from the same single occurrence.
Occurrence (relative) (Sometimes called relative occurrence.) A hierarchical structure
relationship between the immediate parent assembly and its child
component item (in an imprecise assembly) or item revision (in a
precise assembly). You can use a find number to identify for an
occurrence, but this number may not be unique. Data can be stored
on the occurrence, including occurrence notes and transforms.

Creating precise and imprecise occurrences

When you add a component to an assembly, you create an occurrence of the item or item revision in
the assembly. Teamcenter displays the item or item revision as a line in the product structure.
The occurrence is precise or imprecise, depending on whether the BOM view revision is precise or
imprecise in the parent assembly. Teamcenter applies the following rules:
• If the BOM view revision parent assembly is precise, the occurrence references the specific item
revision for the component that you pasted. If you add an item, the revision is chosen by the
revision rule. If no revision is found that satisfies the revision rule, Teamcenter displays an
error message.

• If the BOM view revision parent assembly is imprecise, the occurrence references an item for the
component. The revision is determined by the revision rule.
Note

If you try to paste an item revision with an imprecise BOM view revision into an item revision
that has a precise BOM view revision, Teamcenter may display a warning message. If you
paste an imprecise assembly into a precise structure, it displays a warning. If you paste
a precise assembly, Teamcenter applies the precision of the parent assembly and does not
display a warning.

Using absolute occurrences

You can use absolute occurrences to manage data that is unique to a specific use of an item within a
product structure. If you have ownership of and write access to a particular BOM view revision, you
can define a subset of BOM line properties that other users can edit in the context of the BVR. You

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can also allow users to attach forms or datasets in context, by configuring business rules that define
the types of primary and secondary objects for the relationships.
When a user enters in-context values or attachments, Teamcenter overrides certain structural data
associated with a relative occurrence in the context of a specific higher level assembly. Data you
can override includes:
• Occurrence notes

• Occurrence type

• Quantity

• Absolute transform

• Find number

• Variant condition

• Attachment, for example, a JT file for a different rendering

• Component item for a replacement

A BOM line represents an absolute occurrence with respect to the current top line in the product
structure. You can set occurrence attribute values on such a BOM line, without those values
appearing in the product structure everywhere the BOM line's parent appears. There are cases
where a user needs to store values specific to the BOM line with respect to the top line or some
intermediate assembly between the BOM line's parent and the top line. Absolute occurrences are
always created in the context of a selected top line; the same absolute occurrence may not be in
context for another top line.
The following figure shows an example where two vehicles are built on the same chassis. The
chassis contains two occurrences of a suspension system, one for the front of the vehicle and one
for the rear; these occurrences are positioned relative to the chassis by transforms T3 and T4,
respectively. The suspension assembly contains two occurrences of a wheel assembly, one for the
left side of the suspension system and the other for the right side of the suspension system. The
wheel assembly occurrences are positioned relative to the suspension assembly by transforms
T1 and T2, respectively. The wheel assembly is composed of a wheel, tire, and valve stem. The
occurrence of the tire is annotated with a recommended tire pressure of 30 PSI.

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Vehicle-X Vehicle-Y

Vehicle-X/A Vehicle-Y/A

Chassis

Chassis/A

front rear
Z Z
= T3 = T4
X X
Y Suspension Y

Suspension/A

Axle

Axle/A

left right
Z Z
= T1 = T2
X X
Y Y

Wheel Assy

Wheel Assy/A

P=30psi

Tire Wheel Valve Stem

Tire/A Wheel/A Valve Stem/A

Sample product structure with relative occurrences only

Relative occurrences correlate directly to structure relationships. If the structure relationship has a
quantity associated with it, the number of relative occurrences associated with the structure relation
equals the quantity.
In the previous figure, when you display the product structure for vehicle Y, every occurrence of the
tire shows a recommended tire pressure of 30 PSI; that is, the value set on the occurrence of the tire
in the wheel assembly is propagated to all BOM lines for the tire. Positioning information is derived in
the same way. The position of the wheel assembly in a vehicle is derived from transformation values
specified on the (relative) occurrences in the product structure, for example, the position of the front
left wheel is derived by multiplying T1 and T3.
Consider a case when the position of the front wheels must change so they toe-in by 0.5 degrees
or the case where the recommended tire pressure for the rear-tires in vehicle X must change to 33
PSI. One way to accomplish this is to modify the structure, but in most situations, this approach
is not practical. Instead, you should make context-specific modifications to BOM line properties

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without changing the product structure. To permit such context-specific modifications, you can
create absolute occurrences. Creating absolute occurrences allows you to effectively flatten the
representation of a structure while knowing how to map back to the actual product structure. The
following figure illustrates this concept, expanding on the preceding example.

Vehicle-X Vehicle-Y

Vehicle-X/A Vehicle-Y/A

Chassis

Chassis/A

front rear
left rear tire left-front
Z Z wheel assy
P=33psi = T3 = T4
X X Z
Y Y = T5
X
Y
right rear tire Suspension
P=33psi
Suspension/A right-front
wheel assy
Z
= T6
X
Axle Y

Axle/A

left right
Z Z
= T1 = T2
X X
Y Y

Wheel Assy

Wheel Assy/A

P=30psi

Tire Wheel Valve Stem

Tire/A Wheel/A Valve Stem/A

Sample product structure with absolute occurrences

The dashed lines in the figure represent absolute occurrences. In this case, the absolute occurrences
specify or override values in a specific context. In the example, they override positioning information
and recommended tire pressure. The context of the override and the value is shown in the label
on each dashed line.

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Specifically, in the context of the vehicle-X, the front tires have a recommended tire pressure of 30
PSI; this is derived from the relative occurrence of the tire in the wheel assembly. However, the
two rear tires have a recommended tire pressure of 33 PSI; this is explicitly set on the absolute
occurrence in the context of the vehicle. The value of 33 PSI on the absolute occurrence overrides
the value of 30 PSI that appears on the relative occurrence of the tire in the wheel assembly.
Vehicle-Y, however, has a recommended tire pressure of 30 PSI for all four tires.
Positioning information is derived in a similar way. The values specified on the absolute occurrence
override the values that are otherwise derived by catenation of the transforms from the relative
occurrences. That is, in the second figure, T5 overrides the value that would otherwise be derived
from the multiplication of T3 and T1. Because this example specifies the transform overrides in the
context of the chassis, both vehicle-X and vehicle-Y use T5.
If you release an intermediate BOM line that represents a subassembly, the line is locked and you do
not have write access to it. However, you can still make changes to its absolute occurrences in the
context of a parent assembly whose BOM view revision is also released, for example, to attach a
dataset with associated JT files.

Tracking changes to absolute occurrences

The following figure shows how you can track changes to absolute occurrences with incremental
changes.

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Released
Unit 20-Up PSE Configured
for Unit 22

IC - 2

+ +
Z
Released A100/A
X
Unit 10-Up Y Note 1=15
T2

IC - 1
Z

+ X
Note 1=12
Y
T1
left right
Released Z Z
Unit 20-Up X X
IC - 3 A200 Y Y A200
T0 T4

+ F-3 F-2 F-2

Key
(Relative) Occurrence
(PSOccurrence)
Absolute Occurrence
Release PSE Note
Status
IC - 1 Form
Incremental
Change Transform

Tracking changes to absolute occurrences

The possible configurations of occurrence data on A200 (left occurrence) in assembly A100 are
as follows:
• Units 1 through 9: No incremental changes configured. Original occurrence data: Transform=T0,
Note 1=12, Form F-2.

• Units 10 through 19: Incremental change 1 configured. Transform=T1, Note 1=12, Form F-2.

• Unit 20 and above: Incremental change 1, incremental change 2 & incremental change
3 configured. Transform=T2, Note 1=15, Form F-3. Form F-2 is still attached to the right
occurrence of A200.

There is no Remove change on the occurrence data, for example, for the transform or note 1. You
simply define a new value that overrides the value on the normal relative occurrence. For example,
the new value may define an end unit for an incremental change.
For detailed information about incremental changes, see Managing incremental changes.

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Managing absolute occurrences (in-context editing)

An absolute occurrence is a specific instance of a component or assembly in a structure. It may be
independent of the top-level assembly and only meaningful in the context of a lower level assembly.
For example, you may have four occurrences of a wheel in the design of a vehicle; you can label one
of those occurrences as left rear wheel, which is an absolute occurrence of the wheel. When you
open a window containing the structure, each absolute occurrence is represented by a single line.
To create an absolute occurrence, you edit the occurrence line in context with respect to the assembly
in which the absolute occurrence data is meaningful. Hence, the creation of absolute occurrences
is sometimes referred to as editing in context.
Note

Absolute occurrences are not the same as appearances. Absolute occurrences are generated
when you build the structure (edit in context) and do not have associated spatial information.

A component or subassembly that appears in more than one product structure can have the same
absolute occurrence in each structure.
You cannot create absolute occurrences directly, only by converting a relative occurrence and editing
its properties. Similarly, you cannot delete absolute occurrences directly. You cannot create absolute
occurrences on substitutes.
An absolute occurrence may appear more than once in the structure, depending on the context in
which you created it.
Note

If you use absolute occurrences with product structures that are not created in NX, see the
description of the PS_allow_plmxml_transforms_with_no_legacy_factor preference in
the Preferences and Environment Variables Reference. To avoid conversion errors, set this
preference to yes if you are configuring structures for the first time and have no legacy data.

Interpreting absolute occurrence data

The following figure shows how absolute occurrences appear in the structure when in context editing
is enabled.

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Absolute occurrences in a structure

Note the following lines in this structure:

Line Purpose
20487187/C (view) The immediate parent that is in context for absolute
occurrence edits.
The line is also color-coded in the structure and in the title
bar of the pane where the current context is shown. The
color is green in this example but may be changed by your
administrator.
Lines that are not in the current context are grayed out.
Similarly, the out-of-context parts corresponding to the
grayed out lines may also be grayed-out in the viewer.
You cannot create absolute occurrences from grayed-out
lines in the current context and you cannot edit an existing
property value on such lines.

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Line Purpose

Lines below 20487187/C (view) are generally not grayed

out and are in context.
20367635_101/B (view) This is a standard occurrence note. It is in context and
may be edited.
20367635_201/A This occurrence note is not in context because it is not in
all occurrences of the immediate parent assembly.
20367635_3/A The overriding note value in the context of 20487187 only
for this specific occurrence of the parent.
To obtain more information about edited absolute
occurrence data, place the cursor over any cell containing
the symbol. The tool tip banner shows the context in
which the edited data is valid.

By default, the assembly viewer highlights only those items in the assembly that are in scope in
the selected context; items that are not in context are shown grayed out. The administrator may
optionally change this behavior so that all items are shown.

The structure contains symbols that indicate the status of the structure lines as follows:

Symbol Indicates
A line containing this symbol is the context for the creation of certain
absolute occurrences. The line is also color-coded in the structure
and in the title bar of the pane where the current context is shown.
A line that contains this symbol has one or more of the absolute
occurrences edited in a context but not necessarily the current context.
A property cell containing this symbol is already edited in a context; the
current absolute occurrence data is shown in the cell. Each cell that
contains data for a specific absolute occurrence includes this symbol.
A line that contains this symbol before its name is a target for editing
data in the current context. Look for a symbol in one or more
properties cells of the same line to identify if the necessary edits are
already made.
Note

This symbol identifies a target in the current context. It may not

appear in the same line if you select a different context.
A line that contains this symbol has an in-context edit made by an
incremental change. The edit may be an add, remove, or both.
A cell that contains this symbol has an in-context edit removed by an
incremental change.
A cell that contains this symbol has an in-context edit added by an
incremental change.

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Symbol Indicates
A cell that contains this symbol has in-context edits added and
removed by an incremental change.

Show and hide the in-context line

You can show or hide the line that is the context of a particular in-context edit. To do this, right-click
an edited property of a line containing the edit and choose Show/Hide In-Context BOM Line. This
action toggles between showing and hiding the relevant line. When shown, the in-context line is
highlighted in yellow and the editable property cells are highlighted similarly.

Create absolute occurrences

To create an absolute occurrence, you must enable in-context editing mode and edit the properties of
an occurrence, as follows:
1. If necessary, expand the structure by choosing View→Expand Below.

2. Select the top line that is the context of this edit and choose Edit→Toggle In-Context Mode.
You can also right-click the line and choose Set In-Context, or click the button on the toolbar.

If a line in the displayed structure is marked with a symbol and colored green, it is the item
that is the context for the creation of absolute occurrences. if a line is grayed out, it is not in the
selected context and you cannot create absolute occurrences for these lines. The in-context item
is also identified in the title bar of the structure tree.

• You cannot enable in-context editing mode for a line that has no children.

• You cannot create an absolute occurrence in the context of its immediate parent.

• You cannot change the value of a property that is already overridden at a higher level.

3. Click the cell in the lower line containing the property you want to enter or edit. You must select
one of the following supported properties:
• Suppressed
• Position constrained
• Suppression constrained
• Any GRM relation impacted by preferences
• Any occurrence note
• Quantity
• Find number
• Occurrence type
• Variant conditions
• Variant formula
• Absolute transformation matrix
• Unit of measure
• Is designed in place
• Requires positioned design

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Caution

Ensure you have selected in-context editing mode. If this mode is not selected, the change
is made to every instance of the selected item anywhere in the assembly.

4. Type the required new value and press the Enter key. A symbol on the line indicates one of its
property cells has an absolute occurrence override.
Note

If you create an absolute occurrence override of a property and the same property is already
overridden at a lower level in the structure, the new, higher level value replaces the existing
value. Conversely, you cannot edit an individual property value if the same property is
overridden at a higher level in the structure.

Identify absolute occurrences

You can assign identifiers to absolute occurrences and these identifiers are displayed in two columns
in the property table, as follows:
• ID In Context (Top Level)
Shows only the identifier assigned to the line in the context of the loaded top-level line. You can
add or edit an identifier by double-clicking in this cell and typing the necessary value.
Note

Any absolute occurrence identifiers defined at a lower level than the currently selected
top-level line are not visible.
If in-context editing mode is disabled, the top-level line is always considered the in-context
line.

• ID In Context (All Levels)

Shows the identifiers assigned to the line in all contexts. You cannot edit this column.

Change absolute occurrence override data

You can change the override data for an existing absolute occurrence at any time. For example,
you may want to change the quantity assigned to a structure line to correct a previous error. It is
not necessary to enable context editing to make such changes, ensure only the correct context is
selected, then double-click the property cell and edit the value.
Note

If you want to define relative occurrence data for a property that is already defined in context,
remove the absolute occurrence data from the property first.

Remove absolute occurrence override data

You can remove override data from an absolute occurrence without entering replacement data. To do
this, right-click the property to remove (that is, select the relevant cell) and choose the Remove In
Context Override command.

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Disable in-context editing mode

When you are not creating or editing absolute occurrence data, consider disabling in-context editing
mode to avoid inadvertent changes. Do this by choosing Edit→Toggle In-Context Mode or clicking
the button in the toolbar.

About associating data with absolute occurrences

During the design process, an engineer may attach data such as a CAD design file, viewer (JT) file,
classification information, and specifications to an item revision. The actual usage of the item revision
in the structure, including its transformation, is tied to an occurrence.
You can attach data to a specific instance of an item revision in the structure, which is represented by
an absolute occurrence. You can attach data that is unique to the absolute occurrence, or information
that is already attached to the associated item revision or occurrence. Examples of data that you may
want to attach to a specific absolute occurrence include:
• Cost data

• Transformations

• Quantity

• Variant conditions (not modular variant expressions)

• Viewer information

• Name and ID

• Occurrence note, type, or find number

• Instance number

• Find number

• Occurrence position constrained

• Occurrence suppressed

For example, you may want to attach a different occurrence note to each absolute occurrence to
specify additional assembly work instructions.
The level of the absolute occurrence in the structure determines the precedence of data you attach
to it. Data attached at a high or mid-level in the structure override the corresponding data at lower
levels; data attached to an absolute occurrence at the lowest level does not override data elsewhere.

Associate a dataset or form with an absolute occurrence

1. Ensure you have selected in-context editing mode by choosing Edit→Toggle In-Context Mode,
right-clicking the structure line, and choosing Set In Context; or clicking the button on
the toolbar.

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2. Select the line containing the absolute occurrence with which you want to associate a new
instance-specific dataset or form, then click the Attachments tab in the data pane.

3. If you are associating a new dataset or form, create it by choosing File→New→Dataset or

File→New→Form, respectively.
If you are replacing an existing dataset or form, select it in the Attachments tab. You can then
search for and insert a replacement dataset or form.

Associate a transformation with an absolute occurrence

1. Ensure you have selected in-context editing mode by choosing Edit→Toggle In-Context Mode,
right-clicking the structure line, and choosing Set In Context; or clicking the button on
the toolbar.

2. Select the line containing the absolute occurrence for which you want to change the
transformation.

3. Click the Graphics tab and choose Graphics→Transformation→Persistent Transformation.

4. Change the position of the affected component and save the changes.

Associate an occurrence note with an absolute occurrence

1. Ensure you have selected in-context editing mode by choosing Edit→Toggle In-Context Mode,
right-clicking the structure line, and choosing Set In Context; or clicking the button on
the toolbar.

2. Select the line containing the absolute occurrence with which you want to associate an
occurrence note.

3. Choose View→Notes, or click the Notes button on the toolbar.

Teamcenter displays the Notes dialog box.

4. Type the properties of the note and click OK.

Apply a variant condition to an absolute occurrence

1. Ensure you have selected in-context editing mode by choosing Edit→Toggle In-Context Mode,
right-clicking the structure line, and choosing Set In Context; or clicking the button on
the toolbar.

2. Select the line containing the absolute occurrence with which you want to associate a variant
condition.

3. Choose Edit→Variant Condition or click the Edit Variant Conditions button on the menu
bar.
Teamcenter displays the Variant Condition dialog box.

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4. Add a new variant condition to the absolute occurrence or edit the existing variant condition.

View attachments associated with an absolute occurrence

To view all the attachments associated with an absolute occurrence, select the line containing the
absolute occurrence and choose the Attachments pane. All the attachments to the absolute
occurrence are shown below the absolute occurrence.
Note

If incremental change orders are used at your site, attachments associated with unconfigured
changes may be hidden. To view all absolute occurrence data, choose View→Show
Unconfigured Changes and set unconfigured changes to on.

The Associated to Absolute Occ? column also shows if the data item is attached to absolute
occurrence.

About data precedence

You can associate data with an item revision or absolute occurrence. You can create the absolute
occurrence in the context of a top-level item.
The following figure shows how visualization (JT) files may be attached to items.

Attaching visualization files to items

In this example, you can see file1.jt in the viewer in My Teamcenter without any context. However,
when you view the same item revision (ItemRev1) in the context of TopItem1, you see the JT file
(file2.jt) that is associated with the corresponding absolute occurrence (appr1) in the context
of item TopItem1/A.
You can associate a different JT file as an override if TopItem1 is revised from revision A to revision B.
Data is associated with an absolute occurrence in the context of a specified revision. When you revise
an item, the data associated with the previous revision is copied and you can change it as necessary.

Propagate override data

You can associate data to absolute occurrences in the context of an intermediate level, as well as
in the context of the top level, as shown in the following figure.

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Propagate override data

In this example, ItemRev1 has two override JT files, file2.jt and file3.jt. The file2.jt file is added in
the context of TopItem1/A, while the file3.jt file is added in the context of S11/A. Consequently, if you
view ItemRev1 in the context of TopItem1/A, you see the file2.jt file.

Override data in multiple contexts

You can create absolute occurrence data on a single line in more than one context. For example, you
may want to override the find number in the context of the top-level assembly and the quantity in the
context of a lower level assembly. Make these in-context edits in turn, ensuring you have selected the
correct context (line) each time. The system shows the relevant absolute occurrence data for the
current context and consequently data that applies to other contexts is hidden.
Note

You cannot change the value of a property that is already overridden in a higher level context.

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Managing properties and notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Displaying properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Creating and editing display names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9

Create a display name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10

Managing column configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10

Save column configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10
Apply column configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
Update column configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
Delete column configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12
Freeze columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12

View properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13

Modify common properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13

Editing a single property in place . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15

Edit find numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16
Edit quantities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16

Adding a compound property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16

Displaying item master form attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-16

Creating structure properties rollup reports . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17

Create a structure rollup report template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18
Create a structure rollup report . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-19
View or edit a structure rollup report . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20
Export a structure rollup report . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20

Using the Variant Formula property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20

Displaying occurrence notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23

Display a single note type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23
Display the all notes column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23

Editing and copying occurrence notes . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24

Set the value of an occurrence note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24
Remove a note . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25
Copy a note . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25
Viewing packed notes . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-25

Tracking occurrence note changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-26

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Chapter 6: Managing properties and notes

Managing properties and notes

Properties and notes contain information about items in the product structure that does not
necessarily appear in the CAD design. Examples of properties of a line in the product structure
may include find numbers for parts in an assembly, release status, and cost. Your Teamcenter
administrator can change or customize the list of properties displayed in Structure Manager at your
site according to business requirements.
Occurrence notes contain information pertinent to occurrence of the part in the structure, for example,
the inflation pressure of a particular tire or the torque value for a bolt. Your Teamcenter administrator
creates and manages the occurrence note types required at your site. You can then make use of any
of the available note types to specify a value for a particular line in the structure.
For more details about creating occurrence note types, see the Business Modeler IDE Guide.

Displaying properties
The following table lists some of the columns available in the properties view of the product structure
and provides a description of their functions.
BOM line properties have display names or system names, and the system names are in the format
bl_xxx. Add or edit a display name for a system name using Business Modeler IDE, as described in
Creating and editing display names.
You can add or remove property columns in the table tree by right-clicking the BOM window and
choosing Insert Columns in the shortcut menu. By default, Teamcenter displays selection lists of
all available properties to add or remove that may contain a large number of system and custom
properties. To make the selection list more manageable, the administrator can restrict the properties
that are displayed by group or role. You can also freeze commonly used columns so that they are
always visible.
You can save property column configurations at a user, site, or group level. The same columns are
then available for every session and for multiple users.
You can update the values of all the displayed properties in the BOM window by pressing the F5
key. This feature may be useful if more than one user is working on the structure and you want to
synchronize to the latest information, for example, a changed value or modified occurrence note.
Note

If you make a change to a persistent object (for example, an item, item revision, item master,
item revision master, GDE, or BOM view revision) in My Teamcenter or a data pane, the BOM
line that references the updated property may not refresh automatically.

For more information about saving property column configurations and freezing columns, see
Managing column configurations.

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and notes

You specify custom item or item revision classes to add as derived BOM line properties. To configure
the list of available properties of custom item or item revision classes available to the end user,
the administrator sets the Fnd0BOMLineItemConfigProps and Fnd0BOMLineRevConfigProps
Business Modeler IDE constants and the BOM_Properties_For_Column_Selection preference.
For more information about adding custom properties to columns, see the Business Modeler IDE
Guide.
In addition to the default and custom properties, your administrator may also create customized
note types.

Column Description Application Object

Absolute Shows the positioning CAD managers Structure line
Transformation transformation data.
Matrix
Affected IC Shows the effective Incremental Incremental
incremental change. change change/structure line
All Notes Combines all occurrence All Occurrence
notes into a single property
Architecture Shows the architecture Platform Designer Occurrence
Element ID element identifier.
bl_abs_xform_matrix Shows a run-time, Transformation Structure line
rolled-up non-PLM XML matrix
transformation matrix
value assigned to the part
occurrence.
bl_appearance Shows the appearance tag Appearances Structure line
ID assigned to the line by
the appearances system.
bl_appearance_path Shows the appearance Appearances Structure line
path node (APN) tag ID
assigned to the line by the
appearances system.
bl_bounding_boxes Contains a Spatial search Structure line
comma-separated array that
specifies the dimensions
of one or more bounding
boxes.
bl_is_occ_ If set to true, the line All Structure line
suppressed is hidden unless you
choose Show Suppressed
Occurrences. Occurrences
may be suppressed by a
CAD tool. This property
may be edited for a specific
arrangement.

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Column Description Application Object

bl_is_suppressed If true, the line is suppressed All Structure line
or not configured.
bl_item_altid_list Shows the alternate ID of Alternate IDs Structure line
the item or item revision
represented by the line.
bl_item_ip_ Shows the intellectual All Structure line
classification property (IP) classification
attribute of the part
occurrence.
bl_markup_type Shows the markups (if any) All Structure line
that you can display for the
selected line.
bl_occ_xform_matrix Shows the non-PLM XML Transformation Structure line
transformation matrix matrix
value assigned to the part
occurrence.
bl_plmxml_abs_ Shows a run-time, rolled-up Transformation Structure line
xform PLM XML transformation matrix
matrix value assigned to the
part occurrence.
bl_plmxml_occ_ Shows the PLM XML Transformation Structure line
xform transformation matrix matrix
value assigned to the part
occurrence.
bl_substitute_id_ Specifies the ID of the Compare Substitute
compare selected substitute that is
used in comparisons.
bl_substitute_name_ Specifies the ID of the Compare Substitute
compare selected substitute that is
used in comparisons.
Changed by Current Set to Y if the item is affected Incremental Incremental
IC by the current incremental change change/structure line
change.
Changes Set by the BOM comparison Compare Display
utility to indicate the nature
of any changes relating to
this line.
CO - Checked out Set to Y if the item revision Teamcenter Display
is checked out. Integration for NX
Configured IC’s Shows the currently Incremental Incremental
configured incremental change change/structure line
changes.

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Column Description Application Object

Default Unit of Shows the default unit of All Item
Measure measure for the item. It
may be overridden for an
individual occurrence.
Effectivity ID Shows the ID of the date Effectivity Occurrence
effectivity object on the
occurrence.
EOC - Effective Occ. Indicates if this occurrence Effectivity Display
Config'd is configured by the date set
in the current revision rule.
Set to Y for yes, blank for no.
Find No. Find number of the line in All Occurrence
the structure. Editable.
GDELine Name Shows the item element All Display
name.
Generic Component Indicates if this is a generic Variants Item
component.
Has Substitutes Set to Y if the line has Substitutes Occurrence
substitutes; otherwise,
blank.
Has Children Set to Y if the line has any All BOM view revision
children; otherwise, blank.
HVD - Has Variant Set to Y if the item revision Variants Item revision
Data has any variant data
(options, defaults, or rule
checks).
Has Legacy Indicates if the occurrence Effectivity Occurrence
Occurrence has associated legacy
Effectivity effectivity.
Has Module Indicates if there is an Variants Display
associated module.
Has Notes Indicates if a standard note All Item or item revision
or custom note is attached
to the line.
Has Trace Link Indicates if the line is the All Item, item revision, or
source or target of a trace absolute occurrence
link.
Has Unified Indicates if the occurrence Effectivity Display
Occurrence has associated unified
Effectivity effectivity.
IC Effectivity Shows the effectivity of the Incremental Incremental
current incremental change change change/structure line
on the occurrence.

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Column Description Application Object

IC Intent Shows if the occurrence is Incremental Incremental
configured by the current change change/structure line
incremental change intent.
IC Release Status Shows the release status Incremental Display
of the relevant incremental change
change.
ID In Context (All Shows the occurrence All Display
Levels) identifier in the context of all
levels.
ID In Context (Top Shows the occurrence All Display
Level) identifier in the context of
the top-level item.
IOC configured Shows if the occurrence is Incremental Incremental
configured by the current change change/structure line
incremental change.
Is PublishLink Shows Y if the line Part-CAD Occurrence
Source represents the source alignment
occurrence of a publish link.
Is PublishLink Shows Y if the line Part-CAD Occurrence
Target represents the target alignment
occurrence of a publish link.
Item Classified Set to YES if the item is Classification Display
classified directly or to yes
if the classification data
is inherited from the item
revision. If blank, the item
is not directly or indirectly
classified.
Item Description Shows a description of the All Item
item.
Item ID Shows the ID of the item. All Item
Item Name Shows the name of the item. All Item
Item Revision Set to YES if the item Classification Display
Classified revision is classified directly
or to yes if the classification
data is inherited from the
item. If blank, the item
revision is not directly or
indirectly classified.
Item Revision Status Displays the release status All Item revision
of the item revision.
Item Revision Displays the name of the All Display
Subclass Name subclass to which the item
revision belongs.

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Column Description Application Object

Item Subclass Name Displays the name of the Classification Display
subclass to which the item
belongs.
Item Type Shows the business object All Item
type of the item.
Make/Buy Indicates if you manufacture All Display
a part or purchase it from a
supplier. It is set to None if
the line does not represent a
part or if you do not use this
property. It cannot be set on
an occurrence.
MCVD — Has Indicates if there is Variants Display
Classic Variant Data associated classic variant
data.
MCE — Has Indicates if there is Occurrence Display
Occurrence associated occurrence effectivity
Effectivity effectivity data.
Multifield Key Contains any multifield BOM comparison Item
Information key information
associated with the item.
(bl_item_fnd0mfkinfo)
Occurrence Date Shows the range of dates Effectivity Occurrence
Range for which the occurrence is
effective.
Occurrence Shows if there is applicable Effectivity Display
Effectivity occurrence effectivity.
Occurrence Shows the identifier of any Effectivity Display
Effectivity ID occurrence effectivity.
Occurrence Name Displays a user-defined All Occurrence
name for the occurrence.
It cannot be overridden in
context.
Pack Count Shows the number of All Display
occurrences that a packed
line represents.
Packed Set to Y if the displayed line All Display
represents multiple packed
lines; otherwise blank.
Part Number Displays the identification All Display
number of a part.

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Column Description Application Object

Position Designator Shows a value that All Occurrence
represents the position
of a single part from a line
of usage. For example, if
the line of usage references
four wheels, there are four
position designators—one
for each wheel.
Precise Set to Y if this BOM view All BOM view revision
revision is precise, otherwise
blank.
Published Data from Set to TRANSFORM or Part-CAD Occurrence
Source SHAPE to indicate data that alignment
has been published from the
source occurrence.
Quantity Shows the quantity of the All Occurrence
item represented by this line.
Qty Change Set by the structure Compare Display
comparison feature to
indicate a change in quantity
of an item between two
structures.
Ref Designator Displays a unique identifier All Display
for an occurrence of a part.
It cannot be overridden in
absolute occurrence mode.
Editable.
Requires Design Indicates if a part requires a All Part
CAD design. Certain parts
do not require a design, for
example, paint or glue.
Revision Shows the ID of the item All Item revision
revision.
Rev Change Set by the structure Compare Display
comparison feature to
indicate a change in revision
of an item between two
structures.
Rev Description Displays a description of the All Item revision
item revision.
Rev Name Shows the name of the item All Item revision
revision.

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Column Description Application Object

Rev Process Stage Displays the release process Workflow Item revision
stage of the item revision, if
it is in a process.
Rule configured by Shows the name of the Revision Display
revision rule that configures configuration
this item revision.
Structure Line Contains a combination of All Display
item ID, revision ID, revision
name, view name, and
quantity.
Structure Line Name Contains a combination of All Display
item ID, revision ID, and
revision name.
Structure Line Title By default, shows the same All Display
text as Line, but you can
edit the format.
Substitute Set to Preferred if the line Substitutes Occurrence
has any substitutes.
Unit of Measure Shows the unit of measure All Occurrence
for the occurrence.
Overrides the default unit of
measure for the item.
Usage Address Displays the type of object All Occurrence
that occupies the occurrence
in the structure, for example,
wheel.
Variant Condition Shows the variant condition Variants Occurrence
under which the occurrence
is configured. Only used
with the old classic variant
model, as described in
Using the Variant Formula
property.
Note

You can edit this

condition even if the
ability to edit variant
conditions is disabled
using Command
Suppression. If this
is not appropriate
for your business
process, the

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Column Description Application Object

administrator should
hide this column.
Variant Formula Shows the variant formula Variants Occurrence
under which the occurrence
is configured. Only used
with the new classic variant
model, as described in
Using the Variant Formula
property.
Vendor Parts Shows related vendor parts Vendor Item revision
and vendor location data, management
determined by the current
vendor part selection rule.
View Type Shows the type of the BOM All BOM view revision
view revision.
VOC - Variant Occ. Indicates if this occurrence All Display
Config'd. is configured by the current
variant rule. Set to Y for
yes, blank for no, or ? for
undefined.

Note

You cannot edit or mark up the first property column (Quantity).

Tip

You can use some of additional properties not listed in the table to determine why a particular
line is configured or hidden, for example:
• bl_is_occ_configured
Shows if the line is configured by the current occurrence effectivity.

• bl_ic_state
Shows if the line is configured by the current incremental change.

• bl_variant_state
Shows if the line is configured by the active variant.

Creating and editing display names

BOM line properties have both display names and system names, and the system names are in the
format bl_xxx. You should define a display name for a system name if you add a custom business
object type to your system.

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and notes

Define a display name for a BOM line using the BOMLineFormConfiguredProperties and
BOMLineRevFormConfiguredProperties global constants and compound properties available on
the BOMLine business object in the Business Modeler IDE.
Caution

Siemens PLM Software recommends that you do not include a dot (.) in the property name.
Such names cannot be edited in Structure Manager.

Note

In previous versions, the administrator could create or change display names by editing the
/textserver/xml files in the lang folder, for example, system_property_names_locale.xml.
Display names are no longer stored in XML files, and you can now only create or edit them in
the Business Modeler IDE.

Create a display name

1. In the Business Modeler IDE, open the BOMLine business object and click the Properties tab.

2. Select the property whose display name you want to create and scroll to the Localization section.

3. Click Add.
The Business Modeler IDE displays the Add or Modify Localization dialog box.

4. Enter the display name in the Value Localization box, select the locale, and set the status to
Approved.

5. Save the data model and deploy the template.

For more information on working with display names in the Business Modeler IDE, see the Business
Modeler IDE Guide.

Managing column configurations

You can save and apply column configurations available for your group and configure your view of
Structure Manager to view and edit only those properties that your group deals with. Depending on
your role, you can save column configurations.
• A site administrator can save configurations with the scope set to User, Group, or Site.

• A group administrator can only save configurations with the scope set as User and Group.

• If a site has multiple levels of groups, users can access the site configurations and configurations
for all groups to which they belong.

Save column configuration

1. Right-click the column header and choose Save Column Configuration.
The Save Column Configuration dialog box appears.

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2. Type values in the Name and Description boxes.

Note

Column configuration names should be unique.

3. Select the Scope option as User, Group, or Site.

Note

The options you see enabled depend on your role. If you are a site administrator, you
see all three options enabled. If you are a group administrator, you see the User and
Group options enabled. If you are not an administrator, no option displays and the column
configuration is saved at the user level.

4. Click Save.
Teamcenter creates a column configuration and saves it for the chosen scope.

Apply column configuration

1. Right-click the column header and choose Apply Column Configuration.
The Apply Column Configuration dialog box appears with the column configurations available
to you, your group, or site.

2. Select the column configuration name you want to apply to the tree table and click Apply.
Teamcenter applies the column configuration to the tree table and adjusts the columns in the
Structure Manager window according to the applied configuration.

3. Close Structure Manager and then reopen it again to verify that the correct column configuration
is applied.

Update column configuration

1. Right-click the column header and choose Apply Column Configuration.

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The Apply Column Configuration dialog box appears.

2. Select the column configuration name depending on your role.

Note

If you are a site administrator, select the site column configuration name. If you are a group
administrator, select the group column configuration name. If you are not an administrator,
select the user column configuration name.

3. Click Modify to modify the column configuration.

The Change Columns dialog box appears allowing you to update the selected configuration.

4. When you have updated the column configuration, click Apply.

Teamcenter updates the column configuration for the current and future sessions.

Delete column configuration

1. Right-click the column header and choose Apply a Column Configuration.
The Apply Column Configuration dialog box appears.

2. Select the column configuration name depending on your role.

Note

If you are a site administrator, select the site column configuration name. If you are a group
administrator, select the group column configuration name. If you are not an administrator,
select the user column configuration name.

3. Click Delete to delete the column configuration.

Teamcenter displays the Delete Column Configuration dialog box.

4. Click Yes to confirm deletion of the selected column configuration.

Freeze columns
You can freeze selected columns on the left of the pane, so they are always visible when you scroll
horizontally, for example, making the item name and number visible while you browse other properties.

1. Right-click the table header and choose Freeze Column(s).

Structure Manager displays the Freeze Columns dialog box.

2. Select the number of columns you want to freeze and click OK.
Structure Manager freezes the selected number of columns on the left. You can scroll the
remaining columns horizontally.

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Note

Setting the BOM_Frozen_Column_Count preference to a positive integer (n) also freezes the
specified number of columns. If you change the number of columns in the Freeze Columns
dialog box, Teamcenter resets the preference value to match the specified number of columns.

Tip

You should always leave at least one column unfrozen, so that vertical scroll bars are available.
This configuration provides easier navigation, especially if you are comparing structures in
a split window. If you try to remove the last unfrozen column, Teamcenter displays a Cannot
delete the last column outside of the frozen area error message.

Note

If you reset the BOM_Frozen_Column_count preference to 0, no columns are frozen.

This preference freezes a specified number of columns independently of the selected column
configuration. You cannot freeze specific columns.
When you set a number of frozen columns for the first time, you should restart Structure
Manager for the selection to take effect. If you do not restart Structure Manager and try to
set another value, Teamcenter displays the earlier value in the dialog box. If you previously
froze columns, it is not necessary to restart Structure Manager.
If you open more than one structure pane in Structure Manager, the same number of columns
are frozen in each pane.

View properties

• To view the properties of a selected line in the product structure, click Properties on the
toolbar or choose View→Properties.
Teamcenter displays the Properties dialog box containing the properties of the selected line.

Modify common properties

1. Select the lines representing items or item revisions in the product structure whose properties you
want to modify and choose View→Properties.
Teamcenter displays the Common Modifiable Properties dialog box, as shown in the following
example.

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properties and notes
and notes

Note

If you select a single structure line, Teamcenter displays the Properties dialog box
containing the properties of the selected line.

In the example, the Absolute Transformation, Item Description, and Item Type properties
are common and can be modified. The other properties are unique to each line and cannot be
modified here; however, you can modify them in place, as described in Editing a single property
in place.
It is not necessary to check out the source object if you want to modify properties.

2. Click the BOM Lines tab in the dialog box. This tab shows the common modifiable properties
of the items corresponding to the selected lines. Select the property you want to change and
enter its new value in the text box.
In the example, the Item Description property is selected and is modified to the value of Test.

When the correct replacement value is shown in the text box, click the button to complete the
change. Alternatively, you can click the button to clear (delete) the current value.

Click the button to display the Find/Replace dialog box that allows you to search for any
property value.

3. Click the Item Revisions tab in the dialog box. This tab shows the common modifiable properties
of the item revisions corresponding to the selected lines. Repeat the process given in the
previous step to update the values of common modifiable properties of item revisions.

4. Click OK or Apply to update the properties of the selected items and item revisions.

5. To commit the changes to the database, choose File→Save.

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Note

The pending edit markup option highlights some occurrence property edits, including edits
to the occurrence name, find number, reference designator, quantity, unit of measure, notes,
variant conditions, and occurrence type. However, absolute occurrence (in-context) edits
are not highlighted.
For more information, see Highlighting edits to the structure.

Note

If you select multiple lines, Teamcenter displays the common properties of the selected
objects. If you edit any of the common properties and then click OK or Apply, Teamcenter
saves the property changes to the database but does not update the dialog box. To display the
property changes, choose View→Refresh window.

Tip

If you want to modify a common property for several but not all lines, copy the required value,
right-click each line in turn, and then choose Paste Property.
If you have a large number of property columns to modify, it may be easier to export the
structure lines to Microsoft live Excel, make the necessary edits, and then import the modified
data back to Structure Manager.
For more information about editing structure data with live Excel, see the Extensions for
Microsoft Office Guide.

Editing a single property in place

You can edit a single modifiable property in place by double-clicking the appropriate cell in the
properties list and entering the new value. Changes made in this way are immediately committed to
the database, together with the associated item or item revision.
Property values you can edit include the find number and reference designator. Find numbers
and reference designators can only be edited if the product structure is unpacked. Teamcenter
verifies a reference designator is in the correct format after editing; examples of the acceptable
formats are C1 or SKA21. To verify the format and uniqueness of reference designators, set the
PS_Reference_Designator_Validation preference to on. By default, this preference is set to off
and no validation is performed.
Note

Editing of certain properties may not be permitted, even though selection of the associated
cells is not disabled. If you try to edit such a property, Teamcenter displays an error message,
indicating the cell cannot be edited.
You cannot edit occurrence note types in this way.

Tip

If you want to modify a common property for several, but not all lines, copy the required value,
right-click each line in turn, and then choose Paste Property.

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Managing properties
properties and notes
and notes

Edit find numbers

The components in a single-level assembly can be arranged by find number if you click the
appropriate column header in the properties table. If you edit a find number in such a way that the
order of the structure components must be changed, they are not reordered until you collapse and
expand the particular structure or open it in a new window.
If you change the find number of packed lines, this action changes the find number of all the packed
lines.

Edit quantities
If you edit a quantity, Teamcenter enforces the following restrictions:
• If the quantity is a property of an item that has no unit of measure defined or has a unit of measure
of Each, the value must be a whole number.

• If the quantity is a property of an item that has a unit of measure defined, you can enter a whole
number. You can also enter an A/R string (case insensitive) to indicate as-required; you can
abbreviate this entry to a.

• By default, you can specify quantities to two decimal places. However, your administrator can
edit the Displayed_Decimals_for_Qty preference to change this restriction.

You cannot edit the quantity on lines that are packed.

For additional information, see Creating aggregate occurrences and defining quantity.

Adding a compound property

A compound property is a property on a business object that can be displayed as a property of an
object (the display object) although it is defined and resides on a different object (the source object).
A compound property uses Relation and Reference properties to traverse from the source to the
destination object. A compound property creates the path that the property follows to display the
source object's property on the display object, if the path exists for the two objects. For example, you
can use a compound property to display a custom property from a form on a BOM line business object.
For more information about adding compound properties, see the Business Modeler IDE Guide.

Displaying item master form attributes

You can configure attributes on the item master form, and then use compound property rules so that
the attributes are visible on item revisions. To achieve this, you must define and set the following
global constants in the foundation template of the Business Modeler IDE:
• BOMLineFormConfiguredProperties
Adds the properties from the form types in the constant to the BOM line. This configuration point
was provided by the PSE_add_props_of_item_form_types preference in previous versions.

• BOMLineRevConfiguredProperties

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Adds the properties from the revision form type to the BOM line. This configuration point was
provided by the PSE_add_props_of_rev_form_types preference in previous versions.

For more information about setting global constants, see the Business Modeler IDE Guide.
If either constant is set, all the form properties from the form type are added to the BOM line. By
default, the foundation template sets the values of the constants to the item master and item revision
master, respectively.
You can then add the attribute to display as a column, as described in Displaying properties. The
attribute name is shown in fully qualified format, for example, if your item master attribute name is
A_SPLM, the column name is shown as bl_Item_Master_A_SPLM.
You can optionally change the displayed column name by editing the
system_property_names_locale.xml file in the $TC_ROOT\lang\textserver\en directory. Add an
entry for the display name in the following format:
<key id=”bl_Item Master_A_SPLM”>A_SPLM_description</key>

A_SPLM_description is the required display name.

Creating structure properties rollup reports

A rollup is a recursive calculation of selected properties of all children of a selected line in the
structure. For example, you can create rollup reports of the mass, center of mass, or moments
and products of inertia for a particular assembly.
You can also create and view rollup reports periodically or in batches with the bom_roll_up_report
utility. Teamcenter creates these reports as XML files and attaches them to a Roll Up Report dataset.
The rollup process unpacks the BOM before doing any calculations.
Tip

You can generate mass and center of mass reports from Teamcenter from data stored in NX,
as an alternative to generating the report directly from NX. To do this, you must first define
the necessary compound properties and rollup templates. (Teamcenter does not provide the
necessary rollup templates or store NX mass compound properties in the database.) You may
encounter issues if you try to create a rollup report using compound properties that are defined
on the BOM line. Consequently, Siemens PLM Software recommends that you define the
compound properties on the item revision or on your custom item revision type.

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properties and notes
and notes

Tip

Use the Input Accuracy column to determine if the properties of the line being rolled up are
used as-is or calculated from the rolled-up values of its children (asserted). This column
supports NX, but you can use it with any other system that permits you to choose between
asserted values at an assembly level or values derived from the values of its children. NX
allows you to assert static mass property values on its parts.
If you do this, the accuracy property on the UGPartMassPropsForm form that is attached to
the UGMASTER dataset in Teamcenter is set to -1.0. The value of the accuracy property
determines whether the rollup process calculates the values of specific assembly levels.
To do this, create a compound property that represents the accuracy property on the
UGPartMassPropsForm form and then apply that compound property to the Input Accuracy
column.
The Input Accuracy column is available on the Summation, Center of Mass, and Inertia
calculation tabs of the Roll up Report Templates dialog box.

Tip

The formulas used to determine center of mass and moments/products of inertia depend on
the use of bl_plmxml_abs_xform in the Input Transformation Matrix column in both the
center of mass and moments/products of inertia templates.
Use bl_plmxml_abs_xform in the Input Transformation Matrix column.

Note

Use the ROLL_UP_QUANTITY_FLAG preference to define if the rollup calculation takes the
quantity into account. For example, if the quantity on a line is 2, the value is doubled for both
the line and the substructure. If this preference is set to true, the quantity is included in the
summation; if it is set to false, the quantity is excluded. Quantity applies only to rollups of mass.
Substitutes are not included in rollup reports.

Create a structure rollup report template

You create templates to define the standard content of rollup reports. To create a template, you
must be a member of the appropriate group:
• Site templates
You must belong to the DBA group to create, edit, or delete site templates.

• Group templates
You can create, edit, or delete group templates if you are a member of the group.

• User templates
You can create, edit, or delete your own user templates.
Note

A member of the DBA group can create, edit, or delete group or user templates if bypass is
turned on

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1. Choose Tools→Rollup Reports→Templates.

Teamcenter displays the Roll Up Template Manager dialog box.

2. Optionally, select an existing template in the Templates list to use as the basis of the new
template. You can only select from templates that your group has permission to modify.

3. Enter the template name or change the name of the preloaded template. The template name
must be unique within the group.

4. Enter a template description, which Teamcenter uses as the name of the rollup dataset, for
example, <Item_ID> <Rev_ID> <RT_name> <RT_date> <RT_Mass Total>.

5. Check one of the Scope options to indicate users who have access to the template—Site,
Group, or User.

6. Enter the delimiter to use between data fields if this report is exported to a text file. The default
character is a tab.

Note

To export rollup reports and open them in Microsoft Excel, change the default delimiter
character to a comma (,). If you leave the default delimiter as a tab, the data columns
do not display correctly in Excel.

7. Add or delete Summation, Center of Mass, and Moments/Products calculations for any
relevant structure line property.

8. Add or delete any other properties to include in the rollup report in the Reference box.
Referenced properties are not included in rollup calculations.

9. Click OK or Apply to save the new template in the database.

Create a structure rollup report

1. Select the top-level line of the product or assembly.

2. Choose Tools→Rollup Reports→Create.

Teamcenter displays the Create Roll Up Report dialog box.

3. Enter the name of the generated report in the Name box. By default, the name is generated
from that of the root item revision.

4. Optionally, edit the description of the report in the Description box. The description is generated
from the report template and typically is not changed.

5. Enter the delimiter to use if this report is exported to a text file. The default character is a tab
character.

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properties and notes
and notes

Note

If you intend to open the report in Microsoft Excel, change the default delimiter character to
a comma (,). If you leave the default delimiter as a tab, the data columns do not display
correctly in Excel.

6. Choose the name of the report template to use from the Template list.

7. Optionally, select the name of the destination directory for the report in the Output Folder box.
By default, this is blank.

8. Click OK to generate the report.

Teamcenter saves it in a rollup dataset that it attaches to the item revision of the root line of
the report.

View or edit a structure rollup report

• Choose Tools→Rollup Reports→View/Edit and Teamcenter displays a list of reports you
can select.
The report contains the following data fields:
o Roll Up Reports
Lists all reports attached to the item revision. For each report, complete information is shown
for the top level line, allowing you to identify its content without opening the report. To show
the details in the selected report, click Details.

o Details
Shows the detailed content of the selected report.

To create a new report based on the information in the current report, click Create.

Export a structure rollup report

1. Choose Tools→Rollup Reports→View/Edit.
Teamcenter displays a list of available reports.

2. Select a report and click Export.

Teamcenter displays the Export dialog box.

3. Enter or browse to the desired destination directory, then click OK.

Teamcenter exports the content of the report in a text file to the operating system.

Using the Variant Formula property

Effective from Teamcenter 8.2, a new BOM line property with a system name of bl_formula
and a display name in the English locale of Variant Formula allows you to view and edit variant
expressions. To achieve best performance, Siemens PLM Software recommends you reconfigure

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 Managing properties and notes

your list of displayed BOM line properties in structure editor applications by replacing the existing
bl_variant_condition property (English locale display name Variant Conditions) with this new
property. Teamcenter continues to support the Variant Conditions BOM line property but, to compute
the property text value from new style variant expressions, it must convert the new variant expression
into the old variant data model. This conversion eliminates the performance and memory footprint
benefits of the new variant data model. (If you avoid the computation of the old style variant expression
data format in this way, you typically reduce the number of objects in memory by several million).
Note

The new Variant Formula property is available only if you enable the new data model.

You can edit the new Variant Formula BOM line property in the usual way, by double-clicking the
cell to display the Edit Variant Condition dialog window. When you do this, Teamcenter converts
the variant expression into the old data model; however, the performance impact is more limited as
only data for the selected BOM line is converted.
The differences between the old and new BOM line properties are shown in the following table.

Old Variant Conditions property New Variant Formula property

English locale display Variant Conditions Variant Formula
name
Internationalization bl_variant_condition bl_formula
property name key
Operator precedence and All Boolean operators have the NOT (!) is higher than AND (&);
associativity same precedence. All operators AND (&) higher than OR (|). That
are left-associative, that is, A OR is, A OR B AND A = A OR (B AND
B AND A = (A OR B) AND A. A).
Internationalization value Yes No. Operators are represented by
static symbols.
English
I18N key value Equal =
k_variant_op_is_ = Not equal !=
equal Greater >
k_variant_op_not_ != than
equal Less than <
k_variant_op_gt > Greater >=
k_variant_op_lt < than or
k_variant_op_gt_eq >= equal
k_variant_op_lt_eq <= Less than <=
or equal
k_variant_op_and AND
AND &
k_variant_op_or OR
OR |
k_variant_op_not NOT
Not !

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and notes

Old Variant Conditions property New Variant Formula property

Decodable text values No. A text value may not always Yes. A text value may be parsed
(bijectivity)? be parsed back into its variant back into its variant expression.
expression. For example, a value For example, you can enclose a
name of 4 AND[Item]Fam = val value name of 4 AND[Item]Fam =
(a 21 character value) would give val (a 21 character value) in single
parsing errors. Also, it may give quotes to pause special character
syntax errors in locales other than interpretation when parsing. The
English. text value uses the following
punctuation marks:

[ Left Begin option

square family name
bracket space (owning
item ID).
] Right End option
square family name
bracket space (owning
item ID).
( Left Begin
parenthesis overriding
normal
precedence.
) Right End overriding
parenthesis normal
precedence.
' Single Pause or
quote resume
interpretation.
\ Escape Do not
interpret next
character.
PSE_show_option_ The owning option item is The owning option item is
item_prefix preference suppressed if this preference is suppressed if this preference is
turned off. turned off and the variant option
family is unique in the context of
the top-level item revision of a
BOM window.
Note

If you use the Variant

Conditions property,
the owning option item
is suppressed if this
preference is turned off.
If you use the Variant
Formula property, the

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 Managing properties and notes

Old Variant Conditions property New Variant Formula property

owning option item
is suppressed if this
preference is turned off
and the variant option family
is unique in the context of
the top-level item revision
of a BOM window.
Even when the preference is
turned off, the owning option
item may not be suppressed
in certain situations to avoid
ambiguity in the resulting
formula expression. For
example, this may be
necessary when an option is
defined on an intermediate
assembly but is not defined
on the top assembly.
PSE_show_option_ Not supported. The variant option family name is
family_prefix preference suppressed if the preference is
turned off and the variant option
value is unique in the context of
the top-level item revision of a
BOM window.

Displaying occurrence notes

You can display selected occurrence note types or the text of all available notes.
Note

Do not confuse notes that are attached to an occurrence with standard notes and custom
notes attached to an item or item revision.

Display a single note type

You can configure the displayed columns to show only those containing those occurrence note types
you want to see, as described in Viewing product structure properties. You can specify any of the
note types created by your Teamcenter administrator for the site.

Display the all notes column

Typically only one occurrence note is attached to each component. However, if you use a large
number of note types, providing a column for each note type occupies a great deal of space in the
window. In this situation, use the All Notes column to display notes of any type.

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properties and notes
and notes

If a component only has one note, the All Notes column shows the text of the note, preceded by
the name of the note type and a colon. If the component has several notes, the column shows a
comma-separated list of the note types.

Editing and copying occurrence notes

Your Teamcenter administrator creates all the occurrence note types required for your site, for
example, a note type to contain assembly cost and another for a torque value. You can make use of
any of these note types to specify a value for a particular occurrence line in the structure.
Notes are occurrence properties, and you should not use them to specify attributes of an item, for
example, revision or material.
Note

There are a number of special occurrence note types that are used by Teamcenter Integration
for NX, for example, NX REF SET.
For information, see the Teamcenter Integration for NX Guide.

You can edit an occurrence note in the same way as any other property, except for the All Notes
property.

Set the value of an occurrence note

When you create an occurrence note in the Structure Manager window on a particular line,
Teamcenter populates the value of the corresponding note with the default value of the note type, if
one exists. If a list of values (LOV) is attached to the note type, you can select a value from the
list when you create a note.
Note

You must have write access to the BOM view revision. Otherwise, you can only browse
existing occurrence notes not add, remove, or edit notes.

1. Select the appropriate line in the product structure.

2. Choose View→Notes or click the Add/Edit Notes button on the toolbar, or double-click
the All Notes column in the properties table.
Teamcenter displays the Notes editor.

3. In the Notes editor, choose the Existing Notes List of Values option and select an existing note
to view or edit. Alternatively, choose the Create List of Values option to add a new note type.
If the note has a list of values (LOV), select the appropriate value from the list.
A default value may initially be selected in the LOV. The default value is not set on the note
until you actually create the note.
To change the default value of a note:

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a. Select a structure line that represents an occurrence and the corresponding column for
the note.

b. Click the Add or Edit Notes button .

Teamcenter displays the Notes dialog box.

c. In the Notes dialog box, set a value manually or choose from the LOV.

4. Enter a note of up to 160 characters, depending on the particular note type.

5. Repeat steps 3 and 4 for more note types if required.

6. Click OK to apply your changes or click Cancel to exit.

7. Choose File→Save to commit the changes to the database.

Remove a note

• Click Remove if you want to delete the currently displayed note.

Copy a note

1. Select the line with the note text you want to copy. You can select any point on the line, not
necessarily the note type cell itself.

2. Right-click the selected line over the cell containing the note you want to copy.

Teamcenter displays the structure line shortcut menu.

3. From the shortcut menu, choose Copy to copy the contents of the occurrence to the clipboard.
You can also use the Ctrl+C shortcut keys.

4. Right-click the cell of the note type of the target line where you want to copy the occurrence.

Teamcenter displays the structure line shortcut menu.

5. From the shortcut menu, choose Paste Property to complete copying the occurrence.

Note

There is no shortcut for the paste action; you cannot use Ctrl+V.

Viewing packed notes

If a set of occurrences is packed and any of the occurrences has notes, any notes columns display
Packed notes for the packed line. You cannot edit the packed notes.

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and notes

Tracking occurrence note changes

Teamcenter creates structure change records for occurrence note changes when changes to the
structure are saved, if the ECM_note_types_to_track preference is set accordingly. Occurrences
note changes are also tracked in the appearance cache (if used) if you set mapped attributes.
For more information about viewing note change history, see Managing supersedure.

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Chapter 7: Visualizing product structure

Visualizing product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Using stand-alone Lifecycle Visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Viewing a structure in Lifecycle Visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2

Using the embedded viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2

Structure Manager viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Configuring a viewer cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
Opening the structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
Refresh the embedded viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6

Working with visual reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-6

Understanding the structure tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7

Synchronizing the structure tree and the viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7

Isolate parts for viewing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8

Generate an outline image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8

Set outline preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9

Manipulate graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9

Save the current session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10

Product view overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-11

Create and save a product view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12
Configure and manage product views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12
Previewing product views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-15
Create product view preview manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17
Manage unconfigured data in a product view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-17
Retrieve and open an existing product view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18
Checking product views in and out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19
Check out product view dataset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19
Check in product view dataset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19
Cancel checkout of product view dataset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-19
Refresh a product view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20
Send a product view to an external viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20
Delete a product view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-20

Manipulating subcomponents overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-21

View subcomponents in an assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-21
Display selected subcomponent in expanded part file . . . . . . . . . . . . . . . . . . . . . . . . . . 7-21

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 Merge subcomponents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-22

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Chapter 7: Visualizing product structure

Visualizing product structure

You can visualize the structure of the product from Structure Manager in one of two ways—with the
embedded viewer or the stand-alone Teamcenter lifecycle visualization product. The embedded
viewer allows you to visualize the product structure in the same way as with the stand-alone
Teamcenter lifecycle visualization, but within the Viewer tab of the data panel. If you want to use the
enhanced Lifecycle Visualization capabilities of Teamcenter lifecycle visualization or the embedded
viewer, you must purchase and install the necessary additional licenses.

Using stand-alone Lifecycle Visualization

Depending on how stand-alone Lifecycle Visualization is installed and configured for use with your
rich client applications, one of the following levels of functionality is available to you:
Teamcenter lifecycle visualization base

Teamcenter lifecycle visualization standard

Teamcenter lifecycle visualization professional

Teamcenter lifecycle visualization mockup

Lifecycle Visualization is integrated with the rich client and enables you to view 2D formats, such as
GIF, JPEG, CGM, and PNG files, as well as 3D formats, such as JT files.
JT file translators are required to generate 3D-format JT files. For example, the ugtopv translators
shipped with the NX software translate UGMASTER datasets and create JT files in the database.
You can view the following 3D format or 2D format files:
• DirectModel
Imported JT files or JT files created by the translators

• DirectModelMotion
Imported VisMovieCapture files.

• DirectModelMarkup
Captured image of a DirectModel dataset

• DrawingSheets and Markup

Imported CGM files

• Image

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product structure
structure

Imported files in formats such as TIFF, GIF, and JPEG.

To view the properties of an assembly or component JT file, right-click the line to which the file
is attached and choose Show JT Attributes.

Viewing a structure in Lifecycle Visualization

You can open a structure in stand-alone Lifecycle Visualization (if installed) by selecting the top-level
assembly and choosing File→Open in Lifecycle Visualization.
When you use stand-alone Lifecycle Visualization, a viewing window opens containing the structure or
assembly. To the left of this viewing window is a project workspace window that is a pane containing
a tree display with buttons along the bottom. These buttons allow you to choose the context in which
you are working, including assembly context (View Structure Tree), PMI context (View PMI Tree),
snapshot context (View Snapshots), and cross-section context (View Section Tree).
By default, the Open in Lifecycle Visualization button and menu command are not visible in
Structure Manager. You must set the TC_show_open_in_vmu_button preference to on to make
them visible.
Lifecycle Visualization must be purchased separately and is not provided with Teamcenter.
Note

If Lifecycle Visualization and Teamcenter are on same machine, a libsyss.dll conflict can
occur. To avoid this conflict, turn off Lifecycle Visualization when you perform a batch run.

For more information about using stand-alone Lifecycle Visualization, see the Lifecycle Visualization
online help.

Using the embedded viewer

The embedded viewer is available when you click the Graphics tab in Structure Manager and allows
you to view graphics attached to assemblies and components in the structure tree. The embedded
viewer provides a similar visualization capability as the View Structure Tree context in stand-alone
Lifecycle Visualization; consequently, you can complete most visualization procedures in stand-alone
Lifecycle Visualization or in the embedded viewer. Typically, you use the embedded viewer in
Structure Manager to visualize 3D assemblies or structures.
For information about how to view and manipulate 3D models, see the Working with 3D models
manual.
You can also view and mark up schematic diagrams in the viewer, including electrical routing, hydraulic,
and piping diagrams. To view schematics, you must set the TC_Schematic_BOMView_types
preference to the corresponding view type, for example, Piping System View. If you do not set this
preference, you can only view 2D and 3D images.
When in schematic mode, the following features are available:
• Selection
• Visualize components

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Depending on your authoring tool, some parts of a schematic may be displayed as JT geometries
(blocks) that represent the components.
• Preferences
• Zoom
• Pan
• Seek
• View All
• Rubber band
• Image capture
• Product views
• Print
• Measure
• Markup

You can anchor markups to any appropriate component type.

The following standard Lifecycle Visualization features are not available in schematic mode:
• Edit color/translucency
• Insert
• View control
• Export 3D
• Repositioning
• Rotation
• PMI
• Clearance analysis
• Cross section
• Navigation
• Visibility

Structure Manager viewer

The viewer embedded in Structure Manager is available within the Viewer tab of the data pane. The
viewer allows you to view JT files attached to assemblies and components in the structure tree when
you are viewing and editing a product structure.
Visualization use cases
• View 3D assemblies or structures.

• View subcomponents in an assembly.

• Compare product structures.

• Create and save product views.

Visualization tools available

• 3D Alignment
Align parts with other parts in the viewing window.

• 3D Appearance

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Change the appearance of 3D models.

• 3D Clearance
Check the clearance of parts in 3D models.

• 3D Comparison
Compare the geometry of two sets of parts.

• 3D Coordinate System
Create and align parts to local coordinate systems.

• 3D GDT Markup
Create 3D GD&T markups.

• 3D Manipulators
Transform 3D models.

• 3D Markup
Create 3D markups.

• 3D Measurement
Perform 3D measurements.

• 3D Movie Capture
Capture your actions in the 3D viewing window as movie files.

• 3D Navigation
Pan, rotate, and zoom 3D models.

• 3D PMI
View and manipulate PMI in your model.
Note

PMI functionality is available only when PMI is enabled on your system. If PMI is enabled,
you can right-click a part and choose one of the following commands:
o Show PMI
Shows all effective PMI on the selected part or subassembly and its children.

o Toggle in PMI Tree

Adds PMI from the selected part or subassembly and its children to the PMI tree.
Alternatively, if the part or subassembly is already in the PMI tree, Teamcenter
removes it.

• 3D Section

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Create 3D cross sections.

• 3D Selection
Select parts and pick part entities.

• 3D Standard Views
Examine your model from preset viewing angles.

• 3D Thrustline Editor
Create and manipulate thrustlines.

• 3D Visibility
Hide obscuring parts and clip areas of your model.

Configuring a viewer cache

To display structures in the embedded viewer, you must create the corresponding JT file and store it
in the Teamcenter file system. To optimize performance, Teamcenter saves the JT file in a cache
directory. Whenever you view the image after the initial request, Teamcenter obtains the file from
the cache directory, rather than recopying it from the Teamcenter file system. By default, the cache
directory is the Java system temporary directory of the workstation, but you can specify a different
cache directory using the PortalViewer_Cache property. Typically, the cache directory is set to a
local directory, but it can be set to a shared directory (for example, an NFS mounted directory) so that
multiple users can share the same set of cached JT files.

Opening the structure

You can view a structure if a DirectModel dataset is attached to the associated item revision by
choosing View→Show/Hide Data Panel and clicking the Graphics tab. Alternatively, you can click
the Show/Hide Data Panel button on the toolbar.
The selected lines in the structure tree are now shown with a check box on the left of the node.
These check boxes allow you to control the lines that are displayed in the viewer. By default, they
are all unchecked. To modify the view, you can:
• Select the check box for the top-level line in the structure to load the graphics for every line in
the structure, that is, view the entire structure.

• Select the check boxes only on those lines for which you want to load the graphics, that is,
view a selected part of the structure.

• Select the check box on the line for a piece part to view only the part.

• Select the check box on a line representing an assembly to load the graphics and view the
assembly.

• Clear the check boxes to blank the graphics to hide the entire structure.

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Note

If you applied a variant rule to the structure and unconfigured components are hidden, the
graphics for the unconfigured lines are not loaded when you select the check box for the
top-level item or an assembly.

When you edit the structure in the tree (for example, adding, removing, or substituting a part or
assembly), the view is updated to reflect the changes. When you remove, replace, or substitute a part
or assembly, Teamcenter unloads the selected item from the viewer if it is loaded. When you add a
part or assembly to the structure, Teamcenter does not automatically display the selected item in the
viewer, but adds to the structure tree, allowing you to load it manually.

If a part occurrence has more than one design representation associated with it, the primary
published design is shown in the viewer.

Refresh the embedded viewer

You can refresh the viewer when the active 3D dataset or BOM line is modified outside the rich client
in an external application such as NX.

• To refresh a part or a subassembly, right-click the appropriate line and choose Refresh.

If the current view is exploded, Teamcenter displays a confirmation dialog box, allowing you
to save changes. Otherwise, it updates the scene to reflect changed parts, properties and
referenced objects.

Note

Only the selected line is refreshed, not the entire assembly.

• To refresh the geometry associated with the entire structure tree, choose View→Refresh
Window.

If the current view is exploded, Teamcenter displays a confirmation dialog box, allowing you
to save changes. Otherwise, it updates the scene to reflect changed parts, properties and
referenced objects.

Working with visual reports

Teamcenter supports using visual reports in the embedded viewers, for example, Structure Manager
and CAE Manager. You configure visual reports to quickly display and analyze part and BOM line
attributes. You can create search queries using conditions and regular expression language. To
create the structure of your search, specify part and BOM line attributes and their values. Then apply
the report rules, so you can see matched and unmatched parts in the viewing window. Optionally,
you can then save your visual report to the local file system, to a server, or to the Teamcenter
database. For Teamcenter, you can also use Classification to specify how you want to sort and save
visual reports for later use.

For complete details about how to work with visual report tools, see Working with 3D Models.

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Understanding the structure tree

When you open the structure in the embedded viewer, the structure tree contains different symbols
and information to that available when you select other tabs. These symbols show the state of a
node, as follows:

Symbol Indicates
The part or assembly is fully loaded and visible.
The part or assembly is loaded but not visible.
The part or assembly is not loaded.
Some parts are loaded and visible (assembly only).
The assembly is loaded and some parts are visible
(assembly only).
No geometry is associated with the part.
New. This symbol may appear when you compare the
current assembly with an assembly that you saved in a
session file.
Deleted. This symbol may appear when you compare the
current assembly with an assembly that you saved in a
session file.

Select the check boxes next to the components in the tree that you want to display. If you select the
root item, the entire structure is displayed, for example:

Synchronizing the structure tree and the viewer

The viewer is synchronized to the structure tree, allowing you to visually associate the geometry for a
part or assembly with its location in the structure.

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When the graphics are loaded, you can click an object in the viewer and Teamcenter highlights the
corresponding part or assembly in the structure tree. Similarly, you can click a line in the structure
tree and Teamcenter highlights the corresponding part in the viewer.
Note

You can use the Fly To Selected command on the shortcut menu in the viewer to help locate a
part. For example, if you highlight a line in the structure tree, but cannot see the corresponding
part in the viewer, choose Fly To Selected and the viewer changes its scale and orientation so
that the selected part is prominent in the graphics window.

When you open 3D model files, two types of information are available: a textual representation of the
model assembly and a visual representation of the geometry. The assembly structure appears in the
tree and the geometry appears in the viewer.
When you open a DirectModel (JT) assembly file that consists of more than one part, the model
assembly is loaded, but the geometry is not automatically displayed in the viewer. This is because
assemblies often consist of hundreds or even thousands of parts, and it often takes a long time to
load the geometry of such complex models. Because only the assembly is initially displayed, you can
turn on only the parts you want to view, and preserve system resources. When you open a model that
contains a single part, the part is loaded and displayed immediately.

Isolate parts for viewing

You can remove unwanted parts from the viewer, isolating the part of interest:
1. Select one or more the parts you want to see in the viewer and deselect unwanted parts.

2. Choose Graphics→Visibility→View Selected and Teamcenter blanks all unwanted visible

parts and shows only the selected parts. Alternatively, you can right-click required parts in the
viewer and choose View Selected.

Generate an outline image

You can generate an outline image of a 3D object in the viewer, as follows:
1. Click the Capture 2D Image button on the viewer toolbar and Teamcenter displays the Image
Capture dialog box.

2. In the Image Capture dialog box, select the type of 2D image file you want to generate and
click Apply or OK. Teamcenter calculates the 2D outline image and an outline progress meter
displays the current status during this process.
To create a hidden line image, select the Outline type from the File Type list, enter a name for the
dataset under which the outline image is stored, and optionally enter an description of the dataset.

3. On completion, Teamcenter attaches the 2D outline image in a CGM (Computer Graphics

Metafile) file to a DirectModelMarkup dataset and places it in the NewStuff folder. You can then
view and mark up this dataset in My Teamcenter.

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To view the 2D markup, you must first create a markup dataset on top of the 2D image by clicking
the Open File button on the toolbar.

Set outline preferences

You can set the various parameters Teamcenter uses to calculate the 2D outline (hidden line) image:

1. Click the Capture 2D Image button on the viewer toolbar and Teamcenter displays the Image
Capture dialog box.

2. In the Image Capture dialog box, click the HLR Prefs button and Teamcenter displays Outline
Capture Preferences dialog box. This button is disabled unless the file type is set to Outline.

3. In the Outline Capture Preferences dialog box, set the commands as listed in the following table.

Menu command Description

Remove Hidden Lines If this command is selected, only the edges that are visible in
the front of the model are displayed in the CGM image file. If
this command is not selected, all lines are displayed.
Preserve Colors If this command is selected, the lines in the CGM image have
the same colors as their associated parts. If this command
is not selected, the lines are displayed with the default 2D
background color and line properties.
Line Thickness Enter an integer value between 0 and 5 for the thickness of
the outline; the larger the number, the thicker the lines.
Include Lines for Rounded Select this command to draw rounded edges. If this command
Edges is not selected, the only lines drawn are silhouette lines,
horizon lines, and feature lines as defined by the feature
angle.
Feature Angle Enter a value between 0 and 180.
If the angle between the normals of two adjacent surfaces
equals or exceeds the specified feature angle, the two
surfaces are considered separate features and the edge
between them is drawn. If the angle between the normals of
two adjacent surfaces is less than the specified feature angle,
the two surfaces are considered one feature and the edge
between them is not drawn.
To draw more edges, decrease the feature angle.

Manipulate graphics
Lifecycle Visualization provides a set of graphical manipulation tools that allow you to repositioning
parts or assemblies in the structure, including translation, rotation and scaling.
You can perform two types of repositioning:

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• Generate an exploded view for use in technical illustrations. You cannot save the exploded view,
but you can create an image capture of it. Choose Graphics→Transformation→Temporary
Transformation to generate an exploded view.

• Edit the structure to modify the physical location of a part or assembly in an owning structure.
Choose Graphics→Transformation→Persistent Transformation to modify the location.
Note

If there are arrangements in the structure, by default persistent transformations are applied
to all of them. To limit persistent transformations to the active arrangement, set the
TCVIS_reposition_all_arrangements preference to False.

The differences between creating an exploded view and editing the structure are listed in the
following table.

When you create an

Functionality exploded view When you perform a structure edit
Permanence All changes are temporary. Changes are permanent.
Teamcenter removes the
modifications when you
close the window.
Repositioning All options are permitted. All options are all permitted except scaling of a
options physical part.
Occurrences Occurrences are not Occurrences are repositioned, potentially
repositioning repositioned. updating multiple BOM lines.

The Temporary Transformation and Permanent Transformation dialog boxes provide the
same options and commands as the Lifecycle Viewer Part Transformation dialog box. For more
information about using the Part Transformation dialog box, see Working with 3D Models.

Save the current session

You can save the current state of the viewer in a session file that you can reopen at a later time to
resume your work. The session file contains:
• The top-level item revision in the structure window.

• The effective revision rules.

• The visibility state of individual parts or assemblies.

• New locations of parts moved when creating an exploded view.

• The current 3D viewing orientation and scale.

To save a session file, choose File→Save Session. Teamcenter displays the Save Session dialog
box. You can specify the name and location of the new session file. Session files are stored in the file
system with an extension of .pses.

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Note

By default, you cannot save a session file. To enable saving of sessions, set the
enableSessionFile entry in your customer.properties file to true. If this file does not already
exist, you should create it.

To open a saved session file, choose File→Open Session. Teamcenter displays the Open Session
dialog box and an MRU (most recently used) list. Enter the name of the session file to open and
Teamcenter displays the structure in a new viewer window that is configured in the same way as
when the session file was originally saved.

Product view overview

You can save data in the assembly viewer, including current items, zoom factor, rotation angle,
and pan displacements. You can retrieve a saved product view (sometimes called a 3D snapshot
or snapshot view) during a subsequent session or share it with other users. You can only save or
retrieve product views when a base view structure is displayed in the viewer. You cannot create
product views of occurrence groups.
You can create product views that contain one or more of the following:
• Collaboration contexts

• Structure contexts

• Configuration contexts

• Item revisions (structure lines)

• 2D and 3D NX CAD and Lifecycle Visualization files

• Motion (VFM) files

• Published documents, including work instructions

Each product view is stored in a dataset containing a thumbnail image file, a PLM XML session file,
3D markup layers, and the top-level item of the view.
You can configure the structure with revision rules, effectivity, variant rules, and similar techniques. If
appropriate, you can use several Show Unconfigured menu commands to hide unconfigured objects
in the structure and in the viewer. When product views are captured, these view selections are
taken into account; otherwise, potentially unbuildable combinations of parts may be displayed when
the view is restored. You can retrieve the original state of the menu commands and consequently
the original state of the view.
For more information about working with unconfigured objects in product views, see Manage
unconfigured data in a product view.
If the product view is attached to a structure and the structure is cloned, the product view functions
correctly in the new (clone) structure. Likewise, product views may be attached to a structure that is
shared with Multi-Site Collaboration.

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You can also update product views in the Lifecycle Viewer or stand-alone Lifecycle Visualization. You
send a dynamic product view to one of these applications, and then create a new product view or
update and replace the existing one. When you send the updated product view back to Teamcenter,
you can open it in the assembly viewer.
Your Teamcenter administrator sets the size and presentation of the product views with system
properties and preferences, as described in the Preferences and Environment Variables Reference.
Note

In Teamcenter 8.0, the file format of 3D product views changed. If you open a file that was
created in an earlier Teamcenter version, it is automatically converted to the new format.

Create and save a product view

1. Adjust the content of the viewer window using the pan, rotate, eyeball, and zoom buttons to
create the necessary scene.

2. Select an object in the structure base view window.

3. If necessary, right-click in the viewer menu bar and choose Create Markup.
Teamcenter displays the Create Markup toolbar.

4. Click Create 3D Product Views on the Create Markup toolbar in the assembly viewer.
Teamcenter displays the Product View Gallery dialog box, which contains thumbnails of any
previously saved product views that are associated with the selected object.

5. Do one of the following:

• Click New Product View .

• Right-click in the window and choose Create New Product View.

You are prompted to enter a name for the product view if the Vis_PV_Show_Name_Dialog
preference is set to True. If it set to False, Teamcenter generates a name automatically.
Teamcenter saves the product view and its configuration in a dataset. It also adds a thumbnail of
the view to the Product Views dialog box.
Note

Thumbnails of all product views are not visible at all times, only for those items related to
the selected end item (the top entry in the structure window).

Configure and manage product views

1. Choose Options→Visualization→Product View.
Teamcenter displays the Product View Creation Preferences pane.

2. Set the following preferences as required:

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Preference Description
Geometry Asset Determines whether a geometry asset file is added when
a product view is created. This file is required if you
want to export a PLM XML file of the product view. This
option is equivalent to the Vis_PV_Geometry_Asset
preference.
Show Product View name dialog If selected, you are prompted for a name each time
you create a product view. If not selected, Teamcenter
generates the name automatically. This option is
equivalent to the Vis_PV_Show_Name_Dialog
preference.
View Toggle Warning Level If selected, Teamcenter displays a warning or prevents
you from continuing if you try to create a product view
when one or more of the View menu commands to show
unconfigured data is selected. This option is equivalent
to the Vis_PV_InvalidConfigWarnLevel preference.
View Toggles to consider Select the View menu commands to show unconfigured
data that are considered if the View Toggle Warning
Level option is selected. This option is equivalent to the
VisPVBlockingViewToggles preference.
Image Capture Determines if Teamcenter saves a preview image of
the 3D product view when it is created. If you choose
Perform Image Capture (Using Image Export Dialog),
you are prompted for the settings to use. If you choose,
Perform Image Capture (with preferences), it uses
values set in preferences. This option is equivalent to
the Vis_PV_ImageCapture preference.
Image Format Depending on the setting of the Image Capture
option, these options may determine the file format,
Image Resolution resolution, and size of the preview image. If Perform
Width of image Image Capture (Using Image Export Dialog) is
set, these options are disabled. These options
Height of image are equivalent to the Vis_PV_ImageCaptureType,
Vis_PV_ImageCaptureResolution,
Vis_PV_ImageCaptureWidth, and
Vis_PV_ImageCaptureHeight preferences,
respectively.
Thumbnail: Determine the size and resolution of the
thumbnail image created for each product
Width view. These options are equivalent to the
Height Vis_PV_ThumbnailWidth, Vis_PV_ThumbnailHeight,
and Vis_PV_ThumbnailQuality preferences,
Quality respectively.
Play motion in current view If selected, any motion (VFM) file in the current product
view plays when the view is selected. This option is
equivalent to the Vis_PV_Play_Motion preference.

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Preference Description
Configuration rule to use Offers you two choices:
• Use configuration from the current BOM ignores
stored rules and preserves the configuration that
was active before you applied the product view.

• Use configuration from product view considers

any arrangements, effectivity, variant rules, and
revision rules stored with the product view when
you apply it.

This option is equivalent to the

Vis_PV_HowTo_Configure_BOM preference.

Note

Your administrator may configure these preferences with SITE or GROUP protection
scope, rather than USER protection scope. If so, you may be able to view but not change
the current settings.

3. Right-click a selected product view thumbnail in the Product View Gallery dialog box.

Teamcenter displays a shortcut menu.

Note

You can identify the currently selected product view by the green border (if checked out) or
red border (if not checked out) around its thumbnail.

4. Choose one of the following.

Command Description
New Tab Creates a new tab for the element currently selected in
the structure. This tab is unavailable if no element is
selected in the structure base view window.
Refresh Tab Refreshes the currently selected tab in the product view
gallery to reflect structure configuration changes.
Remove Tab Removes the current tab from the dialog box.
Refresh All Tabs Refreshes all the tabs in the product view gallery to
reflect structure configuration changes.
Remove All Tabs Removes all tabs from the dialog box.
Add Creates a new product view from the current contents
of the viewer.
Apply Applies the configuration of the selected product view
to the viewer.
Delete Deletes the selected product view.

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Command Description
Update Refreshes the stored product view with changes made
in the viewer. This command is enabled only if you
check out the product view.
For more information, see Check out product view
dataset.
Rename Displays a dialog box that allows you to change the
name and description of the selected product view. A
product view name appears below each button; the
description appears when the cursor is placed over the
button.
If you rename a product view, the order in which
thumbnails are displayed in the Product View Gallery
dialog box changes. Teamcenter generates the default
name of a view from the date and time it was initially
created. It lists available views in alphanumeric order.
You can choose an appropriate new name to move the
view up or down the list.
Enable Multiple Selection Allows you to select more than one product view.
Options Displays the Product View Creation Preferences
pane.

Note

If you right-click any part of the Product View Gallery dialog box (except one of the
buttons) and no product view is selected, the menu commands to apply, update, rename,
and delete the product view are unavailable.

Previewing product views

By default, Teamcenter provides a small 2D thumbnail image of the captured scene in the product
views gallery. Optionally, you can create a high-quality 2D image that replaces the thumbnail and
provides a higher resolution preview of the scene. The size, resolution, and format of the image file
are defined in the following preferences.
• Vis_PV_ImageCaptureWidth
Defines the width, in pixels, of the preview image created when you save a product view.
Teamcenter only uses this preference if the Vis_PV_ImageCapture preference is set to
CaptureUsingPrefs. The valid values are positive integers from 1 to 1040, with a default value
of 600.

• Vis_PV_ImageCaptureHeight
Defines the height, in pixels, of the preview image created when you save a product view.
Teamcenter only uses this preference if the Vis_PV_ImageCapture preference is set to
CaptureUsingPrefs. The valid values are positive integers from 1 to 1040, with a default value
of 400.

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• Vis_PV_ImageCaptureType
Defines the format of the preview image created when you save a product view. Teamcenter
only uses this preference if the Vis_PV_ImageCapture preference is set to CaptureUsingPrefs.
Valid values are BMP 24bit, BMP 8bit, BMP BW, JPEG 24bit (default), PNG 24bit, PNG 8bit,
PNG BW, TIFF 24bit, TIFF 8bit, and TIFF BW.

• Vis_PV_ImageCaptureResolution
Defines the resolution of the preview image created when you save a product view. Teamcenter
only uses this preference if the Vis_PV_ImageCapture preference is set to CaptureUsingPrefs.
The valid values are positive integers from 1 (lowest resolution) to 1040 (highest resolution),
with a default value of 250.

Note

The width and height you specify must be the same as the source image, or you can
increase or decrease both values by the same proportion. Teamcenter always preserves the
aspect ratio of the graphics window to prevent distortion. Consequently, the resulting image
dimensions may not exactly match the height and width values set in the properties file.

You can create high-quality images in any of the following file formats and resolutions:
• BMP 24-bit, 8-bit, or black and white

• JPEG 24-bit

• PNG 24-bit, 8-bit, or black and white

• TIFF 24-bit, 8-bit, or black and white

A high-resolution preview image can be captured automatically or manually, as follows:

• If the Vis_PV_ImageCapture preference is set to CaptureUsingPrefs, a high-quality 2D image
is created automatically each time a product view is created or updated. The size and resolution
of the image is derived from the preferences listed previously.

• If the Vis_PV_ImageCapture preference is set to CaptureUsingDialog, Teamcenter prompts

you to create a high-quality 2D image each time you create or update a product view.
For more information, see Create product view preview manually.

If the Vis_PV_ImageCapture preference is set to NoImageCapture, no high-quality images are

created, and the thumbnail image is used in the gallery.
The preview image is stored in the snapshot dataset as a named reference.
When you update an existing product view, the old image is deleted. Depending on the setting of the
Vis_PV_ImageCapture preference, it may be replaced by a new image.

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Create product view preview manually

Note

The menu commands described in this procedure are available only if the Image Capture
option is set to Perform Image Capture (using Image Export dialog). If you do not select
this option, you cannot manually adjust the size, resolution and file format each time you
create or update a product view.

1. Right-click a product view or the Product View Gallery tab and select Image Capture.
Teamcenter enables the capture of 2D images, as indicated by a check mark next to the menu
command.

2. Create or modify the product view.

For more information, see Create and save a product view.
If you selected Perform Image Capture (using Image Export dialog) previously, Teamcenter
displays the Image Export dialog box.

3. Change the size and file format of the image if necessary, then click OK.
Teamcenter creates the product view using the parameters you entered.

Manage unconfigured data in a product view

You can use several menu commands to show or hide unconfigured objects in the structure and in
the viewer, as follows:
• Show Unconfigured Variants

• Show Unconfigured By Occurrence Effectivity

• Show Unconfigured Changes

• Show GCS Connection Points

• Show Suppressed Occurrences

When product views are captured and restored, these view selections are preserved; otherwise,
potentially unbuildable combinations of parts may be displayed when the view is restored. If you
choose to update the configuration from the product view when you reopen it, the saved view
selections are retrieved; if you choose to use the current configuration, the saved view selections
are ignored.
The administrator can set the following preferences to determine how the system creates a product
view when unconfigured objects are shown:
• Vis_PV_InvalidConfigWarnLevel
If set to Warning, Teamcenter displays a warning message if any of the options specified in the
Vis_PV_BlockingViewToggles preference are on, but you can still create or update a product
view. If set to Prevent, Teamcenter prevents you creating or updating a product view if any of
the view configuration options specified in the Vis_PV_BlockingViewToggles preference are

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on. If set to Off, the state of the menu commands does not affect whether product views are
created or updated.
You can also set this preference with the Product View Creation Preferences→View Toggle
Warning Level option.

• Vis_PV_BlockingViewToggles
Specifies the view states that are evaluated when the Vis_PV_InvalidConfigWarnLevel
preference is set to show a warning or prevent the creation of a product view.
You can also set this preference with the Product View Creation Preferences→View Toggles
to consider option.

To evaluate the configuration of an existing product view:

• Right-click a product view in the Product View Gallery and choose Show Configuration.
Teamcenter displays a dialog box that shows the assembly configuration when the product view
was created. The name of the product view is shown in the title bar of the dialog box. The
dialog box also lists any Show Unconfigured menu commands that were active at the time the
product view was created.

Retrieve and open an existing product view

• Open the product view in Teamcenter:
1. Select an object in the structure base view window and open the assembly viewer.

2. Click the Create 3D Product Views button on the viewer toolbar.

Teamcenter displays the Product View Gallery dialog box containing thumbnails of available
product views of the selected structure. Only product datasets associated with the currently
selected end item are visible.

3. Right-click below the image area in the Product View Gallery dialog box and select the
configuration that you want to use for the product view.

Command Description
Options→Configuration rule to Applies the product structure configuration that is
use→Use configuration from currently set to the product view that you are loading.
Current BOM
Options→Configuration rule to Adopts the configuration that was set at the time the
use→Use configuration from product view being loaded was created.
product view

4. Do one of the following:

o Select the thumbnail of the product view you want to open and click Apply.
Teamcenter opens the product view and retrieves the saved configuration for the
structure window and viewer. You can then click Cancel to close the dialog box without
opening the product view.

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 Visualizing product structure

o Select the thumbnail of the product view you want to open and click OK.
Teamcenter opens the product view as before and closes the dialog box immediately.

5. If the product view contains a motion file, replay it by right-clicking the product view and
choosing Load Motion File(s). If Play motion in current view is selected, the motion file is
played against the current structure; otherwise, it is played against the original structure.

• Open the product view in stand-alone Teamcenter lifecycle visualization:

1. Select one or more product view datasets in the Attachments tab.

2. Click the Send to Lifecycle Visualization button.

Checking product views in and out

After you create a product view (3D snapshot), you can check it into the Teamcenter database to
make it available to other users. To refresh or delete an existing product view, you must first check it
out to prevent other users from inadvertently overwriting your changes.
You can identify a checked out product view by a green frame around the thumbnail image in the
Product View Gallery dialog box. Similarly, you can identify a checked in product view by a red
frame around the thumbnail.

Check out product view dataset

• Select a product view and choose Tools→Check-In/Out→Check-Out.

Teamcenter applies a checkout lock to the dataset, allowing you to refresh or delete the product
view. Other users cannot refresh or delete the product view while you have checked it out.
Note

If you close the Product View Gallery dialog box while you still have datasets checked out,
Teamcenter displays a request for confirmation that you want to continue. If you do, all active
checkout locks are cancelled.
The Check-Out command is enabled only if you select a product view that is not checked
out by another user.

Check in product view dataset

• Select the product view you checked out and choose Tools→Check-In/Out→Check-In.
Teamcenter removes the checkout lock from the dataset, allowing other users to update or
delete the product view.

Cancel checkout of product view dataset

• Select the checked out product view and choose Tools→Check-In/Out→Cancel Check-Out.
Teamcenter removes the checkout lock from the dataset, allowing other users to update or
delete the product view.

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 Chapter
Chapter 7: 7: Visualizing
Visualizing product
product structure
structure

Refresh a product view

You can refresh a saved product view of the current structure at any time with changes you make
during the current session in one of the following ways:

• Right-click the product view gallery and choose Refresh Tab to update the 3D snapshot in the
selected tab to reflect any structure configuration changes.

• Right-click the product view gallery and choose Refresh All Tabs to update the 3D snapshots in
all tabs to reflect any structure configuration changes.

• Right-click the product view and click the refresh product view button, which is the center
graphical button in the middle row of buttons.

• Right-click the product view and choose Apply.

Note

The Apply command and refresh button are only enabled if you check out the product view, as
described in Check out product view dataset.

Send a product view to an external viewer

• Select one or more product views in the structure tree and choose File→Open in TcVis or
right-click and choose Send to→Lifecycle Viewer.
The selected viewer opens the product view with a configured structure. If you already have a
3D document active, Teamcenter allows you to open your product view or merge it into the
active document, if the formats are compatible.
Note

This method is not available if an incremental change is applied to the structure.

Note

You can also select multiple product views in the product view gallery and send them to the
Lifecycle Viewer or stand-alone Lifecycle Visualization. The product views open one at a time
and any configuration of the original structure is retained.

Delete a product view

1. Click the floppy disk button on the Viewer toolbar.
Teamcenter displays the Product Views dialog box.

2. Select the thumbnail of the product view you want to delete and click the delete product view
button, which is the right graphical button in the middle row of buttons. Alternatively, you can
right-click in the window and choose Delete.
Teamcenter deletes the product view and its associated dataset.

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 Visualizing product structure

Manipulating subcomponents overview

An assembly imported into Teamcenter as a single part file without CAD models may represent an
assembly of individual solid objects. Teamcenter treats such an assembly as a single line in the
structure and, by default, you cannot expand it to visualize the individual components. For example, if
you import an assembly from a non-NX CAD system, Teamcenter creates a single part file without
the associated CAD model within the structure.
Note

In this instance, parts files are not necessarily devoid of CAD models and structure. They may
have NX or other CAD application models. However, these files may have more than one solid
or subcomponent within them. A typical part file only has one subcomponent or solid in it.

To view the individual visualization components, you must specifically select the affected and
unpacked structure line and choose Show Subcomponents. You can subsequently hide the
subcomponents when you have viewed the assembly.
If the assembly node has a monolithic DirectModel dataset associated with it and the
JT_File_OverrideChildren_Refsets preference is set appropriately, Teamcenter uses the monolithic
JT file to display the assembly. This symbol means the assembly node has a monolithic JT
file. If you use Show Subcomponents to expand the structure in the monolithic JT file, you can
manipulate the individual subcomponents, control their visibility, and create product views capturing
the current state.

View subcomponents in an assembly

1. In the structure, select the BOM line node containing an assembly of solids.
The part file can be a root node or subassembly node. If it is a subassembly node, the
JT_File_OverrideChildren_Refsets preference must be set appropriately. You can also select
and expand nodes containing multiple part files.

2. Do one of the following:

• Choose Graphics→Show Subcomponents.

• Right-click the node and choose Show Subcomponents.

Teamcenter expands the part file to show the structure of the subcomponents.
You can display selected subcomponents in the viewer by selecting the corresponding check
boxes.

Display selected subcomponent in expanded part file

1. Unpack and select the leaf line node for the relevant subcomponent. You can select more than
one node.

2. Do one of the following:

• Choose Graphics→Show Subcomponents.

• Right-click and choose Show Subcomponents.

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 Chapter
Chapter 7: 7: Visualizing
Visualizing product
product structure
structure

Teamcenter expands the node. If the node has a monolithic JT file, you can see the structure of
the subcomponents.
Check boxes appear in the tree for each node.

3. Select or clear the check boxes in the tree to show or hide the subcomponents in the viewer.
You can control the solids independently, select them in the viewer or the structure tree, and
use transformation tools to reposition them.
After breaking down the solids, you cannot reload the monolithic JT file for the line node.

Merge subcomponents
After manipulating the individual subcomponents, you can merge them back into the subassembly.
1. In the structure, select the leaf node or assembly node part file.
You can select multiple nodes.

2. Do one of the following:

• Choose Graphics→Hide Subcomponents.

• Right-click and choose Hide Subcomponents.

Teamcenter unifies the subcomponents within the parent part and removes the tree from the
structure. The subassembly behaves like a single part in the viewer.

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Chapter 8: Making where-used searches

Making where-used searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Configuring for where-used searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Perform a where-used search and obtain a graphical result . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Perform a where-used search with the print wizard and obtain a printable result . . . . . . . . . . . . 8-5
Open HTML files in a Web browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Print a text or HTML file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6
Save output to an HTML or text file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7

PLM00048 J2 Structure Manager Guide

Chapter 8: Making where-used searches

Making where-used searches

Where-used searches allow you to identify all the item revisions that use another item revision
of interest. For example, you can search for all assemblies that contain a particular item or item
revision. You can do this to assess the impact of engineering changes to the product structure or to
check if changes in one assembly affect other assemblies. If you use Teamcenter product master
management, the results show all lines of usage that a part references.
Note

You can perform where-used searches on configured precise or imprecise structures.

Where-used searches do not identify any BOM view revisions (BVRs) where the item or
item revision occurs.

There are two methods of performing where-used searches. The first method produces a graphical
representation of the assembly or assemblies in which the item or item revision is used. The second
method uses the Referencers print wizard and produces a report of the where-used results.
The results of where-used searches can be viewed in the Referencers pane. If the
ReferencersPane_Shown preference is set to off, this pane is hidden.

Configuring for where-used searches

A where-used search can take into account the revision rule when searching the product structures
and you can choose one of the following outputs:
• All revisions
Reports all item revisions that have an occurrence of the target item revision. This search result
displays all combinations of usage that can possibly occur; when a particular set of revision
rules is applied, not all paths may be realized.

• Only the revision configured by a selected revision rule.

Reports all item revisions that have an occurrence of the target item revision when the selected
revision rule is applied.

Use the REV_RULE_WHERE_USED_DEFAULT_VALUE preference to set the default revision

rule for where-used searches. This preference is not available by default, and you must create it.
Teamcenter populates the Impact Analysis pane with this revision rule.
By default, the search results include all parent item revision objects, regardless of whether they
are themselves configured by the revision rule. With this setting, you can (for example) make a
where-used query on Part1–A to identify every occurrence where Part1 is used with A as its

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 Chapter
Chapter 8: 8: Making
Making where-used
where-used searches
searches

configured revision. You obtain the same results whether you query one level at a time or all levels
simultaneously, including with mixed precise and imprecise structures.
With precise or mixed structures that have a large number of item revisions, the standard mode may
return many results that can be difficult to interpret. In this case, you can configure the results to
omit parent item revision objects that are not themselves configured by the revision rule. That is, this
mode reports all intermediate items or item revisions that configure the target.
Note

This alternative mode is an enhancement of the behavior in Teamcenter Engineering 9.1 and
earlier releases. It is no longer necessary to expand all levels to obtain a valid result.

To configure this alternative mode, set the PS_wu_configd_imprecise_only preference to true.

This preference has no effect if the selected revision rule contains any precise entries.
To appreciate the differing results obtained by these modes, consider the following structure and
the results of a where-used search on item 100–A. With the preference set to false, item 500–A
is reported in the search results; if it set to true, the same item is not reported because it is not
configured by a precise rule.

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 Making where-used searches

Where-used search results

PLM00048 J2 Structure Manager Guide 8-3

 Chapter
Chapter 8: 8: Making
Making where-used
where-used searches
searches

Perform a where-used search and obtain a graphical result

1. Choose View→Show/Hide Data Panel or click the Show/Hide Data Panel button on the
toolbar to display the data pane.

2. Click the Referencers tab.

3. Select an item or item revision in the tree or properties table, and drag or copy and paste it
to the Referencers pane.

4. Set the following search parameters in the Referencers pane:

• Select Used in the Where option list, located in the upper-left of the pane.

• Select a rule from the Where-Used Rule list. This rule provides parameters to locate the
assemblies in which the item or item revision is used. For example, if you select the Any
Status; Working rule, only the latest released revision of the assembly is retrieved if one
exists; if not, the latest working revision is retrieved.
If you modify the current revision rule in Structure Manager, you can also select the modified
rule as the basis of the search. To do this, select From Structure Manager from the
Where-Used Rule list.
Note

In the Referencers pane in Structure Manager, the rule defaults to the current revision
rule in the Structure Manager window.

• Choose one of the following options in the Depth list located in the bottom-right corner of
the pane:
o One Level to report immediate parent assemblies only

o All Levels to report all parent assemblies up to the top level

o Top Level to report the top-level assembly or product only

5. Double-click the item or item revision in the Referencers pane to start the search.
If the item or item revision is not part of an assembly that matches the selected revision rule,
Teamcenter displays a message to that effect. If the item or item revision is part of a configured
assembly, the structure is displayed in graphical format in the Referencers pane. The results
can be used as a basis for another where-used or where-referenced search or they can be
formatted and printed.
You can change the item revision properties that are shown in the results by selecting the required
properties from the Display list. Teamcenter remembers your selection for future sessions.
You can also filter the results to show only selected item types. To do this, select the Filter by
Item Type check box and select the required item type and filter level from the lists. You can
also select the Include Subtypes check box to include both item revisions whose item is of the
specified type and any subtype of that type. You can further refine the selection by showing the
results only for the top level of the structure or for all levels below the selected top level. To rerun
the where-used search with changed criteria, double-click the target node.

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 Making where-used searches

Perform a where-used search with the print wizard and obtain a

printable result
1. Choose View→Show/Hide Data Panel or click the Show/Hide Data Panel button on the
toolbar to display the data pane.

2. Click the Referencers tab.

3. Select an item or item revision in the tree or properties table, and drag or copy and paste it
to the Referencers pane.

4. Click the Report Wizard button on the toolbar.

Teamcenter displays the Referencers print wizard.

5. (Wizard step 1) Select the Where-Used option to generate a where-used report and click Next.

6. (Wizard step 2) Select one of the following Depth options and click Next:
• One Level to report immediate parent assemblies only

• All Levels to report all parent assemblies up to the top level

• Top Level to report the top-level assembly or product only

7. (Wizard step 3) Select a Where-Used Rule revision rule and click Next. This rule provides
parameters to locate the assemblies in which the item or item revision is used. For example, if
you select the Latest Working rule, only the latest working revision of the assembly is retrieved.
Released assemblies and earlier versions of the assembly is not retrieved when this rule is
selected.
If you modify the current revision rule in Structure Manager, you can also select the modified rule
as the basis of the search. To do this, select From Structure Manager from the Where-Used
Rule list.

8. (Wizard step 4) Select the item or item revision properties to include in the report and click Next.
Note

The preselected properties are those used when you last ran the wizard. You can change
them as necessary.

9. (Wizard step 5) Select an item type to filter the search results by and click Next. You can also
select the required filter level, either Top Level Only or All Levels.
Teamcenter displays the item or item revision and selected revision rule that will be the basis of
the search, together with report generation options.

10. Confirm that the required items, item revisions and revision rule are shown correctly, then choose
one of the following report generation options:
• Generate the HTML/Text report
Presents the where-used results in HTML format in the Print dialog box. From this dialog
box, you can format the report and either print it or save it to a file.

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 Chapter
Chapter 8: 8: Making
Making where-used
where-used searches
searches

• Generate the structure report

Presents the where-used results in tree format.

11. Click the Yes button.

Teamcenter runs the where-used search and displays the results. At this point, you can format,
save, and print your report, as follows:

• Optionally, change the print format to Text or HTML Table. HTML is the default print format;
HTML table format allows easier interpretation of large lists of property values.

• Optionally, format the report by performing the following steps:

a. Click the Set Result Format button in the upper-right corner of the Print dialog box.
Teamcenter displays the Print Format dialog box. The formatting options vary depending
on the type of object selected and whether you are printing in HTML, HTML table or
text format.

b. Modify the result format.

c. Click Update to apply your changes.

d. Close the Print Format dialog box. Teamcenter activates the Print dialog box.

• To save the file or send it to a printer, complete the process that is appropriate to the file type
and desired output format.

Open HTML files in a Web browser

1. Click the Open in Web Browser button.
The HTML file is displayed in your default Web browser.

2. Execute your browser's print command.

3. Return to the Teamcenter window and click the Close button to dismiss the dialog box.

Print a text or HTML file

1. Click the Print button located in the lower-right corner of the Print dialog box.
Teamcenter displays the system Print dialog box.

2. Define the printer to which the file will be sent. You can accept the default printer that is displayed
in the Name box or select a different printer from the list.

3. Click OK to print the file and dismiss the dialog box.

4. Click Close to dismiss the Print dialog box.

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 Making where-used searches

Save output to an HTML or text file

1. Click the Save button located in the lower-right corner of the Print dialog box and the Save
dialog box appears.
Teamcenter displays the system Save dialog box.

2. Navigate to the directory location where you want to save the file.

3. Enter the name of the file, including the .htm, .html, or .txt extension, in the File name box.

4. Click Save to save the file and dismiss the dialog box.

5. Click Close to dismiss the Print dialog box.

PLM00048 J2 Structure Manager Guide 8-7

Chapter 9: Making spatial and attribute searches

Making spatial and attribute searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Configuring spatial searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

Perform a search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Enter search criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5
Enter Classification or family attributes search criteria . . . . . . . . . . . . . . . . . . . . . . . . 9-5
Enter occurrence note search criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6
Enter the spatial search criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6
Define a proximity filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-7
Define a spatial filter with a 3D box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8
Use target parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10
Filter search with form attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12

Managing search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12

Manage search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-12
Examples of managing search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-13
Managing the search results panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-13
Manipulate search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-13
Limiting search results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-14

PLM00048 J2 Structure Manager Guide

Chapter 9: Making spatial and attribute searches

Making spatial and attribute searches

You can search large products with spatial criteria or with a combination of spatial and attribute
criteria. Spatial searches are particularly useful for end items that represent large products containing
a large number of lines, allowing you to focus quickly on a particular area or part of the product. For
example, if you are designing a ship, you may want to identify all pipes that pass through a selected
compartment, but not pipes that are routed around its perimeter.
It is not necessary to create caches of product structure data or to install a separate database.
The spatial search can function with CAD data from two sources:
• NX
NX calculates the bounding box for a part and stores it in Teamcenter as a UGPART-BBOX
named reference in a UGMASTER dataset. It can also be configured to create TruShape data for
the part and store it as a Trushape-Data named reference in the UGMASTER dataset.
The accuracy of the search depends on the cell size you configure in NX. A small cell size
provides more accurate search results, but the TruShape files are larger and response times
slower.

• Other CAD systems capable of saving JT files

Teamcenter uses the Dispatcher Server and JtToBboxAndTso translator to create the necessary
bounding box and TruShape data.
The accuracy of the search depends on the voxel size you configure in Teamcenter. A small
voxel size provides more accurate search results, but the TruShape files are larger and response
times slower.
Note

The bounding box and TruShape data generated for a JT dataset are ignored if an NX
dataset exists for the same item revision.

You enter search criteria as numerical values by manually creating a bounding box in the embedded
viewer or by specifying minimum and maximum coordinates. You can also construct a bounding box
from selected target parts. Teamcenter displays the results of the search as a list of matching items
and item revisions. The results include any object that has partial or complete geometry inside,
outside, or intersecting the box. Selecting an entry in the list highlights the item or item revision in the
structure tree pane and in the embedded viewer.
If the results contain packed lines, the relevant lines are unpacked and displayed. The remaining lines
remain packed and are shown as a pack master with a corrected total of lines or with pruned siblings.
You can refine spatial searches with other attributes as follows:
• Scope

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 Chapter
Chapter 9: 9: Making
Making spatial
spatial and attribute
and attribute searches
searches

You can select an assembly as the scope of the search, rather than searching the entire product.

• Item and item revision attributes

You can refine the search by including attributes of the item or item revision. Typically, this is the
item ID, but you can use any attributes stored on the item master or revision master forms.

• Classification data
If the items are classified, you can refine the search with classification attributes. This is called a
classification ad hoc search. You can search through classified data and find objects contained
within a class you specify and containing attribute values that you specify.

• Occurrence notes
You can refine the search with values for occurrence attributes (occurrence notes).

• Attributes of forms
You can refine the search with the attributes of forms that are attached to an item, item revision,
or their subclasses.

You can save search criteria for future use, if you perform the same search frequently. You can also
create and save searches using the Query Builder application.

Configuring spatial searches

The following installation and configuration steps must be completed before you can run spatial
searches:
• Install the Spatial Search feature when you run Teamcenter Environment Manager (TEM).
For more information, see the Teamcenter Environment Manager Help.

• If you have not already done so, install Dispatcher translation services with Teamcenter
Environment Manager (TEM), including the Spatial Search Indexer and Spatial Search
Translator features. If you are creating JT files on the same system as Teamcenter is installed
on, ensure you install these services before creating JT files to search.

• Install a license key that includes an RDV (Context Management) license.

• To enable the cacheless search mechanism, set the QS_QSEARCH_ENABLED preference to

True. If you use appearance searches, set this preference to False.

• To enable spatial (box or proximity) searches, set the QS_SPATIAL_ENABLED preference to

True.

• To enable automatic updates of spatial indexes, set the QSEARCH_update_enabled preference

to True. If it is set to False, you cannot make spatial searches.

• If you search against TruShape files that Teamcenter creates from CAD data, you must also
set the QS_TRUSHAPE_GENERATION_ENABLED preference to True. This enables the
generation of the TruShape data required for spatial searches; the generation process may take

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 Making spatial and attribute searches

an appreciable time when first enabled. Set this preference to False if you use the Teamcenter
Integration for NX, as TruShape files are automatically saved in the NX datasets. (NX must
also be configured to save TruShape data.)

• If you search against existing JT files, you must also set the
QS_BBOX_GENERATION_ENABLED preference to True. This enables the generation of the
bounding box data required for spatial searches; the generation process may take an appreciable
time when first enabled. Set this preference to False if you use the Teamcenter Integration
for NX, as bounding boxes are automatically generated. However, set this preference to True
if you use non-NX CAD integrations or several CAD tools.

• If you are upgrading from a previous release of Teamcenter, use the

create_or_update_bbox_and_tso utility to convert your existing data for spatial
searching. This utility creates bounding box and TruShape data from CAD data files or JT files.

• To specify user-defined units for spatial searches, set the RDV_user_defined_units_of_measure

preference to METERS, MILLIMETERS, INCHES, or UNKNOWN. If you specify UNKNOWN,
the search is performed in the units of the assy_units property set on the top level
BVR. If this property is not set, the search is performed in the units specified in the
PS_assume_legacy_transform_units preference.

• If you want to perform spatial searches from target part selections, set the
RDV_set_default_use_selections_from_tree to true to use selections from the tree or false to
use selections from the table.
For more information, see Use target parts.

• Set the RDV_set_default_3DBox_search preference to true to set the 3D box search option as
default or false to set the proximity search option as default.

• Set the RDV_set_default_3DBox_dimensions preference to set the default option for 3D box
dimensions, 0 for centroid and size, 1 for origin and size, or 2 for maximum and minimum extents.

• Set the RDV_set_default_true_shape_filtering_ON preference to true to turn TruShape

filtering on by default or false otherwise.

• Set the RDV_default_find_intersecting_parts preference to true to specify whether parts

intersecting with the 3D bounding box during a spatial search are included in the results by
default or false otherwise.

• Set the RDV_default_find_inside_parts preference to true to search parts inside the 3D

bounding box during a spatial search by default or false to search parts outside.

• Set the StructureManagerIncludeSubComponentsForSpatialSearch preference to determine

if the components of subassemblies are considered as targets. If it is set to true, all components
of the selected subassembly are included as targets of a proximity search, in addition to the
subassembly itself. If it is set to false, only the subassembly is the target of a proximity search,
not any of its components. Typically set to false if you want to search for parts in the vicinity of
geometry at the assembly level (for example, in the case of wire harnesses).

• Set the RDV_show_targets_on_results_dialog preference to true to specify if the target parts

table is displayed in the results dialog box after a proximity search or false otherwise.

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• Set the RDV_show_targets_on_spatial_dialog preference to true to specify if the target parts

table is displayed in the spatial search dialog box after a proximity search or false otherwise.

• Set the RDV_set_default_slider_increment preference to the default increment of the slider, for
example, 0.01.

• Set the RDV_set_default_3D_Manipulator_ON preference to true to have 3D manipulators on

by default or false otherwise.
Note

If you change the settings of any of these site preferences, you must restart the server to
clear cached data and restart the services.
For more information about configuring cacheless searches, see the Cacheless Search
Deployment Guide.
For more information about other spatial search preferences, see the Preferences and
Environment Variables Reference.

Perform a search
1. Open the product structure and select the top line against which you want to search.

2. Click the Search button on the toolbar.

Teamcenter displays the Search pane directly below the structure tree.

3. If appropriate, click the Clear All button to reset any previously specified criteria.

4. Use the Search pane to specify one or more of the following search criteria:
• Scope
You can search an assembly, rather than the entire product, to obtain results more quickly. To
set an assembly as the scope of the search, click the ... button next to the Search Scope
box and browse to the desired assembly. Teamcenter displays the name of the selected
assembly in the Search Scope box.

• Item identifier
Tip

You can search for items whose identifiers, names, attributes or types match a specific
pattern. For example, you can type 57h* into the Item ID box to find all items whose ID
start with 57h. Select the appropriate arithmetic function in the leftmost box to obtain
the desired results, for example, = to obtain an exact match.

• Classification family or attributes

For more information about specifying Classification search values, see Enter Classification
or family attributes search criteria.

• Occurrence notes

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For more information about specifying occurrence note search values, see Enter occurrence
note search criteria.

• Spatial information using 3D boxes or proximity values.

For more information about specifying spatial search values, see Define a spatial filter with
a 3D box.

• Form attributes
For more information about specifying form attribute values, see Filter search with form
attributes.

To specify search criteria, click the ... button to the right of each box and enter information in the
resulting dialog box. All the criteria you enter are combined so that you can, for example, search
for all bolts whose name starts with bo and are within 3 centimeters of another part.
For more information about entering specific search criteria, see Enter search criteria.

5. Click the Search button on the pane to begin the search.

Teamcenter starts the search and loads the lines into the Search Results dialog box in batches.
It displays a progress bar indicating the number of structure lines found as a percentage of the
likely results. You can click the Pause button to the right of the progress bar at any time to halt
the search. Click the button to the left of the progress bar to load all the results.
Select a line in the Search Results dialog box to highlight the corresponding item or item revision
in the structure tree and the embedded viewer. You can also click Display or Display in New
Window to view a selected item from the results list.

You can hide the Search pane when it is no longer needed by clicking the Search button in
the toolbar again.

Enter search criteria

You can enter one or more of the following search criteria:
• Search scope

• Classification or family attributes

• Occurrence notes

• Proximity or 3D spatial filters

• Target parts

Enter Classification or family attributes search criteria

1. Click the ... button to the right of the Classification box.
Teamcenter displays the Classification dialog box.

2. Click to open the classification hierarchy.

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3. Double-click a class name to select it from the tree.

Teamcenter adds a line to the table containing the name of the class you select.

4. Specify the system of measurement.

The systems available (metric, nonmetric, or both) depend on the system in which the class is
stored in the Classification Admin application.

5. In the Property Name column, click the cell containing the name of the class.
Teamcenter displays a list of all the attributes within the class.

6. Select the class and attribute with which you want to search.

7. Click the cell containing the = sign and select an operator.

8. In the Searching Value column, select the cell and type a value for the attribute for which you
want to search.

9. (Optional) Click to create an additional search parameter.

The lines of the table, each representing an individual search parameter, are joined by the AND
operator.

10. Click OK.

Teamcenter displays the classification search parameters in the General search pane.

If you select a single Classification class, you can further refine the search criteria to include specific
attribute values. For example, if you select the Bolt class, you can then:
1. Click the Bolt line in the Family Attributes dialog box to define classification attribute criteria.

2. Click Add to specify additional attribute criteria. For example, you can set two classification
attribute criteria—thread=.25 and Lock_Wire=1.

If your site has not configured Classification, you cannot search by classification attributes criteria.

Enter occurrence note search criteria

• Click the ... button to the right of the Occurrence Notes box and you can search for specific
occurrence note values. Your administrator can define occurrence notes and associate them with
particular structure lines. You can use these mapped occurrence notes as search criteria.
For example, a mapped occurrence note may contain an interior/exterior flag that indicates if a
given part is used on the interior or exterior of the product. You could then search for all parts on
the exterior of the product or, by refining the search with other criteria, for all exterior brackets.
Similarly, a mapped occurrence note may contain a number that references an illustration in
a service manual that describes how to disassemble the part. You can search for all parts
illustrated in the appropriate section of the manual.

Enter the spatial search criteria

1. Click the ... button to the right of the Spatial Filter box.

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Teamcenter displays the Spatial Criteria dialog box, allowing you to define one of two types of
spatial filters and optional target parts.
Note

The spatial filter option is disabled if Teamcenter is not configured for cacheless searches
or if the necessary NX or JT files are not available.

2. (Optional) Select the Use selections from table check box above the Target Parts table if you
want to search against specified target parts.
For more information about searching against target parts, see Use target parts.

3. Use the Proximity and 3D box radio buttons in the Spatial Criteria dialog box to select a search
type, and then click OK to save the selections.
• Proximity
Limits the search to parts within a specified proximity distance, for example, all parts within
10 centimeters of part X.
For more information about specifying proximity search criteria, see Define a proximity filter.

• 3D box
Allows you to define a three dimensional box in the embedded viewer and search for parts
completely inside, completely outside or intersecting the box. Use the Spatial Criteria dialog
box to define the coordinates and size of the box.
For more information about specifying 3D box search criteria, see Define a spatial filter
with a 3D box.
Note

If you are making appearance searches, you can only search inside and intersecting
the box when TruShape filtering is selected.

Note

You can use altreps (alternative representations) to define different physical configurations
or shapes of a flexible part such as a tube or hose. Spatial searching takes into account an
alternate geometric shape of a flexible part by searching the dataset that corresponds to
the altrep defined on the occurrence object.

Define a proximity filter

1. In the Spatial Criteria dialog box, select the Proximity button.

2. (Optional) Select Valid overlays only and Teamcenter loads otherwise physically mutually
exclusive parts, filtering out those known to never coexist in any possible variant combination
with any one of the target parts. It determines the minimum number of variant rules that cover all
product variants in which the target components can exist. This selection requires that classic
variants are configured at your site.

3. (Optional) Select True Shape filtering if you want to test items with intersecting bounding boxes
to identify if they have TruShape volumes that intersect the TruShape volumes of the selected

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objects. Depending on the TruShape parameters configured, Teamcenter displays the geometry
of each object as regular cubes (voxels) to provide a simplified representation of the actual
shape. TruShape searches return more accurate results but may take longer to complete.

4. Define a proximity value in the Distance box in the Spatial Criteria dialog box and click OK.

Teamcenter limits the search to those parts within the defined proximity of the parts selected in the
viewer or structure tree. A part is considered within the proximity if any portion of it is within the
specified distance; the part may not be completely within the specified distance.

Define a spatial filter with a 3D box

Note

This procedure requires a mockup license for the viewer and is not available with the base
license.

1. In the Spatial Criteria dialog box, select the 3D box button.

Teamcenter displays a brown bounding box at a default location in the viewer.

2. (Optional) Select True Shape Filtering if you want to test items with intersecting bounding boxes
to identify if they have TruShape volumes that intersect the TruShape volumes of the selected
objects. Depending on the TruShape parameters configured, Teamcenter displays the geometry
of each object as regular cubes (voxels) to provide a simplified representation of the actual
shape. TruShape searches return more accurate results but may take longer to complete.

3. Make the following selections to define the location and size of the 3D box:
• Slider increment
Specifies the actual distance equivalent to one increment of the Maximum and Minimum
sliders and spinners.

• Extents
Determines how Teamcenter constructs the bounding box from the values you specify, as
follows:

o Centroid and size

Allows you to specify the bounding box with coordinates of the centroid and lengths in X,
Y, and Z directions. It is oriented with respect to the global axes of the end item.

o Origin and size

Allows you to specify the bounding box with coordinates of the origin and lengths in X,
Y, and Z directions.

o Minimum and Maximum

Allows you to specify the bounding box with minimum and maximum coordinates. This
is the default selection.

• Maximum and Minimum sliders and spinners

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Allow you to manually define the maximum and minimum extents of the bounding box.

• Find Parts
Allows you to specify if parts returned by the search are fully contained inside or fully outside
the bounding box.

• Include parts intersecting the box

If checked, the search returns parts that intersect the bounding box, as well as parts that are
fully inside or outside it. This option is enabled only if you select the True Shape filtering
option.
Note

If you use appearance searches, this option is always checked.

• Enable 3D manipulators
If checked, drag handles are displayed on the bounding box, allowing you to move and resize
it manually. You can then drag the 3D manipulator to resize or reposition the bounding box.

4. (Optional) Do any of the following to move and resize the bounding box with the manipulators:
To Do this
Move the manipulator parallel to a face. Drag the face of the manipulator.
Move the manipulator perpendicular to a face. Press Ctrl as you drag the face.

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To Do this
Constrain the move to one axis. Press Shift as you drag a face.
Resize the manipulator uniformly. Drag a corner of the manipulator.
Press Ctrl as you drag a corner of the
Resize the manipulator along one axis.
manipulator.

5. (Optional) Click Build from selections to construct a bounding box containing all target parts
specified in the Target Parts table, or selected in the tree or viewer.

6. Click OK to save the search criteria.

The 3D box remains visible while the search is active, even if the Spatial Criteria dialog box is
not open.
Note

You can visualize mixed unit assemblies in the Spatial Search dialog box, that is, assemblies
composed of parts defined in both Imperial (English) and metric units. The dialog box uses
the appropriate units when you type in dimensional values, for example, spatial distance
in the Spatial Criteria dialog box.

Defining granularity of spatial searches

By default, spatial searches return piece parts, that is, parts rather than assemblies. However, you
may want the search to return a higher level assembly. For example, if you have small assemblies
consisting of parts welded together, you may want to treat the assembly as a unit, rather than
returning some of its individual parts.
You can change the search granularity by modifying the TruShape voxel size in NX to only return
larger assemblies. You can also disable TruShape voxel searches completely, if the results still
provide useful information. The coarser the search results, the more quickly they are displayed.
You can also set the QSEARCH_types_to_avoid_processing preference to avoid indexing certain
types of items (occurrences) that do not define the structure but do carry some spatial data, for
example, work instructions or other manufacturing process-specific items. Such items are not useful
in the context of spatial search results. By default, all items with geometry are indexed.

Use target parts

As an alternative to manually generating the spatial search bounding box with the spinner and slider
controls, you can construct a bounding box quickly and accurately from a table of target parts. You
can use this method for proximity or 3D bounding box searches.
Note

Generic objects such as GDE elements, GDE link lines, interface definitions, and processes
are not valid participants in spatial searches. Consequently, they are not added to the target
parts table. If you try to add a generic object to the target parts table, Teamcenter displays an
error message indicating the BOM line is invalid.
However, you can add valid generic objects such as signals and designs to the target parts
table. If you select these objects in the table or perform a search on them, Teamcenter displays
a warning message indicating that they do not have associated bounding boxes.

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Note

The target parts table is not available if you are making appearance-based searches.

1. By default, the target parts table is hidden. If necessary, show the target parts table by setting the
RDV_show_targets_on_spatial_dialog preference to true.

2. Select the Use selections from table check box.

Teamcenter enables the Target Parts table and its associated buttons.
Note

If you select Use selections from table, any selections in the tree or viewer are ignored.

3. Select target parts in the structure tree or viewer, and then click the + button to add them to the
Target Parts table.
To remove a target part, select it in the table and click the – button.
To clear the table of all entries, click .

4. Once all the required target parts are listed to the table, click OK. Alternatively, if you are defined
a 3D box search, click Build from selections.
Teamcenter draws a bounding box enclosing all the target parts in the viewer.

5. Perform a spatial search, as described in Perform a search.

Teamcenter displays the Search Results pane containing the results of the spatial search.

6. (Optional) Select the Show targets table check box to display a list of the target parts of the
search.

7. (Optional) Select one or more BOM lines in the list of target parts or select Select all targets,
and then do one of the following:

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• Click Display to show the target parts in the tree and viewer in the same window.

• Click Display in New Window to open a new window to show the target parts in the tree
and viewer.

Filter search with form attributes

You can filter searches using the criteria of forms attached to the items or item revisions.
1. Click the ... button to the right of the Form Attributes box.
Teamcenter displays the Form Attributes dialog box.

2. Enter the form attributes for the search, including any mathematical operators.
Teamcenter displays the form type and search values as a string in the format similar to the
following example:
“ItemRev:BVRSyncInfo:last_struct_mod=value1 AND ItemRev:BVRSyncInfo:last_Sync_date=value2”

Managing search results

The same part may be listed many times in the search results if it has multiple occurrences in the
end item that match the search criteria. For example, the same bolt may be used seven times in
the end item and, if all seven usages satisfy the defined proximity filter, the bolt appears seven
times in the search results.
The search results always displayed shows individual lines without indication of any structure.
When Teamcenter displays the result of a search, the children of the node you searched for may be
hidden so the search results are displayed quickly. Each hidden node is represented by a … (pruned
siblings) symbol enclosed in a box. You can click in this box to load and view the hidden children.
If the results contain packed lines, the relevant lines are unpacked and displayed. The remaining lines
remain packed and are shown as a pack master with a corrected total of lines, or with pruned siblings.
The search results contain lines that may not be configured by the variant rules in effect to minimize
the time needed to generate the search results.

Manage search results

To manage the search results, you can:
• Sort the list by clicking the header of a column in the properties table. By default, the search
results table includes the same columns as the product structure tree.

• Customize the columns that are displayed by right-clicking in the column header and Teamcenter
displays the Insert Columns dialog box. You can click the + button to add a column (for example,
In Validity) to the search results or click the – button to remove unwanted columns.

• Save the list to a file or print it by right clicking in the column header. When saving the results
list to a file, you can specify whether to use HTML or text format. The text file contains
comma-separated values (CSVs), and you can import data in this format into Microsoft Excel or
similar applications.

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• Click Display or Display in New Window to open the currently selected lines in a separate
Structure Manager window for examination.

• Click Copy to copy the currently selected lines for subsequent pasting into another Structure
Manager window.

Examples of managing search results

Because a single search may potentially return thousands of BOM lines, you can control how many
search results are listed in the table. If the search finds only a few lines (less than five), Teamcenter
lists all of them in the table. If there are more lines, Teamcenter lists only the first five and you can
click the Display button in the Search Results pane to add the next group of five to the list.
The information label in the title bar of the Search Results pane identifies the end item, view, or
effective revision rule in effect.
You can view the search results in a new window, if required, by clicking the Display in New Window
button. You can then perform another search in that window to refine the results.

Managing the search results panes

The search results pane contains an individual tab for each set of search results and a new tab can
be added by each new search. Each tab has a label to indicate the configuration rules (for example,
revision rule or effective date/unit) in effect when you performed the search.
Having the results in individual tabs allows you to manage and retain distinct lists of search results
that might have resulted from:
• Different search criteria

• Different configurations (revision rules)

• Different end items

Your first search results are listed in a tab named Result 1 by default. Any subsequent search
results are added to the current tab. This allows you to merge the results of separate searches. For
example, if you want to find all brackets that are on the interior of the product or within 2 cm of part X,
you could perform two searches and merge them.
Alternatively, you can lock the results tab causing the next search results to create a new tab—Result
2.
To lock a results tab, right-click the tab and choose Lock/Unlock from the shortcut menu. You
can lock any number of tabs.
If the configuration of the end item changed since the last search, Teamcenter automatically adds a
new tab rather than merging the next set of search results into the current tab. For example, if you
changed the revision rule since the previous search, the next search results create a new tab. This
ensures that all lines in a given tab correspond to the same configuration of the end item.

Manipulate search results

To manipulate search results, use the following buttons at the bottom of the search results pane:

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• Display
Highlights in the viewer and tree all lines that are selected in the search results list. You can then
perform another search to refine the results.

• Display in New Window

Displays all lines that are selected in the search results list in a new window. You can then
perform another search to refine the results.

• Copy
Copies to the clipboard all lines that are selected in the search results list.

You can also select the Select All check box to select all lines in the search results list.
You can right-click one of the lines in the search results list and Teamcenter displays a shortcut menu.
You can choose any of the following commands:
• Display
Displays the line.

• Copy
Copies the line to the clipboard.

• Send To
Sends the line to another application.

• Properties
Lists properties of the selected line.

Limiting search results

You can remove extraneous lines when displaying search results to keep the structure tree compact
and manageable.
For example, you perform a search that finds a single line that is 10 levels deep in the structure. If
you fully expand the branch from the root down to the line of interest, you may also display hundreds
of other lines (all of its ancestors and the siblings of itself and its ancestors). To avoid this, you can
prune the branch of the tree and not display any sibling lines (and potentially none of its ancestors).
When you select lines in the search results pane to display, the following occurs:
• If the Show unconfigured variants option is turned off, Teamcenter applies the current variant
rules to the selected structure lines. If any lines become unconfigured as a result of the variant
rules in effect, Teamcenter displays a Lines are unconfigured due to Variant rules message.

• The remaining lines are displayed in the tree and pruned as described previously.

• If the viewer is active, the lines are displayed in the viewer.

This assumes that the revision rules associated with the search results match the revision rules
in effect in the structure. If not, Teamcenter evaluates each line in the search result to see if it is

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valid in the context of the currently configured end item. If it is valid, the line is displayed as before.
Otherwise, it is displayed in a separate section of the tree called Unconfigured Objects.
If you do not have read access to an item that satisfies the search criteria, the corresponding line is
not listed in the search results table. If this occurs, the count of lines in the search results is reduced
to exclude any lines to which you do not have read access.

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Chapter 10: Comparing product structures

Comparing product structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Understanding product structure (BOM) comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Choose a comparison mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Single-level mode comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Multilevel mode comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3
Lowest level mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3
Comparing logical structures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4
Performing a comparison and interpreting the results . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4
Configure the structures for comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4
Initiate the comparison process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5
Interpret comparison results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5
Example result of a structure comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6
Clear comparison results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6

Understanding graphical comparisons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7

Configuring graphical comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7
Change comparison results colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7
Initiating the graphical comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8
Show and hide common parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9
Change the revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9

Comparing structures under change management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9

Select comparison information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-10
Viewing and comparing revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11
Using the comparison sliders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11
Example of graphical history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13
Controlling a graphical comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13
Showing and hiding supersedure links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-14
Using the supersedure pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-14
Display comparison results in the structure trees . . . . . . . . . . . . . . . . . . . . . . . . . 10-14
Show supersedures graphically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-15
View an individual supersedure link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-16
Define structure change colors, slider colors, and position . . . . . . . . . . . . . . . . . . . 10-16
Create related revision histories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-16
Create disparate revision histories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-18
Create detail part histories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-18
Viewing supersedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-19
Using the supersedure toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-19
Using supersedure lists in the Supersedure pane . . . . . . . . . . . . . . . . . . . . . . . . . 10-20
Interpreting supersedure symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-21
Managing supersedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-22
Browse supersedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-22

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 Display a different supersedure in the context of a parent assembly . . . . . . . . . 10-23
Create a new supersedure with respect to a different top-level product . . . . . . . 10-23
Create a transfer supersedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-24
Commonly encountered supersedure examples . . . . . . . . . . . . . . . . . . . . . . . . . . 10-26
View a supersedure in Structure Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-28
Create a structure change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-29
Create a structure change using dynamic revision . . . . . . . . . . . . . . . . . . . . . . . . 10-30
Create the CM base configuration form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-30
Create a BOM change based on dynamic revision rules . . . . . . . . . . . . . . . . . 10-31
Create structure quantity changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-31
Attach a form to structure change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-32
Create delivered change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-33
Creating a custom supersedure form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-33
Enable custom forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-33
Associate a custom form with a supersedure . . . . . . . . . . . . . . . . . . . . . . . . . 10-34
Track history of variant changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-34

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Chapter 10: Comparing product structures

Comparing product structures

You can compare two structures to identify changes or differences between two product structures,
for example, to:
• Identify component changes between assemblies

• Test for consistency between multiple views of the same item

• Find differences between differently configured structures

You may only be interested in the immediate components that have changed in a single-level
assembly. Conversely, you may want to identify the differences between all the piece parts in the
complete product structures (for example, between related multiple views or different variants
of the product).
Teamcenter allows you to compare structures in two ways.
• You can compare two product structures (BOMs) in separate Structure Manager windows.
The differences are highlighted in the product structure trees.

• You can also perform a graphical comparison of two structures.

Teamcenter highlights differences in the viewer.

You can optionally compare product structures that are controlled by change management, as
described in Select comparison information.

Understanding product structure (BOM) comparisons

You compare the displayed state of the product structures (BOMs), that is, everything that is currently
visible in the two compared structures. Collapse assemblies if you do not want to include them in
the comparison.
You must set the appropriate revision rule and variant rule (if any), to configure the structure in each
window. If you apply a variant rule, ensure you hide the unconfigured components. You can also
compare loaded view types.
The comparison also identifies differences between supporting objects, including:
• Item elements (also called GDEs or general design elements).

• Connections

• Signals

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• Reference designators

• Find numbers

• Vendor parts, if the optional vendor management solution is installed.

• Multi-field key properties. Multi-field key information may be defined to distinguish between items
with the same identifier, which would otherwise give incorrect results in the comparison.

Choose a comparison mode

You can compare product structures in one of four standard modes:
• Single-level mode comparisons compare only the first level of the product structures. You can
choose to include one of find numbers, substitutes, or reference designators in the comparison or
exclude them.

• Multilevel mode comparisons perform a single-level comparison at the top level of the structure.
Teamcenter then makes further single-level comparisons of any subassemblies that appear
in the two product structures. You can choose to include find numbers in the comparison or
exclude them.

• Lowest level mode compares only the lowest level items of the product structures, ignoring all
intermediate assemblies.

• Every level mode compares each line of every level of the product structure.

Your Teamcenter administrator may define other comparison modes appropriate for your site.

Single-level mode comparisons

Single-level mode compares only the first level of the product structures. Two components or
subassemblies match if they are the same item and have the same revision and quantity. If there is
more than one occurrence of the same item, they are rolled up for the purposes of the comparison.
Consequently, one occurrence with a quantity of 2 is the same as two occurrences with a quantity
of 1. You can optionally include any one of find numbers, reference designators, and substitutes in
the comparison.
In this mode, Teamcenter reports the following differences:
• Additions to one of the product structures

• Quantity changes

• Revision changes

• Addition, revision, and removal of commercial parts

• Addition, revision, and removal of vendor parts

• Change to the preferred status of a vendor part

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If included in the comparison, find number changes result in a new item and the comparison reports
such changes as additions.
If included in the comparison, reference designator changes result in a new item and the comparison
reports such changes as additions.
If included in the comparison, substitute part changes result in a new item and the comparison
reports such changes as additions.

Multilevel mode comparisons

In multilevel mode, if the comparison process matches two subassemblies in the two product
structures, it proceeds to compare the two subassemblies. This process continues down the product
structure until it reaches the bottom of the structure or there are no matching subassemblies left.
The subassemblies match if they are the same item and have the same revision, quantity, and find
number (if included).
In this mode, Teamcenter reports the following differences:
• Additions to one of the product structures

• Quantity changes

• Revision changes

• Addition, revision, and removal of commercial parts

• Addition, revision, and removal of vendor parts

• Change to the preferred status of a vendor part

If included in the comparison, find number changes result in a new item and the comparison reports
such changes as additions.
If included in the comparison, reference designator changes result in a new item and so the
comparison reports such changes as additions.
Use this mode to find differences between two configurations of the same product, for example,
when variants are applied.
The extended multilevel comparison mode continues until it finds a difference in item or find number.
It reports differences in quantity or revision but continues with the comparison.

Lowest level mode

Lowest level mode compares the lowest level items in the two product structures, ignoring the
intermediate structure. Teamcenter totals the quantities of each item in the product structures before
comparing them. Find numbers are not considered in this mode.
In this mode, Teamcenter reports the following differences:
• Additions to one of the product structures

• Quantity changes

• Revision changes

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Use this mode to compare multiple views, such as a design view that may have a different structure
to a manufacturing view, while maintaining the same set of piece parts.
For more information, see Multilevel mode comparisons.

Comparing logical structures

A logical structure (LBOM) contains GDE lines that represent signals and connections, as well
as items and items revisions. Teamcenter compares GDE lines using their names, signals and
connections. When necessary, it compares signals using their source port and destination port
attributes. (Not all lines in a logical structure have source and destination ports.)
For such structures, Teamcenter uses single level, multilevel, and lowest level modes to compare the
following properties:
• Item ID for item lines

• Revision for item lines

• Name for GDE lines

• Endpoints for connections

• Source, target, and transmitter lists for signals and process variables

• Process variable associations for signals

• Quantity for functionalities

To allow comparison of two different configurations or views of the same LBOM structure, Teamcenter
supports occurrence-based and nonoccurrence-based comparisons in single-level and multilevel
modes.

Performing a comparison and interpreting the results

You must open the two structures to compare in separate Structure Manager panes and configure
them before you initiate the comparison process.
Note

If you have four or more spaces in any property value, such as the find number or item
identifier, you must create the site-level string preference called BOMReportDelimiter to
ensure the results are displayed consistently. Set the value of this preference to the delimiter
character you want to use instead of spaces when generating a BOM comparison report, for
example, ||@||. If you do not create this preference and your BOM lines have four or more
spaces as part of any property value, an incorrect BOM comparison report is generated.

Configure the structures for comparison

You compare two configured structures displayed in separate Structure Manager panes. Open the
source structure in the left pane and the target structure in the right pane.
1. If the structures are not already open, do the following to open the first structure:

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a. Select the BOM view revision and click the Open By Name button . You can also
double-click the BOM view revision or use your MRU list to open the required structure.
Teamcenter opens the Open By Name dialog box.

b. In the ID box of the Open By Name dialog box, type the identifier of the item you want to
compare and click Find.

c. Click the Load all button.

Teamcenter displays the results.

Alternatively, you can right-click an item, item revision, or BOM view revision, and then choose
Send To→Structure Manager to open it.

2. Click the Split BOM button .

Teamcenter open a second pane, adjacent to the current pane.

3. Select the second pane and repeat step 1 to open the second structure.

4. Select the correct top-level line in each structure to use for the comparison.

5. Configure the structures by setting the revision rule and variant rule in each window.

6. Expand and collapse assemblies to define the scope of the comparison. You can compare only
the visible structures displayed in the windows.

7. Hide unconfigured variants by choosing View→Show Unconfigured Variants.

Note

If you have a product structure open in a split window, you can only open another structure in
the same split window, not in a new split window.

Initiate the comparison process

When you have configured the two structures in separate panes:
1. Choose Tools→Compare....
Teamcenter displays the BOM Compare dialog box.

2. In the dialog box, select the mode of operation for the comparison from the Mode list. These
modes are described in Choose a comparison mode.

3. Check the Report check box if you want to display the report pane summarizing the differences
between the structures. The report pane is described in Example result of a structure comparison.

4. Click OK to begin the comparison.

Interpret comparison results

Teamcenter presents the results of the comparison in the following ways:

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• In the structure trees

Teamcenter highlights each of the lines in each Structure Manager pane that differ between the
two structures. By default, additions in the target with respect to the source are highlighted in red
and changes in quantity or revision are highlighted in orange. Your Teamcenter administrator can
change these default colors by changing the PSEAdditionColorPref and PSEChangedColor
preferences, respectively.
To view details of the changes (for example, revision or quantity changes), examine the Changes
column in the structure properties table. If this column is not visible, you can add it to the table, as
described in Viewing product structure properties.

• As a report
Teamcenter displays an additional pane at the bottom of the window, listing the differences. You
can select a line in the report to highlight the corresponding changed lines in the two Structure
Manager panes. This helps you locate where in the structures the changes took place.
The pane indicates the type of change: Added for additions, Qty for quantity changes, and
Rev for revision changes. A comma-separated list appears if more than one change occurs on
the same line.

o In single-level mode and lowest level mode, the reports are flat lists of differences.

o In multilevel mode, the report is an indented output showing the parent assemblies of any
changed items.

Example result of a structure comparison

The following figure shows the result of a single-level comparison between two revisions of the
same structure.
Notice that a single item (000220/A) is added to the target view in the right-hand pane and this
addition is highlighted in a different color.
The difference is also listed in the report pane.

Example results of structure comparison

Clear comparison results

• Choose Tools→Clear Compare.

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Teamcenter clears the highlighting colors and the compare columns in the two panes. It also
closes the report pane.
Note

If you start a new comparison before clearing the results of the previous comparison, the
existing results are automatically cleared.

Understanding graphical comparisons

You can compare two revisions of a part or assembly and view differences in the embedded viewer
pane. Teamcenter displays any differences by color coding parts or assemblies to indicate the type of
change made. The differences are also shown in the product structure tree by icons. You can also
compare two occurrence groups to identify differences.
You can compare both revision controlled and nonrevision controlled assemblies (for example,
configured by effectivity) graphically.
You can compare:
• An assembly with another assembly.

• A part with another part.

• An occurrence group with another occurrence group.

• Supersedures.
If you compare two assemblies under change management (where one assembly is a problem
item and the other is an affected item of an engineering change object), Teamcenter displays a
list of supersedures.
Note

You must implement change management if you want to define and use supersedures.
For more information, see Comparing structures under change management.

You cannot compare multilevel structures by this method.

Configuring graphical comparison

You must ensure the Lifecycle Visualization license level is set to the Advanced level if you want
to use graphical comparison. If this is not set correctly, the Tools→Graphical BOM Compare
menu command is not visible.

Change comparison results colors

1. Click the Icons/Colors Legend button.

Teamcenter shows your current change color settings.

2. Choose Edit→Options.

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Teamcenter displays the Options dialog box.

3. In the Options dialog box, expand the Change Management folder and click the BOM Tracking
entry.
Teamcenter displays the colors representing the different structure change types.

4. Double-click the type of comparison whose color you want to change and Teamcenter displays
the Color Chooser dialog box.

5. Choose a new color with the Swatches, HSB, or RGB color selector and click OK.
Teamcenter uses the new color to identify the selected type of comparison everywhere structure
changes are displayed in the rich client, including the Structure Manager Supersedure pane. For
information about how to change the default colors and positions of the sliders, see Define
structure change colors, slider colors, and position.

Initiating the graphical comparison

To access graphical comparison feature, load the two parts, occurrence groups, or configured
structures in separate Structure Manager windows, and choose Tools→Graphical BOM Compare

or click the button (if you added this button to the toolbar).
Teamcenter displays the Graphical BOM Compare dialog box, allowing you to manipulate the results.
After running the comparison, Teamcenter highlights the following differences between the two
windows in the viewer:
• Adds
Objects that are in the target window but not the source.

• Cancels
Objects that are in the source window but not in the target.

• Moves
Objects that are in different positions in the source and target windows (the transformation matrix
has changed).

• Reshapes
Objects that have an alternative representation between the source and target windows, as
identified by an UGALTREP note.

You can use the comparison sliders in the Graphical BOM Compare dialog box to dynamically view
the changes. Parts that are added, canceled, moved, or reshaped from one revision to another move
across the window as the respective slider is slid from one revision to another.
Also, the parts are color-coded, depending on whether they are added, canceled, moved, or reshaped.
For information about changing the color associated with each type of change, see Change
comparison results colors.
After you create the graphical history, you can capture it to export or print.

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Show and hide common parts

Certain common parts may remain unchanged between the two structures. By default, Teamcenter
does not display these common parts in the viewer, allowing you to more easily distinguish changed
parts. Hiding these common parts also allows Teamcenter to load the assembly more quickly.
When required, you can display the common parts to more easily see the changes in context of the
larger assembly. To show common parts when required, select the Show Common Parts check box.
Note

You can only use common parts if you compare two revisions of the same assembly, not
different assemblies. Do not use this option if one assembly is a subassembly of the other
assembly in the comparison.

To always display common parts, you can change the CM_show_common_parts preference,
as follows.
1. Choose Edit→Options.
Teamcenter displays the Options dialog box.

2. In the dialog box, expand the Change Management folder and click Graphical History.
Teamcenter displays the Graphical History Settings pane.

3. In the Graphical History Settings pane, select the Show Common Parts check box.

Teamcenter now displays common parts during the initial loading of graphical history. If required, you
can hide common parts by clearing the box after the history is loaded.

Change the revision rule

To use a different revision rule from the revision rule applied before you began the comparison:
1. Select the affected structure pane and click the Revision Rule button.
Teamcenter opens the View/Select Revision Rule dialog box.

2. In the dialog box, select the desired revision rule from the list on the left-hand side and click OK
or Apply.
Teamcenter sets the selected revision rule for the structure pane. It recalculates the graphical
comparison result and resets all the sliders and buttons in the control pane to their default
positions.

If you want to change the revision rule for the both structure windows, repeat these steps in the
other window.

Comparing structures under change management

If the structures you compared graphically are under change management, you can view additional
information about the change status (genealogy) of your product structure or its components.
Structure Manager can exchange data with Change Manager.

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When change management is enabled and you save product structure changes in Structure Manager,
Teamcenter generates add and cancel information for the affected assembly. You can define the
supersedure relationships between the various adds and cancels when you save the changes or
later. Change management also allows you to display the genealogy of a component in the assembly.

Supersedure relationships are always created manually in Change Manager. You copy the old
item revision to the Impacted Items folder and the new item revision to the Solution Items folder
to establish the relationship.

Select comparison information

Select information about the change-managed objects you compared by clicking the Revisions and
Graphical Compare tabs of the Change History dialog box.

The Change History tab includes the following two panes:

• Revision list pane

The Revision List pane displays the item revisions belonging to the selected item. The item
revision nodes are color-coded to convey the change revision information of each revision. If a
revision has an associated change, it is displayed in pink, otherwise it is displayed in black.

• Progression pane

The Progression pane displays all the revisions of the parent structure in a vertical multibranched
tree. The tree displays one of the two following relationships between child and parent objects,
depending on the CM_progression_tree relation preference setting.

Types of relationship displayed in the

Preference value progression tree
EC_affected_to_problem_relation In the problem/solution relationship, the
selected revision is the solution revision. The
problem revision is shown as a parent revision.
This relationship is only displayed in the
progression tree if the selected revision is part
of a change process.
This is the default setting of the preference.
TC_based_on In the based on relationship, the revision upon
which the selected revision was based is shown
as the parent revision.
Note

This relationship does not depend on

the selected revision being included in
a change process.

The Graphical Compare dialog box includes the following controls and boxes:

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Component Description
Progression and Revision buttons Choose the required mode of the revision list. By default, the
revision list includes all revisions in a color-coded format.
If a revision has change associated, it is displayed in pink;
otherwise, it is black.
If you click the Progression button, revisions are displayed
sequentially.
Compare With combination box Selects the revision with which you want to compare the
selected revision in the left side tree. By default, the
problem revision is selected if a change object created the
selected revision. Otherwise (for users not using Change
Management), the Based On revision is automatically
selected.
View Type combination box Chooses a particular BOM view type in case the selected
revision has multiple BOM view revisions associated. Your
default BOM view type is selected automatically. If you
are not using multiple BOM view types, the correct type is
automatically shown.
Set Revision Rule button Chooses the revision rule to configure the selected change
revision.
Change button Opens the associated change revision in Change Manager.
Effectivity Data table Displays the effectivity data attached to the selected revision.
If no effectivity is attached, the table is blank. If the revision is
effective for multiple end items, all end item effectivity entries
are displayed.
If you want to compare the selected revision with a revision
Paste button
of another item, you can copy the revision from another
application and paste it into the Compare With box.
Status pane The status pane at the bottom of the dialog box gives status
information (for example, loading parts).

Viewing and comparing revisions

When you select a revision from one of the revision trees and click the Graphical Compare tab,
Teamcenter displays the graphical history in the right pane. This tab has two tabs at the bottom, the
Controls tab and the Structures tab.
If the selected revision has change associated with it and has a problem revision, Teamcenter displays
the current configuration in the embedded viewer. The viewer includes a number of control sliders
and buttons that allow you to see the differences between the problem and affected configuration.
If the revision does not have a problem configuration, you can choose another revision for comparison.

Using the comparison sliders

When you select a revision and click the Graphical Compare tab, the graphical configuration is
displayed with five slider controls. Use these comparison sliders to dynamically view the changes

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between the selected revisions. Parts that are added, canceled, moved, or reshaped from one
revision to the other move across the screen as you move the slider is slid from one revision to the
other. The parts are color-coded according to their status.
Use the sliders to view the histories of the following modifications:

Slider Views the following modifications

Adds Objects that are on the target assembly but not on the source (added).
Indicates parts that are added to the revision. This addition
corresponds to the addition tracked in any related structure comparison
or supersedure.
By default, these parts are colored blue.
Cancels Objects that are on the source assembly but not on the target
(removed).
Indicates parts that are removed from the revision. This cancellation
corresponds to the addition tracked in any related structure comparison
or supersedure.
By default, these parts are colored red.
Moves Objects that are repositioned (transform matrix changed) between the
source and target assembly.
Indicates parts that are repositioned. A move is not considered an
addition or a cancel in related supersedures. In a structure comparison,
the move is tracked with the defined move image.
You create a move to track the relocation of a component between
the problem and affected assembly. This change is made using an
ALTREP note type in the two assemblies. Supersedures do not track
this type of comparison.
By default, these parts are colored green.
Reshapes Objects that have an alternate representation (identified by an
UGALTREP note) between the source and target assembly.
Indicates parts whose shapes are changed. A reshape is not
considered an add or cancel in any related supersedure. In a structure
comparison, the reshape is tracked with the defined reshape image.
You create a reshape to track the relocation of a component between
the problem and affected assembly. This change is made using an
ALTREP note type in the two assemblies. Supersedures do not track
this type of comparison.
By default, these parts are colored light blue.
Common Objects that are in both source and target assemblies.
All Shows all of the modifications described previously at the same time.

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Slider Views the following modifications

Triangular slider The triangular slider is situated under the standard sliders. It adjusts
the speed of the moving parts when you interact with the standard
sliders. For example, when parts are large compared with the viewer
size, they may move too quickly out of the viewer. Use this slider to
reduce the speed to obtain a better transitional effect. Similarly, when
parts are too small, you can increase the speed.

Note

You can modify the comparison colors by clicking Icons/Colors Legend to view and
change the currently defined color for each type of comparison.

The All comparison slider moves all the comparison slider bars simultaneously. In the far left position
of the slider, the assembly is the problem assembly before any parts were modified.

Example of graphical history

Assume an assembly named Revision B (that is based on Revision A) contains Part B, which
replaced Part A. Assume all the comparison sliders are set under Revision A. At the same time, Part
C was moved 10 degrees from its previous location and Part D's curve now begins 9 millimeters
higher. Assume all the comparison sliders are set under Revision A.
• Moving the Adds slider from Revision A to Revision B causes Part B (colored blue) to move
across the viewer and overlay Part A.

• Moving the Cancels slider from Revision A to Revision B causes Part A (colored red) to pull out
of the assembly and move out of the window.

• Repositioning the Moves slider from Revision A to Revision B causes Part C (colored green) to
change its location in the assembly.

• Moving the Reshapes slider from Revision A to Revision B causes the curve in Part D (colored
light blue) to start 9 millimeters higher on the part.

Moving the All slider causes all of these changes to occur simultaneously.
After you create the comparison, you can capture the image to export or print.

Controlling a graphical comparison

You can use the following controls on the Graphical Compare tab to manage the comparison
process of change-managed structures:

Function Description
Show Common Parts Use this check box to control if Teamcenter displays common
components between the two assemblies.
Show Supersedure link Use this check box to control if Teamcenter displays
supersedure links between added and canceled components.

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Function Description
Show These buttons allow you to display other configurations,
without returning to the revisions tab and selecting another
revision. Use the three buttons provided to display one of the
following configurations:
• Previous revision as configured by creation date

• Next revision as configured by creation date

• Latest working according to site settings

Display pane Shows the list of supersedures (if any) associated with the
currently displayed affected assembly.
Structure tab Displays a color-coded structure tree for both the
configurations. Buttons are provided to allow you to set the
variant and revision rules.

Showing and hiding supersedure links

There may be several supersedures between the added and canceled parts that are displayed in the
blue and red colors respectively. If you want to identify the added parts that are related to certain
canceled parts by a supersedure, select the Show Supersedure Links check box in the control
pane. Teamcenter shows a graphical band link between the added and canceled parts of each
supersedure associated with the displayed affected assembly. By default, the Show Supersedure
Link check box is not selected.
Note

To aid identification, added parts are shown in blue and canceled parts are shown in red.

When you show supersedure links, Teamcenter draws a white band between added and canceled
components. When supersedures contain several added or canceled components, Teamcenter
draws a polygon connecting the center points of all concerned parts. If you move the All comparison
slider to the maximum left or right position, the bands disappear automatically and the Show
Supersedure Link check box is not selected.

Using the supersedure pane

The supersedure pane at the bottom left corner of the Graphical Compare→Control tab shows the
list of supersedures associated with the currently displayed affected assembly.
If you expand a supersedure, Teamcenter shows the relevant added and canceled parts. Select a
particular add or cancel to highlight the corresponding graphics in the viewer.
If the affected assembly was not created under a change order, the Supersedure pane and the
Supersedure Link check box are hidden.

Display comparison results in the structure trees

You can view the differences between the two revisions in tree format as well as in a graphical
display. To do this, click the Structures tab at the left bottom corner of the Graphical Compare tab

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and Teamcenter displays two structure trees. It shows any modifications (adds, compares, moves, or
reshapes) to the selected lines that were detected by the comparison in the appropriate colors.
Use the following buttons to set the effectivity for revision rules and the variant rule.
• Set Date/Unit/End Item button
If you select a dynamic revision rule in the Revisions tab before you display the comparison
results, the structure tree remains unconfigured and no parts are visible in the viewer.
A revision rule is dynamic if Teamcenter requires end item, date, or unit entries to correctly
configure the structure against that rule. If Teamcenter uses a dynamic revision rule to load a
structure, it requires the unit number and end item to load the structure correctly.
To set the correct configurations in this situation:

1. Select each structure pane and click Calender .

Teamcenter displays the Set Date/Unit/End Item dialog box.

2. Enter the unit number or end item values and click OK in both structure panel.
Teamcenter configures the structures and displays the comparison results in the viewer.
When you load a new revision rule, Teamcenter recalculates the comparison results and the
control sliders return to their default positions.

• Set Variant Rule button

If the two structures you compare contain components with variant conditions, the comparison
results include all the lines, irrespective of the associated variant conditions.
To limit the comparison to a set of variant rules:

1. Select each structure pane and click the Variant button.

Teamcenter displays the Variant Rule dialog box.

2. Enter the required variant rule and click OK in both structure panels.
Teamcenter hides the nonconfigured components in the graphical display and the structure
tree.
When you load a new variant rule, Teamcenter recalculates the comparison results and the
control sliders return to their default positions.

Show supersedures graphically

When browsing through the replacement history of a component in the context of an item in the
Structure Manager Supersedure tab, you can view the graphical history of the changes of a particular
replacement record (part to part supersedure).

To do this, select a supersedure from the trail and click Change History . The Change History
dialog box opens with the changed components shown in their respective colors. Teamcenter hides
the following Show Common Parts and Show Supersedure Link controls and tabs.
You can use the comparison sliders to view the revision changes.

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Note

The PV_Viewer_PSE property determines the availability of this functionality. By default, this
property is set to False and Teamcenter does not display the button in the toolbar. Set this
preference to True in the rich client user.properties file to enable this functionality.

View an individual supersedure link

While the Show Supersedure Link command helps you identify the various supersedures in a
comparison, it can be difficult to identify a single supersedure in a part-to-part supersedure. In this
situation, highlight a single supersedure link, rather than all supersedure links, as follows.
1. Click the Controls tab on the Graphical Compare pane.

2. On the Graphical Compare pane, select the Show Supersedure Link check box.

3. Move the Adds comparison slider to the center or right.

4. Move the Cancels comparison slider to the center or left.

5. In the Supersedure pane, select the supersedure whose link you want to view. Teamcenter
shows a single supersedure link in the viewer, corresponding to the selected supersedure.

Define structure change colors, slider colors, and position

You can set your own preferences for the colors of structure changes and for the default color and
position of the sliders, as follows.
1. Choose the Edit→Options menu command.
Teamcenter displays the Options dialog box.

2. In the Options dialog box, select the desired color for any structure change type.

3. In the Options dialog box, modify the initial location of the slider. (The default initial slider
position is 100.)

Create related revision histories

You can compare the graphical histories of two revisions of the same assembly.
Note

For instructions about viewing a graphical comparison of two revisions that do not belong to
the same assembly, see Create disparate revision histories.

1. Select an assembly line in the structure tree and click the Graphical History button.
Teamcenter displays the History dialog box.

2. In the dialog box, click the Revisions tab.

Teamcenter displays the Revision pane.

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3. On the Revision pane, choose two assemblies to compare. Click Revision List to show all the
revisions associated with the parent assembly in a tree-format structure. Click Progression for a
tree-format display of associated revisions.

4. In the Revision List view, select one of the revisions to compare.

5. From the Compare With list, select the second revision. This list includes all the revisions
associated with the selected parent assembly.

By default, Teamcenter populates the Compare With box with the problem revision if the revision
you selected in step 3 is in a change process.

6. If the parent assembly has multiple BOM view revisions associated with it, select a view from the
View Type list.

7. Optionally, click Change to open the associated change in Change Manager.

8. Review the effectivity data table for any effectivity data defined for the selected revision. If no
effectivity data is defined, the table is blank. If multiple effectivities are defined for the revision,
Teamcenter displays all end item effectivity entries.

9. Click the Graphical Compare tab to display the comparison pane.

Teamcenter displays the revision selected in step 3 in the viewer. The names of both the selected
revisions are listed in the comparison sliders pane, with the revision selected in step 4 to the
right. By default, the comparison sliders line up under this revision.

10. Check Show Common Parts to load all the parts common to the two assemblies in the viewer.

11. View the history of adds, cancels, moves or reshapes by moving the appropriate slider. To see all
changes simultaneously, move the All slider.

12. To compare the histories of other revisions without returning to the Revisions tab and choosing
another set of revisions to compare, click one of the following buttons:

• Click Previous to display the previous revision based on creation date.

• Click Next to display the next revision based on creation date.

• Click Latest Working to display the latest working revision, based on your site's definition.

13. To view the comparison information in tree format, click the Structures tab at the bottom of the
dialog box. The comparison controls are replaced by two structure tree diagrams, indicating the
modifications (adds, cancels, moves, reshapes) to each revision by icons and color coding.

Click the Icons/Colors Legend to view the meanings of the icons and colors. In this view, you
can also set options for variant rules, view current revision rules and set the current rule and set
effectivity information.

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Create disparate revision histories

You can compare the graphical histories of two revisions that do not belong to the same parent
revision:

1. Select an assembly line in the structure tree and click Graphical History .
Teamcenter displays the History dialog box.

2. Click the Revisions tab to display the Revision pane.

Use the Revision pane to select two objects to compare. Select Revision List to view all the
revisions associated with the parent assembly in a tree structure. Select Progression to view
a graphical display of associated revisions.

3. In the Revision List view, select the revision you want to compare with a revision not related to
this assembly.

4. Locate the other revision from your Home folder or by searching for the revision in the database.
Copy it to the clipboard.

5. Paste this second revision into the Compare With box. This list always includes all the revisions
associated with the selected parent assembly. It now lists all the associated revisions plus the
disparate revision you inserted.

6. Continue with the compare process as described in Create related revision histories, beginning
with step 5.

Create detail part histories

Use the History dialog box to generate a graphical history of revisions of detail parts. You can
compare two revisions of the same detail part or two revisions of different parts. Teamcenter displays
the differences graphically in the viewer and uses color coding to indicating the type of changes
performed on the parts. You can also view the differences in a tree-format structure with color-coded
icons indicating the types of changes performed upon them.
Use a standard view, tricolor mapping, or distance mapping to view the changes between detail parts.

Use this view To

Standard view Display two detail parts side-by-side. The part colors correspond to
the current legend settings.
Tricolor mapping Display the two detail parts at the same position. Click the Preferences
button to set the color of common material and of each of the two part
group materials.
Distance mapping Display the distance comparisons between two detail parts at the same
position. Click the Preferences button to set the base color and the
colors of the high and low values.

To create a comparison between two revisions of a detail part:

1. Select the concerned part in the structure tree and click Graphical History .

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Teamcenter displays the History dialog box containing similar information as for assemblies,
except that the configuration switches (BOM view type and revision rule) are not available.

2. From the Compare With list, select a different revision of the same part or a different part.

3. Click the Graphical Compare tab to view the differences between the two part revisions.
Only one control slider is provided and you can use it to move between the affected and problem
revision of the detail part.

Viewing supersedure
Supersedure allows you to view a graphical representation of the replacement history of a given
occurrence in the product structure.
Parts and assemblies are often added to and deleted from a product structure during its construction
or modification. Some of these additions and deletions can be grouped together as a replacement
action. For example, two added parts may replace the form and functionality of one canceled
component, making a replacement.

To view and manage the supersedure of the selected line, click the Show/hide data pane button ,
and then click the Supersedure tab.
The supersedure tree shows the history of such replacements graphically, starting from the selected
part.
Note

Before you can view the supersedure of a component, you must create a supersedure that
defines the replacement. You cannot create a supersedure in Structure Manager.
For information about how to create a supersedure, see the Change Manager Guide.

Using the supersedure toolbar

The following buttons are available on the toolbar on the Supersedure pane.

Button Button title Description

Expand screen Expands the supersedure pane to full size, or
decreases the full-sized screen to partial size.
New node Displays a different supersedure for the selected
component in the context of a different parent
assembly. Select the alternate parent assembly
from the Where Used search pane below the
supersedure layout.

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Button Button title Description

Automatic/Manual Layout When activate, changes supersedure layout mode
to automatic. Teamcenter lays out nodes are
automatically and ensures that no intersections
between the nodes and the supersedures occur.
When inactivate, changes supersedure layout
mode to manual. You can lay out nodes manually.
The supersedure's current layout and motion
mode is displayed in the status bar below the
supersedure layout.
Single Node When active, only a single node can be moved
in the display. When inactivated, a supersedure
can be moved.
This button is active only when the
Automatic/Manual Layout button is in
manual mode. This button's current mode is
displayed in the status bar below the supersedure
layout.
Watch Box Displays the item properties of the selected
component in the Item Properties dialog box
that opens when this button is clicked. If you
select a change node, the watch box shows
customer-defined properties of the associated
supersedure component.
Note History Select a structure line and click this button to
display the Note Change History dialog box.
This dialog box displays the trail of note changes
for the selected part or assembly.
Structure change records for occurrence note
changes are created when changes to the
structure are saved. To permit this, set the
ECM_note_types_to_track preference.
Variant History Displays the Variant Condition Change History
dialog box.
Graphical Supersedure Displays the Graphical Supersedure dialog box.

Using supersedure lists in the Supersedure pane

Supersedure list Description

Product List Select a product from the list to generate a new supersedure for
the selected part in the context of the selected product.
Layout Displays search results in horizontal, vertical or tree layout.
Find Performs a query for the part or assembly shown in the text box.

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Supersedure list Description

Where-Used Rule Performs a where-used search on the selected part or
assembly. For information on performing where-used searches,
see Configuring for where-used searches.
Where-Used Depth Sets the depth of the where-used search. One level searches
immediate parent assemblies. All levels searches all
assemblies up to the top-level product. Top level searches
the final product. For more information, see Configuring for
where-used searches.

Interpreting supersedure symbols

Symbol Symbol title Description

Component Node Displays the item name corresponding to
the change.

Selected Component Displays the currently selected component

Node node.
Quantity Node Shows supersedures created between
quantity changes. These are displayed in
the Supersedure pane.
In this example, EC01\A changed the
quantity of part C from 1 to 3.

Change Node Connects the component nodes and

displays change information.
Component nodes listed above the
change occurred before the change was
created. Component nodes listed below
the change occurred after the change was
created.
A tool tip lists the parent structure and the
component's effectivity when you place
the cursor over the node.
Pure Add Shows the supersedure trail associated
with part C, as displayed in the
Supersedure pane.
In this example, part C resulted from
EC01/A.
Pure Cancel Shows the supersedure trail associated
with part C, as displayed in the
Supersedure pane.
In this example, part C resulted from
EC0/A, but was canceled by EC03\A.

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Symbol Symbol title Description

Selected Change If red, the selected part or assembly is the
Node currently selected change node.
Transfer Change Shows a T to indicate the change node
Node is a transfer supersedure. Transfer
supersedures involve the transfer of a part
from one level of an assembly to another
level of the same assembly.
Delivered Product Displays if the supersedure was created
Change as part of a delivered product change. For
this type of supersedure, the arrow line
appears in red.
Duplicate Displays if the selected component has
Supersedure Flag a supersedure that is already displayed.
The supersedure does not continue from
this point as this would produce an infinite
loop.
Additional Displays if there are additional
Supersedures supersedures in the history to display.
Latest Supersedure Displays if there are no more additional
supersedures in the history to display.
Move Green highlights a part or assembly
that has moved. You cannot create
supersedure for move changes.
Reshape Green highlights a part or assembly in the
structure that is reshaped. You cannot
create supersedure for reshape changes.

Managing supersedure

The supersedure tree starts from a selected part and shows the visual path of the subsequent
superseded parts. The supersedure tree also shows related product information.
Navigate through the supersedure tree by double-clicking component nodes. Clicking a node
expands it to show the next supersedure in the sequence.
You can use the supersedure tree to:
• Browse the supersedure of the selected part.

• Create a new supersedure based on a different parent assembly.

• Create a new supersedure based on a different top-level product.

Browse supersedure

The supersedure tree graphically displays the replacement history of the selected part or assembly
using rectangular and oval elements to represent components and changes.

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Only part numbers are displayed in supersedure, not revision numbers. You cannot create
supersedures for revisions; they are assumed to be interchangeable in form, fit, and function.
To view the supersedure of a part or assembly:
1. In the product structure. select a line that represents a part or assembly that has an associated
supersedure.

2. Click Show/Hide Data Panel .

The window divides to show the structure tree on the left, and the data pane on the right.

3. In the data pane, click the Supersedure tab.

Teamcenter opens the supersedure view containing the replacement history of the selected
component in the context of its parent assembly. It generates the supersedure for the item you
specify in the Where-Used pane located below the Supersedure pane.

4. Optionally, place the cursor over a change to show a tool tip that lists the parent assembly item
revision and effectivity of the selected change.
Note

A part may be used in more than one assembly and each assembly has its own supersedures.
Thus, a part may have more than one supersedure trail.

Display a different supersedure in the context of a parent assembly

An item revision may have several supersedure trails, if it has occurrences in different assemblies.
The Supersedure pane shows the history of the selected part or assembly in the context of the
current assembly. To see the supersedure of the selected part or assembly in another parent
assembly, you must generate a new supersedure with respect to the other assembly.

1. Minimize the Supersedure pane, if necessary, by clicking Expand .

2. Perform a where-used search in the search pane below the supersedure display. For information
on performing where-used searches, see Making where-used searches.

3. Select the required different parent assembly in the graphical display of the search results and

click New Node .

Structure Manager displays a new supersedure in the context of the newly selected parent
assembly.

Create a new supersedure with respect to a different top-level product

A part or assembly may be used in more than one top-level product. Such a part or assembly may
eventually be removed from one or more of the top-level products as the products move through their
life cycles. When you define the deletion of a part or assembly in a supersedure, the Supersedure
pane shows the component in red with a line through the label. The red line indicates the part or
assembly is no longer used anywhere in the selected top-level product.

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If you select a new top-level product from the product list, Teamcenter creates a new supersedure of
the selected part or assembly with respect to the newly selected product.
Note

By default, the capability to show redlined items is disabled. To display redlined relations,
go to the java\com\teamcenter\rac\pse\genealogy\genealogy_user.properties file and
set useProductList.FLAG=true.

To show a different supersedure of the selected part or assembly in the context of a different top-level
product:
1. Select the part or assembly whose inclusion in various top-level products you want to view.

2. From the product list, select a different product.

Teamcenter shows a new supersedure in the context of the newly selected top-level product. The
new supersedure starts with the first supersedure.
Any component that has a never-used relationship in the context of the selected top-level product
is shown in red and underlined.

Create a transfer supersedure

Transfer supersedures are generated when a component is moved from one assembly to another.
Transfer supersedures require at least two affected items and two problem items, one for each
assembly level.
When a transfer supersedure is viewed in the supersedure window, Transfer shows next to the
supersedure. A transfer supersedure is viewed in the Supersedure pane, as shown.

1. Delete a Problem component from a subassembly:

a. Send the pertinent change to Change Manager.

b. Select the desired subassembly item revision from the Affected Item folder.

c. Right-click the item revision, choose Send To, and send the item revision to Structure
Manager.
Note

There must be at least two item revisions in the Affected Item folder, and one item
revision must belong to a subassembly of the other.

d. Structure Manager opens and the selected subassembly is displayed.

e. Select the component you want to delete. Click Delete Line.

f. Click Save.

g. Structure Manager saves the assembly, then displays the supersedures view.
• The left pane displays the contents of the Affected Item folder.

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• The right pane displays the contents of the problem items folder.

• The file name and revision rule of each item revision are displayed at the top of the
respective panes.

• The bottom pane displays the supersedure once it is created.

• Items that are deleted from the affected item revision display in red in the right pane. In
other words, components of the problem item revision (displayed in the right pane) that
are deleted from the solution item revision display in red.

2. Transfer the component to a parent assembly:

a. Return to Change Manager and select the parent assembly from the Affected Item folder.
Right-click the item revision and choose Send To. Send the item revision to Structure
Manager.

b. In Structure Manager, select the level of the assembly where you want the component added.

c. Select the component you want to add and click Copy. You can select this item revision
from My Teamcenter.

d. Return to Structure Manager and click Paste.

e. Click Save.
Structure Manager displays the split window. The left pane displays the contents of the
Affected Item folder. Items that are added to the affected item revision display in blue
in the left pane.

f. Select the appropriate subcomponent assembly from the Sub-Assembly list below the
right pane. The assembly is displayed in the right pane. Items that are deleted from the
assembly are shown in red.

g. Click Transfer.
A transfer supersedure is created.

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Commonly encountered supersedure examples

Description Image
Regular supersedure

Quantity supersedure, from 1 to 2

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Description Image
Regular supersedure plus pure add

Pure add with quantity

Add supersedure plus pure cancel

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Description Image
Regular supersedure plus pure
cancel

Quantity supersedure

View a supersedure in Structure Manager

Viewing a supersedure displays the additions and deletions to the selected affected item.

1. Right-click an affected item in Change Manager and choose Send To. Send the item revision to
Structure Manager.

Note

If Structure Manager displays a Do you wish to update BOM Changes (needed only if
structure is edited outside change control)? message, click Yes. This ensures you
can manage the BOM changes that are now being managed in Structure Manager, outside
of change control.

2. Click Supersedures Environment .

The supersedures folder is displayed in the supersedures view in the bottom pane. The Adds
folder displays additions to the assembly with a to the left of the component name.

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The Cancels folder displays deletions from the assembly with a to the left of the component
name.

3. View the supersedure of the same affected item with a different problem item by selecting a
different problem item from the list below the right pane. This list displays any other problem
items that have been used to create a supersedure with the selected affected item revision.

4. A new supersedure appears, displaying the additions and deletions of the new supersedure.

Create a structure change

In Structure Manager, perform the necessary modifications (additions, deletions, moves, reshapes)
by adding and deleting structure lines, then click Save.
Note

You must have write access to the assembly.

Change management compares the selected affected item with the associated problem item in the
change by displaying two panes. The left pane displays modifications to the affected item assembly,
the right pane displays modifications from the problem item assembly.
By default, additions are blue, deletions are red, moves are green, reshapes are light blue,
quantity changes are orange, and so forth. Click Icons/Colors Legend to view the currently
defined color for each type of comparison. You can select the comparison colors by choosing
Edit→Options→Change Management→Bom Tracking and changing the colors.
If the change contains more than one problem item, change management applies the following
rules to select the appropriate problem item:
1. Choose the item revision with the same ID as the selected affected item.

2. If there is no item revision with the same ID, or if there are multiple revisions of the item revision,
you are prompted to select one from those listed in the Problem Items folder.
Note

If the selected assembly is a new part, or else not an affected item (for example, you are only
making structure change modifications, not creating a supersedure), choose No Problem Item
at the prompt. BOM Change objects of the type Add are created for every component.

In the example, the left pane displays the additions to Assy100/B, and the right pane displays the
deletions from Assy100/A, as shown.

Left pane: Right pane:

Additions to Assy100/B Deletions from Assy100/A
P10 P10
P21 P11
P15 P15
P25 P18
P19

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Left pane: Right pane:

Additions to Assy100/B Deletions from Assy100/A
Assy200/A Assy200/A
P30 P30
P21 P11

This completes the first stage of making a supersedure—creating structure changes. These same
changes can now be viewed from the BOM Changes view in Change Manager by selecting the
affected item. The BOM Changes view displays the modifications (adds, cancels, moves, reshapes)
with the specified buttons in the Icons/Colors Legend .
The convenience of viewing color-coded changes to a structure might be sufficient for your change
management requirements and you have no need to create supersedures.
Note

When creating structure changes, the only changes processed are additions, deletions,
moves, reshapes, and quantity changes. Changes to other component properties, for
example, sequence number, occurrence notes) are not included. Variant components are
treated as any other component.

Create a structure change using dynamic revision

You can use dynamic revision rules to track a particular change. A dynamic revision rule is dynamic
when it requires end item, date, or unit number input to generate correct configured revisions.
When defining a dynamic revision rule to track a change, Teamcenter uses the revision rule set in the
TC_config_rule_name preference.
Use the CM Base Configuration form to determine the product unit or date that causes the change to
go into effect. This form can be attached during the definition of the change object using the Business
Modeler IDE. Alternatively, the form can be attached by using the ECM-create-base-revrule-form
action handler at the beginning of the change process.
If a configuration form is attached to the change, the revision rules are modified according to the
form's effectivity entries.

Create the CM base configuration form

A structure change based on dynamic revision rules requires a change containing the CM Base
Configuration form. This form must be manually created before the dynamic revision rule
functionality can be used. Before the form can be created, the form type must be defined.
To create a new form, choose File→New→Form. The New Form wizard appears to create the CM
Base Configuration form.
Use the following information to create the form and class in step 1 of the New Form wizard:

Form Name: CM Base Configuration

Class Name: CMBaseRevRuleForm

Use the following information to complete the form fields in step 2 of the New Form wizard:

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Name Type Size Null

end_item_str String 128 Check
unit_no Integer N/A Check
from_date Date N/A Check

Note

It is important that the form fields are defined exactly as shown in the table. If the definitions
are altered the dynamic revision rules will not work correctly, and once the forms are created,
they are not easily revised.

To complete the setup of the dynamic revision rule functionality, the ECM_base_revrule_relation
relation type must be created.
Create the relation type using the Business Modeler IDE, as described in the Business Modeler
IDE Guide.

Create a BOM change based on dynamic revision rules

A run-time override folder is created for the revision rule of the affected assembly that contains all the
affected and solution revisions set in the first entry of the folder. This ensures that the revisions created
as part of the change are displayed as the configured revision, irrespective of the effectivity entries.

Create structure quantity changes

A quantity change for an assembly or a component-level item revision must be based in the context
of Change Manager.
1. Select a change revision master and send it to Change Manager, using the Send To command.

2. From Change Manager, select the item revision under the Affected Item folder and send it to
Structure Manager, using the Send To command.

3. In Structure Manager, make sure the Quantity column is displayed.

4. If the Quantity column is not displayed:

a. Choose Edit→Options.

b. Select Structure Manager.

c. Select Hidden Columns→Quantity to place it in the Shown Columns list.

d. Once Quantity is in the Shown Columns list, click Up. or Down to position its display
in the Structure Manager window columns.

e. Click OK.

f. When you have verified the Quantity column is displayed in Structure Manager, return
to Change Manager.

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g. Select the same item revision and send it to Structure Manager again, using the Send To
command.
The Quantity column is displayed.

5. In Structure Manager, select the component for which the quantity needs to be changed.

6. Click the quantity in the selected structure line; the Quantity cell is outlined.

7. Type in the quantity, then press Enter.

8. Click Save. A split window displays the item(s) whose quantities have been changed in orange.

The quantity for item revisions can also be viewed from the Properties information dialog box.

Attach a form to structure change

You can associate a form with a structure change from Change Manager. Once a form is associated
with a structure change, it displays in the Form pane of the BOM Changes tab. Its fields can be
used to indicate the purpose behind the change or other change information, such as comments,
requirements and so forth.
Use the Form pane with the BOM Changes tab to associate a form to a selected structure
change. The type of form associated with the structure change is determined via the
ECM_bomchange_formtype preference. By default, this preference is set to associate the BOM
Change form with structure changes. A system administrator can change this setting; one or more
valid Teamcenter form types can be defined for this preference.
For additional information about this preference, see the Preferences and Environment Variables
Reference.
To associate a form with a structure change:
1. In Change Manager, select the item revision whose structure changes you want to associate
with a form.

2. Click the BOM Changes tab.

The item revision is displayed in the Revision tree of the BOM Changes tab.

3. Click + to expand the View folder.

Any structure changes made to the item revision appear.

4. Select the structure change to which you want to associate a form.

5. Click Create.
The form type specified in the ECM_bomchange_formtype preference displays in the Form
pane.

6. Type the requested information into the available text boxes.

7. Click OK.
The information is saved to the database and the form is associated with the structure change.

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8. After the form has been associated with the structure change, click Display at any time to display
the form and its contents.

9. Click Modify to modify the contents of the form.

10. Click Delete to delete a structure change form.

Note

To create structure changes, the changes performed in Structure Manager must be made in
the context of an change for a given assembly. The item revision must be selected from the
Affected Item folder from within Change Manager and then sent to Structure Manager.

Create delivered change

A change, rework, or re-identification of an original part that is assigned Delivered status can be
tracked from the original item revision by creating a parallel revision sequence using the Save As
command. For example, a parallel revision sequence for the delivered assembly Assy100/C can be
based on the site number of the customer to whom the product was delivered, for example, #3382.
This allows the item revision to continue the revision progression in a parallel path.
You can perform a delivered product change and named design progression using the same change.
The change process must be configured so that the delivered change is assigned special release
status which is used to display delivered changes in supersedure.
1. In Change Manager, select the item revision you want to change.

2. Choose File→Save As.

The Save Item Revision As dialog box is displayed.

3. Type the new Revision ID sequence. In the previous example, change the existing sequence
of Assy100 to 3382.

4. Optionally, type a description of the change.

5. Click OK.

6. Click Apply to save the changes to the database and leave the dialog box open for additional
changes.

Creating a custom supersedure form

You can associate a custom form with a supersedure and use the form to track supersedure attributes,
such as effectivity or interchangeability. Your site must first assign a particular form to use with
supersedures and enable the custom form functionality. Once the functionality has been enabled, you
can associate the form with any supersedure. Only one form can be associated with supersedures.

Enable custom forms

To enable the custom form functionality, your administrator must change a change management
default property so that the Create Form button appears in Structure Manager.

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 Chapter
Chapter 10:10:Comparing
Comparing product
product structures
structures

1. In the rich client root directory, find the

com\teamcenter\rac\ecmanagement\ecmanagement_user.properties file.

2. In this file, add the enableSupercedureForm property and ensure it is set to true.

3. Set the value of the supercedureFormType property to the name of the form type to use as
the supersedure form.

The custom form button now appears in the vertical toolbar of the Supersedure pane. When
a user completes the form, it is saved and associated with the selected supersedure by the
ECM_supercedure_to_form_reln relation.
Note

If you later need to determine the form that is associated with a supersedure, query the value
of the untyped reference run-time property custom_form_tag for the Supersedure type.

Associate a custom form with a supersedure

1. Select a supersedure and click the Custom Form button . Teamcenter displays the
Supersedure form.
Your Teamcenter administrator selects the custom form associated with supersedures. For
details, see Enable custom forms.

2. Complete the form and click Apply.

Teamcenter saves the form and associates it with the selected supersedure. Once the form is
associated with a supersedure, it cannot be detached.

Once a form is created for a supersedure, it displays in the Supersedure pane whenever the
supersedure is selected. You can modify the form at any time and save changes by clicking Apply.

Track history of variant changes

Your Teamcenter administrator enables tracking of variant changes by setting the

ECM_track_variant_condition_changes preference to ON. This preference is effective only if the
ECM_set_genealogy preference is set to ON.
When you save changes to a structure containing variants, if this preference is ON for the current
change type, Teamcenter tracks variant changes between the affected item and the problem item.
To view variant change history:

1. Open the data pane by clicking the Show/Hide Data Panel button on the toolbar.

2. On the data pane, click the Supersedure tab.

3. On the Supersedure pane, click the Variant Change History button.

Teamcenter displays the Variant Change Details dialog box, showing variant conditions for the
problem item and affected item of the chosen occurrence.

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Chapter 11: Using item revision configuration

Using item revision configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1

Understanding revision rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1

Evaluating revision rules for read access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2
Configuring precise assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-3
Elements of a revision configured product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-4

Configuring privileged and unprivileged users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6

Creating a revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6

Create a rule entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6
Modify a rule entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6
Delete a rule entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
Edit the entries within a rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
Modify the current revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7

Defining revision rule entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7

Defining a Working entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-7
Example of a Working entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-8
Example of a Working entry with current user/group . . . . . . . . . . . . . . . . . . . . . . . . 11-9
Defining a Status entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-9
Example of status hierarchy in a revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-10
Example of effective date configuration in a revision rule . . . . . . . . . . . . . . . . . . . . 11-10
Example of effective unit number configuration in a revision rule . . . . . . . . . . . . . . 11-10
Defining a Latest entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-11
Example of a revision rule with latest by creation date entry . . . . . . . . . . . . . . . . . . 11-11
Defining a date entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-11
Defining a unit number entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-12
Defining an end item entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-12
Defining grouped entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-12
Example of revision rule with grouped entries . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-13
Grouping revision rule entries by item type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-13
Creating Has Item Type entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-13
Create and group revision rule entries by equal precedence . . . . . . . . . . . . . . 11-14
Create and group Has Item Type revision rule entries . . . . . . . . . . . . . . . . . . . 11-15
Group existing revision rule entries by item type . . . . . . . . . . . . . . . . . . . . . . . 11-15
Ungroup combinations of item type entries . . . . . . . . . . . . . . . . . . . . . . . . . . 11-16
Modify the item types in existing revision rule entries grouped by item type . . . . 11-16

Applying a revision rule to a Structure Manager window . . . . . . . . . . . . . . . . . . . . . . . . . . 11-17

Set a revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-18

Set date/unit/end item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-18

PLM00048 J2 Structure Manager Guide

Set an override folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-19

Viewing revision rule information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-19

Displaying and editing revision effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-20

Display revision effectivity data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-21
Edit revision effectivity data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-21
Reuse components in different products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-22

Releasing multiple item revisions in a single workflow process . . . . . . . . . . . . . . . . . . . . . 11-22

Managing nested effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-23

Configuring nested effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-24
Creating a configuration item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-24
Creating a revision rule for nested effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-24
Create effectivity mapping on a configuration item . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-27
Managing product generations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-27
Defining end item revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-28

Using revision rules from My Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-28

Managing occurrence to part relationships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-29

Show occurrences of superseded item revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-29
Update precise occurrences of superseded item revision . . . . . . . . . . . . . . . . . . . . . . 11-29

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Chapter 11: Using item revision configuration

Using item revision configuration

You can create and apply revision rules to select the appropriate revision of components in the
product structure. A revision rule sets the criteria for selecting the revision, for example, whether
to load working revisions or determining the released revisions that are loaded. This allows you to
configure a structure as it was or will be on a particular date, for example, by utilizing effectivity data
on each item revision (release status).
For additional information, see Understanding revision rules.
Users can use combinations of effectivity data to do the following:
• Create and set date and optional end item revision effectivity.

• Create and set unit number and end item revision effectivity.

• Share an existing effectivity between structures.

• Create and share a named effectivity.

• Protect an effectivity so that only certain users can apply it.

Both unit number and date ranges can be closed or open-ended. For open-ended ranges, UP and
SO (stock out) values can be specified. Ranges can be discontinuous, for example, unit numbers 1,
5, 10–UP.
A privileged user (typically, the system administrator) creates the revision rules that are then made
available to other users. Consequently, nontechnical users do not have to understand the full
complexity of revision configuration but simply apply the appropriate revision rule.
Before creating or implementing item revision configuration, see Getting Started with Product
Structure, which includes additional information.

Understanding revision rules

Item revision configuration allows you to create and apply revision rules that select the appropriate
revision of parts and assemblies in the product structure. A revision rule:
• Selects working revisions and (optionally) specifies the owning user or group.

• Selects revisions by status (according to status precedence) or the latest revision with any
status using release date.

• Optionally specifies the effectivity against which the revisions are configured. Effectivity may be
specified by date or unit number.

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revision configuration
configuration

Note

Do not confuse the effectivity in the revision rule with the actual effectivity data visible on
item revisions.
For more information, see Displaying and editing revision effectivity.

• Select revisions in a specified override folder.

• Select the latest revisions according to the revision ID by alphanumeric, numeric, or creation date
order. This selection does not depend on whether revisions are working or released.

You define each of these criteria with a revision rule entry. A revision rule may contain any number
of rule entries, each of which attempts to select a revision according to the specified criteria, for
example, the status that the revision should have or the user or group that owns the revision.
Teamcenter evaluates rule entries in order of precedence until a revision is successfully configured.
You can include some entries more than once to define an order of precedence, for example, Status:
Working (Owning Group = Project Y)
Has Status (Production, Effective Date)
Has Status (Pre-Production, Effective Date)

You can modify the order of the rule entries to change the precedence Teamcenter uses when
evaluating the revision rule. Certain rule entries can also be grouped so they are evaluated with
equal precedence.
For more information, see Defining grouped entries.
Teamcenter always enforces a revision rule when you open a structure in a Structure Manager
window.

Evaluating revision rules for read access

By default, Teamcenter applies a revision rule to configure a product structure before it applies any
rule filter that is set in Access Manager. As a result, if a higher revision rule entry configures a
particular revision of an item and the user has no read access to this revision, the structure line in
Structure Manager shows an UNREADABLE stub entry.
You can optionally configure Teamcenter to continue evaluation when expanding the structure against
the revision rule until it encounters a revision of the item to which the user has read access. However,
if it finds no accessible item revision for any of the entries, it shows an UNREADABLE stub, as
before. To allow Teamcenter to continue revision rule evaluation by making read access checks in
this way, set the PSE_check_read_access_for_Rev_Rule_entry preference to TRUE. Structure
Manager shows the next item revision to which you have access. If this preference is set to FALSE,
evaluation stops when the first inaccessible configured item revision is encountered.
You can use any of the following revision rule entries to show configured item revisions to which
the user has read access:
• Latest Working

• Status

• Latest Revision

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• Override

You can include more than one of these entries in the same revision rule to find accessible item
revisions.
This behavior applies only to imprecise structures and does not affect the evaluation of precise
structures. Similarly, there is no effect if you configure a structure by unit number or date effectivity.

Configuring precise assemblies

If an assembly is precise and the revision rule contains a precise entry, the assembly is configured
according to that entry. However, if the assembly is precise and the revision rule does not contain a
precise entry, the assembly is treated as imprecise.
If the assembly is treated as imprecise:
• If a revision is configured by a Working revision rule entry that is not accessible to the user,
Structure Manager continues to evaluate the next matching readable revision. This behavior is
not affected by the presence or value of the PSE_check_read_access_for_Rev_Rule_entry
preference.

• If a revision is configured by any other (imprecise) revision rule entry that is not accessible to the
user, and the PSE_check_read_access_for_Rev_Rule_entry preference is not present or is
FALSE, Structure Manager displays <UNREADABLE>. If the preference is TRUE, Structure
Manager continues to evaluate the next matching readable revision.

For example:
• You have an item called Part1 with two revisions, Part1/A is Working and Part1/B is also
Working.
A precise assembly Asm is created containing Part1/B. That is:
Asm
|--Part1/B

If User2 is denied read access to Part1/B and opens Asm in Structure Manager with an
AnyStatus;Working revision rule, the system performs the following evaluation:
1. The AnyStatus entry does not configure any revisions.

2. The Working entry configures in Part1/B but access rules make this revision
<UNREADABLE>.

3. Regardless of the setting of the PSE_check_read_access_for_Rev_Rule_entry

preference, evaluation continues. The next revision is Part1/A, and access rules do not deny
access to it, so the final result is Part1/A.

If User2 then changes the revision rule to Latest by Alpha Revision Order, the system performs
the following evaluation:

1. The Latest by Alpha Revision entry configures in Part1/B but access rules make this
revision <UNREADABLE>.

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revision configuration
configuration

2. The system continues evaluation only if the PSE_check_read_access_for_Rev_Rule_entry

preference is TRUE. The next revision is Part1/A, and access rules do not deny access
to it, so the final result is Part1/A.

• You have an item called Part1 with three revisions, Part1/A is released with a TcReleased status,
Part1/B is released with a TcBaseline status, and Part1/C is released with a TcReleased status.
A precise assembly Asm is created with Part1/C. That is:
Asm
|--Part1/C

If User2 is denied read access for the TcReleased status and opens Asm in Structure Manager
with a AnyStatus;Working revision rule, the system performs the following evaluation:

1. The AnyStatus entry configures in Part1/C but access rules make this revision
<UNREADABLE>.

2. The system continues evaluation only if the PSE_check_read_access_for_Rev_Rule_entry

preference is TRUE. The next revision with status is Part1/B, and access rules do not deny
access, so the final result is Part1/B.

• You have an item called Part1 with two revisions, Part1/A is released with a TcReleased status
and Part1/B is working.
A precise assembly Asm is created with Part1/A. That is:
Asm
|--Part1/A

If User2 is denied read access for status TcReleased and opens Asm in Structure Manager with
a AnyStatus;Working revision rule, the system performs the following evaluation:
1. The AnyStatus entry configures in Part1/A but access rules make this revision
<UNREADABLE>.

2. The system continues evaluation only if the PSE_check_read_access_for_Rev_Rule_entry

preference is TRUE. Because no other revisions have status, the next rule entry of Working
configures in Part1/B. Access rules do not deny access, so the final result is Part1/B.

If User2 changes the revision rule to Latest Working, the system performs the following
evaluation:

1. The LatestWorking rule contains a Precise entry, that configures the revision saved with the
assembly, namely, Part1/A.

2. Because access rules make Part1/A unreadable for User2, the final result is
<UNREADABLE>.
The PSE_check_read_access_for_Rev_Rule_entry preference does not affect the result
because the structure and the revision rule are precise.

Elements of a revision configured product structure

The following elements may appear in a product structure that is controlled by revision configuration.

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Element Purpose
Baseline A copy of the currently configured structure at the time the baseline
was created. Baselining configures a completely released structure
and thereby guarantees that the models are always the same as
when the baseline was created.
End item A product, system, or module with respect to which you can configure
the structure by effectivity. For example, you can configure the
structure of unit number 110 in product X400, where X400 is the
end item.
For more information about end items, see Displaying and editing
revision effectivity.
End item revision The configured revision for the selected end item.
Imprecise assembly A single-level assembly that has items (not item revisions) as the
components. Teamcenter determines the applicable revision from
the revision rule settings.
Override list A mechanism that allows a user to override the revision that would
normally be loaded by the revision rule. The user places item
revisions in a workspace folder, and the revision rule is overridden by
the rule specified in the override list.
The folder provided for the override list may contain multiple nested
folders. The item revision in the topmost folder is configured.
Precise assembly A single-level assembly that has specific item revisions as the
components. When Teamcenter applies the revision rule, the
precisely specified item revision is configured by a precise entry in
a revision rule.
Release status An object assigned to an item revision after it is successfully released.
Item revisions can be configured according to their status. The status
may optionally contain effectivity data for revision configuration (not
occurrence effectivity configuration).
Revision rule The parameters set by a user that determine which revision of an
item at a particular time. You can also save a revision rule as a
workspace object.
Rule entry A revision rule comprises an ordered list of rule entries. Each type of
rule entry is concerned with a particular type of configuration.
Snapshot You can save a configured product structure as a snapshot. The
snapshot folder contains all revisions of the structure, and you can
use it to redisplay a saved structure at any time.
Working revision An unreleased version of the structure. Any user with write privileges
can freely change this revision. Teamcenter maintains no record of
intermediate states of a working revision.

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revision configuration
configuration

Configuring privileged and unprivileged users

User privileges determine if a user can create and modify revision rules, or only apply rules created
by others. Specifically, privileged users have access to all the revision rule menu commands, while
unprivileged users have access only to a subset of the commands. Consequently, unprivileged users
cannot create or delete revision rules, and have only limited ability to modify revision rules without
saving the changes.
Your Teamcenter administrator can restrict user access to these menu commands. Use the Command
Suppression application to determine those roles that are privileged and so restrict access to the
Revision Rules menu commands.
For more details, see Administering the product structure.

Creating a revision rule

If you are a privileged user, you can use two dialog boxes to create or edit a revision rule:
• The Modify Current Rule dialog box to create temporary revision rules.

• The Create/Edit Rules dialog box to create persistent revision rules.

Both dialog boxes contain the Revision Rule Editor, which comprises two main panes.
• The upper pane lists all the entries in the rule, with buttons you can use to manipulate the entries.

• The lower pane allows you to create or edit an entry, and add it into the rule.

Create a rule entry

1. In the Revision Rule Editor, select the type of entry you want to create. By default, the
combination box shows Working. Teamcenter updates the entry boxes appropriately.

2. Enter values into the boxes and click one of the following buttons:
• Click Append to add your entry at the end of the list of rule entries.

• Click Insert to add your entry above the selected entry.

• Click Replace to replace the selected entry with your entry.

Syntax for revision rule entries is given in Defining revision rule entries.

Modify a rule entry

1. Select an entry in the list of entries.

2. Click Copy. Teamcenter copies the entry into the editing area and displays the appropriate
entry type and boxes.

3. Edit the values of the entry and click Replace with the original entry still selected. Teamcenter
replaces the old entry with the new entry.

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Syntax for revision rule entries is given in Defining revision rule entries.

Delete a rule entry

1. Select an entry in the list of entries.

2. Click Remove and Teamcenter removes it from the rule.

Edit the entries within a rule

You can use the arrow buttons to move entries up or down within the rule.
You can use the Group/Ungroup command to add entries to a group or remove them from a group.

Modify the current revision rule

Users can make modifications to the window's current revision rule. This does not affect the saved
revision rule, but instead, Teamcenter creates a copy of the rule, modifies it as specified, and applies
it to the window. To modify the current rule, choose Tools→Revision Rule→Modify Current;
Teamcenter displays the Modify Current Rule dialog box.
Use the Modify Current Rule dialog box to modify the current rule with the Revision Rule Editor. The
editor contains a copy of the saved revision rule that is applied to the product structure window. The
name of the copied rule is the name of the original rule with (Modified) appended. You cannot edit
the Name box, but you can change the Description box.
After you edit the revision rule, apply your changes by clicking OK or Apply.
If you have write access to the original rule, you can save your changes back to the original rule
by clicking Save.
Syntax for revision rule entries is given in Defining revision rule entries.

Defining revision rule entries

A revision rule is made up of a sequential list of entries. Evaluation of the rule involves evaluating
each of the entries, in order, until a configured revision of the item is successfully obtained. A rule
may be made up of entries of the following types.

Defining a Working entry

Use a working entry to select working item revisions; that is, those items revisions without any release
status. By default, Teamcenter selects the latest working revision of the item according to the date it
was created. You can select a more specific revision with one of the following settings:
• Owning user
If you specify an owning user within a working entry, Teamcenter configures the latest revision
owned by the specified user, if there is such a revision. You can also set the owning user to
Current, and Teamcenter configures the latest revision owned by the current user.

• Owning group

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revision configuration
configuration

If you specify an owning group within a working entry, Teamcenter configures the latest revision
owned by the specified group, if there is such a revision. You can also set the owning group to
Current, and Teamcenter configures the latest revision owned by the current user's group.

Tip

There may be more than one working entry within a revision rule. For example, a rule may
configure the current user's working revision and, if none is found, configure the current group's
working revision instead. If a user changes group, it is necessary to reapply the revision rule to
configure the appropriate revisions for the new group.
However, in many circumstances, it is good practice to limit the number of working revisions,
typically to a single revision. Do this in Business Modeler IDE, as follows:
1. Right-click the item revision business object on which you want to limit the working
revisions and choose Open.

2. Click the Operations tab, open the Operations folder, scroll down to the bottom of the
Operations folder, and open the Legacy Operations folder.

3. Select the ITEM_copy_rev operation.

4. In the Pre-Condition pane, choose Add and select checkLatestReleased.

5. Add an argument that specifies the number of working revisions allowed.

6. Save and deploy the modified configuration.

For more information, see the Business Modeler IDE Guide

Example of a Working entry

An example of Working entries in a revision rule follows:

Working( Owning User = John )
Working( Owning Group = Project X )

Assume you configure the following two items with this rule:
Part1/A : Status = Production
Part1/B : Working, Owning User = John, Owning Group = Project Y
Part1/C : Working, Owning User = Jane, Owning Group = Project X
Part2/A : Status = Production
Part2/B : Working, Owning User = Jane, Owning Group = Project X

Teamcenter configures Revision B of Part 1, because it is owned by John. The owning groups
are not relevant.

Teamcenter configures Revision B of Part 2, because it is owned by Project X. There is no revision

owned by John.

Note

If John or by Project X owned more than one revision, Teamcenter would configure the latest
created of the matching revisions.

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Example of a Working entry with current user/group

An example of a current user/group entry in a revision rule follows:
Working( Owning User = Current )

Assume you configure the following item with this rule:

Part1/A : Status = Production
Part1/B : Working, Owning User = John, Owning Group = Project Y
Part1/C : Working, Owning User = Jane, Owning Group = Project X
Part1/D : Working, Owning User = Jane, Owning group = Project Y

This rule configures a revision that depends on the identity of the user logged into Teamcenter.
• If Jane is logged in, Teamcenter configures Revision D.

• If John is logged in, Teamcenter configures Revision B.

Assume you use the following rule to configure the same item:
Working( Owning Group = Current )

The revision configured by this rule is dependent on which group the user is logged into Teamcenter.
This rule configures a revision that depends on the group in which the user logged into Teamcenter.
• If the user is logged into Group Project X, Teamcenter configures Revision C.

• If the user is logged into Group Project Y, Teamcenter configures Revision D.

Defining a Status entry

Use a status entry to select item revisions that are released with a particular status. The following
settings are available for status entries:
• Any release status
Teamcenter configures the latest item revision with a released status, regardless of the actual
status.

• Selected status
Teamcenter configures the latest item revision with a selected status type. This setting allows you
to configure a structure that contains only item revisions with a specified status.
For details about configuring release statuses for your site, see the Business Modeler IDE Guide.

• Released date
Teamcenter selects the latest item revision according to the date the revision was released (that
is, the date the particular status was added).

• Effective date
Teamcenter selects the latest item revision according to effectivity dates defined on the release
status. Privileged users define effective dates as described in Displaying and editing revision
effectivity.

• Effective unit number

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configuration

Teamcenter selects the latest item revision according to unit numbers defined on the release
status.

Example of status hierarchy in a revision rule

The following example shows how to use status hierarchy in a revision rule:
Has Status( Production, Configured by Date Released )
Has Status( Pre-Production, Configured by Date Released )

Assume you configure the following three items with this rule (dates are release dates):
Part1/A : Status = Pre-Production [1-Apr-2007]
Part1/B : Status = Production [1-Jun-2007]
Part1/C : Status = Production [1-Aug-2007]
Part1/D : Working
Part2/A : Status = Pre-Production [1-May-2007]
Part2/B : Status = Production [1-Jul-2007]
Part2/C : Status = Pre-Production [1-Sep-2007}
Part3/A : Status = Pre-Production [1-Aug-2007]
Part3/B : Working

Teamcenter configures Revision C of Part 1, because it is the most recently released revision with
Production status.
It configures Revision B of Part 2, because it is also the most recently released revision with
Production status. The later preproduction revision is not configured.
It configures Revision A of Part 3. There is no revision with Production status, so it configures
the latest Pre-Production revision.
Note

The rule in this example creates a status hierarchy. If possible, the rule configures a
Production release, but if one is not available, it configures a Pre-Production release.

Example of effective date configuration in a revision rule

The following example shows effective date configuration in a revision rule:
Has Status( Production, Configured by Effective Date )

Assume you configure the following item with this rule (dates are effective date ranges):
Part1/A : Status = Production [1-Apr-2007 to ... ]
Part1/B : Status = Production [1-Aug-2007 to ... ]
Part1/C : Status = Production [1-Nov-2008 to ... ]

If today's date is sometime in 2007, Teamcenter configures revision B, because it has Production
status and also has the later effective start date of the two revisions effective in 2007.

Example of effective unit number configuration in a revision rule

The following example shows effective unit number configuration in a revision rule:
Has Status( Production, Configured by Unit Number )

Assume you configure the following item with this rule:

Part1/A : Status = Production [3 to 10]
Part1/B : Status = Production [10 to UP]
Part1/C : Status = Production [5 to UP]

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• If the unit number is set to 2, Teamcenter configures revision A.

• If the unit number is set to 6, Teamcenter configures revision C.

• If the unit number is set to 11, Teamcenter configures revision B.

Defining a Latest entry

You can specify a latest entry to select the latest item revisions regardless of whether they are
released. For this entry, Teamcenter does not differentiate between working revisions and revisions
with status. The following settings are available for Latest entries:
• Creation date
Teamcenter selects the latest item revision according to the date the revision was created.

• Alphanumeric revision ID
Teamcenter selects the latest item revision in alphanumeric order by revision ID. It selects any
numeric revision IDs in numeric order by their first digit, for example, 1, 10, 2, 21, and so on. It
selects any alphabetic revision IDs in alphabetic order, for example, a, aa, b, and z.

• Numeric revision ID
Teamcenter selects the latest item revision in numeric order by revision ID. It does not configure
revisions with nonnumeric IDs.

• Alpha and number revision ID

Teamcenter selects the latest item revision first in order of any initial alphabetic characters, then
any following numeric digits, for example, a, a2, a5, b2, b23, aa12, aa123, bc22, aaa0, and aab.

Example of a revision rule with latest by creation date entry

The following example shows a revision rule that configures with the latest by creation date:
Latest( Creation Date )

If you configure the following item with this rule (dates are creation dates):
Part1/A : Status = Production [1-Apr-2006]
Part1/B : Working [1-Jun-2006]

Teamcenter configures Revision B because it was created later than revision A. It is not relevant if
the revision is working or has status.

Defining a date entry

Use a date entry to specify a date to configure the structure against. You can only use this entry type
with other entries. These types of entry find the latest entry before the specified date:
• Status entry – released date or effective date

• Latest entry – creation date

You can set the date in a date entry to Today, and Teamcenter evaluates the configuration criteria
against the current date and time.

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You cannot configure working revisions against a date in the past. Teamcenter does not maintain
information about the revisions that were in a working state at a particular time in the past.
Note

If no date entry is present in a revision rule, Teamcenter evaluates the date by default to
today's date.
You can qualify date effectivity with an end item entry.

Defining a unit number entry

A unit number entry specifies a unit number to match when configuring item revisions with status
using unit number effectivity. You can only use this entry type with other entries. If no unit number
entry is present in a revision rule, Teamcenter configures all status entries that configure by effective
unit number.
Typically, a unit number is a property of the end product or a major module of a product. As
Teamcenter may manage many units, you typically qualify a unit number entry with an end item entry.

Defining an end item entry

Use an end item entry to qualify the unit number or the effective date specified in the revision rule.
The unit number you specify refers to a unit or serial number of the item identified by the end item
entry. This item is typically the end product, a major module, or subsystem of a product, if it has its
own unit number serialization.
You can also use an end item to qualify date effectivity, so you can make an item revision effective in
different products at different times.
If you put an end item entry in a rule, you force the application of the end item in all uses of the rule.
If you omit the end item entry, users can specify an end item to configure the structure at runtime
by choosing Tools→Revision Rule→Set Date/Unit/End Item. You can also add a button to the
toolbar to implement the Set Date/Unit/End Item menu command.
Teamcenter interprets revisions with date effectivity and no qualifying end item as effective for all
possible end items. Therefore, when Teamcenter processes a rule with date effectivity and an end
item entry, it considers only revisions having date effectivity with no end item, and those having date
effectivity qualified by the end item specified in the rule. Only those revisions with date effectivity
qualified by a different end item are excluded. If the rule does not specify an end item, Teamcenter
only considers revisions with date effectivity and no end item qualification.

Defining grouped entries

You can group status entries and working entries for equal precedence. In the case of status entries,
you can group two or more different statuses with equal precedence.
In the case of working entries, you can group different owners with equal precedence. You can also
group entries according to item type.
Teamcenter does not allow you to group different types of entries. Consequently, the following are
not valid combinations for grouping:
•

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Latest
Has Status, ConfiguredBy ReleaseDate

•
Has Status ( TCM Released ), Configured By EffectiveDate
Has Status ( Pending ), Configured by ReleaseDate

Example of revision rule with grouped entries

An example of a revision rule that uses grouped entries to obtain equal precedence of status types
follows:
[ Has Status( Production, Configured by Date Released )
Has Status( Pre-Production, Configured by Date Released ) ]

Assume you configure the following three items with this rule (dates are release dates)
Part1/A : Status = Pre-Production [1-Apr-2007]
Part1/B : Status = Production [1-Jun-2007]
Part1/C : Status = Production [1-Aug-2007]
Part1/D : Working
Part2/A : Status = Pre-Production [1-May-2007]
Part2/B : Status = Production [1-Jul-2007]
Part2/C : Status = Pre-Production [1-Sep-2007}
Part3/A : Status = Pre-Production [1-Aug-2007]
Part3/B : Working

Teamcenter configures Revision C of Part 1, because it is the latest released revision with either
Production or Pre-Production status.
Teamcenter configures Revision C of Part 2 for the same reason.
Teamcenter configures Revision A of Part 3, again for the same reason.
For details about grouping revision rules by item type, see Grouping revision rule entries by item type.

Grouping revision rule entries by item type

You can modify the order of precedence of revision rule entries by grouping revision rules by item
type. Teamcenter evaluates any revision rule under the item type group for configuration of item
revision only if the item type of the revision rule group and underlying item revision matches. By using
this grouping mechanism in a product structure that has item revisions of different item types, you can
create revision rules that selectively apply the revision rule entries according to the given item type.
For example, you may use an item to manage parts and equipment, but need to distinguish between
a production part and the equipment used to manufacture the part. Each of these item types may
have the same status but can be configured in a different way, for example, by unit or date released.
To achieve this, you can define a revision rule with a clause that restricts some of the entries to
certain item types.

Creating Has Item Type entries

Create a Has Item Type entry in a revision rule in the following format:
Has Item Type (<item type 1, item type 2, etc) {

<Entry 1>

<Entry 2>
etc.}

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For example:
Has Item Type (Part) }
Has status (Approved, Configured with Released Date) }
Has status (Production, Configured with Unit Number)

In this example, the Has status ( Approved, Configured with Released Date) revision rule entry
configures the product structure only if the item type is Part. For all other item types in the product
structure, Teamcenter applies the Has status (Production, Configured with Unit Number) revision
rule entry. If neither of these entries applies, the part is not configured by this revision rule.

Grouping entries for multiple item types

Each Has Item Type entry may have one or more item type arguments, but cannot be left blank, that
is, you cannot create a revision rule entry for Has Item Type (Any). To include more than one item
type argument, use the syntax in the following example:
Has Item Type ( Prototype, Virtual Build ) {
...}

Grouping combinations of item type entries

You can only use one level of grouping and may not create nesting inside an existing group entry,
as shown in the following examples:
• Single revision rule entry grouped for item type:
Has Item Type ( Prototype ) {
entry 1 }
entry2

• Multiple revision rule entries grouped for item type without equal precedence:
Has Item Type ( Prototype ) {
entry 1
entry 2 }
entry3

• Multiple revision rule entries grouped for item type with and without equal precedence:
Has Item Type ( Part ) {
[Status (Released, Configured Using Release Date) }
Has Item Type ( Module, Incremental Change ) {
[Status (Released, Configured Using Unit No) }
Working

This example shows how you can use the same status type in both situations, but configured
differently—in this case, by date for parts, but by unit number and incremental change for
modules.
You can only group Working and Status entries with equal precedence.

Create and group revision rule entries by equal precedence

1. Choose Tools→Revision Rules→Create/Edit.
Teamcenter displays the Revision Rules dialog box.

2. In the dialog box, click the Create/Edit button.

Teamcenter displays the Revision Rule dialog box with any existing revision rule entries.

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3. In the dialog box, define and select the entries of the same type you want to group and click the
Group button.
Teamcenter displays the Group Entries dialog box.

4. In the dialog box, click the Group Entries by Equal Precedence button.
Click OK and Teamcenter updates the Revision Rule dialog box with the newly grouped revision
rule entries.
Note

When grouping by equal precedence, you should only group Working entries with other
Working entries and Status entries with other Status entries. Do not group other
combinations of entries.

5. In the Revision Rule dialog box, complete the definition of the revision rule and click OK.
Note

To remove an equal precedence entry from a revision rule, you must highlight all the lines of
the entry in the dialog box.
You can also group revision rule entries using engineering change types.

Create and group Has Item Type revision rule entries

1. Choose Tools→Revision Rules→Create/Edit.
Teamcenter displays the Revision Rules dialog box.

2. In the dialog box, click the Create/Edit button.

Teamcenter displays the Create New Revision Rule dialog box with any existing revision rule
entries.

3. In the dialog box, define and select the entries you want to group and click the Group button.
Teamcenter displays the Group Entries dialog box.

4. In the dialog box, click the Group Entries by Item Types button, and then select the item types
you want to group in the Available Item Types list. You can transfer the selected item types to
the Configure By→Has Item Type box in the dialog box or remove them by clicking the +
or – buttons, respectively.
Click OK to update the selected item types in the Configure By→Has Item Type box of
the dialog box, with a partially created Has Item Type revision rule entry. It also updates the
Revision Rule dialog box with the newly grouped revision rule entries.

5. In the New Revision Rule dialog box, complete the definition of the revision rule and click OK.

Group existing revision rule entries by item type

1. Choose Tools→Revision Rule→Create/Edit.
Teamcenter displays the Revision Rule dialog box.

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2. In the dialog box, select one or more revision rule entries and click the Group button.
Teamcenter displays the Group Entries dialog box.

3. In the dialog box, click the Group Entries by Item Types button or the Group Entries by Equal
Precedence button, then select the item types you want to group in the Available Item Types
list. You can transfer the selected item types to the Configure By→Has Item Type box in the
dialog box or remove them by clicking the + or – buttons respectively. Click OK when you have
grouped the entries.
Teamcenter updates the selected item types in the Configure By→Has Item Type box of the
dialog box, with a partially created Has Item Type revision rule entry.
Note

You can only group Working and Status entries with equal precedence.

Ungroup combinations of item type entries

1. Choose Tools→Revision Rule→Create/Edit.
Teamcenter displays the Revision Rule dialog box.

2. In the dialog box, select one or more Has Item Type revision rule entries that are grouped
by item type, and click the Ungroup button.
Teamcenter removes the selected entries and updates the dialog box.

Modify the item types in existing revision rule entries grouped by item type
1. Choose Tools→Revision Rules→Create/Edit.
Teamcenter displays the Modify Revision Rules dialog box, as shown in the following example.

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2. In the dialog box, select one or more Has Item Type revision rule entries and click the Edit
button or double-click a single line.
Teamcenter displays the Group Entries Item Type Edit dialog box, similar to the following
example.

3. The item types that are currently grouped in the selected revision rule entry are displayed in the
Configure By-Has Item Type list. To add a selected item type from the Available Item Types
list, click the + button. To remove a item type, select it in the Configure By-Has Item Type
list and click the – button. When the list of item types is shown correctly, click OK to update
the revision rule.
Note

You must check at least one item type; otherwise, Teamcenter displays an error message.

Applying a revision rule to a Structure Manager window

Each Structure Manager window has an associated revision rule that Teamcenter applies to the
displayed structure. The name of the revision rule appears in the banner at the top of the window.
Setting a revision rule in one window does not affect the revision rule that is applied in another
window. When you open a new Structure Manager window, Teamcenter applies your default revision
rule to the structure.
If you do not want to use the default rule, you can set a revision rule for your current Structure Manager
session by clicking the Revision Rule button on the toolbar or choosing Tools→Revision
Rule→View/Set Current. If there are existing windows containing previously opened structures,
Teamcenter uses the revision rule of the current window when you open a new structure; otherwise, it
uses the default revision rule.
For more information, see Set a revision rule.
A revision rule is always in effect when a Structure Manager window is open. The revision rule allows
Teamcenter to determine the specific revision of each part and assembly to configure in the structure.
You set your default revision rule by choosing the Edit→Preferences menu command.

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When a new revision rule is set on a window already containing a structure, the revision rule only
reconfigures the child lines; the top line of the window is not changed. If the top line was revised and
you want to set the latest revision as the top line, you should open the latest revision in a new window.
Note

Unlike a revision rule, a variant rule is optional and no default is applied.

Set a revision rule

• Set a revision rule by clicking the Revision Rule button on the toolbar or choosing
Tools→Revision Rule→View/Set Current.
Teamcenter displays the Set Revision Rule dialog box containing a list of revision rules that
were configured by a privileged user. The right side of the dialog box shows the details of the
selected revision rule. To set a revision rule, you select the required rule and click OK or Apply.
If you are a nonprivileged user, you do not need to understand the complexity of the rule syntax,
but should understand the appropriate rule to apply in a particular circumstance.
Tip

You can save a default revision rule by choosing the Edit→Options menu command.

Set date/unit/end item

• To set the date, unit number, and/or end item of the currently active revision rule, choose
Tools→Revision Rule→Set Date/Unit/End Item.
Teamcenter displays the Set Date/Unit/End Item dialog box into which you can enter a date,
a unit number, and an end item for the current revision rule.
The first time you make a change to a saved revision rule (including setting a date, unit number,
or end item), Teamcenter creates a modified copy of the rule and applies it to the window. This is
the rule to which you make the unit number change.
If any date, unit number, or end item has been explicitly set in the current rule, you cannot change
the value in this dialog box and the relevant boxes are grayed out.
Tip

You can add a button to the toolbar to initiate the Tools→Revision Rule→Set
Date/Unit/End Item command, by right-clicking the toolbar, choosing Customize, and
selecting the required button.

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Note

If you specify an end item identifier that is shared by multiple objects, Teamcenter displays
the Select Unique Item dialog box, allowing you to select the object you require.
You can create or modify a revision rule in applications other than Structure Manager, for
example, in 4G Designer. Structure Manager does display such revision rules and their
entries, and you can use them to configure the structure based on the displayed entries.
However, a product structure in Structure Manager and a collaborative design in 4G
Designer may have different data conditions. If so, the configurations in the applications
are different, even if you use the same revision rule.

Set an override folder

To add an override folder into the currently active revision rule, choose Tools→Revision Rule→Set
Override Folder. This command is available to unprivileged users, but is only active for revision
rules that contain a special empty override entry (no folder specified). Thus privileged users who
define the revision rules should place an empty override entry into a revision rule if they want to allow
unprivileged users to use their own override folders with the rule.
The Set Override Folder dialog box allows you to set an override folder and also to see the folder
that is currently set. The dialog box has the following boxes:
• A Name box into which you can enter a case sensitive search string to find the required override
folder. Click the Find button next to this box to perform the search.

• The search results box. Double-click the folder you want to set.

• A Folder box that displays the folder currently used as the override folder in the revision rule.

To use the existing override folder, simply click OK or Cancel.

Note

• The first time you make a change (such as setting an override) to a saved revision rule,
Teamcenter creates a modified copy of the rule and applies it to the window. This is the
rule to which you then make the override change.

• When you make a change to a folder (for example, adding an item revision to it when
Teamcenter Integration for NX is active) and open an assembly configured by a rule that
uses the override folder, Teamcenter does not automatically reevaluate the revision rule.
Consequently, it does not take into account the change to the override folder. This rule is
reevaluated only if you choose File→Options→Load Options in Teamcenter Integration
for NX. Click OK before opening the part file.

Viewing revision rule information

Use the Rule Configured By column in the product structure window to interpret how a particular line
is configured. The values that may appear are:

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• Working ( Owning User = user, Owning Group = group )

This appears if the item revision is working and thus configured by a Working entry in the
revision rule. The owning user and owning group arguments only appear if they are specified
in the revision rule.

• Has Status ( status, Configured Using ... )

Shows the status specified in the revision rule that configured the item revision. If Any Release
Status is specified, Any Release Status is shown. The Release Status column shows the
status of the configured item revision.
The method of configuration (Configured Using) is also displayed and may be Released Date,
Effective Date, or Effective Unit No.
Additionally, this column shows the date or unit number used in the configuration, as follows:

o Date ( Today ) or Date ( 1-Jan-2007)

The date specified in the revision rule. Used to configure historical revisions with status.

o Unit No.( 4 )
The unit number specified in the revision rule.

o End Item ( item object id )

Identifies the end item specified in the revision rule.

• Override Folder ( folder )

The override list folder name is shown if the override list caused the item revision to be configured.

• Precise
This appears if the occurrence is precise and is configured as such.

• Latest ( ... )
This appears if the item revision is configured by a Latest entry in a revision rule. The method of
latest configuration can be Creation Date, Rev ID Numeric, or Rev ID Alphanumeric.

• Not Found
This is shown if no revision meets the revision rule criteria. Teamcenter displays ??? to
represent the revision.

Displaying and editing revision effectivity

By default, revision effectivity data is not displayed in the Structure Manager properties table. Before
editing revision effectivity, you must first display the data.
If you are working with revision effectivity, you may want to display the Revision Effectivity property,
as described in Displaying properties.

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Display revision effectivity data

1. Select the line whose item revision effectivity data (ranges of dates or unit numbers for which the
revision is effective) you want to view.

2. Choose Tools→Effectivity→Revision Effectivity.

Teamcenter displays the Effectivity dialog box. This dialog box lists all the effectivity ranges
for each status attached to the item revision.
Note

While you can set date effectivity without an end item, unit effectivity must always have an
end item.

Edit revision effectivity data

Note

For easier access to editing functions, consider adding an Edit Revision Effectivity button to
the toolbar by right-clicking the toolbar, choosing Customize, and selecting the required button.
If you previously released two or more items or item revisions simultaneously, when you edit
the effectivity of one such item or item revision, you also edit the effectivity of any associated
items or item revisions. You can identify any such affected items by sending the structure line
to the Workflow Viewer to see the other targets of the process that share the same release
status and whose effectivity will also change.

1. In the Revision Effectivity dialog box, select the appropriate revision effectivity line and click
Edit, or double-click the line.
Teamcenter displays the Edit Revision Effectivity dialog box.
Note

You can also edit revision effectivity in My Teamcenter. Double-click the item status and
change the displayed value.

2. In the Create or Edit Effectivity dialog box, choose Units or Dates effectivity, as appropriate,
and define the effectivity data.
If defining unit effectivity, type the desired effectivity range in the Units box. Use the - character
within a continuous range, and the , character to separate discontinuous ranges. For example,
the unit range 1-5,7-9 defines effectivity for units 1 through 5, and 7 through 9 (but not effective
for unit 6).
If defining date effectivity, select a cell in the From or To column, select a date from the calendar
(and optionally enter a time), and click Set Date to place that date in the selected cell. Click the
Clear Date button to remove the date from the currently selected cell. Repeat these steps for
additional date ranges until you have entered all the desired date ranges.

• Click the UP button to add the and up (open-ended effectivity) condition to the end of the unit
or date effectivity range.

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• Click the SO button to add the stock out condition to the end of the unit or date effectivity
range.

• Select the Apply Access Manager effectivity protection check box to apply the predefined
Access Manager rules to this effectivity.
Note

Teamcenter interprets UP and SO conditions as open-ended for revision configuration

purposes. The revision is considered effective for any value greater than or equal to the
unit or date value immediately preceding the UP or SO. Stock out indicates that existing
stocks of a component revision should be used up before the next revision.

3. Optionally, for date effectivity, use the Edit Revision Effectivity dialog box to define an end item
to qualify the effectivity range. You must use this with unit effectivity to specify a product, module,
or subsystem that carries the unit number to which this effectivity refers. You can select an end
item in one of the following ways:

• Clicking Find adjacent to the End Item box and searching for an item by identifier
and/or name.

• Copying an item to the clipboard before opening the Revision Effectivity dialog box and
clicking Paste adjacent to the End Item box.

• Clicking MRU adjacent to the End Item box.

Note

If you want to remove the entered end item, click Clear adjacent to the End Item box.

4. Click OK to save the effectivity data you entered.

Reuse components in different products

To support reuse of the same components in different products, you can define multiple effectivities
on the same status of an item revision, if each effectivity specifies a different end item. To create
an additional effectivity on a status that already has effectivity:
1. In the Revision Effectivity dialog box, select the appropriate line and click Create. Teamcenter
displays the Edit Revision Effectivity dialog boxes, with blank effectivity ranges.

2. Define the new effectivity, as described in steps 2 and 3 of the previous procedure.

Releasing multiple item revisions in a single workflow process

Teamcenter creates a single release status object and attaches it to all child item revision that are
selected as a group and have a revision effectivity applied. Because they share the same release
status object, if you change the revision effectivity on any child item revision, the change affects all
the child item revisions. For example:
Top_Assy/A

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|_Part1/A
|_Part2/A
|_Part3/A
If you select all of the child parts at the same time and apply a release status, they are all associated
to the same release status object and have the same revision effectivity. Therefore, updating the
revision effectivity of the Part3/A component applies the same revision effectivity to the other
components (Part1/A and Part2/A). If each child item revision requires a separate revision effectivity,
select a component by itself and apply the release status to each one separately.
Caution

Do not attempt to release multiple item revisions of the same item simultaneously. This
action would apply the same release status object to all revisions and cause unpredictable
configuration. Teamcenter may also apply incorrect revision effectivity—because the same
release status object is attached to each item revision, it applies the same effectivity details to
each of them. Always release item revisions of the same item individually.

Managing nested effectivity

A product structure may include a product that has its own effectivity that is separate from that of the
product structure. For example, the product structure of a car may include an engine that is obtained
from an external supplier. In this case, the effectivity of the engine differs from the effectivity of the
car. You can use nested effectivity to change the end item context when you configure the car, as
only one effectivity can be set in a revision rule; in this example, you must set the effectivity from
car to engine at the engine.
Note

You can use nested effectivity with date or unit number effectivity.

To accommodate variations of effectivity within a product, you create a configuration item to attach
to each assembly that is configured by a different end item to the top-level item. In the previous
example, you would create a configuration item for the engine and the effectivity of the configuration
unit defines the engine assemblies. A configuration item is where the effectivity context of the
structure changes; it defines a new end item for the affected substructure.
Tip

Use the CFMEffConfigItemProperties preference to specify the properties and values that
identify an item as an effectivity configuration item.

You can create a mapping table to define the ranges of dates or unit numbers in the top-level product
that configure a particular unit number or effective date in the lower level assembly. When you
expand the product structure and apply a revision rule, the unit number or date set at the top level is
converted to the scheme defined in the mapping specified for the assembly.
For more information about nested effectivity, see Getting Started with Product Structure.

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item item revision
revision configuration
configuration

Configuring nested effectivity

To configure nested effectivity, your Teamcenter administrator must set the
EffectivityConfigurationItemProperties preference. This preference contains the item properties
that identify configuration items. For example, the following entry defines the name of the type of item
as the identifying attribute:
isConfigurationItem
object_type:object_name
Each entry in the list must be followed by the corresponding values. For example, the following
example states that a configuration item is of the Product or Vehicle item type:
EffectivityConfigurationItemProperty.isConfigurationItem=true
EffectivityConfigurationItemProperty.object_type.object_name=
Product
Vehicle

Creating a configuration item

You do not create a configuration item separately, but you can identify an item as a configuration item
when you create it. To do this, ensure the Configuration Item check box is selected in the New Item
wizard before you click Finish. The Configuration Item check box appears in the New Item wizard
only if it is enabled using the Business Modeler IDE.
Alternatively, you can convert an existing item to a configuration by changing the value of its
Configuration Item? property from False to True. You can edit the item properties by right-clicking
the item and choosing Edit Properties and clicking the All link.
Note

Perform the following steps to add the Configuration Item check box to the New Item wizard.
1. In the Business Modeler IDE, open the item business object type.

2. Click the Operation Descriptor tab and select the CreateInput tab.

3. Select the is_configuration_item property.

4. On the Property Constants tab, select the Visible property constant.

For more information about using the Operation Descriptor tab to make properties visible
on creation wizards, see the Business Modeler IDE Guide.

Creating a revision rule for nested effectivity

When you create a revision rule for a nested effectivity scheme, ensure you select the Nested
Effectivity check box. This action adds a Nested Effectivity entry to the revision rule and ensures
that Teamcenter modifies the revision rule according to the mapping on any configuration items it
encounters. If you do not check this check box, Teamcenter ignores any configuration items. The
position of the Nested Effectivity entry in the rule is not significant and never changes.

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The following example structure has date effectivity and an end item defined on the item revision of
each part:

Item Status, effectivity Note

NE-A1000/A (CI) – Product X

NE-A2000/A (CI) Released, EI: NE-A1000, 15 Rev Effect wrt NE-A1000 –

July-UP Product X
NE-A100/A Released, EI: NE-A2000, 20
July-UP
NE-A200/A Released, EI: NE-A2000, 20
July-UP
NE-PP30/A Released, EI: NE-A2000, 20
July-UP
NE-PP10/A Released, EI: NE-A2000, 20
July-UP
NE-PP20/A Released, EI: NE-A2000, 20
July-UP
NE-A3100/A (CI) Released, EI: NE-A1000, 16 Rev Effect wrt NE-A1000 –
July-UP Product X
NE-A400/A Released, EI: NE-A3100, 23
July-UP
NE-PP70/A Released, EI: NE-A3100, 25
July-UP
NE-PP60/A Released, EI: NE-A3100, 25
July-UP

NE-A5000/A (CI) – Product Y

NE-A2000/A Released, EI: NE-A5000, 15 Rev Effect wrt NE-A5000 –
July-UP Product Y

The resulting configuration item effectivity mappings are:

• Mapping on NE-A2000 (CI):
NE-A1000 (CI) – Product X : NE-A2000 (CI)
NE-A5000 (CI) – Product Y : NE-A2000 (CI)

• Mapping on NE-A3100 (CI):

NE-A2000 (CI) – Product Y : NE-A3100 (CI)

If you apply the following revision rule, the structure is configured as shown in the following figure:
Status = Released, Configured by Effective Date
Working
Nested Effectivity

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item item revision
revision configuration
configuration

EI = NE-A5000
Date = 27 July 2006

Nested effectivity 1
Conversely, if you apply the following revision rule with no nested effectivity entry, the structure
is configured as shown in the following figure:
Status = Released, Configured by Effective Date
Working
EI = NE-A5000
Date = 16 July 2005

Nested effectivity 2
Teamcenter ignores the mappings, so the end item does not switch from A5000 to
NE-A2000/NE-A3100 at the configuration items. Consequently, none of the components below the
configuration items are configured, as the end item on the effectivity is not NE-A5000.
If you apply the following revision rule, Teamcenter applies effectivity mapping due to the Nested
Effectivity entry and the structure is configured as shown in the following figure. However, some of
the components are not effective on 23 July and have no configured revision; Teamcenter marks
these components as ???.
Status = Released, Configured by Effective Date
Working
Nested Effectivity
EI = NE-A5000
Date = 23 July 2005

Nested effectivity 3

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 Using item revision configuration

Create effectivity mapping on a configuration item

Effectivity mapping allows you to modify the parameters of the revision rule (for example, the end
item, date and unit number) as you cross the borders of configuration items. Teamcenter attaches
a mapping table to the revisions of the configuration item, and each entry in this table defines an
optional end item and an optional effectivity range that defines the effectivity of the mapping itself.
A mandatory subeffectivity entry defines the effectivity parameters used in the configuration item's
substructure.
To view or define the effectivity map for an item, select the item corresponding to the configuration
item in the product structure tree and choose Tools→Effectivity→Effectivity Mapping. Teamcenter
displays the Effectivity Mapping dialog box allowing you to view any defined mappings for the
configuration item or create new mappings.
To create a new effectivity map in the Effectivity Mapping dialog box:
1. Select an end item to which the effectivity map applies. The end item is not normally the
configuration item.

2. Optionally, select the Use Shared Effectivity check box to use an effectivity map and share it
with another end item. You can also select the Create New check box to create a new effectivity
map and make it available to share with other end items.
Note

You can share any effectivity type, not just effectivity maps.

3. Define a date or unit effectivity in the usual format.

4. Define the subeffectivity.

Optionally, you can select the Use last release date check box to set the subeffectivity date to
that one which the configuration item is released. This allows you to configure the released
substructure without needing to specify the exact date.
Note

A blank entry in the mapping table indicates ALL.

To create a new effectivity map, select an item revision in the Effectivity Mapping dialog box and
click the Create button. Teamcenter displays the Create Effectivity Mapping dialog box, allowing
you to define the parent product effectivity and the subeffectivity of the item revision.
Similarly, to edit an existing effectivity map, select an item revision in the Effectivity Mapping dialog
box and click the Edit button. Teamcenter displays the Edit Effectivity Mapping dialog box, allowing
you to modify the parent product effectivity and the subeffectivity of the item revision.

Managing product generations

Instead of referencing a specific configuration item when you define an effectivity map, you can
reference a separate entity—the generation item. The following figure shows a simplified product
structure in which the effectivity statements referenced separate generation items (2005–MY and
Generation2), rather than a specific configuration item. These generation items are items that
can exist independently of a product structure.

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item item revision
revision configuration
configuration

Car/A (CI) EndItem = 2005_MY

Engine/A (CI) Status: alpha, effective for 2005_MY from 1 Feb 2004 onwards
EndItem = Generation2

Gearbox/A Status: alpha, effective for Generation2 from 1 Feb 2004 onwards

Product generations
The effectivity map of this structure is as follows:

End item/revision Effectivity range Subeffectivity

2005_MY Gen2
2006_MY Gen3
002585–Truck Jan 2007 – Apr 2007 Jan 2007
002997–Truck May-2007 – Onward Gen2, Apr 2007

In this example, the 2005_MY parent end item configures the Gen2 end item when you enter the
Engine/A assembly. Similarly, 2006_MY configures Gen3.
The final line of the example shows how you can transform multiple parameters (End Item and
Date) in a single mapping.

Defining end item revisions

To implement product generations, you can create end item revisions. You define end item revisions
in the same way as end items, but additionally specify a revision of the end item. For example,
you define the following effectivity:

Release status Unit/date range End item/revision

Production 10-Feb-2007 00:00 to UP 002988–Car/A
Production 01-Apr-2007 00:00 to UP 002988–Car/B

In this example, the effectivity of a component may have a different effectivity, depending on the
revision of the car that is configured. The component is effective from 10–Feb in Car/A and from
01–Apr in Car/B. If you create a revision rule that defines an end item revision and Teamcenter
encounters an object that has effectivity based on the end item (not the revision), it successfully
matches if the end item revision is a revision of the end item.
You can also pack or collapse all effectivity entries that share the same release status and unit or
date range into a single line by selecting the Packed check box in the Effectivity dialog box.

Using revision rules from My Teamcenter

You can create revision rules and save them as workspace objects. These workspace objects can be
referenced by folders in other applications, for example, My Teamcenter. You can copy a revision rule
into My Teamcenter.
You can also search in My Teamcenter to locate a particular rule. You can then reference a rule within
a particular item or revision for configuration purposes.

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 Using item revision configuration

You can view the contents of a revision rule in My Teamcenter by clicking the Viewer tab. This
displays the list of entries in the rule.

Managing occurrence to part relationships

By default, an occurrence automatically references a particular item revision, depending on the
revision rule currently in effect. Optionally, you can set the occurrence to unconditionally reference
a precise revision of the part. You can then detect any precise occurrences that reference an
out-of-date revision and manually upgrade each occurrence to an approved revision of the referenced
part. This option is available only with a precise structure.
Note

This functionality is only available if you work with supersedures in a change management
environment.
The administrator defines the valid approved status of an item revision in the
TC_ValidApprovedStatus preference.

Show occurrences of superseded item revision

• When you create a new item revision and it is approved, the occurrences of older revisions are
not automatically updated with the new revision if the structure is precise. To identify superseded
item revisions, right-click a line with children and choose Edit→Show Superseded. Teamcenter
places the superseded item revision symbol ( ) against each child with an approved later
item revision.

Update precise occurrences of superseded item revision

• To update an occurrence with an old revision to the new approved revision, right-click the
occurrence and choose Update Superseded. Teamcenter shows the Update dialog box listing all
the approved revision of the item, and you should select a revision and click OK. You can update
all the applicable occurrences in the parent assembly or just the currently selected component.

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Chapter 12: Capturing configurations

Capturing configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1

Using snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1
Create a snapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2
Open an existing snapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2
View a snapshot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3
Using baselines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3
Define baseline naming rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4
Create a baseline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-5
Using smart baselines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-7
Finding the baseline folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-8
Creating a dry run . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-8
Hiding and viewing baselines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-8
Hide baselines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-8
View hidden baselines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9
Using intermediate data captures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9
Capture structure lines into IDC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-9

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Capturing configurations
Teamcenter provides the following formats for persistently capturing the configuration of a structure:
• Snapshots containing only the configured product structure (item revisions), not the associated
data. Consequently they require relatively little disk space.
You can redisplay the saved structure at any time by sending the snapshot folder to Structure
Manager. However, any item revisions that are not released are subject to change, including the
associated data and CAD models.
Note

If the Baseline_create_snapshot_folder preference is set to 1, when you create a

baseline of a structure, Teamcenter creates a snapshot folder under the baselined revision.

• Baselines containing a copy of the complete working data for the structure. Baselines occupy a
significant amount of disk space, as you create a copy of the structure each time you baseline
it. Many new revisions might be created and (with them) copies of the associated data and
CAD designs.

• Intermediate data capture (IDCs). IDCs are similar in purpose, but save the configuration in
PLM XML format. You can create and view IDCs in any application that supports PLM XML, for
example, Multi-Structure Manager.

• Product view. When you click the floppy disk button on the Viewer menu bar, Teamcenter saves
a PLM XML file that contains a visual representation of your current viewer session. The session
file may subsequently be reopened to show the saved product view.

Using snapshots
A snapshot captures all the item revisions contained in a configured product structure. You can use
the snapshot to redisplay the structure as saved.
When you create a baseline, you can configure Teamcenter to also create a snapshot folder by:
• Setting the Baseline_create_snapshot_folder preference to 1.

• Choosing Edit→Options→General→Item Revision, and moving Snapshot from the Available

Relations column to the Shown Relations column.

• Choosing Edit→Options→Related Objects→Item Revision, and moving Snapshot from the

Available Relations column to the Shown Relations column.
Tip

Snapshots and baselines are separate features that are normally used for different purposes.

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configurations

You cannot create snapshot folders for precise baselines, only imprecise baselines. The
Baseline_create_snapshot_folder preference is ignored if you create a precise baseline.
When you create a baseline of an imprecise structure, Teamcenter:
• Creates the baseline item revision.

• Creates a snapshot folder with the baseline job name under the baselined item revision.

• Populates the snapshot folder with references to the item revisions included in the structure when
you created the baseline.

For more information about creating baselines, see Using baselines.

Create a snapshot
1. Configure the structure you want to save by applying the appropriate revision rule.

2. Choose File→New→Snapshot.
Teamcenter displays the Create Snapshot dialog box.

3. In the dialog box, type a name for the snapshot and (optionally) a description.
To track snapshots and what they refer to, name them carefully. Use the Name and Description
boxes to do this. You may want to record the name of the revision rule used to construct the
snapshot in the Description box.

4. Click OK.
Teamcenter create the snapshot and folder, persisting the root item information in the folder.
This action performs a full expansion of the structure, which may take some time for a large
structure.

5. (Optional) Attach the snapshot to an item revision.

a. Select the folder and choose Edit→Copy.

b. Select the item revision and choose Edit→Paste Special.

Teamcenter displays the Paste Special dialog box.

c. Select Snapshot and then click OK.

Teamcenter pastes the snapshot under the item revision.

Open an existing snapshot

1. Select the snapshot folder in My Teamcenter.

2. Drag-and-drop the snapshot folder into the Structure Manager application. The structure is
displayed as you saved it in the snapshot.
The ad hoc revision rule applied in this Structure Manager window uses the snapshot folder as an
override list. It also configures precise references.

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View a snapshot

• You can view the item revisions stored in a snapshot by expanding the snapshot folder in My
Teamcenter.

Note

You should protect snapshots against modification of their contents using the Access Manager
rule tree as described in Controlling access to snapshots.

Using baselines
During the development of a product design, you may want to share your working design with other
users. You may also want to save an interim version of your design for future reference. To do this,
you can create a baseline of the work-in-progress (WIP) design. When you request a baseline,
Teamcenter creates a new revision for each unreleased revision in the structure and releases it with a
predefined status, for example, TC_Baseline. It also links the new revision with the WIP revision
using an IMAN_baseline relation. This method configures a completely released structure and
thereby guarantees that the models are the same as when the baseline was created.
When you create a baseline, Teamcenter observes deep copy rules when copying datasets, forms,
and other attachments associated with the item revision. Siemens PLM Software recommends
you use CopyAsObject in deep copy rules as the baseline process takes a snapshot of objects
in their current state.
For more information about defining deep copy rules, see the Business Modeler IDE Guide.
If the baseline finds an invalid item type or the current user does not have write access to
any of the items, the baseline operation is rolled back. You define invalid item types in the
Baseline_restricted_item_types preference, as described in . For example, you may not want to
baseline engineering changes and documents.
For more information, see the Preferences and Environment Variables Reference.
Before creating a baseline, Siemens PLM Software recommends you first perform a dry run mode to
identify invalid conditions. Set the Baseline_dryrun_always preference to true to always perform a
dry run before creating the baseline.
The baseline process always starts from the top line of the current window, regardless of the
selected line. The baseline operation processes lines that are configured out by variants or
occurrence effectivity. Substitutes and packed lines are always processed. However, if the structure
has suppressed components, you can optionally process them by selecting Show Suppressed
Occurrences. If the structure has incremental changes, Siemens PLM Software recommends you
use incremental change baselines.
To view the completed baseline, load it into Structure Manager after applying the appropriate revision
rule.

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configurations

Note

Before creating baselines, you must configure this feature as follows:

• Use the Business Modeler IDE to create the appropriate baseline naming rules for your
site and attach them to the appropriate item revision types. You must also create a
Baseline status type in the Business Modeler IDE.
For more information, see Define baseline naming rules.

• Set the Baseline_precise_bvr preference, which controls whether a precise or imprecise

baseline is created.

• If your company shares baselines between different sites with Multi-Site Collaboration,
your Teamcenter administrator sets the Baseline_auto_remote_checkout_allowed
preference to true to define if the checkin and checkout process is automatic. If this
preference is set to false, you must manually check out replicated items owned by other
sites when you create the baseline.

• If you want to release the baseline immediately after creation, create the necessary
workflow and add the workflow name to the Baseline_release_procedures preference.
A baseline release process must adhere to a quick release template. Quick release
templates are process templates that define a zero-step release procedure, allowing the
baseline to become a released object that cannot be modified.
For more information, see the Workflow Designer Guide.

• Set the Baseline_allow_edits preference to ON to allow users to edit the item ID of items
that are baselined. Once the item is released, the item ID can no longer be modified.

• If you are working with NX, Teamcenter may synchronize (refile) the assembly
to NX before creating the baseline. This action is optional and depends on the
setting of the Baseline_nxmanager_refile preference. You may also set the
Baseline_refile_required_dstypes and Baseline_refile_not_required_item_types
preferences to refine the refile operation.

• If the latest revision is the baseline revision, Teamcenter generates the next revision ID
based on the ID of the revision of the baseline revision.

You can also create a baseline of a single item revision in My Teamcenter. In this case, a new copy of
each BVR of the WIP revision is created. The precision of the new BVR is the same as that of original
BVR, irrespective of the setting of the Baseline_precise_bvr preference.

Define baseline naming rules

Teamcenter provides a default baseline suffix rule with a pattern of "."NNN, an initial value of .001,
and a maximum value of .999.
Use the Business Modeler IDE to create the appropriate baseline naming rules for your site. The
following example shows how to format a naming rule in the Business Modeler IDE for baselines of
items:
Item Rule

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 Capturing configurations

A Rev
A.001
A.002
A.003
B Released Rev
B.001
B.002
C Working Rev

To establish this rule:

1. Create an item business object (type) called ItemPDR, if it does not already exist.

2. Create a naming rule called Baseline rev rule (any name can be used) with the following pattern:
"."NNN

Ensure you also select the Generate Counters check box.

3. Attach the Baseline rev rule naming rule to the baseline suffix property on the ItemPDR item
business object.

For information about using the Business Modeler IDE, see the Business Modeler IDE Guide.

Create a baseline

1. Ensure you are logged on to an account that has Author privileges.

2. In the product structure tree, display the top line item revision of the structure you want to capture
and choose Tools→Baseline.
Teamcenter displays the Baseline dialog box.

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configurations

3. In the dialog box, fill in the following boxes:

• Baseline Rev ID
This is generated according to naming rules defined in the Business Modeler IDE. You
cannot change the displayed value.

• Description
Type a description that is stored with the baseline.

• Baseline Template
Select a release procedure template from the list. The available release procedures are
defined by the administrator with the Baseline_release_procedures preference. The list
does not show templates that are in edit mode. The default Workflow process is TC Default
Baseline Process. The workflow process used for baselines must not include any signoffs.

• Job Name
Teamcenter generates this name in the format Baseline_ItemID_BaselineRevID.

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• Baseline Label (optional)

Enter an alphanumeric string that represents the baseline label. Teamcenter uses the label
you enter as the name of the baseline folder. This box is displayed only if your site uses
baseline labels.

• Job Description

Enter a description of the baseline job.

4. In the dialog box, select one or more of the following check boxes, and then click OK to create a
baseline or dry run:

• Open on Create

Opens the baseline automatically after it is created.

• Dry Run Creation

Creates a report.
For more information, see Creating a dry run.

• Precise Baseline

Selects the type of baseline to create—precise or imprecise. Your site may be configured
to allow only precise baselines, depending on the setting of the Baseline_precise_bvr
preference.

If the Baseline_create_snapshot_folder preference is set to 1 and you created an imprecise

baseline, Teamcenter also creates a snapshot folder under the baselined item revision.

Using smart baselines

The standard baseline process may be time-consuming and use significant disk space as it may
create many new revisions and (consequently) copies of all the associated data and CAD designs.
To avoid this, you can create a smart baseline, reusing a baseline revision whose work in progress
revision is unmodified since its last baseline was created. You can only create smart baselines
of assemblies. To enable smart baselines, your administrator sets the ITEM_smart_baseline
preference to ON.

If you try to create a smart baseline of an assembly that has not changed since the previous baseline,
a new baseline is not created. No informational message is displayed in Structure Manager to
indicate this.

Note

If you make changes to an occurrence property (for example, quantity) the last modified date
of the parent BVR changes and Teamcenter therefore considers the parent item revision as a
candidate for a new baseline. However, the item revision of the BOM line on which changes
were made does not qualify for the new baseline.

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configurations

Finding the baseline folder

After creating a baseline, Teamcenter places all the baseline item revisions in the structure in a
baseline folder if the Baseline_create_snapshot_folder preference is ON. It attaches this folder to
the top level of the structure using a Snapshot relation.
Caution

If you expand the baseline item revision, Structure Manager displays the snapshot folder. If
you then expand the snapshot folder, Structure Manager shows the item revisions that were
captured in the snapshot. If you then expand the baseline revision in the snapshot folder,
Structure Manager shows the snapshot folder again. Be aware that if you expand baseline
data below a certain level, Structure Manager displays duplicate objects.

Note

You must set the Snapshot relationship on the item revision to make the snapshot folder
visible. Do this by choosing Edit→Options→General→Item Revision and adding Snapshot
to the Available Relation column.

Creating a dry run

Performing a dry run of a baseline allows you to validate the data associated with the base item
revision or structure before you create the actual baseline. This avoids the necessity to roll back the
baseline, if Teamcenter encounters errors during its creation.
The dry run generates a report that contains error messages, if Teamcenter encountered any
problems while traversing the structure.
Your administrator can configure Teamcenter to always make a dry run, by setting the value of the
baselineDryRun and Baseline_dryrun_always preferences.

Hiding and viewing baselines

Teamcenter lets you control the display of baseline revisions.

Hide baselines

1. Choose Edit→Options.
The Options dialog box appears.

2. Select Item.

3. Click the Display tab.

4. Select the Show displayable revisions only check box.

The Select Revision Relation dialog box appears.

5. Select Displayable Revisions and click OK.

6. Specify the order and rule for revisions display.

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For example, when the released status on baseline item revisions is Pending, you display the
latest baseline revisions by setting the rule, Released Status, equal to the condition, Pending,
and set the limit to the maximum number of baselines you want to display.

7. Select Descending as the display order.

8. Click OK.
The hierarchy tree pane displays the latest baselines up to the limit set.

View hidden baselines

When there are more baselines created than are displayed, the hierarchy tree pane displays a
More button under the item.
1. Click More.

2. Select the required baseline revision from the list.

The baseline is displayed in a separate pane.

Using intermediate data captures

Note

You can only create or view IDCs in Multi-Structure Manager or other applications that interpret
PLM XML. You cannot create or view IDCs in Structure Manager.

An IDC is a PLM XML file that contains the definitions of all the objects in the captured structure. You
can manage the PLM XML file in the same way as any other workspace object, including assigning it
to a workflow, assigning it a release status and controlling access privileges with Access Manager.
You can create intermediate data captures (IDC) that contain the configuration of a structure at the
time the IDC is created. An IDC may contain any configured structure including a collaboration
context, structure context or group of structure lines. You can view IDCs with the Multi-Structure
Manager application.
You can create an IDC that stores the current state of the selected root object and any related
objects, such as structure lines or attachments. You cannot capture workspace objects that are not
in the structure.

Capture structure lines into IDC

1. Select the root object in the structure and choose Tools→Intermediate Data Capture.
Teamcenter displays the New Intermediate Data Capture dialog box.

2. Select IntermediateDataCapture from the list of IDC types at the left of the dialog box.

3. Enter the name and optional description of the intermediate data capture, choose a transfer
mode name from the dropdown list, and then click OK or Apply.
Teamcenter validates the objects in the structure you selected. If any of the objects cannot be
captured, it displays an error message, otherwise it creates the PLM XML file containing the IDC.

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Chapter 12:12:Capturing
Capturing configurations
configurations

Note

Ensure you select a transfer mode that is appropriate for the data you want to capture, for
example, ConfiguredDataExportDefault or BOMwriterExport. The displayed list shows
all transfer modes that are available in the system.

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Chapter 13: Managing incremental changes

Managing incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1

Elements of incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1

Setting up incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3

Create new change types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3
Controlling access to incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-3
Examples of rules for controlling access to incremental changes . . . . . . . . . . . . . . . 13-3
Configuring release status for incremental change effectivity . . . . . . . . . . . . . . . . . . . . . 13-4
Setting a revision rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-5
Example of revision rules for incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . 13-5
Setting independent incremental change contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6
Copying or cutting structure lines with incremental changes . . . . . . . . . . . . . . . . . . . . . 13-6

Creating an incremental change baseline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6

Baselining structures with active incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . 13-7
Determining active changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-8
Carrying forward or rolling up active changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-8
Dropping inactive changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-9

Viewing properties of incremental change data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-9

Adding property columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-10

Using incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-10

Using the incremental change toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-10
Using the attachments and information panels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-11
Using the incremental change menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-11

Enable and disable incremental change management . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-12

Turn off incremental change tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-12

Customize buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-13

Create a new incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-13

Showing unconfigured changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-14

Control display of unconfigured changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-15
Identify changes made in the current context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-15

Find and make active an existing change object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-15

View or edit information about an incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-16

View incremental changes for a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-16

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 Example: View incremental change elements in the context of multiple incremental
changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-17

Find recently used change objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-19

Track attachments with incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-19

Track changes to an attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-20
Track the creation or deletion of an attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-20
Track creation of an attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-20
Track deletion of an attachment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-20

Track changes retrospectively . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-20

Remove incremental changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-21

Remove an individual change from the incremental change information pane . . . . . . . . 13-21
Remove changes from an item with the Remove Changes command . . . . . . . . . . . . . . 13-21

Split an incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-22

About exporting and importing incremental change data . .. . . . . . . . . . . . . . . . . . . . . . . . 13-22

Export incremental change data using a briefcase file . . . . . . . . . . . . . . . . . . . . . . . . 13-23
Import incremental change data using a briefcase file .. . . . . . . . . . . . . . . . . . . . . . . . 13-23
Export incremental change data using PLM XML . . . .. . . . . . . . . . . . . . . . . . . . . . . . 13-24
Import incremental change data using PLM XML . . . .. . . . . . . . . . . . . . . . . . . . . . . . 13-24

Structure Manager Guide PLM00048 J2

Chapter 13: Managing incremental changes

Managing incremental changes

Teamcenter supports two methods of controlling changes to product structures, incremental change
(described here) and revision configuration.
For conceptual information about these methods and how to choose between them, see Getting
Started with Product Structure. For more information about revision configuration, see Using item
revision configuration.
An incremental change collects together a number of structure changes to a component such as
addition or removal of components or changes to attachments (data). Effectivity can be applied to
incremental changes to configure the associated changes. This method of change control allows
several independent structure changes to be made concurrently, including the addition or removal
of unrelated components. Those changes can be implemented in any sequence. This method of
change control is suitable for large, flat structures without nested subassemblies or components. The
revisioning approach is not suitable for this type of structure, as a separate revision is required for
every permutation of change.
To enable incremental changes, the Teamcenter administrator must set the
Incremental_Change_Management preference to true.
Caution

Siemens PLM Software recommends you do not use the Cancel Checkout command on item
revisions that contain changes tracked by incremental change. This action causes permanent
loss of incremental changes that are tracking structure edits.

Note

You cannot manage changes to substitute parts with incremental changes.

Elements of incremental change

The following table describes product structure elements that may participate in an incremental
change.

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Chapter 13:13:Managing
Managing incremental
incremental changes
changes

Element Purpose
Absolute occurrence A relationship between a parent assembly and an item one or more
levels lower in the structure. The parent assembly is the context in
which the absolute occurrence exists. You can define data on the
absolute occurrence that overrides the data stored on the item when
you select the context assembly and view the structure. Both relative
occurrence data (notes and transforms) and attachments can be
overridden with data on absolute occurrences.
Each absolute occurrence can have one or more unique attribute
values that distinguish it from the other absolute occurrence derived
from the same single occurrence.
Attachment A form, dataset, or folder related to an item revision.
Baseline (Incremental change baseline.) A new revision of the parent
assembly that has the occurrences and attachments as configured
in Structure Manager when the incremental change baseline was
created. There are no incremental changes and all unconfigured
occurrences are removed.
Change An individual change to a component (occurrence) or attachment. A
change may be an add or a remove.
Incremental change (IC) A collection object that contains the individual changes. An IC is
modeled as an item of the EngChange type. You can release
an incremental change and apply effectivity to it by attaching a
release status. Incremental change (revisions) are configured by the
revision rule, as are the components (occurrences) and attachments
associated with the changes on the incremental change. You can
revise incremental changes if required, in which case the changes
are copied (this is not typically required).
Intent A named object that represents an alternate solution. You can apply
one or more intents to an incremental change to signify that the
incremental change is valid for those intents. The user sets one
or more intents in the revision rule that configures the incremental
changes with those intents and, consequently, the associated
changes. Intents are only available with incremental change, not with
standard revision configuration.
Occurrence (Sometimes called relative occurrence.) A hierarchical structure
relationship between the immediate parent assembly and its child
component item (in an imprecise assembly) or item revision (in a
precise assembly). You can use a find number to identify for an
occurrence, but this number may not be unique. Data can be stored
on the occurrence, including occurrence notes and transforms.

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Setting up incremental change

Before using incremental change, you must complete several setup procedures, including creating
the necessary change types, providing users with access, defining releases statuses, and writing
revisions rules.

Create new change types

To create a new change type, use the Business Modeler IDE.
For more information about creating change types, see the Business Modeler IDE Guide.
Note

When creating incremental change, Teamcenter does not distinguish between change types
for change management and incremental change. It is therefore advisable to name the
change types clearly.

Controlling access to incremental changes

To create an incremental change, you must have write access to the incremental change revision.
Your Teamcenter administrator controls this access with Access Manager. If your site requires a
different access policy on incremental changes to regular engineering changes, other rules may be
required, for example, the naming convention for incremental change identifiers.
Your administrator can use an In IC Context rule to allow Structure Manager or another structure
editor application to control access to operations tracked by incremental change. This rule is
unlike other rules because it does not depend on the properties of the object. If there is an active
incremental change in the structure editor and the operation performed by the user is tracked by
incremental change, the In IC Context (true) rule is satisfied, and Teamcenter applies its associated
ACL. In this situation, applicable structure edits include edits to occurrences, occurrence notes,
transforms, and attachments in structure context.
Caution

Always use this rule with the true argument. The false argument applies to all objects,
regardless of whether the structure is edited.

Examples of rules for controlling access to incremental changes

You can place the In IC Context rule at the top level of the rule tree as follows:
Has Bypass
In IC Context (true) → IC ACL
Has Status
Has Object

In this example, if there is an active incremental change and the operation performed by the user
is tracked by incremental change, the In IC Context rule applies and its associated named ACL
applies to objects affected by the operation. However, if there is no active incremental change,
the subsequent rules apply.
You typically use this rule to relax a restriction, such as only allowing edits to a released structure
for a specific status. For example:
Has Status () → Vault

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Managing incremental
incremental changes
changes

Has Status (Pre-Released) → () (No ACL)

In IC Context (true) → Incremental Change Access

In addition, the user requires write access to the incremental change itself.
Note

There is no mechanism of enforcing that an incremental change is used when making

structure edits.

You can also configure the In IC Context Access Manager rule as follows to allow write access
to released structures at a specified status. This allows incremental change to track changes at
prereleased stages of the structure (BOM view revision).
Has Status () → Vault
Has Status (Pending IC) → Incremental Change Access (or Working)
Has Status (Pre-Released) → () (No ACL)
In IC Context (true) → Incremental Change Access (or Working)

The purpose of these rules follows:

• Has Status ()→Vault
This standard rule ensures released parts cannot be modified.

• Has Status (Pending IC)→Incremental Change Access (or Working)

This rule allows you to apply a status of Pending IC to an incremental change so that you can
apply effectivity. This allows changes to be configured for the incremental change. However,
designers still require write access to the incremental change to add changes.
It may be sufficient to use the general working access control list (ACL). Alternatively, you may
want to restrict editing of incremental changes to certain roles, in which case you should use
a different ACL (for example, Incremental Change Access). When an incremental change is
finally released (for example with Released status), it can no longer be modified due to the
Has Status ()→Vault rule.

• Has Status (Pre-Released)

In IC Context (true)→ Incremental Change Access (or Working)
These rules ensure that when a status of Pre-Released is applied to an item revision, changes
can only be made to the structure or the item revision with an incremental change. Prior to this,
there is no status and the structure or item revision (attachments) can be edited by any user with
suitable permissions defined in Access Manager.
When an item revision and the BOM view revision are finally released, for example, with a
Released status, the structure can no longer be modified due to the Has Status ()→Vault rule.

Configuring release status for incremental change effectivity

Your Teamcenter administrator sets the Incremental_Change_ReleaseStatus preference to define
the release status that Teamcenter attaches to an incremental change when it is created. Defining
a release status in this way allows you to specify effectivity as soon as the incremental change is
created. If you do not set this preference, you release the incremental change after it is created. The
choice of which of these approaches to implement depends on your business practices. For example,
you might set this preference to Pending IC.

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The status defined in the preference must already exist. You must also create an Access Manager
rule that allows write access to objects with this status or you cannot create changes in the
incremental change.
Note

The status is applied only to incremental change if the effectivity is supplied when it is created.

Setting a revision rule

When you apply a revision rule in Structure Manager, it configures both the structure item revisions
and the incremental change revisions. This consideration is important if you use incremental change
in combination with traditional revision configuration of structure item revisions. If you want to
configure the structure item revisions and incremental change revisions independently, you must
apply a separate status.
The revision rule you create depends on whether the incremental changes are configured by unit or
date effectivity, or simply by release date. It also depends on the release status to apply.

Example of revision rules for incremental changes

For an example of how the Pre-Released status can be applied to the item revisions and the IC in
Process status to the incremental change revisions, see Getting Started with Product Structure.
The revision rule needed for that example is as follows:
Has Status = IC in Process, Configured by Unit:
Has Status = Pre-Released, Configured by Unit:
Has Status=Released, Configured by Unit
Has Status = Released, Configured by Release Date
Has Status = Pre-Released, Configured by Release Date
Working
The purpose of each entry in this revision rule is as follows:
Has Status = IC in Process, Configured by Unit:
Has Status = Pre-Released, Configured by Unit:
Allows Teamcenter to configure both the incremental change and the structure revisions by unit
number. Having separate statuses allows Access Manager to apply different access controls to
the item revision and BOM view revision and to the incremental change.

Has Status=Released, Configured by Unit

Ensures the upper levels of the structure are configured correctly by standard revision
configuration, as well as any finally released revisions at lower levels.

Has Status = Released, Configured by Release Date

Has Status = Pre-Released, Configured by Release Date
Working
Configure item revisions that do not have unit effectivity applied or are unreleased, that is,
working.

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Managing incremental
incremental changes
changes

Setting independent incremental change contexts

You can make independent edits in different Structure Manager windows using a different incremental
change in each window. This process is referred to as setting independent incremental change
contexts. Use the IC Context column in the list of available windows to identify the incremental
change context in each window.

Copying or cutting structure lines with incremental changes

By default, if you cut or copy a line and then paste it to a new location, incremental change elements
(ICEs) are not copied. This may necessitate significant manual recreation of data if you are cutting or
copying many lines together. To automatically copy ICEs, the administrator must set two Business
Modeler IDE constants:
• Fnd0EnableIceCarryOver
Defines item types of the source and destination parent BOM line under which ICEs should
be copied while copying, cutting, and pasting. For example, by default, the constant value
for MEProcess is set to true, and if the source and destination parent BOM line are both
MEProcess, Teamcenter copies any ICEs.

• Fnd0AttrIcesToExclude
Defines the occurrence attributes which Teamcenter does not copy to the target location for
occurrence attribute changes.

These settings apply to in-context changes to structure lines, their attachments, and their occurrence
attributes.
Note

For structure changes, only remove changes associated with the original line are carried
forward to the new location. Teamcenter does not consider add structure changes; otherwise,
two occurrences appear at the same time at two different locations. Teamcenter copies
attribute changes made in the immediate parent context, but higher level contexts are
excluded. The new ICEs created are associated to the original IC revision.

Creating an incremental change baseline

You should periodically create a new baseline revision for an item that is tracked by incremental
change after a certain number of incremental changes are created. By default, all outstanding
incremental changes are rolled into the new revision. This approach reduces the amount of data in
the new revision and reduces the time needed to configure the assembly. Use of incremental change
baseline may affect the revision rules applied, as described in Getting Started with Product Structure.
When you create an incremental change baseline, the new revision of the parent assembly has the
occurrences and attachments configured by the revision rule or unit effectivity set when you created
the incremental change baseline.
When you create an incremental change baseline, by default any active incremental changes are
not carried forward to the baseline, as described later. However, you can optionally configure your

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system to roll up or carry forward active incremental changes. (Active changes are any changes that
are currently effective or will be effective in the future.)

Do not simply revise a structure that has incremental changes on any of the components because
the incremental changes are not copied and the structure is not configured as expected. You must
create the incremental change baseline first.

Ensure the baseline cannot be modified by applying a status to apply vaulting to the BOM view
revision, rather than the item revision. Do not use the status on the item revision for this purpose
because the status is also used for configuration.

You must have access to the incremental changes to create an incremental change baseline. If
Teamcenter determines that you do not have the necessary access, it rolls back the baseline
operation and does not create the new item revision.

Note

Do not confuse incremental change baselines with creating standard baselines of item
revisions as described in Using baselines. With standard baselines, if the item is an assembly,
you can automatically create a new revision of any unreleased components throughout the
substructure. With incremental change, the baseline is applied only to the product structure,
not to the components.

It is good practice to apply unit number effectivity to the assembly item revisions, even if the
components are configured by incremental change. This approach identifies the effectivity of the
new incremental change baseline revision, and also configure it appropriately. There should be no
incremental changes on components in the new incremental change baseline revision that are
effective prior to the unit number at which the incremental change baseline revision was created.

Baselining structures with active incremental changes

Optionally, when you create an incremental change of an item revision, any incremental changes that
are active are carried forward or rolled up. An active change is any incremental change that has an
out effectivity equal to or greater than the baseline effectivity, including any open-ended effectivity.

When you carry forward a change, the affected object of the change is copied to the new item
revision. The copy of the affected object is qualified to the same incremental change. Consequently,
the old and new copies of the affected object share the same change effectivity.

When you roll up a change, only the affected object of the change is copied forward. The qualification
is not present on the new item revision.

By default, this enhancement is not configured and you must set the following preferences to use it:

• IC_baseline_carry_forward_active_changes

Set to True to carry over active incremental changes when creating a baseline.

• IC_baseline_carry_forward_status

Defines a list of status names to consider when carrying forward active incremental changes. The
default value is pending.

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Managing incremental
incremental changes
changes

Determining active changes

Teamcenter drops, rolls up, or carries forward changes to the new item revision, depending on the
following conditions. (X indicates the baseline, which may be a unit number or date.)

Drop, roll up, or carry

Lower end Higher end forward? Explanation
<X <X Drop The change was effective in the
past with respect to the baseline
and will not be effective in the
future. The change is dropped.
<=X >=X Carry forward The change is effective and
remains effective to a certain point
in the future. Beyond that point,
the change is not configured and is
therefore carried forward.
<=X UP Carry forward if Pending The change is effective and
status or roll up if Secured remains effective in the future.
status. It can be rolled up into the
next revision. However, if
the incremental change is not
released, it can be edited and such
edits may be reverted. Therefore,
if the status is Pending, changes
are carried forward.
>X >X,UP Carry forward The change is effective in the
future, so is carried forward.

Note

Teamcenter supports discontinuous effectivity, with multiple out effectivities. If any of the
effectivities is equal to or greater than the baseline effectivity, the change is considered active.

When you create the baseline, changes that are past effective are dropped, irrespective of status. For
example, if you create a baseline at unit 25, there may be changes on an incremental change with
effectivity on units 5 to 15. All these changes are dropped because they are past effective. If you
subsequently change the effectivity of this incremental change to span or cross baseline unit 25, you
must recreate the baseline to take the effectivity change into account.
Teamcenter determines if an effectivity is applicable in the current context. An item revision under
incremental change may have several status objects attached to it, and the objects may be different
types. A revision rule may have several entries configured by effectivity, and the entries may specify
different status and effectivity types. To determine if an effectivity statement on an incremental
change revision applies to the revision rule, Teamcenter checks that the combination of status type
and effectivity type (date or unit) match an entry in the revision rule.

Carrying forward or rolling up active changes

Teamcenter carries forward active changes if:
• The change is currently active and the qualifying incremental change is not released, or

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• The change will be configured in the future.

It copies the affected object to the new item revision. It also connects the new copy of the affected
object by an incremental change element (ICE) to the same incremental change as the original
affected object.
Teamcenter rolls up active changes if the change is currently active and the qualifying incremental
change is released. It copies only the affected object to the new item revision.
ICEs link affected objects to revisions of incremental changes. As an incremental change evolves,
the affected object may be qualified by several ICEs to multiple revisions of the same incremental
change. If you do not assign explicit out effectivities, but supersede them with later in points
(for example, A: 1–UP, B: 10–UP, C: 20–UP), multiple revisions of the same incremental change
may be considered active. If the baseline effectivity is equal to or more than 20, the latest in rule
determines that C is the currently configured revision. However, as you may subsequently change
any effectivity, Teamcenter carries forward the affected object with ICE qualification to all of these
active incremental change revisions.

Dropping inactive changes

If Teamcenter determines that a change is not active, it is dropped from the new item revision. If
the affected object is added by the incremental change, because the relevant change is no longer
active, Teamcenter omits the affected object from the new item revision. If the object is removed by
the incremental change, the removal is reversed and the affected object is copied forward without
the incremental change qualification.

Viewing properties of incremental change data

You can display the Associated ICs property for any line in the structure that has a change. This
property shows the incremental change that resulted in the change. If there is more than one add or
remove change on a given line, the incremental change associated with each change is listed.
You can also view the following properties in the Attachments pane:
• Incremental changes of relations
Displays incremental changes that caused the attachment to be added to or removed from
the item revision.

• Incremental changes of objects

Displays incremental changes that caused the attachment to be created or deleted.

• Attachment root node (Al_absocc_rootline_string)

Displays the root line of the attachment. If this is not the same as the item revision at the top of
the Attachments pane, the attachment does not apply to all occurrences of the item revision, but
to a specific (absolute) occurrence that may be the parent assembly or a higher level assembly.

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incremental changes
changes

Adding property columns

Note

Adding properties in this way may slow the loading of the structure. The properties are
populated only for structure edits and do not apply to changes made to occurrence attributes,
replacements, or attachments.

Several structure line properties that contain information about incremental change are not shown by
default and you may want to display these properties when you work with incremental changes, as
described in Displaying properties. Consider displaying some of the following properties:
• Configured ICs
Lists the incremental changes that affect each structure line that is configured by the current
revision rule. + and – symbols in the cells indicate adds and deletes, if applicable.

• IOC – Incremental Change Occurrence Configured

Shows if the structure line is configured with incremental change.

• IC Effectivity
Lists the incremental changes that affect each structure line and their effectivities. + and –
symbols in the cells indicate adds and deletes, if applicable.

• IC Release Status
Lists the incremental changes that affect each structure line and their release statuses. + and –
symbols in the cells indicate adds and deletes, if applicable.

• IC Intent
Lists the incremental changes that affect each structure line and their intents. + and - symbols in
the cells indicate adds and deletes, if applicable.

Using incremental change

Using incremental change management is optional. To use it, your administrator must set the
Incremental Change Management preference to true. When this preference is set to false, the
incremental change toolbar is not visible and any loaded items or relationships under incremental
change control display in a different color.

Using the incremental change toolbar

Use the incremental change toolbar to create, find, and manage incremental changes. The toolbar is
located at the bottom of the Structure Manager application window if your Teamcenter administrator
has set the Incremental_Change_Management preference to true.
Note

If this preference is changed, you must exit and start a new session to see the incremental
change buttons.

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The toolbar is grayed out if no structure is loaded. When you load a structure, Teamcenter activates
the toolbar buttons.
You can drag the incremental change reference from the toolbar and drop it into an application such as
Change Manager or My Teamcenter. For example, you can do this to release the incremental change
or introduce it into a workflow. The incremental change window includes the following toolbar buttons.

Button Function
Creates a new incremental change.

Searches for an incremental change order.

Displays the MRU list containing the most recently used incremental changes.

Displays the incremental change Information dialog box.

Clears the active incremental change and turns off incremental change tracking.

Using the attachments and information panels

You can view the Attachments and Incremental Change Information panes when the data pane is
displayed. To display the data pane, click the Show/Hide Data Panel button.
If you display the Associated ICs property, you can easily identify the incremental change that added
or removed a structure line. You can sort the structure on this column to identify all the structure
changes to a given assembly that are implemented by a specific incremental change.
• The Attachments pane allows you to view attachments (forms or datasets) to the item revision
that corresponds to the selected line. It also allows you to add, remove, or create attachments
and track these changes with an active incremental change.

• The Incremental Change Information pane allows you to identify the incremental changes that
affect the selected line. This is useful if there are several changes (adds or removes) associated
with a single line, and each change is attached to a different incremental change.
You can drag-and-drop incremental changes from the data pane to set incremental change
context.

• The Incremental Change Info pane allows you to undo (remove) individual changes from the
selected line.

Using the incremental change menus

Use the following commands available on the Tools→Incremental Change menu to manage
incremental changes.

Menu command Function

Add Retrospectively creates an add change and attaches it to the active
incremental change.

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Menu command Function

Remove Retrospectively creates a remove change and attaches it to the active
incremental change.
Create on Object Establishes a create change to the attachment.
Delete on Object Establishes a delete change to the attachment.
Edit Attachment Allows you to edit an attachment (dataset or form) and track the changes
with the active incremental change.
Remove Changes Removes (undoes) changes on the active incremental change.
Incremental Change Revises the parent assembly to create an incremental change baseline.
Baseline
Split Allows you to split some of the changes from the active incremental
change into another existing incremental change.
Display Icons Allows you to configure how Teamcenter displays incremental change
icons by selecting one or more of the following options:
• None

• Current Context

• All Contexts

• Hide Remove Icons

If you are not showing unconfigured changes and are not interested
in changes that are not actually configured, select the Hide Remove
Icons option.

Tip

Consider adding these icons to the toolbar to allow you to more

easily change the context. To do this, right-click the toolbar,
choose Customize from the shortcut menu, and choose the
incremental change icons.

Enable and disable incremental change management

Using incremental change management is optional. To use it, your administrator must set the
Incremental_Change_Management preference to true. When this preference is set to false, the
incremental change toolbar is not visible and any loaded items or relationships under incremental
change control display in a different color.

Turn off incremental change tracking

• Click the button in the incremental change toolbar.
Teamcenter changes the Active IC box to display No Active IC. No edits are tracked.

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Customize buttons
Incremental changes are displayed by symbols at the beginning of a structure line. When you add or
remove a structure line, Teamcenter displays a plus or minus symbol in front of the respective line.
• Customize when incremental change symbols are displayed by choosing Tools→Incremental
Change→Display Icons and selecting the contexts in which you want to see the symbols.

• Choose Tools→Incremental Change→Display Icons→Hide/Remove Icons to always hide the

display of the symbols in the tree structure.

• If your administrator sets the MoveICCreationToMenu preference to True, the button on

the incremental change toolbar is hidden. If this button is not visible, use the Incremental
Change→Create menu command to create a new incremental change, unless this command
is suppressed.

Create a new incremental change

1. Click the Create Incremental Change button on the incremental change toolbar.
Teamcenter displays the Create/Revise Incremental Change dialog box.

2. Click the IC Attributes tab and set the following incremental change attributes:
• Type an ID and revision for the change object. Alternately, click Assign to let the system
assign this information for you.

• (Optional) Type a description for the incremental change.

• Select a change type from the Incremental Change Type list. Note that some of these types
may be for general changes, not incremental changes.

3. Click the Effectivity tab and specify whether to set effectivity for the incremental change using
unit serial numbers or dates by doing one of the following:
Note

You cannot specify an effectivity until the incremental change is released. An incremental
change may be released by a workflow process that is specific for your company or site.
If you do not specify an effectivity, Teamcenter creates the change object without a status.
The administrator determines the initial release status of all new incremental changes by
setting the Incremental_Change_ReleaseStatus preference. If this preference is not set,
you must specify it later when releasing the incremental change.
If the Incremental_Change_ReleaseStatus preference is not set, you cannot set
effectivity while creating the incremental change. You must release the incremental
change (revision) separately with the appropriate process. Once the release status is
attached, you can set the effectivity on the incremental change.

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changes

• Click Units and specify the range of serial numbers to which the effectivity is to be applied.
You can also click one of the following buttons:
o UP button to define an unlimited effectivity from a starting number. For example, typing
1-UP means the change is effective from unit 1 upward.

o SO button to define an effectivity until all stock is exhausted. For example, typing 1-SO
means the change is effective from unit 1 until no stock remains.
Tip

The tooltip provides you with more information about the formatting for this entry.

• Click Dates to set effectivity based on calendar dates. Multiple date ranges can be entered.
To set a date:
o Type the start and end dates for the effectivity period into the From Date and To Date
cells in the date table.

o Select a date in the calendar table and click Set Date to specify both the From Date
and the To Date entries.

When the correct effectivity is shown, click OK.

4. If unit effectivity is set, populate the End Item box on the Effectivity tab using one of the
following methods:
• From the list of most recently used end items

• Using the Search function to open an item by name or ID

• By pasting an item from the clipboard

5. Click OK to finish creating a new incremental change and close the dialog box, or click Cancel to
cancel the operation.
Teamcenter creates a copy of the new incremental change in your New Stuff folder.

6. At an appropriate time, the designated user or a workflow process approves the change object
by adding the release status. The change object is now locked and you cannot use it to track
further changes to the process or operation.
Note

You can use a Workflow handler that renames the status and retains the effectivity, for
example, the add_status handler with a –remove option.

Showing unconfigured changes

You can configure the display of the tree table to show the following:
• All components and attachments.

• Only those components and attachments that are configured by the current revision rule.

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To control the display of unconfigured changes:

• Choose View→Show Unconfigured Changes to toggle between showing all lines or only
those set by the current revision rule.
Note

You can add a button to implement this function to the toolbar, allowing you to easily
see the current mode. To do this, right-click the toolbar, choose Customize, and click
the required button.

To identify changes made in the current context:

• Click the Changed by Current IC Edit Context column header to re-sort the structure into
changed and unchanged lines. This allows you to more easily identify the changes made to
the structure in the current context.

Control display of unconfigured changes

• Choose View→Show Unconfigured Changes to toggle between showing all lines or only
those set by the current revision rule.
Note

You can add a button to implement this function to the toolbar, allowing you to easily
see the current mode. To do this, right-click the toolbar, choose Customize, and click
the required button.

Identify changes made in the current context

• Click the Changed by Current IC Edit Context column header to re-sort the structure into
changed and unchanged lines. This allows you to more easily identify the changes made to
the structure in the current context.

Find and make active an existing change object

When an incremental change is active, all edits are made in the context of that incremental change.
Teamcenter shows the ID and name of the incremental change in the incremental change toolbar. If
the Incremental Change pane states No Active IC, no incremental change is active.

1. Click the Select an Incremental Change context button at the bottom of the dialog box.
Teamcenter displays the Select an Incremental Change context dialog box.

2. Type either the name or ID of the change object to be displayed. You can use wildcard search
characters, if necessary.

3. Click Find.
All change objects matching your selection criteria are displayed in the dialog box. Use the
navigation buttons at the bottom of the dialog box to navigate the list.

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4. To select an incremental change object for display, double-click the change object in the dialog
box list.

View or edit information about an incremental change

• Do one of the following:
o Click the View/edit current IC information button .

o Click More IC Info in the Incremental Change data tab.

Teamcenter displays the View/edit Change dialog box, which includes the following tabs:
o IC Attributes shows the change object name, description, and tag type.

o Incremental Changes shows the individual changes to components, attachments,

created/deleted data, and occurrence notes that are tracked against this incremental change.
Note

A replacement is shown as an override.

o Effectivity allows you to view and edit the effectivity of the change object. Double-click a
specific release status to open a dialog box containing all the effectivity information for the
selected release status.
Note

To apply effectivity, your administrator must use Access Manager to assign you to
the appropriate group and role.

o Intents displays the intents for which the incremental change is valid.
You can create a new intent by clicking the Intent button and typing the appropriate
information in the Create Intent dialog box. You can then add the intent to the incremental
change by ensuring it appears in the Intent to add box and clicking +. You can also search
for existing intents and add them to the incremental change.
Note

To make the Intents tab visible, set the EnableIntents preference to true.

You can also use the symbols on a structure line to identify adds, removes, and absolute
occurrences. For attachments, these symbols are displayed in the Attachments pane, not
the main pane.

View incremental changes for a structure

To view all the incremental changes associated with a structure, select a line in the structure and click
the Incremental Change Info data tab. For each line, this pane lists:
• Type

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For attachments only, specifies the type of incremental change, create, delete, add, or remove.
Note that edits to attachments are shown as create types.

• IC Context

Specifies the incremental change objects affecting the structure, listed in the order they are
applied.

• Release Status

Specifies the release status of the incremental change object, for example, Production.

• Effectivity

Specifies the date or unit number effectivity of the incremental change.

• IC Configured By

Specifies the revision rule that configures the incremental change for this structure. This allows
you to see if an incremental change is configured and, if so, how it is configured.

For attachment changes, the affected lines and changed relationships are also listed. For occurrence
attribute changes, the affected attributes and changed values are also listed.

To see more information about an incremental change, double-click the line in this pane; Teamcenter
displays the changes made by the incremental change.

Example: View incremental change elements in the context of multiple

incremental changes

The following example shows the behavior of a structure when one incremental change is in context
and the structure also has incremental change elements (ICEs) in context of another incremental
change.

1. Create a structure, as shown in the following example:

2. Create two incremental changes:

• IC1 with unit effectivity of 1-5 and an end item of enditem.

• IC2 with unit effectivity of 6-UP and an end item of enditem.

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3. Add item c1 in the context of IC1 and then add item c2 in the context of IC2.

4. Create a revision rule of ic_unit containing the following:

Working ( )
Has Status( Pending, Configured Using Unit Number )

5. Choose Tools→Revision Rule→Set Date/Unit/End Item and make IC1 active, for example, by
setting unit effectivity of 3 and an end item of enditem.

6. Choose View→Show Unconfigured Changes.

Teamcenter does not show the item added by IC2 because, in the context of IC1, you added only
c1. Specifically, you added c2 in the context of IC2, which is not active.

Similarly, if you make IC2 active, Teamcenter only shows c2.

Teamcenter displays the results of remove and override actions differently. For example, if you
remove c3 in the context of IC2, it shows the following structure.

If you then make IC1 active, Teamcenter:

• Shows c1, which was added in the context of IC1.

• Does not show c2, which was added in the context of IC2 and should not be shown when IC1
is active.

• Shows c3, which is removed in the context of IC2 but is not removed in the context of IC1.

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 Managing incremental changes

If you now add c4 with an override in the context of IC2, Teamcenter shows the following structure.

If you make IC1 active, Teamcenter:

• Shows c1, which was added in the context of IC1.

• Does not show c2, which was added in the context of IC2 and therefore should not be visible
when IC1 is active.

• Shows c3, which was removed in the context of IC2 but is not removed in the context of IC1.

• Shows c4 without the override because c4 was added in the context of IC2.

That is, if IC1 is active, Teamcenter shows only components that are active for IC1. It does not show
the added components from IC2, but it does show the removed components from IC2. It shows the
BOM lines for the overrides for IC2 but not the overrides themselves.

Find recently used change objects

• Click the Most Recently Used button ( ) to display a list of previously used incremental
changes from which you can choose.

Track attachments with incremental changes

You can create an attachment to an item revision and track its status with an incremental change
object, as follows:
1. Ensure you have created the appropriate incremental change object and that it is active. The
active incremental change is shown in the Incremental Change Edit Context box in the
incremental change toolbar.

2. Click the Attachments pane.

3. Select the structure line corresponding to the item revision under which you want to create
the attachment.

4. Select the root node (item revision) in the Attachments pane.

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5. Create a new attachment by choosing File→New→Dataset/Form.

Alternatively, you can attach an existing object by copying the dataset or form to the clipboard,
then pasting it to the root node (item revision) in the Attachments pane.

Track changes to an attachment

To track changes (edits) made to an attachment, select the attachment (dataset or form) and choose
Tools→Incremental Change→Edit Attachment.
Teamcenter also tracks edits if you double-click the dataset or form. With a dataset, the change is
tracked when you open the form to edit; with a form, the change is tracked only when you click OK or
Apply. Teamcenter tracks the changes by creating a copy of the dataset or form.
The Attachments pane displays the appropriate version of the attachment according to the
configured incremental change against which the edits were tracked.
Note

You can view the original, unchanged attachment in My Teamcenter.

Track the creation or deletion of an attachment

You can track the creation of a dataset or form against an incremental change, so that the attachment
itself has an effectivity that is derived from the effectivity of the incremental change; this is in addition
to the effectivity applied by the incremental change that attaches the attachment to an item revision.
This feature may be useful if the attachment is attached to more than one item revision.
• To track the creation of an attachment, select the attachment in the Attachments pane and
choose Tools→Incremental Change→Create on Object.

• To track the deletion of an attachment, select the attachment in the Attachments pane and
choose Tools→Incremental Change→Delete on Object.

Track creation of an attachment

• Select the attachment in the Attachments pane and choose Tools→Incremental

Change→Create on Object.

Track deletion of an attachment

• Select the attachment in the Attachments pane and choose Tools→Incremental

Change→Delete on Object.

Track changes retrospectively

If you forgot to activate an incremental change, you can retrospectively track changes by making the
incremental change active and doing one of the following:
• Select the item or attachment that you wanted to track as added and choose Tools→Incremental
Change→Add.

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 Managing incremental changes

• Select the item or attachment that you wanted to track as removed and choose
Tools→Incremental Change→Remove.

Teamcenter saves edits immediately to the database. It is not necessary to choose the Save
Changes command.
You can only make changes to the active incremental change, that is, the one shown in the
Incremental Change Edit Context box in the incremental change toolbar. If you try to edit an
incremental change that is not configured by the current revision rule, Teamcenter displays an error
message.

Remove incremental changes

You can remove individual incremental changes one of two ways, from the Incremental Change
Information pane or with an Incremental Change menu command.
Note

You require write access to edit structures with incremental changes in this way.

For structure and attachment changes:

• If the corresponding change is a remove, Teamcenter deletes it.

• If the corresponding change is an add and the user has write access to the parent BVR,
Teamcenter deletes the add but not the occurrence. If you want to remove the occurrence,
choose Edit→Remove. If the user does not have write access, the deletion request fails.

For occurrence attribute changes, if the change to undo is an add and it is the only change to the
attribute, the change and the override value are both deleted. In other cases, only the change
is deleted.

Remove an individual change from the incremental change information pane

1. In the Incremental Change Information pane, select the structure line of the occurrence or
attachment whose changes you want to remove.

2. Select the change to undo and click Undo Change, depending on the change type that you want
to remove. You can undo multiple changes in a single operation.

Remove changes from an item with the Remove Changes command

1. To remove changes to an occurrence, select the corresponding structure line.
To remove changes to a dataset or form, select it in the Attachments pane.

2. Choose Tools→Incremental Change→Remove Changes.

Teamcenter displays the Remove Incremental Changes dialog box.

3. Select the check box next to each change you want to remove, or click Select All to remove
all changes, then click OK.

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Note

Occurrence attributes are not displayed in the Remove Incremental Changes dialog box; you
can only undo them from the Incremental Change Information pane.

Split an incremental change

You may want to change the effectivity of some of the incremental change elements in an incremental
change. As all elements of an incremental change have the same effectivity, you can only accomplish
this by moving some of the incremental change elements into a different incremental change. To do
this, choose Tools→Incremental Change→Split. You can move the incremental changes to an
existing change object or create a new change object for the purpose.

About exporting and importing incremental change data

You can export changes (deltas) to the structure if they are tracked by incremental changes in two
formats—TC XML using a briefcase file or PLM XML. Teamcenter allows you to export the structure
changes alone (not the entire structure) without needing to create a new revision. The exported
changes contain all the relevant data required by the importing site to achieve the same structure
configuration as exists at the exporting site. You can export multiple independent, dependent, or
overlapping incremental changes in a single action.
When you use this feature, you must ensure the structure is configured with the required effectivity
and revision rules before initiating the export. Effectivity and revision rules are not exported with the
changes; you must ensure they are identical in the exporting and importing sites separately.
Teamcenter tracks and exports the following changes when they are tracked by incremental changes:
• Adding a new or existing line to the structure

• Adding a new or existing subassembly to the structure

• Removing a line or subassembly from the structure

• Modifying relative occurrence properties

• Creating or modifying absolute occurrence properties

• Adding a new or existing attachment to a line, for example, a form or dataset

• Deleting an attachment

• Modifying an attachment

When exporting incremental change data using PLM XML:

• The structure must be fully configured.

• Any related changes that are not tracked by an incremental change are not considered for export.

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• Changes in the context of incremental changes are considered as export candidates. For
example, if you add, modify or remove a structure line in the context of an incremental change, all
of its parents up to the top level are exported in addition to the affected line. However, the siblings
of lines affected by the incremental changes are not exported.

• If you add, modify, or remove a subassembly under an incremental change, its children exported
even though they are not directly affected under the incremental change.

You can create an incremental baseline for a structure that was already exported. This action creates
a new revision of the structure. As active changes are carried forward into the new incremental
change baseline revision, you may add new incremental change elements (ICEs) affecting the new
structure revision to the incremental change revision that is the parent of the original active ICEs.
(This incremental change revision may already be exported for the original structure.) Because the
new ICEs do not affect the revision of the structure that was exported when you perform a TC XML
export, they are exported as a stub. The incremental baseline action has no additional effect on the
export of the original structure and the incremental change revisions that affect it.
For more information, see the PLM XML/TC XML Export Import Administration Guide and the Data
Exchange Guide.

Export incremental change data using a briefcase file

1. Choose Tools→Export→To Briefcase.
Teamcenter displays the Export To Briefcase Via Global Services dialog box.

2. Click the Display/Set export options button in the bottom right-hand corner of the dialog box.
Teamcenter displays the TIE Export Configured Export Default dialog box.

3. Select the check box corresponding to each of the export options you want to use and then
click OK.
Teamcenter closes the TIE Export Configured Export Default dialog box.

4. In the Export To Briefcase Via Global Services dialog box, enter all the required information
including Reason, Target Sites, Option Set, Briefcase Package Name, Revision Rule, and
Variant Rule, and then click OK.
Note

Ensure you select the TIEConfiguredExportDefault transfer option set to export

incremental change based deltas.

Teamcenter displays the Remote Export Options Setting confirmation dialog box.

5. Click Yes.
Teamcenter starts the export of the product structure using the options you entered.

Import incremental change data using a briefcase file

1. Choose Tools→Import→From Briefcase.

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Teamcenter displays the Import from Briefcase Without Global Services dialog box.

2. Navigate to or type the path and file name of the briefcase file in the Briefcase File box. Select
TIEConfiguredImportDefault from the Option Set list.

3. Click the Display/Set export options button and select the desired options.

4. (Optional) Select the Site Check-In after import box. If you select this box, all objects that are
checked out to the unmanaged site are checked in during the import process. Otherwise, you
must check them in individually after they are imported.

5. Click Yes to begin the import.

Note

The importing site does not verify it has the same base structure against which the delta
was calculated.
If you select a collaboration context for export of incremental change deltas, the export
file includes the structure context and configuration contexts contained in it, as well as the
configured incremental change data.

Export incremental change data using PLM XML

1. Choose Tools→Export→To PLMXML.
Teamcenter displays the PLMXML Export dialog box.

2. Enter the required export directory, file name, choose the appropriate IC delta transfer mode (for
example, ConfiguredDataExportDefault), and then click OK.
Teamcenter displays a confirmation message if the export is successfully completed. It generates
the output PLM XML file in directory the location shown in the PLMXML Export dialog box.

Import incremental change data using PLM XML

1. Choose Tools→Import→From PLMXML.
Teamcenter displays the PLMXML Import dialog box.

2. Enter the name of the PLM XML file to import, choose the appropriate IC delta transfer mode (for
example, ConfiguredDataImportDefault, select the required incremental change context, and
then click OK.
Teamcenter displays a confirmation message if the import is successfully completed. It imports
only changes to the structure, as captured in the exported PLM XML file.

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Chapter 14: Configuring structures by occurrence effectivity

Configuring structures by occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1

Working with occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1

Understanding occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-1
Editing occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-2
Defining mutually exclusive effectivity ranges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-3
Validating effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-3

Associate existing effectivity to an occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-3

Create effectivity on multiple occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-4

Modify the effectivity of an occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-4

Remove effectivity from an occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-5

Copying occurrences with effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-5

Setting the date for occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-5

Combining occurrence effectivity and variant configuration . . . . . . . . . . . . . . . . . . . . . . . . . 14-6

Configuring occurrences with multi-unit configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-6

About multi-unit configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-6
Create a new effectivity group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-7
Capture a multi-unit configuration and save it to an effectivity group . . . . . . . . . . . . . . . . 14-7
Set an effectivity group to configure occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-8

Customizing occurrence effectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-10

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Configuring structures by occurrence effectivity

You can associate an effectivity range with an occurrence. Teamcenter uses the date, unit, or unit
and date combination specified in the revision rule to configure occurrences by their effective dates or
units.
You can use date effectivity, unit number effectivity, or both, depending on the setting of the
CFMOccEffMode preference. If this preference is set to legacy, you can only use date effectivities.
If it is set to maintenance, you can create new effectivities in either scheme, but Teamcenter does
not upgrade existing definitions. If it is set to upgrade, Teamcenter converts all existing definitions to
allow you to configure any structure with date or unit number effectivity. Unit occurrence effectivities
are only supported in maintenance and upgrade modes.
Note

If the CFMOccEffMode preference is set to maintenance, you cannot export an assembly if

Structure Manager is open and you try to export the same item from My Teamcenter. Close
Structure Manager to export the item successfully.

Occurrence effectivity is frequently used by manufacturers of military and aerospace products. The
end item may correspond to a serial number or the tail number of an aircraft. If you do not split
effectivities, you can optionally use the Configuration Item check box to indicate the end item,
although Teamcenter does not enforce this use.
Note

The import or export of a structure containing legacy occurrence effectivities is not supported.
If you require individual structure nodes to have effectivity, consider using incremental change
instead of occurrence effectivity. Structures managed with incremental change can be
imported and exported using Multi-Site Collaboration.

Working with occurrence effectivity

Understanding occurrence effectivity

Occurrence effectivity information is stored in an effectivity object that one or more occurrences
may reference. This object stores:
• The effective date or unit number ranges.

• The user who created the effectivity.

• When the data was created.

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 Chapter
Chapter 14:14:Configuring
Configuring structures
structures by occurrence
by occurrence effectivity
effectivity

Each effectivity object has a unique identifier, which is displayed in the ID column of the structure
properties table.
Several occurrences may share an effectivity object. When you edit the effectivity range on one
occurrence, Teamcenter applies the change to all occurrences. (This is generally the reason for
sharing effectivity.)
You can also pack occurrences if they share the same unit or date range and Access Manager
protection status. Packed occurrences are displayed in a similar way to packed structure lines.
For more information, see Packing or unpacking structure lines.
You cannot import or export structures containing occurrence effectivity. If you require individual
structure nodes to have effectivity, consider the use of incremental change.
For information about incremental change, see Managing incremental changes.
If an occurrence does not have an associated effectivity object, Teamcenter assumes it is always
effective and it is configured regardless of the date or unit number set by the revision rule, as shown
in the following figure.

Effectivity can be shared between

Effectivity Object occurrences (and can have
multiple ranges)

ID: 12345 A100/A ID: 12340

From date To Date From date To Date
6 Aug 04 7 Jul 05 1 May 05 -
Created by: Jim, on 1 Jan 04 Created by: Joe, on 1 Jan 05

No effectivity defined
- that is, always valid
A20 P10 P20 P30

Occurrence Effectivity Rule

Date = 1 Apr 05 Configured
Component

Occurrence effectivity rule

When you create an effectivity condition on an occurrence, you change the parent BOM view
revision. Consequently, you must have write access to the BOM view revision. However, you can
make subsequent changes to the effectivity range if you have write access to the effectivity object,
allowing you to edit effectivity data after the structure is released.

Editing occurrence effectivity

You can edit occurrence effectivity data outside of the change management process only if the
WSOM_only_edit_effectivity_in_ecm preference is set to yes, as described in the Preferences and
Environment Variables Reference.
To edit occurrence effectivity data, your Teamcenter user name must be included in the appropriate
effectivity user group and role that the administrator defines with Access Manager.
For more information, see the Access Manager Guide.

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 Configuring structures by occurrence effectivity

Defining mutually exclusive effectivity ranges

If you intend to define occurrences as mutually exclusive, manually check that they do not have
overlapping effectivity ranges. For example, in the following figure, there are two different types of
dynamo and it would be wrong to configure two dynamos at the same time.

Bike

A10

Effective In: 1 Jan 94 Effective In: 1 Jan 95

Effective Out: 31 Dec 94 Effective Out: -

A20 A25
Hub Dynamo Rim Dynamo

Mutually exclusive effectivity ranges

When specifying effectivity, you can make the association between the occurrences clearer by using
the same find number or attaching a special effectivity note to each.

Validating effectivity
You should check that effectivity ranges are consistent within the whole structure, ensuring that
effectivity ranges lower down the structure lie within ranges higher up. You may not be aware of the
constraints higher up the structure when you initially specify effectivity ranges at lower levels.
Teamcenter does not perform this validation automatically but you can include it as part of a workflow
process that approves the effectivity ranges. In certain cases, this validation may not be appropriate,
for example, when the structure is shared between different products.

Associate existing effectivity to an occurrence

Note

Use this approach only when you want the effectivity to be the same for all occurrences
sharing this effectivity object. If you edit the effectivity object's date or unit number ranges,
Teamcenter applies this change to all occurrences that reference it.

1. Select the line in the structure representing the occurrence with which you want to associate
effectivity.

2. Choose Tools→Effectivity→Occurrence Effectivity→View, Create and Edit.

Teamcenter opens the Occurrence Effectivity dialog box.

3. In the Effectivity ID box, type the identifier of the effectivity object you want to associate with the
occurrence, and press the Enter key. Alternatively, you can search for the effectivity object by
clicking Search adjacent to the Effectivity ID box.
Teamcenter populates the date or unit number table with the ranges from the effectivity object.

4. Click OK and Teamcenter associates the effectivity with the occurrence.

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 Chapter
Chapter 14:14:Configuring
Configuring structures
structures by occurrence
by occurrence effectivity
effectivity

Create effectivity on multiple occurrences

• Create and associate the same effectivity with several occurrences by selecting the appropriate
line in the structure and choosing Tools→Effectivity→Occurrence Effectivity→Create on
Multiple BOM Lines. The effectivity may be:
o Shared
Shared effectivity must have an ID. If you are creating shared effectivity, ensure the Use
shared effectivity check box is selected.

o Unshared
Unshared effectivity has no ID. If you are creating unshared effectivity, ensure the Use
shared effectivity check box is cleared.

Modify the effectivity of an occurrence

Note

Any changes you make affect all occurrences sharing the same effectivity object.

1. Select the line in the structure representing the occurrence whose effectivity you want to modify.

2. Choose Tools→Effectivity→Occurrence Effectivity→View, Create and Edit.

Teamcenter opens the Occurrence Effectivity dialog box.

3. In the Occurrence Effectivity dialog box, choose Units or Dates effectivity, as appropriate, and
define the effectivity range.
• If defining unit effectivity, type the desired effectivity range in the Units box. Use the -
character within a continuous range, and the , character to separate discontinuous ranges.
For example, the unit range 1-5,7-9 defines effectivity for units 1 through 5, and 7 through 9
(but not effective for unit 6).

• If defining date effectivity, select a cell in the From or To column, select a date from the
calendar (and optionally type a time), and click Set Date to place that date in the selected
cell. Click the Clear Date button to remove the date from the currently selected cell. Repeat
this step for additional cells until you have entered all the desired date ranges.

• Click the UP button to add the and up (open-ended effectivity) condition to the end of the unit
or date effectivity range. If you are defining date effectivity,

• Click the SO button to add the stock out condition to the end of the unit or date effectivity
range.
Note

Teamcenter interprets UP and SO conditions as open-ended for revision configuration

purposes. The revision is considered effective for any value greater than or equal to
the unit or date value immediately preceding the UP or SO. Stock out indicates that
existing stocks of a component revision should be used up before the next revision.

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 Configuring structures by occurrence effectivity

• Check the Apply Access Manager effectivity protection check box to apply the predefined
Access Manager rules to this effectivity.

• (Optional) For date effectivity, use the End Item dialog box to define an end item to qualify
the effectivity range. You must use this with unit effectivity to specify a product, module, or
subsystem that carries the unit number to which this effectivity refers. You can select an end
item in one of the following ways:
o Clicking Open by Name adjacent to the End Item box and searching for an item
by identifier and/or name.

o Copying an item to the clipboard before opening the Occurrence Effectivity dialog box
and clicking Paste adjacent to the End Item box.

o Clicking MRU adjacent to the End Item box.

Note

If you want to remove the entered end item, click Clear adjacent to the End Item
box.

4. Click OK to save the occurrence effectivity data you entered.

Remove effectivity from an occurrence

1. Select the line in the structure representing the occurrence whose effectivity you want to remove.

2. Choose Tools→Effectivity→Occurrence Effectivity→View, Create and Edit.

Teamcenter displays the Occurrence Effectivity dialog box.

3. Click Remove to clear all boxes, including the identifier.

4. Click OK and Teamcenter removes the effectivity object from the selected occurrence. Any other
occurrences sharing this effectivity retain their references to the effectivity object.

Copying occurrences with effectivity

When you save a BOM view revision with a different name (perform a Save As action), Teamcenter
copies any occurrences that reference an effectivity object to the new BOM view revision. Thus, the
same effectivity ranges apply to the copied structure.
When you copy, cut or paste, Teamcenter does not reproduce any references to effectivity objects in
the copy occurrences.

Setting the date for occurrence effectivity

Teamcenter configures the occurrence effectivity by the date defined in the current revision rule.
Teamcenter uses an explicit date entry, if the current rule contains one. If the rule has no date

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 Chapter
Chapter 14:14:Configuring
Configuring structures
structures by occurrence
by occurrence effectivity
effectivity

entry, the effective date defaults to today, but you can manually set a different date using the
Tools→Revision Rule→Set Date/Unit/End Item menu command.
For more information, see Defining a date entry and Set date/unit/end item.
You can choose to show only the configured occurrences, or all occurrences. You can toggle this
setting by choosing View→Show Unconfigured by Occurrence Effectivity. If you display the EOC
- Effective Occ. Config'd column in the structure properties, occurrences that are configured show
a Y. If the occurrences are not configured, the column is blank.
Occurrences are configured if:

• The effectivity range encompasses the date specified by the current revision rule.

• They have no effectivity object. Such occurrences are always configured, regardless of date.

Combining occurrence effectivity and variant configuration

Variant and occurrence date effectivity are occurrence-based configuration methods that operate
independently. The View menu includes separate commands to show or hide occurrences that are
unconfigured by the two methods. In some cases, you may want to view a specific variant of the
product at a particular effective date. In this case, you hide occurrences that are unconfigured by both
date and variants. Similarly, you may want to view a generic product at a particular date, in which
case, you would hide occurrences unconfigured by date only. To show how a single variant changes
with effective date, you can hide unconfigured variants only.

Configuring occurrences with multi-unit configuration

About multi-unit configuration

Teamcenter allows you to configure product structure occurrences of an assembly based on specified
multiple end items and the unit effectivity ranges for each of those end items. You can do impact
analysis and eliminate the duplicate work required to maintain different product structures and
complicated manual reconciliation.
Note

A combination of multiple end items and range of units for each end item used to configure
product structure occurrences is referred to as a multi-unit configuration. To enable the creation
of multi-unit effectivities, the administrator must set the Fnd0EnableMultiUnitConfiguration
global constant to true at each site with the Business Modeler IDE.
This feature allows you to:
• Specify multi-unit configurations and save them as effectivity groups.

• Save a combination of effectivity groups and revision rule as a configuration context. You
can use the saved configuration context to apply the effectivity groups and revision rule
to configure occurrences.

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 Configuring structures by occurrence effectivity

• View the configured structure in Lifecycle Visualization, CAD tools, and the embedded
viewers of appropriate rich client applications.

• Configure occurrences by matching the occurrence effectivity with the multi-unit

configuration.

• Configure occurrences that are added and deleted by incremental changes by matching
the incremental change effectivity with the multi-unit configuration.
Note

Teamcenter displays the Revision Rule Entry value for an incremental change (IC)
configured by a multi-unit configuration as Effectivity Group. Therefore, ignore the
status of this check box in the IC Information pane.
When an occurrence has occurrence effectivity and it is removed in the context
of an IC, the occurrence is not configured if the multi-unit configuration matches
the effectivity of the removing IC. This occurs whether the occurrence effectivity
matches partially or completely with the multi-unit configuration.
Multi-unit configuration does not support nested effectivity and effectivity mapping.

Create a new effectivity group

1. In My Teamcenter, choose File→New→Item.
Teamcenter displays the New Item dialog box.

2. Select Effectivity Group, enter the necessary name, description, and identifier, and then click
Finish.
Teamcenter creates the base revision of the new effectivity group. (Effectivity groups cannot be
revised, and you are unable to create further revisions of the new group.)

Capture a multi-unit configuration and save it to an effectivity group

1. In My Teamcenter, right-click an effectivity group revision and choose View/Edit Multi-Unit
Configuration.
Teamcenter displays the View/Edit Multi Unit Configuration dialog box with the View/Edit Multi
Unit Configuration pane visible.
Note

The Most Recently Used option is not available in this dialog box. Also, the Open By
Name box is not available on the Effectivity Groups pane in this dialog box.

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 Chapter
Chapter 14:14:Configuring
Configuring structures
structures by occurrence
by occurrence effectivity
effectivity

Caution

This is a modeless dialog box. It allows you to copy items from other locations, such as
your Favorites folder, and paste them into the dialog box. However, it also allows you
to perform other actions, such as Revise and Close commands in My Teamcenter with
the dialog box open.
If you open this dialog box using View/Edit in the Set Date/Unit/End Item dialog box
(Effectivity Groups tab), the dialog box is modal and does not allow you to paste between
applications.

2. Enter the necessary end item and unit range information, and then click Add, Edit, Remove, or
Undo to update the effectivity group, as follows:

• To add an end item unit range, enter the end item ID and the effective unit range and click the
Add button. You can also search or browse for an end item to populate the End Item box.
You can also copy the end item from your Favorites folder in My Teamcenter and paste it
here. You can specify a combination of units or unit ranges in comma-separated format.

• To remove an end item unit range, select it in the table and click Remove.

• To edit an end item unit range, select it in the table and the system populates the End Item
ID and Unit Range boxes from the selected entry. After you make the required changes,
click Modify.

• To revert the last change made in the dialog box, click Undo.

Note

Undo allows you to go back one level to the previous state in the dialog box.
Thereafter, any subsequent clicks on the Undo button cause the dialog box to toggle
between its current state and previous state.

Note

You can view and edit effectivity groups with certain limitations. Use the View/Edit button in
the Effectivity Groups pane of the Set Date/Unit/End Item dialog box to add or modify the
end items by manually typing the necessary data. You cannot search for or copy and paste
end items here.

Set an effectivity group to configure occurrences

You set an effectivity group or groups to configure the product structure occurrences in addition to
the revision rule.

1. Load the assembly to configure and choose Tools→Revision Rule→Set Date/Unit/End Item.

Teamcenter displays the Set Date/Unit/End Item dialog box.

2. Enter the effectivity group identifier in the Effectivity Group box, and then click Replace, Insert,
or Append to update the list of groups.

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 Configuring structures by occurrence effectivity

Note

To remove an effectivity group from the list, select it and click Remove.

3. (Optional) To view the multi-unit configuration on an effectivity group, select it and click View/Edit.
The system displays the View/Edit Multi Unit Configuration dialog box, as described previously.
If you have the necessary access privileges, you can also modify the configuration.

When you apply the configuration, the system matches the occurrence effectivities configured for
each occurrence with the multi-unit configuration set in the effectivity groups. Any occurrence whose
occurrence effectivity is valid for any of the end item and unit range entries in the effectivity groups is
displayed. An occurrence is loaded only once even if its effectivity matches more than one end item
entry in the effectivity groups set in the session.

Caution

You can configure product structures with incremental changes using effectivity groups.
However, only limited support is provided to configure occurrences with incremental changes
using multi-unit configuration and the following limitations apply.
• You can configure only the addition and deletion of occurrences using effectivity groups.
Other edits in the context of incremental change cannot be configured.

• An add occurrence edit is effective if the multi-unit configuration partially overlaps the
effectivity of the incremental change.

• A remove occurrence edit is effective if the multi-unit configuration completely overlaps or

is within the limits of the effectivity of the incremental change. That is, a partial overlap is
sufficient to configure the remove edit. If there are multiple remove incremental changes,
Teamcenter compares each of them with the multi-unit configuration separately. (It does
not calculate the total remove effectivity and compare a single value with the multi-unit
configuration.)

• Teamcenter evaluates the configuration of an occurrence based on an incremental change

independently of its occurrence effectivity.

• If Teamcenter finds competing incremental changes (one adding the occurrence and the
other removing it) and both can be configured with effectivity groups, it gives precedence
to the add occurrence edit.

The following examples show how occurrence effectivity and incremental change interact.

Occurrence Effectivity on Multi-unit

Structure effectivity removing IC1 configuration
line (explicit or and removing set on BOM
number Type implied) IC2 window Result
1 Component EndItem(1-20) IC1(-) → EndItem1(1-9) Occurrence not
EndItem1(1-9) configured.
IC2(-) →
EndItem(10-20)

PLM00048 J2 Structure Manager Guide 14-9

 Chapter
Chapter 14:14:Configuring
Configuring structures
structures by occurrence
by occurrence effectivity
effectivity

Occurrence Effectivity on Multi-unit

Structure effectivity removing IC1 configuration
line (explicit or and removing set on BOM
number Type implied) IC2 window Result
2 Component EndItem(1-20) IC1(-) → EndItem1(1-20) Occurrence
EndItem1(1-9) configured as
IC2(-) → Teamcenter
EndItem(10-20) checks
occurrence
effectivity,
multi-unit
configuration, and
each incremental
change
individually.

Customizing occurrence effectivity

You can customize Teamcenter behavior when the user applies or sets occurrence effectivity on a
BOM line.
To allow customization of the behavior when setting effectivity on an occurrence, the
bl_occ_effectivity BOM line property is modifiable, and a setter method is provided on this property.
Use the setter method of the property to attach an extension point if required.
To use this enhancement, the CFMOccEffMode preference must be set to upgrade or maintenance,
not to legacy.
For more information about how to define and attach extension points to a setter method on a
run-time BOM line property, see the Business Modeler IDE Guide.

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Chapter 15: Configuring structures by classic variants

Configuring structures by classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-1

Elements of classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2

Placing variant data on a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2

View and edit variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-3

Configure to load . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-4

Configuring a 120% BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-5

Configure 120% BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-5

Configuring an overlay BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-7

Configure an overlay BOM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-8

Using classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-10

Example of using classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-10
Creating basic variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-11
Setting a variant rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-11
Storing variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-13

Configuring mandatory choices and accessories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-13

Identifying unique variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-14

Identifying unique options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-15

Placing variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-15

Managing variant data by control change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16

Changing the allowed values of an option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-16

Sharing structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-18

Configuring complex variant conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-19

Creating a separate item for a particular variant . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-19

Using saved variant rules or default and derived values . . . . . . . . . . . . . . . . . . . . . . . . . . 15-20

Creating substitutes of a variant component . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-21

Populating variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-21

Find the location of variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-23

PLM00048 J2 Structure Manager Guide

Working with options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-23
Create options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-23
Change option values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-24
Create new options from existing options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-25
Rename an option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-25
Remove an option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-26
Deleting an option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-26

Working with variant conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-26

Create variant conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-27
Modifying variant conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-28
Insert a clause before another clause . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-29
Replace a clause . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-29
Copy a clause . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-29
Remove a clause . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-29
Move a clause . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-29
Group a clause . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-30
Copy variant conditions to other occurrences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-30
Remove a variant condition from an occurrence . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-31

Working with variant rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-31

Setting variant rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-31
Showing and hiding unconfigured components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-31
Showing unconfigured components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-32
Hiding unconfigured components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-32
Set or unset the required variant rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-32
Set a variant rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-32
Unset an option value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-33
Working with derived default values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-33
Working with variant rule checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-33

Working with variant rules in the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-33

Store variant rules in the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-34
Save a variant rule in the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-35
Load variant rules from the database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-36
Modifying saved variant rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-38
Copy variant rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-38
View variant rules in My Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-38

Working with variant rule checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-38

Set variant rule check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-38
Modify a rule check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-39
Delete rule checks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-39

Working with option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-39

Understanding default precedence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-40
Specify fixed option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-40
Specify derived option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-41
Modify option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-42
Delete option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-42

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Saving, refreshing, and copying variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-42

Working with variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-43

Creating variant items for classic variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-43
Configuring variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-45

PLM00048 J2 Structure Manager Guide

Chapter 15: Configuring structures by classic variants

Configuring structures by classic variants

Teamcenter supports two methods of variant configuration, classic variants and modular variants.
For information about how to choose between these two methods, see Getting Started with Product
Structure.
Classic variant configuration allows you to create options (for example, color) and allowed values for
each option. You can then associate these options with an item revision. For example, you might
create an option called color with allowed values of red and blue. You usually implement variant
configuration against a top-level assembly, but it is possible to implement them anywhere in the
structure. You can then define a variant condition on those occurrences subject to variant rules. A
variant rule is a set of options and values (for example, color = red, material = cotton) that is stored
in the database. For example, you can specify only load IF option color = value red in the variant
rule for the example option and allowed values. To configure a particular variant of the assembly or
product, you must set the appropriate variant rule.
To prevent users from specifying illegal option values or combinations, you can set default option
values, for example, color = blue, in the variant rule. You can also create variant rule checks, for
example, error if color = green AND material = cotton.
If you install the Teamcenter Integration for NX, classic variants do not synchronize with NX
expressions. However, you can configure saved variant rules from NX, although you cannot
interactively set variant rules. Also, like configuration in Structure Manager, you can apply multiple
saved variant rules from NX. Classic variants suit situations where the user chooses one or more
option values from a set of values. Only text option types supported.
Classic variant configuration supports:
• Options that are a mandatory choice or an accessory.

• Components that may be configured by more than one option.

• Variant assemblies that may be shared between products.

• A 120% BOM, allowing users to select multiple values for an option. This contrasts with the
100% BOM that represents the buildable product, in which users may select only one value
for each option.

• Overlay configurations, allowing users to apply multiple saved variant rules (SVRs) to the product
structure.

Classic variant configuration does not support:

• Automatic creation of variant item.

• Updating of existing variant items.

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Caution

If you migrate from one variants technique to the other, be aware that Teamcenter evaluates
the same variant condition differently in modular variants and classic variants. In some
circumstances, this may result in different product structure configurations. For example,
Teamcenter evaluates classic variant conditions from the left, giving all operators the same
precedence. When it evaluates modular variant conditions, it automatically gives AND clauses
precedence over OR clauses.

Elements of classic variants

The following table lists elements that may appear in a structure that is managed by classic variants.

Element Purpose
Constraint An expression that sets an option value according to the values of
other options, that is, derived defaults.
Derived default A default value that depends on a certain condition (for example,
radio = stereo IF car type = GLX). A derived default is attached to
an item revision but applies globally to a loaded structure.
Option A parameter of variability. Options have a string type or a
numeric type and a name. The type of option depends on
the settings of the PSM_classic_variants_text_families and
PSM_classic_variants_numeric_families preferences.
Variant (structure) A specific structure that is configured by applying a variant rule.
Variant condition A condition that an engineering user sets on an occurrence to specify
the option values that configure the occurrence (for example, Load
IF engine = 1200). More complex condition statements may also
be defined.
Variant rule A collection of option values, typically set by a marketing user, to
determine the variant of the structure to configure (for example, car
type = GLS, engine = 1200, gearbox = manual). A saved variant
rule is a persistent database object.
Variant rule check A condition that specifies any option values or combinations of
values that are not allowed. A variant rule check is attached to an
item revision. Also called an error check.

Placing variant data on a structure

When populating a structure with variant data, you must decide where to place options, defaults, and
variant rule checks; typically, you attach this data to assembly items. The following types of variant
data may be placed on a structure:

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Type of variant data Purpose Best practice

Marketing variant data Set by marketing or customers Stored at the product level.
to specify the required variant of
the product.
Engineering variant data Set by design engineers Stored at lower levels,
to control detailed variant attached to specific modules
information that does not or assemblies.
concern customers.

Note

Option identification names are not unique in the database; they are unique only to the
owning item. You must specify an item when the option is not unique. Options are generally
displayed with their owning item.

View and edit variant data

• To view and edit classic variant data, display the data pane by clicking the Show/Hide Data
Panel button , and then clicking the Variants tab.
Note

Ensure the PSEVariantsMode preference is set to legacy if you want to work only with
classic variants or to hybrid if you want to work with both legacy and modular variants.

The upper part of the Variants pane shows the variant data tree, presenting any variant data
stored on the item revision represented by the structure line currently selected in the structure.
The tree has three branches:
o Options

o Option defaults

o Rule checks

If the item revision has variant data, the branch has a + (plus) symbol and you can expand
the branch to view the data.
The lower part of the pane allows you to create and edit variant data for the selected data, if you
have write access to the item revision. You can also view further details of specific variant data,
for example, the allowed values of an option.

Tip

Use the PSE_show_option_item_prefix preference to show or hide the owning item ID as

a prefix to the option name. For details, see the Preferences and Environment Variables
Reference.

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If you expand an item revision and then select a saved variant rule, the viewer pane displays its
details. For example, if you are working with a 120% BOM, the viewer pane displays multiple values
in an (OR) expression, as shown.
An (OR) expression is the default value and may be changed by editing the
PS_option_value_delimiter preference.

Configure to load
You can eliminate the loading of unconfigured variants and consequently complete loading of the
structure more quickly.
1. Choose View→Enable Filtering Unconfigured due to Classic Variants.
Teamcenter enables configure to load filtering.

2. Send the structure to Structure Manager.

If the PSEVariantsMode preference is set to hybrid or modular, Teamcenter displays the
Configure dialog box. If it is set to legacy, it displays the Variant Rule dialog box.

3. Enter an option value for any item.

Teamcenter activates the Filter unconfigured BOM lines due to Classic Variants check box.

4. Select the Filter unconfigured BOM lines due to Classic Variants check box.
When the structure is subsequently loaded, Teamcenter does not load lines that are unconfigured
by the selected variant rule. The title bar of the structure tree pane is colored blue to indicate
that filtering is applied.

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Note

You cannot disable this selection when the structure is loaded and it persists each time the
structure is loaded. To change it, you must follow the previous steps and clear the Filter
unconfigured BOM lines due to Classic Variants check box.
Enable or disable use of the configure to load feature with the
PSEEnableFilteringUnconfigdDueToClassicVariantsPref preference; use the
ConfigureToLoadEnableDefaultVariantConfig preference to enable or disable the Do not
show this dialog automatically when opening BOM check box in the variant configuration
dialog box.
The configure to load feature is available if you configure a 100% BOM, a 120% BOM, or an
overlay BOM. After you apply a variant rule to a structure that is configured to load, you can no
longer reconfigure the structure with a different variant rule.

Configuring a 120% BOM

A 120% BOM allows users to select multiple values for an option. Teamcenter evaluates the multiple
values as an OR expression. For example:
Option: Color
Valid values: Green, Yellow, Red

If the user selects all the valid values to configure the BOM, Teamcenter evaluates the values as:
Color=Green OR Color=Yellow OR Color=Red

In 120% BOM, defaults, derived default values and variant rule checks are not evaluated.
When you load the BOM, Teamcenter does not change the active BOM mode unless you choose
Allow multiple option values for option. In this case, it changes the mode to Single Rule-Multiple
Values (generally called 120% BOM); otherwise, the selected variant rule is loaded in the default
mode, that is, Single Rule-Single Value (generally called 100% BOM).
You can change from a 100% BOM to a 120% BOM configuration at any time. When you change the
mode from 100% to 120% and defaults or derived defaults exist, Teamcenter displays a message to
ask if you want to carry over the defaults or derived default values as user set values in 120% mode.
If you click Yes, Teamcenter carries these values over in 120% mode. If you click No, Teamcenter
clears these values. Any modifications to the values while in 120% BOM configuration do not cause
Teamcenter to evaluate default checks, derived default checks, or rule checks. Option values can
only be set by a user, set by a rule, or unset.

Configure 120% BOM

1. Click the Variant Rule button on the toolbar or choose Tools→Variant Rule.
Teamcenter displays the Variant Rule dialog box.

2. Select the Allow multiple values for option check box.

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Note

Clearing this check box exits 120% BOM mode. If you return to 100% mode by clearing
the 120% mode check box, Teamcenter displays the following message.
You are about to disable multiple values for an option. This will
automatically clear and apply the variant rule to the BOM. Defaults, derived
defaults and variant rule checks will be evaluated. Do you want to continue?

If you click No, the mode remains at 120%. If you click Yes, the mode reverts to 100%
and Teamcenter applies the default variant rule to the BOM. If you select Don’t show this
message again, Teamcenter applies the default variant rule when you exit 120% mode
without prompting.

If defaults or derived defaults exist, Teamcenter displays the following message. You can carry
over the defaults and derived default values as user set values if you want; otherwise, they
are cleared.
Do you want to carry over the default and derived default value(s) as
user set? If you select No, these values will be automatically cleared.

If you want to carry over the default and derived default values into the 120% BOM, you must
click Yes, and Teamcenter carries over the option values to a new variant rule as user set. If you
click No, default and derived defaults are cleared in 120% BOM mode.
Note

If you click Cancel without applying the changes, Teamcenter reconfigures the BOM to its
last applied state. If you have a large BOM, this action may take a little time and a working
indicator displays in the progress bar until it is complete.

3. To select multiple option values, click the required values one at time in the dropdown list. Each
selected value is highlighted, as shown.

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The selected values are displayed in the table as an (OR) expression, for example, I4
OR V6. The (OR) expression is the default value and may be changed by editing the
PS_option_value_delimiter preference.
To clear a value, click it a second time.
Note

In the previous example, there are two values set for Engine but only one value for State.

When you exit 120% mode by clearing the Allow multiple values for option check box, Teamcenter
prompts you to confirm if you want to proceed. If you click No, Structure Manager remains in 120%
mode. If you click Yes, Teamcenter applies the default variant rule in 100% mode. If you have a large
BOM, this action may take a little time to complete and a working indicator displays in the status bar
until it finishes.
If you also select the Do not display this message again check box, you are no longer prompted for
confirmation when you switch from 120% mode to 100% mode.
Note

Variant items are not supported in 120% BOM mode.

Configuring an overlay BOM

An overlay BOM allows users to select multiple saved variant rules to configure the BOM. Teamcenter
evaluates the multiple saved variant rules as an OR expression of values from the same option.
For example:
Saved Variant Rule1: Color=Red AND Engine=V4
Saved Variant Rule2: Color=Blue AND Engine=V6 AND Transmission=Auto

If you select these rules to configure the overlay BOM, Teamcenter evaluates the values as:
Overlay Variant Rule: (Color=Red OR Color=Blue) AND (Engine=V4 OR

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Engine=V6) AND Transmission=Auto

In an overlay BOM, Teamcenter does not evaluate default values, derived default values, and variant
rule checks.
Overlay mode requires at least two SVRs to load. Individual SVRs in an overlay configuration may
have multiple values for their options.
If the BOM is configured in overlay mode, you cannot edit options, option defaults (that is, defaults
and derived defaults) and rule checks from the data pane. If you attempt any of these actions,
Teamcenter shows the following error message:
The selected operation does not support the usage of the BOM Window Variant
configuration mode 2 (Overlay). Please change the BOM window variant configuration
mode to 0 (Single rule - single value) or 1 (Single rule- multivalue)

Note

Overlay mode is intended to allow configuration based on multiple saved variant rules.
Therefore, when the BOM is in overlay mode, the following functionality is not available and
results in an error if selected:
• Reloading of saved variant rules.

• Editing the variant rule configuration

• Creating, editing, and deleting of options and values.

• Creating, editing, and deleting of option defaults.

• Creating, editing, and deleting of variant rule checks.

Configure an overlay BOM

1. Click the Variant Rule button on the toolbar or choose Tools→Variant Rule.
Teamcenter displays the Variant Rule dialog box.

2. Click Load.
Teamcenter displays the Load Variant Rule dialog box.

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3. Select the Allow Multiple Variant Rule loading type and then select two or more SVRs from
the Variant Rules list to include in the overlay configuration.
Optionally, you can search for SVRs to select and you can select multiple SVRs from a list of
SVR search results. You can also append selected SVRs from the search results to the Variant
Rules list, if the search type is SVR. However, if you search by item revision, you can make only
one selection and you cannot append additional selections.
Tip

You can highlight a row in the Variant Rules list to show its option values in the Variant
Rule Data table. You cannot edit the entries in this table.

If you select the Override or Update loading type, you can select only one SVR at a time.

4. Click OK.
Teamcenter displays the Variant Rule dialog box containing the selected SVRs.

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Tip

The Add and Remove buttons allow you to add SVRs to the overlay or remove SVRs.
However, the Remove button is disabled if there are only two SVRs loaded in the overlay
because an overlay requires at least two SVRs.

5. If necessary, you can exit overlay mode by clicking Exit in the Variant Rule dialog box.
Teamcenter displays a warning message that it will remove all loaded variant rules in the current
configuration. Click Yes and it applies a single empty variant rule to the BOM.
Note

When you exit overlay mode and have a large BOM, this action may take a little time to
complete. A working indicator displays in the status bar until it finishes.

Using classic variants

Variants allow you to create options (for example, color) and allowed values of those options (for
example, red and blue) and associate them with an item revision. You usually do this at a top-level
assembly, but you can implement variants anywhere in the structure. You then define a variant
condition (for example, only load IF option color = value red is specified in the variant rule) on
those occurrences that are subject to variant rules.
To configure a particular variant of an assembly or product, set a variant rule (a group of options and
values such as color = red, material = cotton). This can be stored in the database and retrieved later.
To specify option values or combinations that are not allowed, you can also set default option values
(for example, color = blue) for the variant rule and create variant rule checks (for example, error if
color = green AND material = cotton). This functionality supports:
• Options that are a mandatory choice or an accessory.

• Components that are configured by more than one option.

• Variant assemblies that are shared between products.

• A 120% BOM configuration, allowing users to select multiple values for an option.

• Overlay configurations, allowing users to apply multiple saved variant rules (SVRs) to the product
structure.

Changes to variant data are controlled by association with item revisions and BOM view revisions.
You can save a variant rule in Structure Manager as a persistent workspace object, then use it
in the Multi-Structure Manager application, thin client, or NX client. You can also send the object
to another user.

Example of using classic variants

In this basic example of how to use variants, a top-level assembly is identified as Car Model G. It
includes a body assembly and two choices of engine (1200 and 1600), as shown in the following
figure. You create variant data on the structure to allow configuration of one or the other engine.

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Options and Allowed Values

car type = GLX, GLS, LS
engine = 1200, 1600
gearbox = manual, automatic
fog lights = yes, no

Car Variant Condition

Model G Option Value
A01000
Load IF engine = 1200
Load IF engine = 1600

Body 1200 1600

Assy Engine Engine
A020 E1200 E1600

Creating variant data on the structure

Creating basic variant data

To create the necessary basic variant data, do the following:
• Define options
Create an engine option on the item Car Model G with allowed values 1200 and 1600. You can
later create other necessary options and allowed values. These options configure components
lower in the structure.

• Add variant conditions

Having defined the options that determine different configurations of the car, you now specify a
variant condition on each engine component to configure it appropriately. For the 1200 Engine
component, you define a condition that loads this component only if the option engine is set to a
value of 1200 (that is, Load IF engine = 1200). Similarly, define a condition for the 1600 Engine
(that is, Load IF engine = 1600).
You have now created all the static variant data necessary to configure a variant BOM. These
steps are typically performed by design engineers or a specialized configuration department.
Note

A specific option value does not necessarily relate to a single component. Variant
conditions including a single option value can cause any number of components at
different places in the structure to be configured or not configured.

Setting a variant rule

To configure a particular variant of a structure, you use a variant rule. The variant rule defines the
options in the structure for which you can set values. The marketing and sales organizations typically
use the variant rule to configure a particular variant of the product. However, such configurations are
limited to those that the design engineer allowed when creating the variant data on the structure.
Note

Some options may already have default or derived values set as part of the basic variant data.
The rules define further variant data that can be created on the structure.

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There are three ways of setting a valid variant rule that configures an allowed variant of the product.
This additional variant data is stored on an item revision.
• Variant rule checks
Variant rule checks prevent the designer from defining option values or combinations of option
values that are not allowed, as shown in the following figure.

Options and Allowed Values Variant Rule Check

car type = GLX, GLS, LS Warning: "Incompatible Engine and Gearbox"
engine = 1200, 1600 If engine = 1200 AND gearbox = automatic
gearbox = manual, automatic
fog lights = yes, no

Car
Model G
A01000 Variant Condition
Load IF engine = 1200
Load IF engine = 1600

Body 1200 1600

Assy Engine Engine
A020 E1200 E1600

Defining a variant rule check

A variant rule check consists of a condition (for example, engine = 1200 AND gearbox =
automatic) and a warning message (for example, Incompatible engine and gearbox). Both the
condition and the warning message are displayed if the condition is met when a user attempts
to set values in the variant rule. Teamcenter displays the error when the user tries to specify
the condition, rather than allowing the user to set a number of values and then displaying a
number of error messages.
There are two main uses of checks:

o To prevent incompatible option values. For example, you want to prevent users from
configuring a 1200 engine with an automatic gearbox if this combination is not allowed for
technical reasons.

o To limit the range of allowed values for a specific option in a particular product. This may
be necessary when assemblies are shared between different products in which there are
different allowed option value ranges.

• Derived defaults
Derived defaults allow one option value to set any number of other related option values. Options
that potentially have derived values are indicated in the variant rule as potentially derived and
must be completed last. In the example in the following figure, if the option car type is set to GLX,
the option radio is set to stereo by default.

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Options and Allowed Values Derived Default

car type = GLX, GLS, LS If car type = GLX, radio = stereo
engine = 1200, 1600
gearbox = manual, automatic
fog lights = yes, no

Car
Model G
A01000 Variant Condition
Load IF engine = 1200
Fixed Default Load IF engine = 1600
fog lights = no
Body 1200 1600
Assy Engine Engine
A020 E1200 E1600

Defining derived values

• Fixed defaults
Fixed defaults allow an option to be set to a specific value. In the example in the previous figure,
the default value for fog lights is no; unless specified, fog lights are not fitted. The fog light
components are not shown at this level of the structure.

Storing variant data

Variant data can be stored on the following objects:
• Item revision:
o Options and allowed values

o Fixed and derived default values

o Variant rule checks

• Occurrence:
o Variant conditions

o Controlling changes

Changes to variant data can have a dramatic effect on variant configuration. You can control changes
with techniques such as access control lists (ACLs), locking, and release procedures.
Any user can set the variant rule to configure a particular variant. Users creating variant data must
ensure that the necessary variant rule checks exist so that only valid rules can be set. You can use
menu entry suppression to hide the variant rule entry from certain users and groups.
Variant data is owned by a specific revision of an item. As the item evolves, it may be necessary to
change the set of allowed values for a particular option or possibly to add further options. Existing
values must not be referenced anywhere in the structure or you cannot remove or replace them.

Configuring mandatory choices and accessories

In most structures, there are generally two categories of options:

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• Mandatory choice
In certain cases, the user must make a choice, for example, of an engine or radio. The user must
choose one of many, mutually exclusive, options. You can set a default option, for example,
radio = mono.
When setting variant conditions on a set of mutually exclusive occurrences in this way, the
product design engineer must ensure the conditions have the desired effect.
One way to indicate mutually exclusive components is to set them all at the same find number in
the structure. You could also create a special note type to give further information about variant
data, for example, the associated occurrences.
Note

Teamcenter does not enforce mandatory selections of options.

The APICS term option corresponds to mandatory choice in Teamcenter.

• Accessory
Accessories are options for which the user does not have to make a choice. They are additional
components and the user can select none, some, or all of the accessory options. By default, no
accessories are configured. For example, fog lights may be offered as an accessory option.
Tip

Siemens PLM Software recommends the following strategies:

o Use yes and no values for an accessory option.

o Set a Load IF <accessory option 1> = yes variant condition on the component
occurrence or occurrences that are loaded if the accessory is chosen.

o Set an <accessory option 1> = no fixed default. As a result, Teamcenter displays

No in the Variant Rule dialog box for the option, making clear that the option is an
accessory and is not provided unless specifically requested (that is, set to Yes in the
variant rule).

Identifying unique variant data

Teamcenter prevents you from entering inconsistent data when defining variants. These checks are
especially significant if you have a large volume of data to specify on a variant BOM. For example,
Teamcenter make the following checks:
• You cannot specify a value for an option that you have not defined.

• If the option name is not unique, Teamcenter prompts you to specify an owning item when you
author the variant condition.

• When you specify defaults, Teamcenter warns if you attempt to specify a default that would
trigger an existing variant rule check.

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If the variant rule check is not currently loaded (because the item to which it is attached is not
loaded), Teamcenter prompts you to load the item with the variant rule check when you expand
the structure.

Identifying unique options

Option names are not unique in the database; they are unique to a particular owning item. Thus, an
option is only fully identified when you also specify the owning item.
Teamcenter does not force you to define unique option names, allowing more than one item (product)
to use the same option name, for example, engine. The set of allowed values for a particular option
are unique to the owning item, for example, engine in owning item Car Model G, as shown in the
following figure. With this owning item, the option has allowed values 1200 and 1600, but engine in
owning item Car Model H may have different values, for example, 1600 and 2000.
When you define an option name, Teamcenter prompts for the owning item. In dialog boxes and data
displays, it then prefixes the option with the owning item to avoid any ambiguity.

(A01000) engine = 1200, 1600 (A02000) engine = 1600, 2000

Car Model G Car Model H

A01000/A A02000/A

Dashboard radio = mono, stereo, stereo-cassette, stereo-CD

Assembly
A020/C

Unique options

Placing variant data

When you populate a structure with variant data, you decide the items to which options, defaults,
and variant rule checks are attached.
Guidelines for the location of variant data follow:
• Options
Most often, you attach options to the top-level item in the product.
However, if an assembly is shared between products, you must attach any options directly to the
assembly. For additional information, see Sharing structure.

• Default option values

Generally, you attach default option values to the assembly item to which they apply. For the
same option, defaults set at the top of the structure take precedence over any defaults lower
down the structure tree.

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If you load the top-level structure, any defaults are always configured if there is conflict of
option values.
If option values are specified at lower levels of the structure, the option value that takes
precedence. In this case, users who set defaults at lower levels in the structure may also have
to duplicate them at the top level to ensure they take effect.

• Variant rule checks

You can attach variant rule checks to the top-level item in the product. However, Teamcenter
does not make these checks if the item to which they are attached is not loaded, as would happen
if you open an assembly lower down the structure. If this occurs, you can duplicate the variant
rule checks on assemblies lower down the structure, where relevant. If you duplicate many
checks, they may only be meaningful in the context of the top-level item.

The arrangement of variant BOMs always depends closely on the product type. The structure of the
BOM also influences your approach to variant management, for example, the modularity of the
structure with respect to the options and structure reuse in other products.

Managing variant data by control change

An option is owned by a specific revision of an item. As the item evolves, you may change the set
of allowed values of a particular option, or add or remove options and their allowed values. These
changes affect the variant configuration and should be subject to the same change controls as any
other structure modification.
You can also set the PS_variant_value_protect preference to protect variant values from
unauthorized modifications.
You can control changes to variant data with Teamcenter release procedures implemented with
Workflow. When an item revision and its associated BOM view revision are released and locked, you
cannot make changes to the variant data. For more information, see the Workflow Designer Guide.

Changing the allowed values of an option

When an assembly is released, both the item revision and the BOM view revision are locked to
prevent change. For example, dashboard assembly revision A020/A is released to production and
offers the choice of none, mono, or stereo radio, as shown in the following figure.

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Load IF radio = none

Dashboard radio = None, Mono, Stereo
Load IF radio = Stereo Assembly
A020/C
Load IF radio = Mono

Mono Stereo Blank

Radio Radio Plate Facia

P010 P020 P030 P040

Allowed values of an option

Subsequently you withdraw the radio option and add a stereo-cassette option. The following figure
shows the necessary changes:

• You change the allowed value of the radio option, removing the none value and adding the
stereo-cassette value. As a result of this change, you revise the owning item A020 to revision B.

• You revise the dashboard assembly and to add a new component P25 - Stereo-Cassette and
the appropriate variant condition. You also remove component P30 - Blank Plate.

Load IF radio = none

Dashboard radio = None, Mono, Stereo
Load IF radio = Stereo Assembly
A020/C
Load IF radio = Mono

Mono Stereo Blank

Radio Radio Plate Facia

P010 P020 P030 P040

Changing option allowed values

If a revision rule configures revision A of the dashboard assembly, you see the original set of
components. Teamcenter presents none, mono and stereo values of the radio option in the
variant rule.

If revision B of the dashboard assembly is configured, you see the modified assembly and are
presented with the modified mono, stereo, and stereo-cassette values of the radio option.

Depending on your business practices, you may also revise the body assembly to:

• Remove the component, P080 - Wing Without Hole, which is no longer necessary.

• Remove the redundant variant condition from the occurrence of P085 - Wing With Hole.

• Optionally, modify the variant conditions on the aerials. This modification is not essential and the
audio system still behaves correctly if the change is not made.

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Sharing structure
Classic variants supports sharing of variant structures between products.
For example, a dashboard assembly is used in two different products Car Model G and Car Model H,
as shown in the following figure. Because the dashboard assembly is shared between products, you
should place options that control variants of the assembly (for example, radio) on the assembly item
and not higher up the structure. The radio option must have the entire range of values that are allowed
in all products in which the assembly is used, that is, mono, stereo, stereo-cassette and stereo-CD.
Teamcenter applies a variant rule check to each product, preventing you from specifying a variant
rule for the radio option that is not allowed within the product, for example, stereo-cassette for
Car Model G and stereo-CD for Car Model H.
You must revise the dashboard assembly item, if the relevant parts are released and locked to add
the extra allowed values to the option. You can change the structure at the same time to add the
new variational components.

Shared Structure Car model H (A02000) is now produced with a different choice
of radios to Car Model G (A01000). A variant rule check is
car type = GLX, GIS, LS put on the owning product to limit the choice of values.
engine = 1200, 1600
gearbox = manual, automatic
fog lights = yes, no

Warning: "Incompatible Engine & Gearbox" (A02000) engine = 1600, 2000

IF engine = 1200 AND gearbox = automatic

Warning: "Invalid Option Value" Warning: "Invalid Option Value"

IF radio = Stereo-CD IF radio = Stereo-Cassette

Derived Default: Derived Default:

IF car type = GLX, radio = stereo IF car type = GLS, radio = Stereo

Car Model G Car Model H

A01000/A A02000/A
Total set of allowed values (across all
products the dashboard assy is used in).
Load IF radio = Stereo-CD
radio = Mono, Stereo, Stereo-Cassette, Stereo-CD
Dashboard
Load IF radio = Stereo-Cassette Assembly
Load IF car type = GLX
A020/C OR car type = GIS
Load IF radio = Stereo

Load IF radio = Mono Load IF fog lights = yes

Mono Stereo Stereo Stereo Pocket Cigar Fog Light

Radio Radio Cassette CD Facia Flap Lighter Switch
P010 P020 P025 P028 P040 P050 P060 P070

Shared structure

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Configuring complex variant conditions

Although you can define variant conditions only from simple Boolean expressions (for example,
Load IF car type = GLX OR car type = GLS), you can construct more complex conditions when
configuration depends on more than one option.
For example, a special facia may be required if the customer chooses car type option GLX or GLS
and also chooses the Fog Lights option. (Additional switches are necessary on the dashboard to
control the fog lights, so the special facia is required.)
The special facia requires the following variant condition to meet this requirement:
Load IF fog lights = yes and (car type = GLX or car type = GLS)

You can construct the following variant condition in the Variant Condition dialog box to define
this requirement:
fog lights = yes
AND car type = GLX
OR car type = GLS

When you have built this basic condition, select the GLX and GLS lines and click the (..) button.
Teamcenter places brackets around the selected clauses, as follows:
fog lights = yes
AND ( car type = GLX
OR car type = GLS
)

To remove the brackets, select the range of lines between the opening and the closing brackets
(including the intervening lines) and click (..) again.
If a value is obsolete but is still referenced by the expression, it is represented by a <?> symbol.

Creating a separate item for a particular variant

You can create items with specific part numbers for a particular variant. You can then include the
generic structure as a single component of the particular variant assembly of the product. You can do
this for the top-level product and also for any subassemblies in it that have their own set of options.
On the new item for the particular variant, you set fixed default values for all the options, as shown in
the following figure (for example, A0100 Car Model G - Variant 1). These fixed defaults override
any other defaults that are set lower down the structure at the generic item level or lower. You are
therefore certain of the settings resulting from these defaults for a particular variant.
Alternatively, you could use a saved variant rule instead of fixed default values, as this approach is
easier to set up. The saved variant rule contains the list of default option values.

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Separate Item IDs for different variants of a product

Fixed Default: Fixed Default:
car type = GLX car type = GLS
engine = 1600 engine = 1600
gearbox = manual gearbox = automatic
fog lights = yes fog lights = no
radio = stereo radio = stereo-cd
aerial = standard aerial = electric

Car Model G Car Model G

Variant 1 Variant 2
A01000/A - V1 A01000/A - V2

Car Model G
A01000/A

car type = GLX, GIS, LS

engine = 1200, 1600
gearbox = manual, automatic
fog lights = yes, no

Warning: "Incompatible Engine & Gearbox"

IF engine = 1200 AND gearbox = automatic

Warning: "Invalid Option Value"

IF radio = Stereo-CD

Derived Default:
IF car type = GLX, radio = stereo

Creating an item for a variant

Using saved variant rules or default and derived values

You can use both saved variant rules and default and derived option values to configure a bill of
materials from a single high level entity. In the case of saved variant rules, this entity is a variant rule
workspace object. In the default/derived values case, this entity may be a single option that is defined
on the top level assembly from which all other option values are derived. Alternatively, you can use
the extra item as described in Creating a separate item for a particular variant.
The derived defaults method allows you to define dependencies as an integrated part of the structure.
Its main disadvantage is the complexity of setting up derivation rules.
Saved variant rules are simpler to set up, but they are not as tightly coupled with the structure.
Siemens PLM Software recommends you use saved variant rules when initially building your structure.
You can then convert to default and derived values once you have fully analyzed the interactions.
Saved variant rules may provide a useful configuration mechanism to store marketing packages
after the structure is released.

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Note

If a default or derived default value exists and you try to save the variant rule, Teamcenter
displays the Save As… dialog box and you can select the Save default and derived default
values as user set check box to save the default and derived default values in the SVR. If no
default or derived values exist, it does not display the Save As… dialog box.

Creating substitutes of a variant component

You can create substitutes of variant components in the same way as other components that do
not have a variant condition.
For more information, see Defining substitute components.

Populating variant data

There are many different ways to apply variant data that affect the ease of maintenance of the
product and the use of shared subassemblies. If you populate the structure with variant data that is
stored on the optimal item revisions, you make future changes easier to manage. Some of these
considerations are discussed in Placing variant data.
The following procedures for populating variant data all reference the same example. In this example,
the product Car Model G shown in the following figure has a variant structure that depends on the
values the customer chooses for the following mandatory and nonmandatory options:
• Car type – GLX, GLS or LS

• Engine – 1200 or 1600

• Gearbox – manual or automatic

• Radio – none, mono, or stereo

• Aerial type – standard or electric

• Accessory option fog lights – yes or no

The following considerations also apply, depending on customer selections:

• If the customer does not want a radio (radio = none in the variant rule) and a blanking plate is
fitted. Teamcenter configures the wing (fender) with no hole and no aerial.

• If the customer chooses one of the radio options, Teamcenter configures the wing with the hole
(for an aerial), and the standard aerial or the electric aerial.

• If the customer does not specify a particular type of aerial, the standard aerial is fitted. This
is the fixed default.

• If the customer specifies car type GLX, Teamcenter configures a stereo radio. This is the
derived default.

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• The 1200 engine cannot be fitted to an automatic gearbox. This combination is excluded by
a variant rule check.

The radio option is stored on the dashboard assembly for later use in another product, Car Model H.

Derived Default
Options & Allowed Values Derived Default:
IF car type = GLX, radio = stereo
car type = GLX, GLS, LS
engine = 1200, 1600
gearbox = manual, automatic
fog lights = yes, no Variant Rule Checks
Warning: "Incompatible Engine & Gearbox"
IF engine = 1200 AND gearbox = automatic
Fixed Default
fog lights = no
aerial = standard Car Model G

A01000/A Load IF engine = 1200

aerial = standard, electric Load IF engine = 1600

Body 1200 1600

Load IF fog lights = yes Assy Engine Engine
A0200 E1200 E1600
Load IF radio = None
Load IF radio != None
Load IF radio = None AND aerial = Standard

Load IF radio != None

AND aerial = Electric
Wing Wing Fog Standard Electrical
w/o Hole with Hole Lights Aerial Aerial
P080 P0850 P070 P090 P095

radio = None, Mono, Stereo

Dashboard
Load IF radio = None Assembly
Load IF car type = GLX
A020 OR car type = GIS
Load IF radio = Stereo

Load IF radio = Mono Load IF fog lights = yes

Mono Stereo Blank Pocket Cigar Fog Light

Radio Radio Plate Facia Flap Lighter Switch
P010 P020 P030 P040 P050 P060 P070

Populating variant data

Before applying variant data, you should create the necessary items and structure. To add the variant
data, you may want to open the whole structure in a Structure Manager window to make navigation of
the entire structure more straightforward.
Caution

Whenever you author the option in a child assembly, ensure the derived default is at the
same level in the same item.

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Find the location of variant data

• As you create variant data, you may want to check the location of variant data that already exists.
To do this, check the HVD - Has Variant Data column in the structure navigation tree—each item
that has associated variant data shows a Y in this column.

The node of any item that has variant conditions displays the Variant Data image in the
Variant Conditions column in the structure tree.

Working with options

You can create, modify, rename, remove or delete options for variants.

Create options
Define the options of the structure, as follows. The examples refer to the structure of A01000 - Car
Model G, as described in Populating variant data.
Options have a string type or a numeric type and a name. The type of option you
can create depends on the settings of the PSM_classic_variants_text_families and
PSM_classic_variants_numeric_families preferences.
Note

Ensure the PSEVariantsMode preference is set to legacy if you want to work only with classic
variants or to hybrid if you want to work with both legacy and modular variants.

1. Choose View→Show/Hide Data Panel or click the Show/Hide Data Panel button on the
toolbar.
Teamcenter opens the data pane.

2. Click the Variants tab and select the line representing the owning item revision that stores
the variant data. Typically this is the top-level item in the structure, in this example, A01000 -
Car Model G.

3. Click the Options branch in the variant data tree.

Teamcenter displays the Option dialog box.

4. In the Option dialog box, enter the necessary options, for example:
• In the Name box, type engine.

• Optionally, enter the engine size in the Description box.

• Type an allowed value (1200) and press Enter or + (plus). Teamcenter now displays the
allowed value 1200 in the list of allowed values.

• Type the other allowed value (1600) and press Enter.

5. Click Create to create the option. A + (plus) symbol appears against the Options branch in
the variant data tree indicating that Teamcenter created the options.

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6. Repeat steps 4 and 5 to define the other options on the same assembly, for example:

Option Allowed values Owning item

car type GLS, GLX, LS A01000 - Car Model G
gearbox automatic, manual A01000 - Car Model G
fog lights yes, no A01000 - Car Model G

7. Repeat steps 2 through 6 to define the options on other assemblies, for example, the following
body and dashboard assemblies:

Option Allowed values Owning item

aerial standard, electric A0200 - Body Assy
radio none, mono, stereo A020 - Dashboard Assy

8. Click Save to save the changes. If you forget to do this, Teamcenter prompts when you select
another BOM line. A Y appears in the Has Variant Data (HVD) column for Car Model G.

Change option values

1. If necessary, choose View→Show/Hide Data Panel or click the Show/Hide Data Panel
button on the toolbar.
Teamcenter opens the data pane.

2. Click the Variants tab and select the structure line with the item revision that owns (stores) the
option whose values you want to change. If you are unsure of the owning item, you can identify
this from the Variant Rule dialog box.

3. Expand the Options branch in the variant data tree.

4. Select the option whose values you want to change.

Teamcenter displays the allowed values in the Option dialog box.

5. In the Option dialog box, do one of the following:

• Enter another allowed value and press the Enter key.

• Select the value and click – (minus button) to remove an allowed value from an option.

6. Click Modify and Teamcenter updates the contents of the selected option.

7. Click Save to save the changes.

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Note

Any variant data that references removed option values can no longer be set as these values
are not available for selection. You typically create a new revision of the item if you need to
preserve the historic data.
You can set the PS_variant_value_protect preference to protect variant values from
unauthorized modifications.
If a value is obsolete but is still referenced by a variant rule, default, derived default, or variant
condition, it is represented by a <?> symbol.

Create new options from existing options

When an option has values similar to those on an existing option, it may be quicker to create the new
option values from those of the existing option:

1. If necessary, choose View→Show/Hide Data Panel or click the Show/Hide Data Panel
button on the toolbar.
Teamcenter opens the data pane.

2. Click the Variants tab and select the option to copy in the Options branch of the variant data tree.
Teamcenter displays the Option dialog box, prepopulated with the values and name of the
original option.

3. In the Option dialog box, type a new name for the option (duplicate names within an item are not
allowed) and modify the values as required.

4. Click Create to create the new option.

5. Click Save to save the changes.

Rename an option

1. If necessary, choose View→Show/Hide Data Panel or click the Show/Hide Data Panel
button on the toolbar.
Teamcenter opens the data pane.

2. Click the Variants tab and select the option to rename in the Options branch of the variant
data tree.

3. Type a new name and click Modify to modify the option.

4. Click Save to save the changes.

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Note

You cannot rename an option that is used in more than one revision of the item or in any
expression.
Also, you cannot rename an option that is shared between sites in a Multi-Site Collaboration
environment.

Remove an option
To remove an option from its owning item revision:
1. If necessary, choose View→Show/Hide Data Panel or click the Show/Hide Data Panel
button on the toolbar.
Teamcenter opens the data pane.

2. Click the Variants tab and select the option to remove in the Options branch of the variant
data tree.

3. Click Delete in the Option dialog box.

Note

You cannot remove an option that is used in any expression.

Deleting an option
When you delete (remove) an option, you remove it only from the item revision. When you remove
the option from the last item revision that owns it, you are (in effect) deleting the option.
• You cannot remove an option from an item revision that is released or to which you do not
have write access.

• You cannot delete an option that is used in a variant condition. If you attempt to do this,
Teamcenter displays an error message that lists all the BOM view revisions that have occurrences
with variant conditions referencing that option.

Working with variant conditions

After you define the options, you must create variant conditions on the variant components.
Examples refer to the dashboard assembly use case, as described in Populating variant data.
The following procedures assume you are using the new variant model. If you use the old variant
model, use the Variant Conditions property instead of the Variant Formula property. When you
implement the new variant model, Teamcenter evaluates variant conditions using the new data model,
even if they use the old Variant object model. The Variant Rule and variant condition editor dialog
boxes continue to show available Variant objects. However, when you save an expression in the
editor, it is converted to the new data model.
You create variant conditions in the scope of a specific option. If you move the structure line out of the
scope of the option referenced in the variant condition, the variant condition is not retained.

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Create variant conditions

1. Ensure you have displayed the Variant Formula property in the structure tree in Structure
Manager.

2. Select the structure line for the option for which you want to create variant conditions, for
example, P060 - Cigar Lighter.

3. Click the Variant Condition button on the toolbar, choose Edit→Variant Condition, or
double-click the Variant Formula property cell.
Teamcenter displays the Variant Condition dialog box. The upper part of the dialog box shows
the individual clauses that comprise a variant condition. You can use the buttons to move clauses
up or down, delete a clause, or bracket clauses. The lower part of the dialog box allows you to
define a clause and you can use the following buttons to control how a clause is added to the
list in the upper area:

• Replace

• Insert

• Append

• Clear

4. Enter the option, for example, car type.

To view available options, click the list of values to display a list of options. Click the desired
option to select a value and automatically populate the (Owning) Item box.
Teamcenter lists only options that are loaded in the current Structure Manager window because
their owning item is loaded or they are used in a variant condition in the structure.
Note

You can type in an option name that is not loaded. If the option name is not unique, the
owning item is not populated. You must populate it by clicking the list of values in the Item
box and selecting the one you require. If you forget to do this, Teamcenter displays an
error message when you click the list of values when trying to enter a value for the option.

5. Use the following operators to construct a variant condition:

= Equal to
!= Not equal to
> Greater than
>= Greater than or equal to
< Less than
<= Less than or equal to

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Note

If you use >, > = , <, or < = operators, the values of the associated option must be numeric
and only decimal values are permitted.
Not (!) is higher than AND (&); AND (&) higher than OR (|). That is, A OR B AND A =
A OR (B AND A).

6. Enter the value of the option, for example, GLS.

7. Select List of Values to display the allowed values for the radio option and click the required
value.

8. Press the Enter key or click Append .

Teamcenter adds the condition to the list. It clears the Value box and shows the option's owning
item, for example, [A01000].
Note

The Enter key provides a shortcut for the selected button—Clear, Replace, Insert, or
Append). By default, this button is Append . However, if the last button you clicked
was Clear , Teamcenter clears all the necessary boxes.

9. Click OR.
Teamcenter constructs a variant condition from the defined clauses joined by AND and OR
operators.
For more information, see Configuring complex variant conditions.

10. Enter the value of another option, for example, GLX, and click Return or Append .
Teamcenter displays the second clause in the list in the upper part of the dialog box.
Note

If you are only specify one clause (for example, radio = mono) in a condition, you can set
the AND switch or the OR switch.

11. Click OK to create the variant condition on the occurrence.

If a line is packed, Teamcenter applies the condition to each of the packed occurrences.

Modifying variant conditions

A variant condition is made up of one or more clauses, for example:
aerial = standard
AND aerial = electric

You can modify a condition by inserting, replacing or removing clauses.

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Insert a clause before another clause

1. Specify the new clause.

2. Select the clause before which you want to insert the new clause.

3. Click Insert .
Teamcenter inserts the new clause above the selected clause.

Replace a clause
Replacing a clause can be very useful with large compound conditions containing many clauses
because this action does not change the order. Preserving clause order maintains the algebra and
makes scanning for occurrences with similar conditions easier.
1. Specify the replacement clause.

2. Select the clause to replaced in the list.

3. Click Replace .
Teamcenter replaces the original clause with the new one.

Copy a clause

1. Select the clause to copy and click Copy . You can also double-click the clause. This action
copies the option name, value, and operator setting to the boxes and sets the And / Or button
in the lower part of the dialog box.

2. Edit the value and/or operator, set the appropriate AND or OR button, and append the clause.

3. Select an existing clause and click Replace to replace the existing clause. You can also
click Insert to place the clause above the selected clause.
Note

You can use Copy in conjunction with Replace, as a convenient way to edit variant conditions.

Remove a clause

• To remove a clause, select the clause and click Delete .

Move a clause

To change the position of a clause within a condition, select the clause and click Up or Down

.
You can move multiple clauses in a single operation by selecting a range of clauses before clicking
the appropriate arrow button.

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Group a clause
You can change the grouping of clauses by adding and removing brackets, as follows:
Note

Teamcenter supports multiple levels of grouping.

To add brackets around a range of clauses, select the range of clauses and click (…).
To remove brackets from around a range of clauses, select the range of clauses, including the lines
that contain both the opening and closing brackets, and click (…).

Copy variant conditions to other occurrences

You may want to add the same or similar variant condition to many occurrences, for example, the
standard and electric aerials. You can do this by copying an existing variant condition and modifying it
for another occurrence.
1. Right-click the structure line containing the existing variant condition. You can select any point on
the line, not necessarily the variant condition cell.
Teamcenter displays the structure line shortcut menu.

2. In the shortcut menu, choose Copy or press the Ctrl+C shortcut keys.
Teamcenter copies the contents of the occurrence to the clipboard.

3. Move the cursor over the Variant Condition cell on the target line to which you want to copy the
variant condition and right-click to display the structure line shortcut menu.
Note

The Variant Condition property is used with the old variant model. This action is not
available with the new variant model.

4. In the shortcut menu, choose Paste Property. (There are no shortcut keys; you cannot use
Ctrl+V.)

5. Click Edit Variant Condition on the toolbar.

Teamcenter displays the Variant Condition dialog box containing the variant condition for the
standard aerial.
Note

This action is not available

6. Select aerial = standard and click Remove.

Teamcenter removes the clause from the dialog box.

7. Click AND, and then define the aerial = electric clause.

8. Select the structure line for the electric aerial and click OK in the Variant Rule dialog box.

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Teamcenter adds the newly defined condition to the occurrence for the electric aerial.

Remove a variant condition from an occurrence

1. Select the structure line representing the occurrence and click Edit Variant Condition
on the toolbar.
Teamcenter displays the Variant Condition dialog box.

2. Select all of the clauses in the Variant Condition dialog box and click Delete to remove
all the clauses.

3. Click OK to apply the change to the occurrence (that is, effectively remove the variant condition).

Working with variant rules

You use a variant rule to configure a particular variant of a structure. The variant rule contains all the
options that are used in the structure. You can set and unset variant rules to manage variability.
The current variant rule is not copied to any further Structure Manager windows that you open on the
same structure.

Setting variant rules

You set the appropriate variant rule to obtain the required values for applicable options. You do not
have to specify a value for every option and some options may remain unset; typically, you would set
all options to completely configure a variant structure.
Some options may appear already set because they have a default value that Teamcenter
automatically sets. Structure Manager shows the item to which the specified default is attached.
If you specify a derived default on an item, Teamcenter sets the default value once you enter a
value for the primary option from which the default value is derived. Derived defaults are marked as
potentially derived and, where possible, you should specify these values last.
If you specify an option value that is disallowed by a variant rule check, Teamcenter displays an error
message that states the problem and the applicable variant rule.
Teamcenter only sets default values if the item to which the default is attached is loaded.

Showing and hiding unconfigured components

You can show or hide all unconfigured components by choosing View→Show Unconfigured
Variants.
When you choose this command, Teamcenter toggles between showing and hiding all unconfigured
components in the structure.
You show or hide unconfigured components by setting the PSEShowUnconfigdVarPref preference.

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Showing unconfigured components

You can display all components in the structure by choosing the Show Unconfigured Variants menu
command. You can then use the VOC - Variant Occ. Config'd column in the properties table to
identify the configured components. This column shows a Y if the component is configured, is blank if
it is not configured, or ? if Teamcenter cannot determine if it is configured. The ? indicator appears
when a variant condition contains options that are unset in the variant rule.
Teamcenter displays only options that are loaded. To ensure you see all used options, you must
completely expand the structure.

Hiding unconfigured components

You can hide all unconfigured variant components in the structure display by choosing the Show
Unconfigured Variants command again. Components marked ? in the VOC column are displayed
when unconfigured components are hidden.

Set or unset the required variant rule

• To set a variant rule and configure a particular variant of the structure, click the Variant Rule
button on the toolbar or choose Tools→Variant Rule.
Teamcenter displays the Variant Rule dialog box. You can sort the options in the dialog box by
any of the columns, such as Option (name) or State, by clicking the column header.
Note

If you use an overlay, you can apply multiple saved variant rules (SVRs) to a BOM. Teamcenter
evaluates these multiple values as an OR expression. For example:
SVR1: Engine=V6 AND Color=Red
SVR2: Engine=V8

In this example, you can load both SVR1 and SVR2, and then configure the BOM using both
rules. The values are evaluated as:
(Engine=V6 OR Engine=V8) AND (Color=Red)

Default checks, derived default checks, and rule checks are not evaluated in an overlay
configuration. Any value not set by a rule are shown as empty.

Set a variant rule

1. Click the Value box of the option you want to set (for example, engine).
Teamcenter displays the allowed values for that option.

2. Click the required value (for example, 1200).

Teamcenter displays the selected value in the box and changes the state of the option from
Unset to Set by User.
Note

If you use an overlay, you can apply multiple saved variant rules (SVRs) to a BOM.

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Unset an option value

1. Click the Value box of the option whose value you want to unset.

2. Click a blank value.

Teamcenter clears the value of the option and changes the state of the option to Unset.
Note

If the option has a default value, it returns to that default, allowing you to easily return to
the default value after you have overridden it.

Working with derived default values

You can only observe the effect of derived default values when you have set the option defaults.
For example, if you select the car type option and set the value to GLX, you notice the radio option is
set to stereo as a result of the derived default IF car type = GLX, radio = stereo.
Teamcenter shows the state of the radio option as potentially derived. It does not indicate the item
the value is potentially derived from, as it could be derived from several items, depending on the
option set first.

Working with variant rule checks

You can only observe the effect of a variant rule check when you specify the variant rule checks,
for example:
1. Select the engine option and set it to 1200.

2. Select the gearbox option and set it to automatic. Teamcenter displays the following error
message:
Incompatible engine and gearbox IF engine = 1200 AND gearbox = automatic

Working with variant rules in the database

You can store variants rules in the database and retrieve them later.
When you have set a variant rule with the Variant Rule dialog box, as described in Setting variant
rules, you can store the variant rule in the database. You may want to store a variant rule for one of
several reasons, including:
• To store the current state of the variant rule, because you want to exit Teamcenter and do not
want to reenter the variant rule when you return.

• To store specific structure configurations, typically for analysis, testing, or marketing purposes.
For example, you can store a variant rule that defines the structure configuration you use for a
certain test. Similarly, you can store a variant rule that defines the standard 1600 GLS car
package for marketing.

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Teamcenter stores variant rules as workspace objects, allowing any application access to them.
You can cut, copy, and paste variant rules between applications, or apply release procedures and
access control to them.

Store variant rules in the database

• To store the variant rule that is current in Structure Manager, click the Variant Rule button on
the toolbar or choose Tools→Variant Rule.
Teamcenter displays the Variant Rule dialog box. The dialog box contains the following buttons
that allow you to store and retrieve variant rules.

Button Purpose
Clear In 100% mode, this clears the option values. Defaults, derived defaults,
and rule checks are evaluated.
In 120% mode, this clears the option values. Defaults, derived defaults,
and rule checks are not evaluated.
Disabled in overlay mode (allow multiple variant rules).
Copy If the loaded variant rule is a saved variant rule (SVR), this copies
the selected variant rule to the clipboard. You can also copy multiple
loaded SVRs.
Load Opens the Load dialog box, allowing you to load a variant rule in
override, update, or overlay mode.
Reload If the loaded variant rule is an SVR, this action reloads the current
variant rule.
Disabled in overlay mode.
Save If the loaded variant rule is an SVR and its values are modified, this
action saves changes to the current variant rule.
Disabled in overlay mode.
Save As Allows you to save the current variant rule under a different name.
Disabled in overlay mode.
OK Applies the current variant rule or rules to the active structure and closes
the Variant Rule dialog box.
Apply Applies the variant rule or rules to the active structure without closing
the Variant Rule dialog box.
Exit Allows you to exit overlay mode if it is active. This action removes all
the loaded variant rules from the configuration and applies a single
empty variant rule to the BOM. Default and derived default rules are
then evaluated.
Cancel Closes the Variant Rule dialog box without saving changes and the
BOM window reverts to last applied rule.

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Save a variant rule in the database

1. Set the options on the structure to the required values.

2. Click the Save As button.

Teamcenter displays the Save As Variant Rule dialog box.

3. In the dialog box, enter:

• The name of the new variant rule.
Siemens PLM Software recommends you choose a name that clearly defines the purpose
of the rule. For example, if the variant rule configures the 1600 GLS car, name the rule
1600 GLS or a similar name.
Note

The name is visible in other applications, including NX and the thin client, where
users can view and configure variant structures. It is also displayed in the Manipulate
Windows dialog box to indicate the configuration set in the window.

• (Optional) A more detailed description.

• The relation type.

Teamcenter stores variant rules on the top-level item revision of the structure in the current
window. You can choose the relation type by which the variant rules are attached. The
default relation type is Manifestation, but you can change this to Specification if you prefer.

4. (Optional) Select Save default and derived default values as user set.
If selected, Teamcenter saves the default and derived default values to the SVR.

5. Click OK.
Teamcenter displays the name of the variant rule in the title bar of the Variant Rule dialog box,
indicating it is the current variant rule.

6. Click Apply or OK.

Teamcenter applies the variant rule to the current structure in the Structure Manager window. It
displays the name of the variant rule in the window banner, after the revision rule.
The variant rule is now stored in the database, together with all options listed in the Variant Rule
dialog box as Set by User or Set by <rule>.
Note

Set by <rule> is available only for saved variant rules (SVRs). During SVR creation,
Teamcenter saves only rule entries that are shown as Set by User; once the rule is
persisted, they are shown as Set by <rule>. You can optionally save the default or derived
default value as a user set value.
Also the variant rule name is not unique for a given item revision or in the database.

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7. (Optional) Confirm the variant rule is stored by opening My Teamcenter and expanding the item
revision at the top level of the structure. The variant rule object should be visible.

Load variant rules from the database

To retrieve a variant rule from the database and use it to configure the current structure:
1. Click the Load button in the Variant Rule dialog box.
Teamcenter displays the Load Variant Rule dialog box.

• The top section of the dialog box allows you to search by item revision or SVR. By default, it
shows SVRs attached to the item revision of the selected BOM line.
The section also allows you to select the loading type. Override and Update are for 100%
and 120% modes. Allow Multiple Variant Rules changes the mode to overlay.

• The middle section displays a list of the variant rules attached to the top-level item revision of
the open structure open or the SVRs selected from the result of a variant rule search.

• The lower section displays the details of the variant rule selected in the list of SVRs. You can
use this information to preview the rule and ensure it is the rule you want to apply.

2. In the dialog box, select the required variant rule in the list and click Load.

3. Choose how the new variant rule should affect any existing option values that you have set,
as follows:
• Set Override and all options not defined by the loaded rule are unset.

• Set Update and only the values of those options listed in the rule are changed. All other
options remain in the same state as before you loaded the rule. This allows you to form a
complete variant by loading a number of partial rules.

• Set Allow Multiple Variant Rules and you can load multiple SVRs by selecting the check
boxes in the leftmost column. You cannot modify variant rules that you load with this selection.
Note

You must select at least two SVRs if Allow Multiple Variant Rules is selected;
otherwise, Teamcenter displays an error message.

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4. (Optional) Select a row in the SVR table and Teamcenter displays its option values in the options
table.
If more than one value is valid for an option, the values are separated by OR operators.

5. Click OK.
Teamcenter displays the name of the loaded variant rule in the Variant Rule dialog box title bar
and sets the options accordingly. The State column in the properties table contains Set by
rule-name, allowing you to identify how these values are set.
If you click Cancel, Teamcenter reverts the BOM window to its last applied variant rule state .
If you have a large BOM, this action may take a little time and a progress indicator displays in
the status bar until it is complete.

Note

When you exit overlay mode, Teamcenter displays a warning that it will revert to 100% mode
and apply a default variant rule to the BOM. Default values, derived default values, and rule
checks are evaluated. Click Yes to continue.

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Modifying saved variant rules

To modify a saved variant rule, you must load it as the current variant rule. If the rule is currently
loaded, its name is displayed in the title bar of the Variant Rule dialog box. If it is not currently loaded,
load the rule with the Update switch set, as described in Load variant rules from the database.
If you change any option values, the title of the Variant Rule dialog box changes to show (modified)
after the rule name.
To cancel any changes, click Reload to unset all the option values and reload the variant rule from
the database.
When you have set the options to the required values, click the Save button.
Teamcenter writes the new values to the database, overwriting the previous values of the same
variant rule. Alternatively, you can click Save As to store the values as a new variant rule, which
then becomes the current variant rule.

Copy variant rules

• Copy a variant rule to the clipboard by clicking Copy.
You can paste the copied rule into the required location in My Teamcenter or another application.

View variant rules in My Teamcenter

• To view the contents of a variant rule in My Teamcenter, click the Viewer tab to display a list of
options and values stored in the variant rule.

Working with variant rule checks

Variant rule checks allow a designer to define combinations of option values that are not allowed. A
variant rule check consists of a condition (for example, engine = 1200 AND gearbox = automatic)
and an error message (for example, Incompatible engine and gearbox). Teamcenter displays
an error message containing the condition and message if the rule check is triggered when you
set values in the variant rule.

Set variant rule check

1. Open the data pane by choosing View→Show/Hide Data Panel or clicking the Show/Hide
Data Panel button on the toolbar.

2. On the data pane, click the Variants tab.

3. Select the line representing the owning item revision on which you want to store the variant
data, for example, Car Model G.

4. Select the Rule Check branch in the variant data tree.

Teamcenter displays the Rule Check dialog box.

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5. In the Warning Text box of the dialog box, enter an error message, for example, Incompatible
engine and gearbox.

6. Define the relevant variant condition, for example, engine = 1200 AND gearbox = automatic.

7. Click Create .
Teamcenter creates the rule check.

8. Expand the Rule Check branch and verify the new rule check is added below any that already
existed, for example:
ERROR Incompatible engine and gearbox IF engine = 1200 AND gearbox = automatic

9. If you need to change the rule check, select it in the Rule Check branch of the variant data tree.
Teamcenter displays the Rule Check dialog box, allowing you to change any of the boxes.

10. Click Modify to apply the changes.

11. Click Save to save the changes.

A Y appears in the Has Variant Data (HVD) column of the properties table, if variant data was
not already created.

Modify a rule check

1. Select the rule check you want to change in the Rule Check branch of the variant data tree.
Teamcenter displays the Rule Check dialog box containing details of the rule check.

2. In the dialog box, change the appropriate boxes.

3. Click Modify to apply the changes.

4. Click Save to save the changes.

Delete rule checks

1. Select the rule check to delete in the Rule Check branch of the variant data tree.
Teamcenter displays the Rule Check dialog box.

2. In the dialog box, click Delete and the selected rule check disappears.

3. Click Save to save the changes.

Working with option defaults

Default options allow a designer to preset option values in the variant rule. The preset value may be:
• Fixed

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A fixed default value is a value that you specify. In the example, the option aerial has a default
value set to standard.

• Derived
A derived default is a value that is set to a value that depends on a condition. In the example,
the option radio has a value set to stereo if car type = GLX.

Defaults are owned by an item revision, like other variant data. Use the Variant Rule dialog box to
identify the item a default was set on and whether the default is fixed or derived.
You can identify if an item has variant data attached by viewing the HVD - Has Variant Data column
in the structure properties table.
You can override option values or reinstate them as necessary.

Understanding default precedence

The position of a default determines its precedence. You set defaults on a particular item, but
Teamcenter applies them globally to the whole currently loaded structure. Derived defaults always
take precedence over fixed defaults.
If you move a default up or down the structure, conflicts may occur. If you have set conflicting fixed
default values for the same option in a structure, Teamcenter always uses the first default value it
finds, according to the following rules:
• A default that is higher up the tree in a direct path takes precedence.

• Defaults at the top level always take precedence.

If you set conflicting derived default values for the same option in a structure, Teamcenter displays an
error message when you attempt to save the option default or set the option value in the variant rule
that causes the conflicting derived default to apply. The error may also appear when you expand the
structure to the point that the conflicting derived default is loaded.

Specify fixed option defaults

To set the fixed option defaults, for example, aerial = standard and fog lights = no on item A0200,
Body Assy:
1. Open the data pane by choosing View→Show/Hide Data Panel or clicking the Show/Hide
Data Panel button on the toolbar.

2. In the data pane, click the Variant Data tab.

3. Select the line representing the owning item revision that stores the variant data, for example,
Body Assy.

4. Select the Option Defaults branch in the variant data tree.

Teamcenter displays the Option Defaults dialog box.

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5. In the dialog box, enter the name of the option in the Option box and select a value from the
list of possible values. For example, enter aerial in the Option box and choose aerial from
the list of values.
Note

The list of values contains only options that are loaded in Structure Manager.

You can type in the name of an option name that is not loaded. If the option name is not unique,
Teamcenter displays an error when you try to enter a value. You must specify an owning item.

6. Enter a value in the Value box, for example, standard. You do not specify a condition for a fixed
option default, so the lower part of the dialog box is not used.

7. Click Create to create the option default. Click List of Values and click standard.

8. Expand the Option Default branch and verify the new option default is added below any that
already existed, for example:
DEFAULT aerial TO standard

9. Repeat steps 4 through 8 to define any other fixed defaults, for example, fog lights = no.

10. Click Save to save the changes.

A Y appears in the Has Variant Data (HVD) column of the properties table for the owning item
revision (for example, Body Assy, if variant data was not already created.

Specify derived option defaults

To specify derived option defaults, follow the same procedure as specifying fixed option defaults,
except that you also specify a condition. To set a derived option default, for example, radio TO
stereo IF car type = GLX on item A01000, Car Model G:
1. Select the structure line that represents the owning item revision, for example, Car Model G.

2. Select the Option Defaults branch in the variant data tree.

Teamcenter displays the Option Defaults dialog box.

3. Enter the name of the option in the Option box, for example, radio.

4. Enter the value of the option in the Value box, for example, stereo.

5. Define the condition, for example, car type = GLX.

6. Click Create to create the option default.

7. Expand the Option Default branch and verify the option default is added below any that already
existed, for example:
SET radio TO stereo IF car type = GLX

8. Click Save to save the changes.

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A Y appears in the HVD - Has Variant Data column of the properties table for the owning item
revision (A01000, Car Model G), if variant data was not already created.

Modify option defaults

1. Select the option default you want to change in the Option Defaults branch of the variant data
tree.
Teamcenter displays in the Option Defaults dialog box.

2. In the dialog box, change the relevant boxes.

3. Click Modify to apply the changes.

4. Click Save to save the changes.

Delete option defaults

1. Select the option default to delete in the Option Defaults branch of the variant data tree.
Teamcenter displays the Option Defaults dialog box.

2. In the dialog box, click Delete and the selected option default disappears.

3. Click Save to save the changes.

Saving, refreshing, and copying variant data

You should be aware how Teamcenter handles variant data when you select any of the following
actions:
• Save
Variant data stored on item revisions (options, defaults and rule checks) is saved only when you
click Save at the bottom of the Variants pane. This button is active only if there are unsaved
changes. If you forget to save changes, you are prompted when you select another structure line.
Variant conditions are stored in the BOM view revision. They are saved only when you click Save
on the toolbar or choose File→Save. If you forget to save changes, you are prompted when
you close the Structure Manager application.

• Refresh
To reload the variant data on the item revision for the currently selected line, click the Refresh
button in the Variants pane. This action discards changes made since the last time you
clicked Save , and loads any changes made by other users in the meantime.

• Save As
If you select an item revision and choose Save As, option and variant data on the first level
of the structure does not carry forward because the BVR context changes. At the second
and subsequent levels of the structure, the BVR context is the same, and options and variant
conditions are therefore carried forward.

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• Copy
When you copy an item or item revision, any variant conditions are not copied.
For more information, see Copy variant conditions to other occurrences.

Working with variant items

You can create variant items in a structure that includes classic variants to specify particular
nonvariable elements of the structure. However, Teamcenter does not enforce variability rules in
classic variants, and you should implement business practices that ensure all relevant options appear
in the interface.
Alternatively, if your product designs permit, consider using modular variants, rather than classic
variants, as described in Configuring structures by modular variants. For detailed procedures for
creating and maintaining variant items, see Creating and searching for variant items.

Creating variant items for classic variants

Caution

Classic variants provides partial support for variant items. You can manually create and link
variant items, but you cannot automatically create or update them. Variant items are fully
supported (including automatic creation and updating) if you implement modular variants, as
described in Creating and searching for variant items.

In many structures that are configured with classic variants, you define all options on the top-level
item. This has the advantage of transparency—if all options are defined at the top level and sound
business practices ensure consistency, the user can easily ensure the configuration is complete.
When you configure the options, you determine the configuration state of all variants throughout the
structure, so ensuring that a variant item is a completely configured structure.
The following figure shows a typical structure of an engine.

Engine Family

Mainstream Module

Cranktrain Cylinder Block

V6 Long Crank Fly Wheel Engine Mount Long Block Short Block

Structure of engine
You can define options on the top-level Engine Family item as follows:

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Option Value
ENG V6L, V6S
TRANS M10, M50

These options determine the configuration of the lower levels of the structure through variant
conditions, as shown in the following figure.

Engine Family Option Value

ENG V6L, V68

Mainstream Module

Cranktrain Cylinder Block

ENG = V6L TRANS = M10 ENG = V6L ENG = V68

V6 Long Crank Fly Wheel Engine Mount Long Block Short Block

Structure of engine with option values

Before you create the variant item, you must configure the structure manually or with a saved variant
rule, as shown in the following figure.

Engine Family Option Value

ENG V6L
TRANS M10

Mainstream Module

Cranktrain Cylinder Block

ENG = V6L TRANS = M10 ENG = V6L

V6 Long Crank Fly Wheel Engine Mount Long Block Short Block

Configured structure of engine

You then create a variant item of Mainstream Module, as described later, and the resulting item is a
new VI For Engine structure, as shown in the following figure.

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VI For Engine Option Value

ENG V6L

Cranktrain Cylinder Block

ENG = V6L TRANS = M10 ENG = V6L

V6 Long Crank Fly Wheel Engine Mount Long Block Short Block

VI for engine structure

Because the variant item only prunes the immediate children that are unconfigured, the Short Block
item still exists in the resulting structure, but as an unconfigured item. It may seem advantageous to
permanently remove the Short Block item, so that you can manage and export a minimal structure.
However, this action permanently removes Short Block from Cylinder block, an item that still
appears in the generic Mainstream Module. Because the Short Block item is still applicable in
different configurations of Mainstream Module, removal is not an appropriate action.
Another possible course of action is to create variant items at every level of the structure, or at least
down to the lowest level that has any variant conditions. For example, you could create variant items
for the Crankcase and Cylinder Block items, as shown in the following figure.

Engine EPL

Option Value
VI For Engine
ENG V6L
TRANS M10

Cranktrain Cylinder Block

ENG = V6L TRANS = M10 ENG = V6L

V6 Long Crank Fly Wheel Engine Mount Long Block Short Block

Lower level variant items in engine structure

Configuring variant items

To create and manage variant items for classic variant structures, you must set the following
preference.
• PSEAllowLegacyVICreation
Set this preference to true to permit the creation of variant items for structures that include
classic variant options. It also permits the creation of variant items from assemblies that are not
modules. The default setting is false.

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Additional preferences required for variant configuration are described in Administering the product
structure.

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Configuring structures by modular variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-1

Modular variants terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-2

Using modular variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-2

Configuring a public interface and private options . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-3
Linking options between parent modules and child modules . . . . . . . . . . . . . . . . . . . . . 16-4
Presenting options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-6
Linking a parent module option to options on child modules . . . . . . . . . . . . . . . . . . . . . 16-6
Linking public and private options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-6
Creating variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-6
Creating modular assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-7
Creating modular piece parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-8
Defining options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-8
Defining global options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-8
Defining external options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-9
Setting option defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-11
Checking for errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-11
Configuring a structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-12
Setting expression values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-12

Viewing and creating option and variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-12

View variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-12
Creating variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-13
Create new options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-14
Create options manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-14
Examples of public and private options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-15
Set external option definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-15
Present child options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-17
Create a new error check . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-19
Create module constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-20
Managing child module constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-21
Create a child module option constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-21
Edit an option or constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-23
Delete an option or constraint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-23
Edit variant conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-23
Edit expressions in MVL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-25
Developing complex expressions with MVL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-26
Determining precedence in MVL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-26
Understanding MVL conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-27
Reserved words . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-28
Reserved symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-29
Using the expert mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-30

PLM00048 J2 Structure Manager Guide

 Example of an expression coded in MVL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-32

Configuring a variant structure by setting variant rules . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-33

Configure the variant structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-34
Selecting option values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-35
Test current product configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-36
Create a saved configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-36
Load a saved configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-37
Importing and updating variant data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-38

Creating and searching for variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-38

Populate a complete variant structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-38
Creating and updating variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-39
Search for a variant item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-39
Create a new variant item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-41
Adding a generic item property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-42
Create variant items automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-42
Setting preferences for automatic variant item creation . . . . . . . . . . . . . . . . . . 16-44
Revising variant items and generic modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-45
Update a variant item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-45
Unlink variant items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-46
Synchronizing with NX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-47
Driving geometry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-48
Driving assembly component position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-49
Working with component arrays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16-49

Structure Manager Guide PLM00048 J2

Chapter 16: Configuring structures by modular variants

Configuring structures by modular variants

Teamcenter supports two methods of variant configuration, modular variants (described here) and
classic variants, as described in Configuring structures by classic variants.
For information on how to choose between these two methods, see Getting Started with Product
Structure.
Siemens PLM Software recommends that you do not create both classic variants and modular
variants in the same product structure, as this may cause in unpredictable results.
Caution

If you migrate from one variants technique to the other, be aware that Teamcenter evaluates
the same variant condition differently in modular variants and classic variants. In some
circumstances, this may result in different product structure configurations. For example,
Teamcenter evaluates classic variant conditions from the left, giving all operators the same
precedence. When it evaluates modular variant conditions, it automatically gives AND clauses
precedence over OR clauses.
While it is technically possible to use modular variants with precise structures, unpredictable
results may occur. If you want to implement modular variants, consider creating imprecise
structures.

Caution

The Teamcenter Integration for NX does not fully support modular variants. To exchange
variant assembly data between Teamcenter and NX, you must implement classic variants.
However, the Teamcenter Integration for NX does support the synchronization of part data
for modular variant items. You can synchronize option values with NX expressions when
working with geometric options and variants, but you cannot see stored option sets in NX; use
variant items instead of stored option sets.
Modular variants make substantial use of temporary table space. The database administrator
must ensure sufficient temporary table space is configured in accordance with the database
manufacturer’s guidelines and deployment recommendations provided by Siemens PLM
Software.

Before you can use modular variants, your Teamcenter administrator must complete the configuration
steps and set certain preferences, as described in Configuring modular variants.

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Modular variants terminology

Term Meaning
Derived default A default value that depends on a certain condition (for example,
radio = stereo IF car type = GLX). A derived default is attached to
an item revision, but applies globally to a loaded product structure.
Error check A type of constraint in which a message is generated for a given
combination of option values. Error checking is supported at three
levels—error, warning and information.
External option An option that is typically placed at the top-level module and sets the
value of options that reference it in lower level modules.
Global option An option that defines a set of standard allowed values in a central
module. These values can be used in other modules.
Module A container for options and constraints that describes the variability
of a given item. A module encapsulates option definition to the area
of the structure where it is needed.
Multiple configuration Unique configurations of specific usages of a module. You facilitate
multiple configurations with occurrence names and by configuring
paths to modules.
Option A parameter of variability. Options have a type (real, integer, or
logical), visibility (public or private), a name, and a default value.
You can save several options in a saved option set (SOS) or saved
variant rule.
Presented option An option in a module that points to a public option in a directly
included child module.
Private option An option that is visible only to the constraints within the module
in which it was defined.
Public option An option that is visible by constraints in a direct parent module and
can be presented to a direct parent module. The public interface
to the module.
Variant (structure) A specific structure that is configured by applying a variant rule.
Variant condition A condition that an engineering user sets on an occurrence to specify
the option values that configure the occurrence (for example, Load
IF engine = 1200). More complex condition statements may also
be defined.
(Variant) Configuration The values set for all public options in the top-level module that
configure a structure.
Variant item (VI) A specific nonvariant instance of a module.

Using modular variants

To minimize engineering and production costs, you can create modules in the product—self-contained
plug-compatible units that can be reused. This technique imposes tight constraints on how the
product is designed; Teamcenter supports those constraints when you work with modular variants.

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When you use modular variants, the options and associated logic are attached to a module item.
Variant conditions on the components can only refer to options on the parent module, thus making the
module independent of any other parts in the structure with regard to variant logic. This approach
requires variant data and option values to be propagated up and down the structure so that end
users (customers) can set options on lower level modules when configuring the whole product from
the top level.
Manufactured goods are often designed and assembled from modules. For example, consider a
company that produces a range of refrigerators and freezers in different sizes and colors. The door
assemblies are developed in a department that designs a modular door suitable for use in any
refrigerator or freezer. They design a generic door assembly that has all possible components for any
use—a sheet steel outer door and two internal covers, one for a freezer and one for a refrigerator.
(This is a simplified example; in a real product there would be many more individual components.)
You can then configure the door assembly for a particular use in a refrigerator/freezer by setting
various parameters or options that describe it, for example, door width, door height, application
(refrigerator or freezer), and color (white or stainless steel). This intelligent door assembly is called
a module.
The door module is completely self-contained and so can be reused in any product by setting its
public interface options. The public interface options only control the features and components
contained in the door module itself, and make no reference to options in higher or lower level
modules. The modular variant functionality enforces this linking.

Note

Teamcenter evaluates options from the top of the structure downwards, so the position of
each module is significant.

The structure of the door assembly and its associated options is modelled as follows.

Structure of assembly and options

Configuring a public interface and private options

Public interface options can be set by the customer of the module. In the case of the door assembly,
the customer is the design department that uses the door module. In the case of the refrigerator
freezer module itself, the customer chooses from the public options made available at that level, for
example, appliance width, appliance height, freezer at the top or bottom, number of shelves, and
so on. Private options are used in constraints.

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There may also be some internal options that are not set by the user, but are set according to the
values of the public options. For example, the height of the door is set according to the appliance
height, allowing for two doors, a 50 mm floor panel, and an LED display at the top. To allow for this,
you create a private (hidden) option called Door Height on the refrigerator freezer module) that is
controlled by the public option Appliance Height as follows:
Door Height = (Appliance Height/2)-50mm

The Door Height option on the refrigerator freezer module is used to automatically set the Door
Height option on the door module. You need not know this relationship, simply enter the overall
height of the appliance.
You could use the same principle to define private options for all the assemblies of the refrigerator
freezer and bring them together only in the top-level assembly.

Linking options between parent modules and child modules

To configure the refrigerator freezer appliance, you must set the options for each and every assembly.
It may take a long time to set all the options, some of which are the same in all submodules. Also,
if you consider the width, it would have to be set in the module for the carcass, the door, and the
shelves. It may preferable to set the options at only the top level module for the entire appliance and
have this value propagate through the structure. To do this, you must create links between the
child modules and the current module (the main refrigerator assembly). You can create these links
in two ways, as shown in the following figure:
• Options from the child module are presented up into the parent module where they are visible
and can be set.

• Options in the parent module can set options in the child module.

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Refrigerator Freezer Example Showing Variant Data

Top application (refrigerator, freezer)

Bottom application (refrigerator, freezer)

Unit color (white, stainless)

Appliance width (500, 600)

Appliance height (1000, 1200, 1700)

Number of shelves (1, 2, 3)

Salad drawer (true, false)

FR-A1000
Refrigerator
Freezer

Top Bottom

FR-A100 FR-A100 FR-A100 FR-A100

Door Door Cooling Carcass
Assy Assy System

Salad drawer (true, false)

Application (refrigerator, freezer)
Number of shelves (1, 2, 3)
Appliance height (1000, 1200, 1700)
Appliance height (1000, 1200, 1700)
Door width (500, 600)
Carcass width (500, 600)
Door color (white, stainless)
Carcass height ()
Door height ()

Key

Variant data
Presented
Presented option option

Public option
Child module
Private option constraint

Presenting options
Note

You cannot set the value of a private option from its parent public option. You can only set its
public option in this way.

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Presenting options
You can configure the same module differently, depending on where it is located.
Options can be presented to a parent module from a child module to make them visible as though
they were part of the public interface for the parent module. For example, the Number of shelves
option is presented up from the carcass module to the refrigerator freezer module, allowing you to
choose the value at the parent level. You could also use the present method if you want to set options
for different occurrences of the same module to different values, depending on their location.
You could place the door module in a refrigerator freezer assembly with this method. In this
example, the same door module is used twice, once as a freezer door and once as a refrigerator
door. The options created previously control the components of each door and the doors have
different components due to their different functions. You can name each occurrence of the door
appropriately, for example, top and bottom. You then present the Application option (with possible
values refrigerator and freezer) for each door to the parent refrigerator freezer module. This
gives two options to set in the refrigerator freezer module, one for each door; you can set these to
different values.

Linking a parent module option to options on child modules

To set the width value, you could present the options as described in Presenting options. However,
you must set the width option once for each door. As the doors are identical for any given appliance,
it would be better to set this value only once. You could create an Appliance Width option in the top
level module and link this single option to all width options in the child modules. When the Appliance
Width is set in the refrigerator freezer module, it propagates to the carcass module, to both door
modules, the shelves, and so on. The link is referred to as a child module constraint.

Linking public and private options

To enforce modularity, it is only possible to link options between a parent and its immediate child
modules; you cannot skip a module level. To cascade down or up more than one level, you must
repeat the linking process as necessary. Teamcenter enforces the following restrictions on linking:
• You can only present public options up from the child module. You cannot present them down
from the parent module.

• You can only link options from the parent module to public options in the child module, although
the option in the parent module can be public or private.

Creating variant items

A variant item is a specific variant of a completely configured module. For example, it could be a door
assembly with: height of 500 mm, width of 600 mm, application of refrigerator and color of white.

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 Configuring structures by modular variants

Variant items are physical parts with no variability, and can be allocated an actual manufacturing part
number. Conversely, modules cannot be manufactured. Modules with a large number of options and
numeric options (with an infinite range unless allowed values are specified) have a correspondingly
large number of permutations; not all of these permutations are manufactured. It is useful to be
able to reuse permutations that have previously been sold, as significant engineering work may
have been invested in creating technical documentation, drawings, and manufacturing data that is
attached to the variant items.
The modular variants functionality allows you to create new variant items when they are required.
You can also search for existing variant items to reuse in new products. Variant items are built up into
a complete structure for a specific configuration corresponding to a product or customer order; in
this structure all modules are replaced by specific variant items.
If you are using NX, you can use the option values on variant items to determine the expression
values on an NX CAD part.

Caution

If a module has variant items linked to it, you cannot change any of the variant data without
revising the module. Such changes may invalidate existing variant items linked to the module
revision. Disallowed changes include:
• Removing or adding an allowed option value.

• Removing or adding an option.

• Setting or editing a variant condition on a BOM line.

• Changing variant logic such as module constraints, defaults, and rule checks.

To make any of these changes, you must first revise the module. Even after revising, you
can only add a new value to an existing option. You cannot add a new option because that
invalidates any variant item linked to an earlier generic item or item revision.
You may not want to update existing variant items that are linked to previous module revisions.
As an alternative, you could create a new variant item, but Teamcenter then contains two
different IDs for variant items that have the same configuration and share the same stored
option set (SOS) values; this arrangement does not adequately enforce modularity. The new
variant item may also contain additional components and, if so, it would not be appropriate to
update the existing variant item.

Creating modular assemblies

You can configure the variant components in a modular assembly by applying a variant condition. For
example, for the door module mentioned previously, create the following conditions:
On the Door Liner Fridge, Insulation Fridge and Egg Tray components:
Load if Application = fridge

On the Door Liner Freezer and Insulation Freezer components:

Load if Application = freezer

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Note

The options you can use in the variant condition are limited to the public and private options
on the parent module. This limitation enforces modularity.

Creating modular piece parts

You can set options on a piece part to use with a CAD model in NX. You can map these options to
an associated expression in NX that determines the geometry of the part; for example, you could
map the Width option to the geometry of the door. When you create a variant item, Teamcenter
copies the model (UGMASTER dataset), and automatically sets the option value to the associated
expression value in NX, for example, Width = 500.
If you design the door assembly module of the refrigerator freezer as a modular assembly, having
a different component for each width and height of door, this could lead to a very large number of
components for each size of door. It is more efficient to design the piece part for the door itself as a
module, with options for width and height. The variability is then catered for by the variant items,
which are created on demand as required, without needing to modify the parent door assembly
module to add components for every new size of door.

Defining options
Teamcenter allows you to create several different option types. You define options in standard
variants only and string values are available. The following variant types are provided:
• String

• Integer

• Real
Note

There are no restrictions on the precision of the value you can enter for real types.
However, during evaluation, the value may be truncated to the system limitation.

• Logical (true, false)

You can use the =, >, <, >=, =< and to operators with real and integer options, both in the allowed
values for an option and in variant conditions and constraints. For example, you can set the door
width option to a range of values, such as 400 to 700. This allows the user to set any value within the
range , although there are discrete values allowed for standardization (500 and 600 only).

Defining global options

Global options are a convenient way of defining a fixed set of allowed values. Examples of global
options are Color = white, stainless and Appliance Width = 500, 600. You can also set a range
such as Angle >=0, < 360. You can then reference these global options in other modules.
Note

The value configured is not the same in each module where the global option is used. Use
external options if you require this effect.

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The administrator specifies global options by adding the item ID that contains the global option
definition to the PSM_global_option_item_ids preference. This preference lists the IDs of all items
that contain global options, for example:
PSM_global_option_item_ids=
000400
000410
000420

Caution

Do not manually modify global options that are defined in this preference.

These definitions can then be reused when authoring variant modules. In Structure Manager, you can
drop these global options into the module for which they are required.
To add items to the list of IDs, in Structure Manager, select an item and choose
Tools→Variants→Set/Unset Global Option Item.

Defining external options

An external option is typically defined on the top-level module in the structure. Its allowed values are
the same as those on the option that references it. In addition, the value set for the external option on
the top-level module in the variant rule is propagated to all options that reference the external option.
The following figure shows an extension of the refrigerator freezer example that illustrates this
concept.

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Color (white, stainless)

Width (500, 600)

Voltage (220, 240)

Top application (refrigerator, freezer)

GO-5000
Bottom application (refrigerator, freezer) Global
Options
Unit color (white, stainless)

Appliance width (500, 600)

Appliance height (1000, 1200, 1700)

Number of shelves (1, 2, 3)

Salad drawer (true, false)

FR-A1000
Refrigerator
Freezer

Top Bottom

FR-A100 FR-A100 FR-A100 FR-A100

Door Door Cooling Carcass
Assy Assy System

Salad drawer (true, false)

Application (refrigerator, freezer)
Number of shelves (1, 2, 3)
Appliance height (1000, 1200, 1700)
Appliance height (1000, 1200, 1700)
Door width (500, 600)
Carcass width (500, 600)
Door color (white, stainless)
Carcass height ()
Door height ()

Key

Variant data
Presented
Presented option option

Public option
Child module
Private option constraint

Global option External option

Creating external options

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Create an item called GO-5000 to define global options. This item is a standalone module and
contains three global options for color, width and voltage. Each such global option is specified
with standard allowed values.
The color global option is used in the refrigerator freezer and door assembly modules so that the
allowed values are controlled from the color master global option in the GO-5000 module. To set
the actual value configured for the unit color on the door module for some variant of the product,
you must create a link between the unit color option in the refrigerator freezer and the option in the
door assembly, as shown in the previous figure.
The appliance width external option is created in the refrigerator freezer module. It is used by the door
width option in the door assembly module and by the carcass width option in the carcass module.
Typically, the external option would reference a global option, but this is not mandatory. In this
case, the value set for the appliance width for any variant of the refrigerator freezer is automatically
propagated to the options that use it lower in the structure (namely door width and carcass width),
without needing to create a link.

Setting option defaults

You can set default values for options in the following ways:
• In the option definition. This is the most common and visible place to set a default.

• Using a module constraint to set a default value.

• Using a module constraint to fix a default value that cannot be overridden by the user.

In the refrigerator freezer example, for some models, the freezer may always be at the bottom
and the refrigerator at the top. In this case, the value for the application option would be fixed for
each path in the refrigerator freezer module.
Note

When using a global option definition, you can override a default set in the global definition
in the module in which the global option definition is used.

Checking for errors

You may not want to allow all possible permutations of a module. For example, in the refrigerator
freezer, the top application and bottom application cannot both be set to the same value of
Refrigerator. You can use error checks to warn about unsupported combinations, by displaying a
message when the user attempts to set option value combinations specified in the error check. You
can define one of the following messages to warn of unsupported combinations:
• Error
Teamcenter displays the error message, and the user is not allowed to configure the combination
specified.

• Warning
Teamcenter displays the warning message, but the user may set the combination specified.

• Information

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Teamcenter displays the information message, and the user may set the combination specified.
Note

Create error checks at the appropriate module, typically at the top level. Do not create them
on global items.

Configuring a structure
When you have defined the option modules, configure the structure to simulate the choices that the
end user or customer is offered. This process ensures that the structure is correctly and completely
configured. The end user or customer can only set values for options on the product itself; for
example, for the refrigerator freezer; they cannot set options in lower level modules.
Before doing this, you must design all the lower level modules (door assembly, door, carcass and
so on) such that they are completely configured by whatever combination of options is set in the
refrigerator freezer module. You should do this following the methods previously described, namely:
• Options from the child module should be presented up to the parent module.

• Options in the parent module may set options in the child module.

• Option defaults should be set where appropriate.

Note

Checking that the refrigerator freezer product is completely authored is a manual process.

Setting expression values

Modular variants support the capability to set an expression value in NX from an associated option
value in Teamcenter; this capability is not available in classic variants. Make the association simply
by ensuring the expression name in the NX part is the same as the option name on the item module;
the UGMASTER dataset for the part must be defined in this item module.
You can use options to set any expression. In a piece part, you typically use expressions for geometric
parameters such as length or the number of elements in an array of features. In an assembly, you
typically use option values to control position, for example, by determining the parameters of a mating
condition such as the linear or angular offset.

Viewing and creating option and variant data

Before creating option and variant data, set the relevant preferences required for variant configuration,
as described in Configuring modular variants.

View variant data

1. In the product structure, select the top-level item of the structure for which modular variant data
already exists.

2. Click the Show/Hide Data Panel button on the toolbar.

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Teamcenter displays the data pane.

3. On the data pane, click the Variants tab.

Teamcenter displays any available variant data that already exists, for example, option definitions
and constraints.

An example of variant data for the refrigerator freezer discussed previously is shown in Using
modular variants.
Tip

Use the PSE_show_option_item_prefix preference to show or hide the owning item ID as

a prefix to the option name. For details, see the Preferences and Environment Variables
Reference.

Creating variant data

Use the buttons listed next to create or edit variant data. They are located at the bottom of the
Variant Data pane.

Button Description Purpose

Create a new option Creates a new option.

Present a child option in the Displays options from a child module in the
parent module parent module (the current module).
Create a new error check Allows Teamcenter to highlight any specified
configuration by one of the following methods:
• A warning that a combination is not allowed.
In this case, you cannot continue with the
requested configuration.

• A warning message that a combination is

not advised. In this case, you can proceed
after acknowledging the warning message.

When you click this button, Teamcenter displays

the Error Checks dialog box, allowing you to
define the severity of the error, the message that
appears when the specified combination is set,
and the condition.
Create new internal modular Specifies the setting of an option value based on
constraints the values of other options within the module, or
the setting or fixing of an option value.
Create new child option Sets a child option based on a parent option.
constraints The child option must already exist.

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Button Description Purpose

Edit the selected option or If you highlight an option or constraint and click
constraints. this button, Teamcenter displays the Edit dialog
box. Double-clicking the option or constraint has
the same result.
Toggle expert mode Toggles expert mode on or off when editing
constraints.
Delete the selected object. Removes the highlighted option or constraint.

Show legacy data. Displays the legacy Variant Data pane. For
information about legacy (classic) variants, see
Configuring structures by classic variants.

Caution

Do not rename existing options or values. If you do this, constraints and other data are not
updated.

Create new options

You can create a new option in one of two ways:

• Click the New Option button.

Teamcenter displays the New Option wizard that guides you through the creation process.

• Click the lower radio button in the New Option wizard.

Teamcenter displays the Create New Option dialog box, allowing you to create the new option
manually, as described in Create options manually.
Note

An option must have:

• Visibility (public or private)

• A name and description

• A type (string or logical, integer or real)

• Allowed values or range (if required)

• A default value (optional)

Create options manually

If you use the Create New Option dialog box, you can create many similar options more quickly than
with the wizard. To create an option in this way, enter the following information in the dialog box:
• Select the visibility of the option, PRIVATE or PUBLIC.

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o Public options may be set by a user or a parent module option when configuring a module.

o Private options cannot be set by the user and are not displayed when configuring a module.
Private options are set from public options by constraints.

• Enter a name and description for the option.

• Choose a type for the option from the dropdown list, String with default, Real/Integer or Logical.
If you choose String, you must enter the allowed values in the Allowed Values box.

• If the option is based on a global option definition (for example, Appliance Width), select the
global option from the dropdown list.

• Enter the remaining information required in the dialog box.

Examples of public and private options

In the refrigerator freezer example described previously, the following public and private options
are defined:
• The Appliance Width option is a public option. It is set by a customer when configuring the
product.

• The Door Height option is a private option. It is set by a constraint according to the value of
the Appliance Height public option.

Set external option definitions

You can set external option definitions only with the New Option wizard, which guides you through the
following steps:
Note

You must create an external option as a global option or variant items fail at lower level
modules.
Do not define an external option from an option lower in the structure. Because Teamcenter
evaluates definitions from the top down, this configuration fails.
Do not use external options with variant items.
External options are not updated when option values are added to the global option on which
they are based. This behavior occurs because the option values are cached.

1. Select a public option.

2. Enter a name. You do not need to use the same name as the referenced external option.

3. For option type, select The same type and restrictions as an existing option.

4. For derived option type, select Search for Existing Options.

5. In the next window, enter the item name (not item ID) of the module on which the external option
is defined and click Next. You can use wildcards (*) to search for all modules in the database, not

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only those defined as global options. Select the option you require, as shown in the following
example.

6. In the next window, select the Use option as an external option check box and click Next.

This completes the definition of the new option, and you can now view it in the Variants pane,
as follows.

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New option definition

Teamcenter does not indicate that it is an external option here. However, if you view the option in the
Edit Option dialog box, a check box shows that the option is external, as shown in the following figure.
Note

You cannot set this option as external in this dialog box.

Edit option dialog box

Teamcenter considers that the affected module uses the external option. If you place the cursor over
a global option definition, you see a tool tip in the format:
Optionx (on lower level module) uses external option Y (on higher level module)
For example:
Public 002508:Trim uses MV-F1000 Trim

Present child options

You must present options of a child module in the parent so they appear as a public option of the
module. For example, in the refrigerator freezer example, the Application option of the Door
Assembly module is presented to the parent refrigerator freezer module. There are two occurrences

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of the Door Assembly module, which have their paths labeled in the Occurrence Name structure
line property as Top and Bottom. Each path in the Door Assembly module is presented separately,
allowing you to configure each occurrence differently.
You cannot set a default value for the presenting option. Any default is inherited from the master,
that is, the lowest level module from which the option is presented. If you change the default on the
master, Teamcenter propagates the change to all the levels to which the option is presented.
To present a child option:
1. In the product structure, select the parent module to which you want to present the child option
and click the Create Presented Option button.
Teamcenter displays the Present Options dialog box, as shown in the following figure:

Present option dialog box

2. Make the following entries in the dialog box:

• In the Select Module list, select the module to present from, for example, the Door
Assembly.

• In the Select Options list, select the option to present or check the Select all check box to
present all options.

• In the Select paths list, select the path to present from (or paths if there are many
occurrences). By default, the Select none check box is checked and you should clear this
if appropriate.

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• When you have made the appropriate selections, as shown in the previous figure, click OK.
Teamcenter displays the result in the data pane, as shown in the following figure.

Presented child option in data pane

Create a new error check

Not all permutations of option values in a module may be permitted. For example, in the refrigerator
freezer example, the Top Application and Bottom Application cannot be set to the same value of
Fridge. You should create error checks to warn the user of unsupported combinations when they
configure a module. When the user tries to set the option value combinations specified in the error
check, Teamcenter displays the defined message.
Caution

Do not create error checks on global options as they will not be executed.

To create an error check:

1. Select the module on which you want to create the error check (typically, the top level) and
click the Error Checks button.
Teamcenter displays the Error Checks dialog box, as shown in the following figure.

Error checks dialog box

2. Make the following entries in the dialog box:

• Choose the type of error check from the Severity list, which may be one of the following:
o Error

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If an error condition occurs, Teamcenter displays an error message and the user may
not configure the specified combination.

o Warning
If a warning condition occurs, Teamcenter displays a warning message and the user
may set the specified combination.

o Information
If an information condition occurs, Teamcenter displays an information message and the
user may set the specified combination.

• In the Message box, enter the text of the message you want Teamcenter to display.

• In the Condition box, specify the combination of option values that triggers the error check,
from options on the parent module only.

3. When you have made the appropriate selections, as shown in the previous figure, click OK.
Teamcenter displays the result in the data pane, as shown in the following figure.

Error check in data pane

Create module constraints

Use a module constraint to set option values within a module. You may create a module constraint for
the following reasons:
• To set a private option value that depends on a value of the public option in the module. You can
use logic and simple mathematical operators to set conditions.

• To set a default option value. The user can override this value when configuring the structure. In
this case, there is no condition on other option values and Teamcenter sets a value.

• To set fixed (hard-wired) option values that the user cannot override when configuring the
structure. As before, if there is no condition on other option values, Teamcenter sets a value.

In the refrigerator freezer example, you use a module constraint to set the Door Height private option
in the Fridge Freezer module according to the Appliance Height public option. This constraint is
defined with mathematical operators in MVL (modular variant language), rather than through the user
interface.
To define a module constraint:

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1. Select the module on which you want to define a constraint and click the Constraints button.
Teamcenter displays the Constraints dialog box, as shown in the following figure.

Constraints dialog box

2. Make the following entries in the dialog box:

• Choose Set or Fix from the list. Choose Set to set a private option from the value of a public
option. Choose Set or Fix to directly associate an option with a defined value in the To
Value list (do not use the Condition box.)

• Choose an option in the Option list and choose its value in the To Value. When you do this,
you set the option—in this case, the private option, unless you set a value with no condition.

• In the Condition box, specify the constraint condition of the public option that is setting the
private option.

3. When you have made the appropriate selections, click OK or Apply. If you click Apply, the
Constraints dialog box remains displayed and you can create other constraints.
Caution

Do not click OK and Apply or you will create two identical constraints.

4. Repeat steps 1 through 3 for each public/private option value combination that must be mapped.

Managing child module constraints

Use this function to set a child module option based on a parent module option that should be mapped
to the option in the parent, that is, all values. The child option must already exist.

Create a child module option constraint

1. Select the child module and click the Child Constraint button.
Teamcenter displays the Constraints dialog box.

2. Make the following entries in the dialog box:

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• Set the type of constraint. Typically, you set rather than fix the constraint.

• Set the child option. You can display a list of public options for all child modules using the list.

• Select whether to map individual values or all the options. The following figure shows
how to map all the options, by clicking the or to option button. This is the most common
approach to setting child module options.
Teamcenter does not detect if the options have different allowed values. However, if the
options are of different types, Teamcenter detects and prevents you setting such values.

• Map specific option values to a specific option value in the child and set the conditions as
required.

• Optionally, specify a path in the Occurrence Name structure line property if you need to map
many occurrences of the child to different option values.

A Constraints dialog box with this information fully entered is shown next.

Constraints dialog box

3. Click the Apply button and repeat step 2 if you want to create several child module constraints.
Alternatively, if you only want to create a single child module constraint, click OK.
Caution

Do not click OK after clicking Apply because this creates two identical constraints.

Teamcenter displays the child option constraints, as shown in the following figure. This example
shows all the parent options mapped to the child options without any conditions.

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Child module constraints

Edit an option or constraint

• To edit a selected option or constraint, click the Edit button or double-click the line in the
data pane.

Delete an option or constraint

1. Select the row in the data pane that represents the constraint or option.

2. Click the Delete button .

Teamcenter deletes the selected constraint or option.

Edit variant conditions

You create variant conditions to control the conditions under which Teamcenter configures an
occurrence.
You can create or edit a selected variant condition in one of three ways:
• Display the Variant Conditions column in the structure properties table and double-click the
relevant cell.

• Choose Edit→Variant Condition.

• Click the Edit button.

Teamcenter displays the Variant Condition dialog box, as shown in the following figure.

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Variant condition dialog box

You can only include the options in the parent module in the variant condition. You can create any
number of conditions and lines.
Use the buttons provided to manipulate the condition statements and display them, as shown in the
following figure.

Condition statements
You can copy existing variant conditions to reuse as follows:
1. Right-click the appropriate structure line and choose Copy.

2. Right-click the structure line to copy the variant condition onto and choose Paste Property. If you
select more than one line, the variant conditions apply to all the selected lines.

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Note

If you have existing legacy variant conditions, you can edit them by clicking the Edit Legacy
button.

Edit expressions in MVL

There are certain complex conditions that you cannot create or edit in the Variant Condition
dialog box. In these cases, you must edit the modular variants language (MVL) that represents
the condition directly.
For example, you may want to set the following condition for the refrigerator freezer:
Door Height = (Appliance Height/2)-50mm

1. Click the Edit MVL button.

Teamcenter displays the Constraints node with a Complex Constraints entry, as shown in
the following figure.

Complex constraints

2. Double-click the Complex Constraints entry node.

Teamcenter displays a dialog box in which you can edit and save the MVL expression, as shown
in the following figure.

Saved MVL expression

3. Edit the MVL expression as appropriate. You can use many mathematical operators, as described
in Developing complex expressions with MVL.

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Caution

If you edit an expression in expert mode in this way, Teamcenter marks the module as an
Expert module. You can no longer maintain the module with the basic user interface.

You can view the MVL of existing variant data for examples of the required syntax. An example of
how to use mathematical operators with options follows:
set 002504:'Door Height' to 002504:'Appliance Height'/2*002504:
'Clearance'-002504:@Offset'

In this example, 'Clearance' and 'Offset' are private options you created to store a variable
for use in this logic.
If a name or identifier includes spaces or special characters (for example, - ), you must embed
them in quotation marks, for example: set 'MV-2504':'Door Height'.
To identify the available entries at any point in the expression, Teamcenter utilizes Intellisense™.
When you create or edit the expression, Teamcenter displays a list of available entries. Select
an entry with the mouse or the up and down arrow keys, then press Enter to put the entry into
the expression.
For more details of how to edit MVL expressions, see Developing complex expressions with MVL.

Developing complex expressions with MVL

Use modular variants language (MVL) language to define inherited options and constraints. It allows
you to define semantics and expressions that Teamcenter can interpret and evaluate.
You can also use MVL to define interfaces, that is, to define the modules options and how the
module derives any options from another module, as described previously. You can also use it
to define constraint and conditions.

Determining precedence in MVL

MVL statements comprise the following three elements:

• Error checks, consisting of error, information, or warning messages

• Internal module constraints

• Child module constraints

Teamcenter expects each statement to contain these elements in the order listed. When you use the
Internal module constraints dialog box and the Child module constraints dialog box to construct
constraints or error checks, respectively, Teamcenter arranges the MVL elements into the required
order. However, if you develop statements in the MVL editor and enter the elements in an incorrect
order, Teamcenter does not rearrange them. No error or warning messages are displayed, but the
variant structure may not be configured correctly.
Similarly, if your MVL statements contain comments, Teamcenter may not rearrange the elements
into the required order.
Also, internal and child constraints are evaluated in the following order, where 1 has the lowest
priority and 7 the highest:

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1. Default
2. User set
3. Set
4. User fix
5. Fix
6. External
7. Variant item

For example, a user set takes precedence over the default value of an option for a given type of
constraint.

Understanding MVL conventions

When coding in MVL, note the following conventions:
• MVL is case sensitive. All statements and keywords are typed in lowercase.

• White space is ignored, except when contained inside single or double quotation marks.

• Single and double quotation marks have semantically different meanings. Single quotation marks
are required for some identifiers (IDs) and double quotes are used for string literals.

• Text appearing inside square brackets is optional. However, if the ‘[’ and ‘]’ characters appear
inside single quotes, you should type them.

• Words that are in monospaced font are keywords and should be typed exactly as shown.

• Words in italicized font are primitives, and the most common ones follow.

• Lines preceded with a # character contain comments. If an MVL expression contains comments,
you cannot view it in the user interface.

Primitive Description Examples

ID An ID may be: Car

Module ID • A string that starts with a letter ‘My Car’

and only contains alphanumeric
OptionName characters, or ’an option name’

PathName front
• A string enclosed in single quotation
marks and containing any symbols.
Inside the single quotes, you can use
the \ character to escape a single
quotation mark, and itself.

Use IDs for module IDs, path names, and

option names.
Note

Siemens PLM Software

recommends that you do not

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Primitive Description Examples

a reserved word as the ID, module
ID or path name.
Option An option is a module ID, followed by a : Car:Model
and an option. In certain circumstances,
‘My Car’:‘an option’
an option can be followed by a path name
inside square brackets. Wheel:Tyre[front.left]
String A string literal is any characters enclosed “This is a string
inside double quotes. You can use the \“hello\” ”
back slash character to escape itself and
the double quotes character.
Integer An integer literal is any number. Optionally, 34342
you can place a - in front of the integer.
-18344
Real An real number is any floating point 1.3432
number. To distinguish a whole number
-2342.1343
from an integer, always include the
decimal point in real numbers, even if it is 67.0
followed by a zero. However, Teamcenter
attempts to interpret an integer as a real
number if the context allows.
Logical A logical literal. true

false

Reserved words

Reserved word Purpose

and Logical AND of logical expressions.
default Specifies a default for an option.
elif Use to construct conditional statements.
else Use to construct conditional statements.
endif Use to construct conditional statements.
error Sends an error message.
false Logical FALSE literal.
fix Fixes an option to a given value.
hide Reserved for future use.
if Use to construct conditional statements.
implements Use to implement options.
inform Sends an informational message.
integer Denotes the integer value type.
legacy Reserved for future use.
logical Denotes the logical value type.

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Reserved word Purpose

not Logical NOT of logical expressions.
or Logical OR of logical expressions.
presents Use to present options.
private Specifies a private option.
public Specifies a public option.
real Denotes the real value type.
set Sets an option to a given value.
show Reserved for future use.
string Denotes the string value type.
then Use to construct conditional statements.
to Use in various places.
true Logical TRUE literal.
unset Literal UNSET value.
uses Reserved for future use.
warn Sends an warning message.

Reserved symbols

Reserved symbol Purpose

= Equal
!= Not equal
<= Less equal
>= More equal
< Less
> More
. Dot
: Colon
; Semicolon
, Comma
( Bracket open
) Bracket close
[ Square bracket open
] Square bracket close
{ Curly braces open
} Curly braces close
+ Plus
+= Plus equal.

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Reserved symbol Purpose

—= Minus equals
— Minus
* Multiply
/ Divide

Using the expert mode

As mentioned previously, the expert mode editor for complex constraints includes the Intellisense
autocompletion feature. If you type a new constraint, the editor displays a dialog box containing
suggestions for what you might type next. The contents of the dialog box changes according to any
additional characters you type. If your typing does not match any of the suggested entries, the dialog
box disappears and the text typed appears in the current cursor position in the text area. However,
if you press a tab key or Enter key while the dialog box is open, Teamcenter transfers the current
selection in the dialog box into the text area. You can use the up and down arrow keys to scroll
through the list of suggestions or you can right-click in the suggestion list to select an entry directly. At
any time, you can press the backspace key in the dialog window to hide the menu; you can type a
space character, tab or new line to redisplay the appropriately populated dialog window.
The following table shows the suggested value that you can select, depending on the position of
the cursor:

Cursor position Possible

selections Comments
1 Start of the set, fix, if, warn, error, Variant conditions (as opposed to
expression inform defining constraints) do not have
possible selections. These must
be logical expressions that decide
whether the selected structure line
is loaded.
Go to line 2 of this table.
2 Where an option Module interface This selection includes all options
selection is required of current module and public
options of directly included child
modules.
If an option is being presented as a
possible value, only options having
the same type as the required
value are displayed.
If the option directly follows set or
fix then go to line 3 of this table,
otherwise go to line 5 (in this case,
option selected is a value).

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Cursor position Possible

selections Comments
3 set or fix following to If you selected the option
by an option rather than typing it, to appears
automatically and you do not need
to make this selection.
Go to line 4 of this table.
4 When a value Valid value If the option requiring a value is
selection is required an enumeration, a list of allowable
values is shown.
If the option is logical, true and
false is shown.
A value may also be another option
of the same type from the module
interface (see line 2).
You must type strings and numbers
manually in double quotes.
Go to line 5.
5 After value Appropriate operator or If the expression already contains
expression end a comparison operator, and and
or are shown. If you select one of
these, go to line 2.
If the value is numeric +, -, *, and
/ are shown. If you select one of
these, go to line 4.
If the value follows if and precedes
a comparison operator, = and !=,
as well as <, <=, >, and >= if the
value is numeric. If you select one
of these, go to line 4.
If you are building a constraint and
the value follows both an if and a
comparison operator, then is also
shown. If you select this, go to line
6.
If the constraint also contains then,
else, else if, and endif are also
shown. If you select else, go to
line 6. If you select else, go to line
2. If you select endif, Teamcenter
disables all buttons other than OK
and Cancel.

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Cursor position Possible

selections Comments

If you are building a variant

condition and the value follows
both if and a comparison operator,
endif is also shown. If you select
this, Teamcenter halts interactive
expression building.
6 After then in a set, fix, error, warning, If you select set or fix, go to line 2,
derived default info otherwise go to line 7.
7 After error, None. You must type the Teamcenter creates single quotes
warning, or info message text. (open and close) and places the
cursor between them. You can
place the cursor to the right of the
closing quote to make else, else if,
and endif available as selections
(see line 5).

Example of an expression coded in MVL

In this example, the options in the following product structure are coded in MVL:
I0100 – Car
I0200 – BrakeSystem
I0300 – Disk Brake Assembly
I0400 – Standard Pads
I0410 – Performance Pads
I0420 – Solid Disk
I0430 – Vented Disk
I0300 – Disk Brake Assembly
I0400 – Standard Pads
I0410 – Performance Pads
I0420 – Solid Disk
I0430 – Vented Disk
I0310 – Drum Brake

Give the first of the I0320 lines the name front and the second one rear. Do this by modifying the
bl_occ_occurrence_name occurrence name property. You should then add the following option
declarations.

Item Scope Name Type Values

I0100 public Model string LS, LX, GX
I0200 public Config string Standard, Semi
Sports, Sports
I0300 public Performance string Normal, High
I0300 private Pads string OK, Good

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Item Scope Name Type Values

I0300 private Disk string Solid, Vented

Now add the following MVL constraints:

Item MVL constraints

I0100 if I0100:Model = "LS" then
set I0200_BrakeSys:Config to "Standard"
elif I0100:Model = "LX" then
set I0200_BrakeSys:Config to "Semi Sports"
else
set I0200_BrakeSys:Config to "Sports"
endif
I0200 set I0300:Performance to "Normal"
if I0200:Config != "Standard" then
set I0300:Performance[front] to "High"
endif
if I0200:Config = "Sports" then
set I0300:Performance[rear] to "High"
endif
I0300 set I0300:Pads to "OK"
set I0300:Disk to "Solid"
if I0300:Performance = "High" then
set I0300:Disk to "Vented"
set I0300:Pads to "Good"
endif

Configuring a variant structure by setting variant rules

You configure a variant structure by setting the option values on the top-level module. If the structure
is completely authored with variant data, all the lower level modules are completely configured.
For example, users are offered the following public options when they configure the product.

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Public options
Defaults are set for all the options and the dialog box contains the default values. However, users
can override (set) the default values if they are not fixed defaults when you toggle Set/fix to Set.
This prevents any subsequent programmatic set or fix of the option by MVL from overriding the
value set by user.

Configure the variant structure

1. Click the Variant Rule button on the toolbar or choose Tools→Variants→Configure.

Teamcenter displays the Configuration dialog box (as shown in the previous figure), showing all
the options of the top-level module.

2. Set the following option values to configure the structure. You can place the cursor over the Value
cell to display a tool tip containing further information about the required option value as follows.
• Public or private

• Option name

• Allowed values

• Implements (a global option definition) or presents (where appropriate)

This information is displayed in modular variants language (MVL), for example:

public 'Appliance Width' integer=500,600 default=500

Or

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public '002547 Number of shelves' presents 002547: 'Number of shelves'

Public 'Number of shelves' integer = 1, 2, 3, 0 default 3

If you want to restore the original, default settings, click the Default button.

Note

In production use, you would not configure the structure for a lower level module. However,
you may want to do this when debugging, to check that all options are set in the lower level
modules when the top-level module is completely set (this verifies all options have a value). To
do this, set Tools→Variants→Only Configure Root to off.
For general use, set Tools→Variants→Only Configure Root to on; the Configuration dialog
box only displays options for the top-level module, regardless of the structure line selected.

Selecting option values

In the Configuration dialog box, you can select option values in one of two ways, as follows:
• If an option has allowed values, Teamcenter displays all the available values.

• You select values for numeric (real and integer) options manually as a single value or a range. To
see the allowed range or values, place the cursor over the option and Teamcenter displays a
detailed tool tip.

The Configure dialog box contains a table of options and any default values set. Options that do
not have a default value are blank. The features of the Configure dialog box that you can use to
select option values are as follows.

Feature Description
Heading Identifies and names the module to configure.
Option Lists public and legacy options for the selected module.
Value Opens a dialog box containing default values for options.
OK Configures the structure and closes the dialog box.
Apply Configures the structure and does not close the dialog box.
Load Opens a dialog box that enables you to retrieve a saved configuration.
Save Opens a dialog box that allows you to save the current configuration.
VI Opens a variant item search dialog box with values set.
Default Resets the configuration with option default values.
Clear Clears all configuration values.
Cancel Closes the dialog box without applying configuration.
Display only public Shows configuration of private options. You cannot set them here.
options
Configuration Displays the configuration status.

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variants

Test current product configuration

Checking that a product is completely authored is a manual process. You must set all option values
for the relevant variant of the module, select each lower-level module (possibly starting at the lowest
level modules) and check that all the option values are set correctly.
1. Choose Tools→Variants→View Child Configurations→On, allowing the Configuration dialog
box to display options for the selected BOM line and not the top-level module.

2. Select each lower level module in the structure, then click the Variant Rule button on the
toolbar or choose Tools→Variants→Configure.
In each case, Teamcenter displays the Configuration dialog box, allowing you to confirm all
the option values are set. The Configuration dialog box is updated dynamically and it is not
necessary to redisplay it each time you select a new module.

3. If all lower level modules are not completely configured, define further constraints in the higher
level modules or present lower level options to the top-level module, as required.

4. Optionally, save the variant configuration tested as a saved configuration.

Create a saved configuration

Save the current configuration to save a configuration of modules with a large number of options
for reuse, for example, in a separate session.
1. Click the Save button in the Configuration dialog box.
Teamcenter displays the Save dialog box, as shown in the following figure. Note that two variant
rules are already saved and attached to the current module.

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Saving a variant configuration

2. In the dialog box, enter a name for the saved configuration, for example, 1200x500 Top Fridge.

3. Select the location of the saved configuration. By default, it is attached by a Specification

relation to the current module, but you can select another relation from the list.
Note

Your Teamcenter administrator configures the available relations by setting the

PSESavedConfigRelationTypes site preference.

Load a saved configuration

You can load a previously saved configuration and apply it to the current module. If the configuration
does not have all the option values defined, Teamcenter prompts you with the following message:
Clear values or overlay?
Not all options are set with this saved configuration.
Do you want to clear set values before applying this configuration?

Click one of the following buttons to continue:

• Click Yes to only set the option values set in the configuration and clear those values that are
unset. You also restore defaults if set.

• Click No to omit any option values not defined in the loaded configuration as they are currently set.

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Caution

You cannot load variants of modular variant assemblies from NX; you can only load legacy data.

Importing and updating variant data

• You can import or update a stored option set (SOS) from an external system. To do this, your
administrator must add the appropriate closure rule to the transfer mode, as described in the PLM
XML/TC XML Export Import Administration Guide. You must choose this transfer mode each
time you import or update an SOS.

Creating and searching for variant items

For details of how to create and search variant items, see Creating and updating variant items.

Populate a complete variant structure

There are two approaches to populating a variant structure—top-down and iterative bottom-up.
The most common approach for simple products is top-down. A customer places an order and the
salesman sets the values of the options in the variant rule, then creates a variant item for the top-level
item. The variant item represents the customer order. The salesman then substitutes all the lower
level modules with variant items, if they exist, or creates new ones if they do not exist.
Alternatively, you can use an iterative bottom-up approach when the customer order can be adjusted
to use variants items that are already available, as follows:
1. The salesman uses an SOS at the top level of the structure to define the customer order; a
variant item is not yet created. This action configures the entire structure.

2. The salesman searches for variant items for each module to see if they exist. This is an iterative
process-creating variant items and changing values on the SOS until a complete structure of
variant items is created. The customer may want to modify the original SOS due to variant items
that are available and satisfactory, but did not match the original specification.
Note

You cannot push values for lower level saved option sets up to higher levels.

3. When a complete set of variant items are located, the salesman confirms the top-level SOS
option values are correct and verifies the configuration with the customer order.

4. The salesman creates a variant item for the top level by saving the generic item with a unique
customer name and prunes unconfigured structure lines. The children that are modules are
still generic.

5. Edit the structure by substituting the generic modules with the variant item that works for the
SOS at the top level.

6. Repeat step 5 for all other modules at all levels.

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Creating and updating variant items

A variant item is a specific variant of a completely configured assembly, for example, a Door
assembly with height = 500, width = 600; application = fridge, and color = white. Variant items are
physical parts with no variability. You can allocate a manufacturing part number to a variant item.
You cannot manufacture an unconfigured structure. They may have a large number of options and
numeric options; options have a limited number of selections, while numeric options may have
an infinite range unless permitted values are specified. This results in a correspondingly large
number of product permutations, not all of which are valid. You may want to reuse permutations
that have previously been sold, particularly if significant engineering work was invested in creating
the associated technical documentation, drawings and manufacturing data. You can attach such
associated data to the variant items once they are created.
You can search for existing variant items so that they can be reused. If a suitable variant item does
not already exist, you can create new variant items as required. You can then build up variant items
into a complete structure for a specific configuration, for example, a configuration that corresponds to
a customer order. In this specific configuration, all modules are replaced by variant items.
It is good business practice to release the generic item revision before you generate variant items
from it. If you do not do this, the variant items fully correspond to the generic items from which you
generated them. Teamcenter does not enforce a release process for generic item revisions.
Teamcenter allows you to manage variant items, as follows:
• Search for existing variant items by entering option values.

• Create a new variant item if no existing variant item is found. You should create new variant item
at the lowest possible level of the structure.

• Replace a selected variant item in the associated assembly to build up a complete variant item
structure.

• Open a variant item and view it.

After creating a variant item from a generic structure, you cannot make any structure changes to the
BOM view revisions of the generic item revision or the variant item revision. Such changes make
both the generic structure and the variant item structure invalid. To make any such structural change,
revise the generic structure and then make changes to the new revision. These changes are not
reflected in previously linked variant items automatically; you must search for the affected variant
items and update them individually with the changes.
You cannot make structural changes to the generic item when it is linked to a variant item, including
adding or removing a line, and creating a relation. Likewise, you can change the item revision master
form attributes on the variant item, but cannot make structural changes. If you make changes to the
master form attributes, you should search for other variant items that should be updated. For more
information about updating a variant item, see Update a variant item.

Search for a variant item

Before starting this process, ensure you have created a variant item for the top level, as described in
Create a new variant item. Typically, this has a completely defined saved option set with a value or a
range of values specified for all options. Alternatively, you can start with an incomplete saved option

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set and use an iterative process to populate the lower level generic items. You should replace all
the generic items with variant items.
Note

You can automatically create variant items for an entire generic structure, as described in
Create variant items automatically.
Likewise, relationships such as Connected To are carried forward from the generic component
to the variant item.

To search for an existing variant item (for example, to make a substitution), open the top-level variant
item by clicking the Open button and choosing Tools→Variants→Search.
Teamcenter displays the Variant Item Search dialog box.
When you perform a variant item search, Teamcenter applies the current Structure Manager revision
rule to the generic structure and configures the revisions accordingly.
If Tools→Variants→Only Configure Root is not selected, the dialog box shows options for the
root module only. If it is selected, you can use it to identify reuse for any module represented by a
selected line in the structure.
After you specify the search requirements, execute a query for matching variant items by clicking the
Search button.
Teamcenter displays the search results at the bottom of the dialog box showing the matching variant
items. Search results in which one variant item matches the criteria are shown in the following
example.

If the query is successful, the identifiers and names of variant items whose values match the search
criteria populate the list next to the Search button.
The search only finds linked variant items—unlinked variant items may have structure changes
and would therefore not be applicable.
If the variant item search is successful, Teamcenter loads the first variant item returned by the query
and shows its values in the Value Found column. If you select a different variant item from the list,

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 Configuring structures by modular variants

Teamcenter loads it and updates the Value Found column. You can then click the Replace button to
replace the selected item with the variant item.

Create a new variant item

If a variant item search is unsuccessful, you can create a new variant item to replace the selected
generic item as follows:

Note

This procedure does not traverse the entire structure and only creates a variant item for the
selected generic item. If you want to create variant items throughout the structure, create the
variant items automatically, as described later.
The PSEIsNewVILinkedToModule preference determines if variant items are linked to the
generic item by default. If it is set to false, they are not linked to the generic item. The default
value of this preference is true.

1. Ensure you specify a single value for each option and each requirement (that is, do not enter
ranges or multiple selections), and then click New.
Teamcenter displays the New Variant Item dialog box. (This dialog box is similar to the New
Item dialog box but includes an additional tab that shows the configuration values.)

2. Optionally, click Default to clear the table and populate the requirements with option defaults.

3. Optionally, click Replace to define the new variant item as a replacement for the selected generic
item.

4. Click Apply to configure the structure with the selected variant item.

A typical variant configuration is shown in the following example.

In this example, all the options and values are unavailable (grayed out) because you cannot modify
them for a variant item.
The following example shows a structure in which all the generic modules are not yet replaced with
variant items; for example, the cooling system and carcass. The variant structure is complete only
when you replace these generic modules with variant items.

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Variant items are identified by a gray image with a red check mark ( ); generic modules are
identified by a gray image without the red check mark .

Adding a generic item property

You can add the Generic Item property as a column in the properties table in the structure. Use this
column to see the generic item to which a variant item is linked.
For details of how to add a property as a column in the properties table, see Displaying properties.

Create variant items automatically

You can create a fully instantiated structure by manually searching for generic items and substituting
a variant item for each such generic item, as described previously. However, this process is
time-consuming if your structure is large and complex. In this case, consider creating variant item
structures automatically as follows.
Note

Item IDs are generated automatically, according to the naming rule for the item type of the
generic structure; however, if you set the PSEAutoViNewItemPopup preference to True, you
are prompted for an item ID during the creation process. If you set this preference to False,
no prompts are displayed.
If you configure automatic creation, you can set a prefix for the name with the
PSEAutoViNamePrefix preference.

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Note

Beginning with Teamcenter 10, the order in which variant items are automatically created
is changed. Prior to Teamcenter 10, lines were processed according to their position or
appearance with respect to the top line. Consequently, children of the first subassembly
under the top line were processed before the second subassembly. This is referred to as the
depth-first-search method. After Teamcenter 10, lines are processed in order of their level in
the structure. For example, all subassemblies of an equivalent level are processed together
before any of their children. This is referred to as the breadth-first-search method.
When the PSEAutoVINewItemPopup preference is set to false, all valid modules in a level
are processed in bulk to improve performance as well as reduce chattiness. However, when
the PSEAutoVINewItemPopup preference is set to true, bulk processing is not done.

1. Load and select the generic structure for which you want to automatically create variant items.

2. Click the Variant Rule button on the toolbar or choose Tools→Variants→ Configure.
Teamcenter displays the Configuration dialog box, showing all the options of the top-level
module.

3. Click the VI button on the dialog box.

Teamcenter displays the Search dialog box.

4. Select the required option and click the Search button.

If there is not already a variant item for the top line, the search results list is empty and
Teamcenter enables the Auto VI button.

5. To begin automatic creation of variant items, click the Auto VI button.

Teamcenter displays the Auto Create VI Structures confirmation dialog box.

6. Click Yes in the dialog box.

Teamcenter begins the automatic creation process. It displays a progress bar until all variant
items are complete. The dialog box is updated constantly with results as the variant items are
created and substituted. The preceding Search dialog box also shows feedback as the process
continues. This process may take a significant time to complete if you have a large generic
structure and particularly if the variant logic is large and complex at the upper levels.
Tip

If performance is not acceptable, try creating variant items for the upper level manually and
automatically populating the generic structure for the lower levels. You can then manually
substitute these variant items into the variant item for the top level.

If you request a prompt for each item identifier, item revision identifier, and item name,
Teamcenter displays the New Variant Item dialog box each time and the process pauses until
you enter values in the dialog box and click Finish.
Note

This prompt displays only if the PSEAutoViNewItemPopup preference is set to ON.

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7. When the automatic creation process is complete, Teamcenter enables the OK button, and you
can click this button to close the progress window.

Setting preferences for automatic variant item creation

You can set the following preferences to determine how variant items are created:

• PSEAutoViCreateEmptyVI

This preference determines if the process creates a variant item for each nonmodule that
Teamcenter encounters. If set to True (on), the process continues to the bottom of the generic
structure, assigning empty variant items (variant items with no variant configuration) for each
item that is not a module. If set to False (off), Teamcenter does not creates a variant item for a
nonmodule.

• PSEAutoViStopVICreationForUnconfiguredModule

This preference determines if the automatic creation process stops as soon as it encounters an
item that is not a generic item. If set to False (off), the process continues to the bottom of the
generic structure, displaying warning messages for each unconfigured generic item encountered.
(This is the best practice for most business environments.) If set to True (on), Teamcenter stops
the process when it encounters an unconfigured generic item.

• PSEAutoViNewItemPopup

This preference determines if Teamcenter prompts you for an item identifier, item revision
identifier and item name each time the automatic creation process creates a variant item. If set
to False (off), Teamcenter automatically assigns values according to the predefined numbering
and naming schemes. For example, if you have a generic item called 00100/A Generic Wheel,
Teamcenter may create a generic item called 00200/A VI_Generic Wheel. If set to True (on),
Teamcenter prompts you for this information each time a variant item is created.

• PSEAutoViNamePrefix

If the PSEAutoViNewItemPopup preference is set to False (off), this preference defines the
naming scheme prefix that Teamcenter uses. For example, if you set this preference to VI- and
create a generic item called Wheel, the name of the variant item is VI-Wheel.

• PSEBypassVISearch

Set this preference to true to add a Create button to the Configure dialog box as soon as the
user sets a value for each option. This allows the user to bypass the requirement to search for
similar variant item configurations before creating a new variant item. The default setting is false.

• PSECreateVISameType

If you set this preference to true, Teamcenter always creates a variant item with the same type as
its parent and creates the variant item with a Save As action. The default setting is false.

For more information about setting preferences, see the Preferences and Environment Variables
Reference.

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Revising variant items and generic modules

When you create a variant item, Teamcenter links it to the generic module item revision from which it
is generated. This relationship allows you to search for variant items. It also prevents any changes
to the variant items, unless they are unlinked, as described in Unlink variant items. However, you
cannot search for unlinked variant items.
You cannot make changes to the option data, add or remove static components, or apply
variant conditions to a generic item if it is linked to a variant item, as these actions would cause
inconsistencies. You must revise the generic item before making changes.
Caution

If any option data is changed on the newly-revised generic item, you cannot revise the existing
variant items, but must create new variant items.

At this point, there are no longer any variant items linked to the new generic item revision. The
changes made are not reflected automatically in any existing variant items linked to previous generic
item revisions. You must search for the affected variant items and update them individually with
the changes.
However, you cannot make structural changes to the generic item when it is linked to a variant item,
including adding or removing a line, and creating a relation.
You can change the item revision master form attributes on the variant item, but you cannot make
structural changes. If you make changes to the master form attributes, you should search for other
variant items that should be updated.

Update a variant item

When you make structural or option data changes to a generic item, Teamcenter does not
automatically propagate such changes to the variant item revisions associated with previous module
revisions. You can make such changes manually by creating a new revision of selected variant items
to include the structural changes, as follows:
Note

You can only revise variant items to reflect changes to the generic item if the variability
is unchanged, that is, it has the same options and allowed values. You can add static
components, but not components that have a variant condition, unless the variant condition
refers to the original options and values.

1. Load the structure, select the revised generic item, and choose Tools→Variants→Update
Variant Item.
Teamcenter displays the welcome window of the VI Update wizard.
You can load the structure with the generic item revision as the top-level line or with the
generic item at a lower level. If the generic item revision is not the top-level line, you must set
Tools→Variants→Only Configure Root to Off before you can update variant items.

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Note

You cannot update variant items if only one item revision of the generic item exists. You
can only update variant items against the second and subsequent item revisions of the
generic item.

2. Select the previous item revision of the generic item whose variant items you want to update
and click Next.
The VI Update wizard shows the saved option set values against which you can search for
applicable variant items.

3. Choose the saved option set values against which you want to search for variant items from the
lists and click Next.
The VI Update wizard shows a list of variant items matching the chosen criteria.
Note

If you leave any saved option set values blank, Teamcenter includes all possible values
in the search criteria. If you leave all saved option set values blank, the results include
all available variant items.

4. Select the variant items to update from the list of search results, and click Update to create new
variant item revisions that include the structure changes.
Teamcenter shows the Revise dialog box, allowing you to define a revision, name, description
and unit of measure for the new variant item revision.
To view a selected variant item revision before you update it, click Open.

5. After you define the new variant item revision and click Finish, Teamcenter closes the Revise
dialog box and updates the VI Update wizard with the new variant item revision. The Update
button is grayed out and you cannot make further changes to the new variant item revision. To
inspect the new variant item revision, click the Open button.

6. If applicable, you can select another variant item revision from the list and repeat the update
procedure. Do this until all the necessary variant item revisions are updated.

7. After you finish updating new variant item revisions, click Next and the VI Update wizard allows
you to select another generic item revision whose variant item revisions require updating.
To update the variant item revisions of another generic item revision, select the Do you want
to update variant items for other revisions of the generic component? check box and
click Finish.
To exit without updating additional variant item revisions, click Finish without selecting the
check box.

Unlink variant items

You may want to unlink variant items from the generic module item so that you can change the variant
item. This is desirable if you use the generic structure as a quick way to create variant items for a
particular customer order and the generic order is then further customized for the specific order.

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To unlink variant items, choose Tools→Variants→Unlink Variant Item.

Teamcenter displays the Unlink Variant Item dialog box and you can click Yes to confirm deletion of
the variant item.
When you unlink variant items, they are not found during a variant item search, because they have
evolved and may not be appropriate for the purpose. However, if they are still appropriate, you can
reuse in the structure for a new order.
Note

You cannot relink a variant item after you have unlinked it from the generic module.

Synchronizing with NX
You can use option values to drive NX part expression values from variant items. For variant items,
the option values are fixed and hence the geometry of the CAD design also remains fixed. You
cannot synchronize generic item modules with NX, as the value may change each time a variant
rule is specified.
To enable synchronization, choose the corresponding customer default in NX.
When you create a variant item, Teamcenter performs a Save As operation. For correct
synchronization with NX, use Business Modeler IDE to set your deep copy rules for Save As on the
appropriate item type so that Teamcenter copies the UGMASTER dataset as an object, not as
reference.
Set the Business Modeler IDE rules for deep copies so that, when you choose the Save As command
for an item revision, the following are copied as objects:
• UGMaster datasets

• UGPart datasets

• Altreps

• (Optional) UGScenario datasets

• (Optional) DirectModel datasets

To create JT files for modular piece parts and view them in Teamcenter, you must create the
corresponding variant items and persistently store the JT files for the different geometry.
You can drive piece part geometry from an assembly using the options presented to the assembly
from the piece parts. To do this, set the value of the option on the assembly, which sets the option
on the piece part in the generic structure. You then create a variant item for the assembly, which
has an option and a value, and the value is the same as for the assembly. You now create a variant
item with the corresponding option value, and substitute it into the assembly for the generic part.
There is now an implicit link through the variant item structure.
Note

Creating a variant item of an assembly does not automatically create variant items of the piece
parts in the assembly. You must manually or automatically create variant items throughout the
structure, as described in the previous paragraph.

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The synchronization process matches the option and expression names, so you must take care to
ensure they are identical and note the following points:
• Names are case sensitive

• Do not use spaces in option names as expressions cannot accept spaces.

• Do not use underscores.

Caution

NX does not indicate if an expression is synchronized with Teamcenter. If the expression value
is changed manually in NX, the manual value is overwritten next time the part is loaded from
Teamcenter. You can use naming conventions as an indication of synchronization.

You can optionally create a special item type for variant items. If you do this, ensure the type is
set to the base type, not the variant item type.

Driving geometry

The following figures shows how a Height option in Teamcenter drives a Height expression value
in NX.

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Mapping options to expressions in NX

Driving assembly component position

You can drive assembly component positions with mating conditions by setting the expression value
of the mating offset to linear or angular.

Working with component arrays

You can drive component arrays in NX from Teamcenter options, but should take care in certain
situations. For example, you may have a number of holes in a circular array that are controlled by an
array in NX. Bolts are located in each hole and consequently the number of bolts needed is determined
by the number of holes. Similarly, the positions of the bolts depend on the positions of the holes.
The number of bolts can be determined by a Teamcenter variant condition, for example:
For bolts 7 and 8, variant condition = If No_Bolts>7
For bolts 9 and 10, variant condition = If No_Bolts>8
You may encounter problems if you use the NX array to determine the number of bolts in this situation
and, if possible, you should avoid arrays. Alternatively, you can define the location of each bolt as
a mating offset, whose size is determined by a formula, for example, 360/(No_Bolts - 1). Each
bolt is then mated to a bolt that is always present, rather than possibly mated to a suppressed
and unconfigured component.

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Take care to associate the variant condition with the correct component. To achieve this, you can
label each occurrence in NX with the component name and make the same name visible in the
Teamcenter product structure.
You can control this functionality with the Teamcenter Integration for NX assembly Variant Item
Update preference.

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Chapter 17: Working with platform designs

Working with platform designs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1

Create global options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1

Add an architecture element to a design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-1

Adding a new component in the installation assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-2

Replace a design in a product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-2

Replace part in product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-4

Creating an audit report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-4

Create an audit report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-5

Remove a design from a product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17-6

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Chapter 17: Working with platform designs

Working with platform designs

In a typical organization, CAD designers and part engineers are not expected to author variability
without guidance, although they must be aware of the variability their design supports. Teamcenter
allows configuration experts to use Platform Designer to define variability against a known
nomenclature with which designers are familiar. This scheme is referred to as the product architecture
and each company has a unique taxonomy for defining their generic parts within such a scheme.
Designers and part engineers can use Structure Manager to utilize this predefined variability in
their designs. For more details about platform designs and architecture, see Getting Started with
Product Structure and the Platform Designer Guide.

Create global options

Use Structure Manager to create global options that are unique across all programs, that is, options
that are unique to your design and do not appear in any other product architecture. Depending
on the size of your product, this list can become extremely large, so it is important to analyze the
need for each option carefully.
1. Create the master variant data as a set of options for a specific product item. You must use
classic variants.
For more information about creating variant options, see Configuring structures by classic
variants.

2. Enter the ID of the item in which you created the options as the value in the
PSM_global_option_item_ids preference. You can create more than one global option item to
create a different set of options for different product contexts.
Note

To add items to the list of IDs, in Structure Manager, select an item and choose
Tools→Variants→Set/Unset Global Option Item.

3. Restart the rich client.

An additional tab labelled Variability now appears in Structure Manager. Use the Variability tab
to assign variability to a product context for use in Platform Designer.
For more information, see the Platform Designer Guide.

Add an architecture element to a design

Add an existing architecture element to the design in Structure Manager, as follows:
1. In Structure Manager, select and right-click the top level node of the structure.

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designs

Teamcenter displays a shortcut menu.

2. Choose Set In Context to enable in context edits anywhere in the structure.

3. For each occurrence that appears both in the design and the product architecture, edit the
identifiers so that the absolute occurrence identifier matches the architecture element identifier.
Teamcenter maps the item to the architecture element.
Caution

After creating an architecture breakdown structure in Platform Designer and sending it to

Structure Manager, do not copy and paste or drag and drop architecture elements in the same
window. It can lead to data corruption in Platform Designer. If you inadvertently perform one of
these actions, delete the resulting line using the Remove Design from Product button.

Adding a new component in the installation assembly

If a new component is added to the installation assembly and the absolute occurrence identifier
matches the architecture element, Teamcenter creates a new occurrence in the structure in Structure
Manager, then registers named variant expressions (NVEs) and sets the variant condition on the
occurrence.
When the product structure contains the installation assembly with the new occurrence, you can
configure the product for the new component by applying an appropriate variant rule to the top
level node.

Replace a design in a product

If you are using Platform Designer to help manage the variability of your product, you can replace
your CAD design solution in the product structure with another design using the Replace Design in
Product wizard in Structure Manager. This wizard assists you in finding the correct design based on
the variability associated with the architecture breakdown element. The resulting design solution
carries design usage properties such as shape, position, effectivity, or variant expressions.
1. Select the structure line for the design solution to which you want to add variant data.

2. Click Replace Design in Product. .

The Replace Design in Product dialog box is displayed.

3. Locate the product context item revision by defining your search criteria in the search boxes
and clicking .
The system displays the results of the search in the upper pane. Alternatively, you can copy
the product item to the clipboard and paste.
Tip

You can find the product item (revision) in another application without dismissing the
wizard.

4. Select the required product context.

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The system displays the product context in the lower pane.

Tip

Teamcenter remembers the product context the next time you use the wizard, so steps 3
and 4 are not required if you are not changing the product context.

5. Click Next.
The design solution is displayed in the upper and lower panes. Ignore the upper part of the
wizard. This is for the Add design to product wizard that shares the same pane.

6. Click Next.

7. In the Architecture box, select the top-level architecture you want to use. This is only necessary
if there is more than one architecture.
Caution

Do not skip this step if there are multiple architectures; otherwise, the next steps in the
wizard do not work as expected.

Tip

Teamcenter remembers this selection the next time you use the wizard.

8. Specify the architecture element to which you want to add the design solution in the Architecture
Element ID box. Do one of the following:
• Type the ID.

• Click to display the architecture. Expand to the required element and double-click to enter
its ID in the Architecture Element ID box.

9. Click Next.

10. In the top part of the pane, select the named variant expressions (NVEs) that apply to the
design solution.

11. (Optional) In the bottom part of the pane, further define the conditions under which this solution is
valid by selecting additional splitting NVEs.
Teamcenter adds these to the existing NVEs to further qualify the design that you select.

12. Click Finish.

Teamcenter populates the NVE and associated variant condition on the occurrence of the design
solution you selected in the first step.
Tip

Display the Architecture Element ID property in Structure Manager to see the architecture
element with which the design solution is now associated.

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Your design solution now has variant data and you can configure it by applying a variant rule to
the design structure.

Replace part in product

• Click and follow the steps described for the Add Part to Product wizard in Platform Designer.
For more information, see the Platform Designer Guide.
The Replace Part in Product wizard behaves in basically the same way as the Add Part to
Product wizard, except that you can use it to update the values for the part data (copied to the
usage notes) or select a different NVE. The variant condition on the instance of the part solution
is updated if the NVE changes.

Creating an audit report

Audit reports allow you to check that design solutions exist for each option combination (NVE)
required on the architecture elements. This feature assumes you use both part and design solutions;
if you use only part solutions, do not use this report.
Note

You create audit reports for design solutions in Structure Manager. Use Platform Designer to
create audit reports for part solutions.

To create an audit report for design solutions, Teamcenter first performs a consistency check, verifying
that for each design solution in the selected installation assembly, there is a part solution that matches
the NVE on the design solution. It also checks that the variant condition on the design solution is
consistent with the variant condition on the part solution. If the NVE changes on the architecture or
part solution, the variant condition on the design solution may be out-of-date and require refreshing.
Alternatively, the design solution itself may be changed to meet the new NVE requirement.

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Designers perform this type of audit on the installation assembly for which they are responsible. You
cannot perform this audit on a level higher than the installation assembly.
You can still use the audit report if no part solutions exist yet, because the NVEs on the architecture
are checked. You can create an audit report for a particular configuration by setting the variant and
revision rules audit algorithm details. The audit checks the following:
• If the NVE is not referenced by any solution.

• If the NVE is referenced by one or more solutions with a matching architecture element ID, but
the variant condition is out-of-date (assuming there are no split NVEs).

• If the usage quantity is not a positive integer.

• If the solutions are referencing an NVE, but the architecture element ID references a split NVE.

• If the NVE is referenced by one or more solutions, but none of them have an architecture element
ID that matches that of the NVE. The audit report delivers a list of architecture breakdowns in
rows, with colored indicators specifying whether the line is an exact, partial, or mismatch with
respect to an NVE, part number (typically the part solution ID), and usage quantity.
The audit algorithms use data stored in occurrence notes on the design solution. It is therefore
necessary to replace a design in the product using the Replace Design in Product wizard before
the audit can be run to populate the appropriate occurrence notes. These occurrence notes are:
o Usage_Product

o Usage_PartNumber

o Usage_Quantity

Configure these occurrence notes by setting the RDV_copied_occurrence_notes preference.

Create an audit report

1. Ensure you have set the following preferences:
• RDV_auto_functionality
When set to TRUE, Structure Manager displays the Tools→Audit Report menu command.

• RDV_copied_occurrence_notes
Specifies the occurrence notes for the Replace Design in Product wizard to populate
before you can run the audit, for example, Usage_Product, Usage_PartNumber, and
Usage_Quantity.

2. Select the installation assembly for which you want to create an audit report.
Note

The audit only checks the immediate components of the installation assembly. Do not
select a level higher than the installation assembly to which the design solutions are
attached.

3. Choose Tools→Audit Report.

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The audit report opens in a separate dialog box.

4. At the top of the dialog box, choose a revision rule from the Revision Rule list. If the installation
assembly structure is precise, select the appropriate revision rule. You can also audit a specific
variant configuration by selecting a saved variant rule.

5. Click Audit.
Structure Manager creates the audit report.

6. Select the top-level audit lines in the tree on the left to see the results.
The audit report lists all the components in the selected installation assembly. You can expand
the design to see the associated part solution—only two lines in the following example. However,
for those lines, the NVE is matched, but the quantity is not.

7. (Optional) Refresh the variant condition and other copied occurrence data for the selected audit
line by clicking at the bottom of the dialog box.

8. (Optional) Select a line in the report and click the Details tab to see all relevant attributes
of this line.

Remove a design from a product

• Remove a selected design from a product structure by clicking the Remove Design button.

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Chapter 18: Working with projects

Working with projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-1

Assigning objects to projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-1

Assign objects to projects from the tree or Properties table . . . . . . . . . . . . . . . . . . . . . . . . . 18-2

Assign objects to projects by search results page or assign all objects found by the search . . . 18-2

Remove objects from projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-3

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Chapter 18: Working with projects

Working with projects

Projects represent and control access to a particular piece of work that may be accessible to multiple
organizations, such as project teams, development teams, suppliers, and customers.

Objects, such as items, item revisions, datasets, and forms can be assigned to projects. Additionally,
folders, or folders and their contents can be assigned to projects. Items, item revisions, and
engineering change objects can be assigned to projects during the creation process. All other
workspace objects can only be assigned to projects after the object has been created. Objects can
be selected from search results and assigned to a project or projects.

When an object is assigned to a project, attachment objects, as defined by the propagation rules, are
also assigned to the project. Propagation rules are determined by include and exclude relations lists.
By default, the include relation list contains the following relation types:

• Specification

• Manifestation

• AltRep

• EC_affected_item_rel

• EC_solution_item_rel

For more information about defining propagation rules, see the Project and Program Guide.

You can only assign objects to projects if you are a privileged project team member.

For more information, see the Project and Program Guide.

If you are a Teamcenter administrator or a project administrator, you can assign multiple objects in
a structure to a project by running the update_project_bom utility. You can also use this utility to
remove multiple objects from a structure.

Assigning objects to projects

Objects can be assigned to projects either during the creation process or after they are created.
Items, item revisions, and engineering change objects can be assigned to a project during the
creation process, all other objects must be assigned after they are created.

Objects can be assigned to projects by making selections from the tree or Properties table or by
selecting from the search results display.

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with projects

Note

You can select from different lists of values (LOVs) for a property, depending on which project
the object is assigned to.
For more information, see the Project and Program Guide.

Assign objects to projects from the tree or Properties table

1. Select one or more objects in the tree display or Properties table.

2. Right-click and choose Project→Assign, or choose Tools→Project→Assign from the main

menu.
If multiple objects were selected in step 1, the system displays the Assign Objects to Projects
dialog box. If a single object was selected, the system displays the Assign an Object to
Projects dialog box. The projects of which you are a privileged member are displayed in the
Projects for Selection list.
Caution

The objects you selected in step 1 may already be assigned to one or more projects.
However, this is not reflected in the selection list.

3. Select the project or projects to which the objects will be assigned and move them to the
Selected Projects list using the right-arrow button. To select all projects in the list, click the
double-arrow button.

4. Click Apply to assign the objects to the projects and retain the dialog box. Click OK to assign the
projects and dismiss the dialog box.
Note

You can also assign a selected object to a project by dragging it onto the project symbol.

Assign objects to projects by search results page or assign all

objects found by the search
1. Right-click a search results tab.
Teamcenter displays the Explorer shortcut menu.

2. Choose Project→Assign.
Teamcenter displays the Assign Object to Projects dialog box.

3. Select the project or projects to which the objects will be assigned and move them to the
Selected Projects list using the right-arrow button. To select all projects in the list, click the
double-arrow button.

4. Select the objects to be assigned by selecting either the Current Page or All Found Objects
button.

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5. Click Apply to assign the objects to the projects and retain the dialog box. Click OK to assign the
projects and dismiss the dialog box.

To selectively assign objects displayed in the search results tab, select the search results tab and
perform the steps described in Assign objects to projects from the tree or Properties table.

Remove objects from projects

1. Select one or more objects in the tree display or Properties table. You can also select the
objects from the results of a search.
Note

Two standard search forms, the Projects Search form and Objects in Projects form can
be used to locate objects for removal from a project.

2. Right-click and choose Project→Remove, or choose Tools→Project→Remove from the main

menu.
If multiple objects were selected in step 1, the system displays the Remove Objects From
Projects dialog box. If a single object was selected, the system displays the Remove an Object
from Projects dialog box. The projects of which you are a privileged member are displayed
in the Projects for Selection list.

3. Select the project or projects from which the objects will be removed and move them to the
Selected Projects list using the right-arrow button. To select all projects in the list, click the
double-arrow button.

4. Click Apply to remove the objects from the projects and retain the dialog box. Click OK to
remove the projects and dismiss the dialog box.

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Chapter 19: Administering the product structure

Administering the product structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-1

Managing BOM view types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-1

Create a BOM view type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-1
Transitioning a site to multiple BOM views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-2
Renaming the default view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-2
Prerequisites for implementing multiple BOM views . . . . . . . . . . . . . . . . . . . . . . . . 19-2
Rename multiple BOM views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-3

Setting assembly preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-3

Setting assembly level of detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-3
Determining JT file priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-4
Determining excluded reference sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-4

Create occurrence note types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-5

Configuring modular variants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-5

Configuring incremental change . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-8

Using default revision rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-8

General rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-9
Released revisions only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-9
Latest revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-10
Precise revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-10
Controlling access to revision rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-10
Controlling access to snapshots . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-11

Importing remote components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-11

Apply a vendor parts selection rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-12

Configure units of measure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19-12

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Chapter 19: Administering the product structure

Administering the product structure

The Teamcenter administrator creates and manages BOM view and occurrence note types. To create
or edit these types, you must be a member of the system administrator group.
Before creating new view types or occurrence note types, you should be familiar with the concepts
described in Building and editing product structure.
For additional information, see Getting Started with Product Structure.

Managing BOM view types

BOM view types have only one modifiable attribute, Name. When you modify a BOM view type, you
are initiating a single action that is equivalent to creating a new BOM view type and deleting an
old BOM view type. However, you cannot delete Teamcenter objects from the database if they
are referenced by other objects. Therefore, in most cases, you use the modify (rename) action to
change the name of an existing BOM view type.
Note

The view type is an attribute of a BOM view revision that specifies its intended usage, for
example, design or manufacture. The administrator may define any number of view types, as
described in the Business Modeler IDE Guide.
Teamcenter applies a default global view type where possible, for example, when opening
an item revision. Use of a default view type avoids the need for a user to choose between
multiple views.

Create a BOM view type

1. Start the Business Modeler IDE and, in the Extensions view, select the project in which you
want to create the new note type. Right-click the project and choose Organize→Set active
extension file on the shortcut menu. Select the options.xml file as the file in which to save the
new BOM view type.

2. Expand the project and the Options→View Type folders.

3. Right-click the View Type folder and choose New View Type from the shortcut menu. The
New View Type wizard runs.

4. Perform the following steps in the View Type dialog box:

Note

The Project box defaults to the already selected project.

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a. In the Name box, enter the name you want to assign to the new BOM view type.

b. In the Description box, enter a description of the new BOM view type.

c. Select the Attach Value List check box if you want to attach a list of values (LOV) to the
BOM view type.

d. If you select the Attach Value List check box, click the Browse button to the right of the LOV
box to locate the list of values to attach to the BOM view. Type an asterisk * in the Find dialog
box to see all possible selections. Click the Browse button to the right of the Default Value
box to choose the value from the list of values that you want to use for the BOM view type.

e. Click Finish.
The new BOM view type displays under the View folder in the Extensions view.

5. To save the changes to the data model, choose File →Save Data Model.

Transitioning a site to multiple BOM views

Before you transition to production use of multiple BOM views, you must understand the definitions of
view and default view, as described in Getting Started with Product Structure.
Although Teamcenter supports multiple BOM views, the default configuration is a single BOM view
type called View that applies to the entire site. To manage multiple BOM views, you must designate
one BOM view type as the default view by setting the PSE_default_view_type preference. Because
the initial (default) configuration of Teamcenter installation and upgrades from all previous versions of
Teamcenter is single view and uses the View BOM view type, this preference is set to view by default.

Renaming the default view

When sites transition to multiple BOM views, the View BOM view name may be too generic to retain.
Before proceeding with a site-wide implementation of multiple BOM views, consider if you want to
continue using this generic BOM view type or if you should rename it to something more meaningful.
When you rename a BOM view type, the change is immediate. However, if you use the default BOM
view revision (BVR) names provided with Teamcenter, these names are no longer appropriate. When
it creates each BVR, Teamcenter assigns it a name according to the BOM view type and item revision
ID. If you subsequently change the name of the BOM view type, the names of existing BOM view
revisions that use this name are not automatically updated. You can rename affected BVRs by
running the ps_rename_bvrs utility against them, as described in the Utilities Reference.
The ps_rename_bvrs utility renames existing BOM views and BOM view revisions (BVRs) to the
current default naming scheme implemented by the USER_ps_default_bom_view_name and
USER_ps_default_bvr_name user exits. You do not need to synchronize BVR names immediately
after renaming the BOM view type, but can perform this activity in batches for multiple item identifiers.

Prerequisites for implementing multiple BOM views

Before implementing multiple BOM views, you should do the following:
• In the default configuration, all data is stored in the View BOM view. If you decide to rename this
default view, choose a new name that reflects the primary use of this view, for example, Design.

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• Establish BOM view naming conventions before you create additional product structure data.
This minimizes the number of BVRs that you must rename to reestablish automatic updates.

Rename multiple BOM views

To transition a site to multiple BOM views by renaming the default BOM view type:

1. Rename the existing default View BOM view type to your new selected default name.

2. Decide if this renamed BOM view type is the new default BOM view type. In most cases,
you would make it the default because your existing product structure data is saved under it.
However, you can make any valid BOM view type the default view.

3. If you decide to make another BOM view type the default view, create the necessary BOM
view type.

4. Change the PSE_default_view_type preference setting to the new default BOM view type.

5. Decide if the BOM view renamed in step 1 is synchronized to NX. If so, change the
TC_NX_view_type preference to the renamed BOM view type.

6. Run the ps_rename_bvrs utility against the affected BOM view revision names, as described
in the Utilities Reference.

Setting assembly preferences

The Teamcenter administrator determines the following functionality by setting the relevant
preferences.

Setting assembly level of detail

You can display a part or assembly in the embedded viewer by selecting the corresponding line in the
assembly tree and clicking the Graphics tab. If a JT file is associated with the line (that is, if the item
revision corresponding to the line has a DirectModel dataset containing a JT file) Teamcenter displays
the JT file in the viewer. Any descendents of that line with attached JT files are displayed likewise.
By defining a naming convention for reference sets and JT files, you control the behavior of assemblies
in the viewer. You specify the naming convention by setting the JT_File_OverrideChildren_Refsets
preference. The default setting of this preference is unset, but you can set it to any NX reference set
names, for example, SIMPLE or FULL.
If you click on a structure line, Teamcenter displays the corresponding JT file. If there is no JT file, the
viewer shows all of its immediate children. Teamcenter repeats this process recursively down each
branch of the product structure until it finds and displays a JT file. However, if the JT file is in the
preference list, none of its children are displayed.
If you do not set the JT_File_OverrideChildren_Refsets preference, Teamcenter continues
processing and displaying the children.

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Determining JT file priorities

Normally each item has a maximum of one JT file in its associated DirectModel dataset and
Teamcenter always displays this file in the viewer. However, it is possible for a DirectModel dataset
to contain several JT files with different names, so you should set rules that determine the file to
display. By default, Teamcenter uses the JT file that matches the NX REF SET occurrence note
for the structure line, that is, it tries to use the same reference set as the Teamcenter Integration
for NX part file.
DirectModel support of NX reference sets can take two forms:
• DirectModel datasets created prior to Teamcenter 8, which consist of multiple JT files named
according to the available reference sets.

• DirectModel datasets created using Teamcenter 8 or later, which may consist of a single
JT file that contains all of the information necessary to define the geometry configurations for
each reference set.

To override the default behavior, you can set the JT_File_Priority_Refsets preference to any NX
reference set names, for example, EMPTY, ENTIREPART, LASTSAVED or MODEL.
You specify a list of JT file names in priority order. For example, if you set the preference to {empty.jt,
entirepart.jt, lastsaved.jt, model.jt}, Teamcenter first tries to use a file called empty.jt. If none
exists, it uses entirepart.jt. If that does not exist, it uses lastsaved.jt, and then model.jt.
Note

This example applies to DirectModel datasets created using Teamcenter 8 or later. If the
datasets were created in an earlier version, the reference set names and file names in the
preference are preceded with a $ sign, for example, $EMPTY. If the datasets were created in
mixed releases, the preference must contain both types of entry, that is {$empty.jt, empty.jt,
$entirepart.jt, entirepart.jt, $lastsaved.jt, lastsaved.jt, $model.jt, model.jt}.

If you do not specifically set this preference, the viewer uses the default entries, that is, {$empty.jt,
$entirepart.jt, $lastsaved.jt, $model.jt}.

Determining excluded reference sets

You can set the JT_File_Excluded_Refsets preference to define reference set names that are not
visualized in an assembly. However, the reference sets you exclude with this preference can be
viewed, if required, using the Replace JT option. This preference does not have a default setting
and you can set it to any of the following values:
• Empty
This reference set name is appropriate for most sites. NX uses this name to identify geometry
that should not be visualized in an assembly.

• Entries other than Empty

Sites that define reference set names to identify geometry that should not be visualized can add
the names to the preference instead of Empty.

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Create occurrence note types

You can associate occurrence note types with an occurrence in the product structure, as described in
Displaying occurrence notes. Users can specify a value for any note type that is defined for the site.
Some standard note types are supplied to allow synchronization of occurrence attributes with NX.
These note types can be displayed but not deleted.
You can define lists of values (LOVs) and default values for occurrence notes.
To create a new occurrence note type:
1. Start the Business Modeler IDE and, in the Extensions view, select the project in which you want
to create the new note type. Right-click the project and choose Organize→Set active extension
file. Select the options.xml file as the file in which to save the new note type.

2. Expand the project and the Options→Note folders.

3. Right-click the Note folder and choose New Note Type from the shortcut menu.
The New Note Type wizard runs.

4. Perform the following steps in the Note Type dialog box:

Note

The Project box defaults to the already selected project.

a. In the Name box, enter the name you want to assign to the new note type.

b. In the Description box, enter a description of the new note type.

c. Select the Attach Value List check box if you want to attach a list of values (LOV) to the note.

d. If you selected the Attach Value List check box, click the Browse button to the right of the
LOV box to locate the list of values to attach to the note. Type an asterisk * in the Find dialog
box to see all possible selections. Click the Browse button to the right of the Default Value
box to choose the value from the list of values that you want to use for the note type.

e. Click Finish.
The new occurrence note type displays under the Note folder in the Extensions view.

5. To save the changes to the data model, chose File→Save Data Model.

Configuring modular variants

Configure modular variants by setting the following preferences.
For more information about setting preferences relevant to modular variants, see the Preferences
and Environment Variables Reference Guide.
• PSEVariantsMode
Determines if the modular variants functionality is used. Allowed values are:

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o modular
Use only the modular variants functionality. Users cannot view, edit, or configure legacy
variants.

o hybrid
Allows users to define modules in structures containing legacy variant data.

o legacy
Use only legacy variants functionality.

The default setting is PSEVariantsMode=hybrid.

In addition to enabling the modular variants functionality, the default setting allows users to
display, edit, and configure legacy variants, but with the modular variants dialog boxes. Legacy
variants do not provide all of the advantages of encapsulation that modular variants enforce.
Consequently, Siemens PLM Software recommends you use this setting during migration from
legacy variants to modular variants. Once migration is complete, you change the preference
setting to modular.

• DisableSaveSos
Use this site preference to restrict the saving of option values in a saved option set (SOS) when
you begin to transition to managing options with the Product Configurator.

o If this preference is set to true, users are not permitted to save option values in an SOS, if
you have set the PSEVariantsMode preference to modular or hybrid. If a user tries to save
option values in an SOS, Teamcenter displays an error message.

o If this preference is set to false, users may save option values in an SOS. However, if all
the set option values are classic options, you can save them as a saved variant rule, rather
than an SOS if the PSEVariantsMode preference is set to hybrid. If a user tries to save
option values in an SOS in hybrid mode, Teamcenter displays a Do you want to save the
configuration as a variant rule? informational message. If you click Yes, Teamcenter
displays the Variant Rule dialog box, allowing you to save the options as a saved variant
rule. If you click No, Teamcenter displays the Save Configuration dialog box, allowing you
to save the options as an SOS.

• PSM_global_option_item_ids
Set this preference to a list of all item identifiers that contain global option definitions. The default
is an empty list. These definitions can be reused when authoring variant modules. For example:
PSM_global_option_item_ids=
000400
000410
000420
To implement this functionality:

1. Create an item to store the global options.

2. Create the desired global options and allowed values.

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3. Update the PSM_global_option_item_ids preference to include the new item identifier.

4. In Structure Manager, display the Create Option dialog box and verify the new item and
options are shown in the Based On dropdown list.

• PSESavedConfigRelationTypes
When saving a selected option set or variant configuration, the user can choose whether to save
to the Home folder, the Newstuff folder or to the module (item revision) being configured. Use
this preference to set the possible relation types from which the user can select when saving to
a module.
The default setting is:

PSESavedConfigRelationTypes=
TC_specification
TC_manifestation
TC_relation

• ShowModuleIcons
By default, the icons of the modular variants feature are hidden because their availability affects
performance. If you use modular variants, make the icons visible by setting this preference to
true.

• PSEAllowLegacyVICreation
Set this preference to true to permit the creation of variant items for structures that include
classic variant options. It also permits the creation of variant items from assemblies that are not
modules. The default setting is false.

• PSEBypassVISearch
Set this preference to true to add a Create button to the Configure dialog box as soon as the
user sets a value for each option. This allows the user to bypass the requirement to search for
similar variant item configurations before creating a new variant item. The default setting is false.

• PSECreateVISameType
If you set this preference to true, Teamcenter always creates a variant item with the same type as
its parent and creates the variant item with a Save As action. The default setting is false.

• PSEShowUnconfigdVarPref
Determines whether structure lines with variant conditions that do not configure for the current
variant rule are shown by default in a new Structure Manager window. The preference affects
classic variants as well as modular variants. If a structure line is shown even though its variant
condition evaluates to false for the current variant rule, you can use the following properties to
identify the lines that do not configure for the current variant rule:
bl_is_variant=Y
bl_variant_state=

• PSEIsNewVILinkedToModule

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Determines if variant items are linked to the generic item by default. If it is set to false, they are
not linked to the generic item. The default value of this preference is true.

Configuring incremental change

Configure incremental change by setting the following preferences.
For more information about setting preferences, see the Preferences and Environment Variables
Reference.
• Incremental_Change_Management
Set to true to enable incremental changes.

• EnableIntents
Set to off by default as configuration with intents adds a performance overhead if your site
does not use intents. If you set this preference to on, the intent tabs appear in the appropriate
dialog boxes.

• ShowUnconfiguredByChangeEffectivity
By default, all incremental changes (configured and unconfigured) are visible to the user. To hide
unconfigured changes, set the ShowUnconfiguredByChangeEffectivity preference to true.

• Incremental_Change_ReleaseStatus
Defines a release status that is attached to an incremental change when the user first creates it,
for example, Pending. The status must already exist and have an Access Manager rule that
allows write access to objects with this status.

• MoveICCreationToMenu

Determines if the Create IC Object button on the incremental change toolbar or the
Incremental Change→Create Context menu command is visible. If this preference is True,
the menu command is visible unless suppressed with Command Suppression; if it is False,
the button is visible.

You should also ensure an In IC Context rule is available in Access Manager, allowing a user write
access to a released structure.

Using default revision rules

Teamcenter provides default revision rules that may be used at your site. Some of the default rules
are described below.

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Note

The PSEShowUnconfigdEffPref preference determines whether structure lines with

effectivity that do not configure for the current revision rule or incremental changes are shown
by default in a new Structure Manager window. If a structure line is shown even though its
effectivity evaluates to false for the current revision rule or incremental changes, you can use
the following properties to identify the lines that do not configure for the current variant rule:
bl_has_date_effectivity=Y
bl_is_occ_configured=

General rules
Name = Working; Any Status
Selects the latest working revisions. If none exist, it selects the latest released revisions. For
example:
Working (any user, any group)
Has Status =Any, Configured by: Date Released
Name = Working (Current User) ; Any Status
Selects only the latest working revisions owned by the user running the Teamcenter session.
If none exist, it selects the latest released revisions. This rule allows users to configure only
their own working data. For example:
Working, user = Current User
Has Status =Any, Configured by: Date Released
Name = Working (Current Group) ; Any Status
Selects only the latest working revisions owned by the group that the user running the Teamcenter
session is currently logged into. If none exist, it selects the latest released revisions. This rule
allows users to configure only the working data within their team. For example:
Working, user = Current Group
Has Status =Any, Configured by: Date Released
Name = Any Status; Working
Selects the latest released revisions. If none exist, it selects working revisions. Use this rule if
you want to configure a released structure and want to be aware of items that are used in the
structure and are not released yet. For example:
Has Status =Any, Configured by: Date Released
Working (any user, any group)

Released revisions only

Name = Any Status, No Working
Selects the latest released revisions, no working revisions selected. For example:
Has Status = Any, Configured by: Date Released

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Latest revisions
Use these rules to configure revisions, regardless of whether they are working or released.
Name = Latest by Creation Date
Selects the latest revisions according to the date they were created, regardless of whether
they are working or released. For example:
Latest (Creation date)
Name = Latest by Alpha Rev Order
Selects the latest revisions according to the revision ID, regardless of whether they are working
or released. The revisions are sorted in alphanumeric order. For example:
Latest (Alpha-numeric order)

Precise revisions
Any revision rules that configures precise references must have a Precise entry. You can also include
this entry in any of the previous rules if they configure precise references.
Name = Latest Working
Selects precise references if they exist. For imprecise assemblies, it selects the latest working
revisions. If none exist, it selects the latest released revisions. For example:
Precise
Working (any user, any group)
Has Status =Any, Configured by: Date Released
Name = Precise; Any Status, No Working
Selects the precise references to specific item revisions in precise assemblies. If imprecise
assemblies are present, only working revisions are selected. For example:
Precise
Has Status = Any, Configured by: Date Released

Controlling access to revision rules

Use Access Manager to control user access to revision rules. You can limit read access to control
the users who can see and use a revision rule. You can use this technique to reduce the number of
inapplicable revision rules that are presented to ordinary users, or to restrict rules to certain groups of
users. You can use write access to control the users who can modify a revision rule.
You can apply an Access Manager rule globally to all rules using a class revision rule or other
attribute, (for example, OwningGroup) if you created the revision rules appropriately. You can
add object ACLs to specific revision rules for exception cases. A typical default Access Manager
(AM) rule and rule tree ACL follow:
Access Manager rule:
HasClass (RevisionRule) -> Private Rev Rule ACL
OwningGroup (dba) -> Public Rev Rule

Private revision rule ACL:

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This ACL prevents Teamcenter displaying privately created revision rules to all users. Only the
owning user and system administrator have access to the private rule. You can define an entry
for Owning User that gives access to all users in the owning group. Alternatively, you could
add it as an object ACL to the specific rule.
Owning User: Read, Write, Delete, Copy, Change
System Administrator: Read, Write, Delete, Change
World: No Read, No Write, No Delete, No Copy, No Change

Public revision rule ACL:

This ACL ensures that public revision rules are visible to all users. It also only allows users with
a configuration role or members of a system administration group to modify public rules. You
should control these permissions carefully, as unintended modification of revision rules can have
significant consequences.
Role = Configurator: Write
System Administrator: Write, Delete, Change
World: Read, No Write, No Delete, No Copy, No Change

Controlling access to snapshots

You can use the following Access Manager rule to control access to snapshots, which are stored
in a special class of folder.
Access Manager rule:
Has Class (Folder) ->
Has Class (Snapshot) -> Snapshot

Snapshot ACL:
Typically, snapshots are not modified once created, but this restriction depends on your business
practice.
Owning User: Write, Delete, Copy, Change (as required)
System Administrator: Change
World: Read, No Write, No Delete, No Copy, No Change

Importing remote components

If you have assembly structures that are replicated at several sites with Multi-Site Collaboration,
Teamcenter may prompt users whether to import missing components—that is components that are
not yet replicated at your site. If you set the PSE_prompt_for_remote_import preference to on,
Teamcenter prompts if remote items should be imported when you expand the structure. When
Structure Manager displays a Ready message, all remote components are imported successfully. If
this preference is set to off, Teamcenter imports missing components without prompting the user.

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Apply a vendor parts selection rule

The administrator can create a selection condition that limits the vendor parts that are displayed in
the data pane. For example, you may see only preferred parts.
For details of how to create a selection condition, see the Business Modeler IDE Guide.
1. Choose Tools→Vendor Parts Selection Rule.
Teamcenter displays the View/Set Current Vendor Parts Selection Rule dialog box.

2. Select the required selection rule and click OK.

Teamcenter applies the selected rule to future actions.

Configure units of measure

You can configure Teamcenter to allow users to specify a quantity for a product structure (BOM)
line in a user-defined unit of measure (UOM).
1. Create an XML file that specifies all UOM conversion rules that are valid at your site. The file
must be in the following format:
<?xml version="1.0" encoding="utf-8"?>
<UOMConversionTable>
<Formula from_uom="kg" to_uom="gm" multiplier="1000"/>
<Formula from_uom="km" to_uom=“m" multiplier="1000"/>
</UOMConversionTable>

Caution

Teamcenter does not validate the entries in this file. Ensure you check the entries carefully
to avoid invalid conversions.

2. Create a text dataset and attach the XML file to it as a named reference.

3. Set the Fnd0PSEQtyConversionDSName global constant in the Business Modeler IDE to the
name of the dataset created in the previous step.

4. Set the Fnd0PSEEnableQtyConversionUOM global constant in the Business Modeler IDE to

TRUE to enable UOM conversion.

For more information about setting global constants, see the Business Modeler IDE Guide.

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Appendix A: Glossary

absolute occurrence
Relationship between a parent assembly and an item one or more levels down in the structure. The
parent assembly is the context in which the absolute occurrence exists. When you select the context
assembly and view the structure, you can define data on the absolute occurrence that overrides the
data stored on the parent. Compare to occurrence.

allocation
Relationship between constituents of two structural views of a product, for example, a relationship
between constituents of the functional breakdown and the physical breakdown of a product.

appearance
Sequence of occurrences that describes a unique path through an exploded structure. An
appearance corresponds to a unique instance of the component that is referenced by the leaf node
of the path within the top-level assembly. An appearance may have spatial data associated with
it, allowing spatial searches.

Appearance Configuration
Teamcenter application used to configure the use of appearance:
• Defining the appearance sets for which the site tracks appearances.

• Configuring the mapping of occurrence notes into appearance attributes.

assembly
Compound object that is assembled from other objects and may add additional information to their
interpretation.
• In the context of an assembly, other assemblies are called subassemblies, while noncompound
objects are called components.

• A single-level compound object that is distinct from a multilevel product structure or bill of
materials, which is a hierarchy of assemblies. Assembly data is stored in a BOM view revision.

baseline
Collection of items and the relationships between the items that is established to ensure their
continued existence. It enables their configuration to be reconstructed and audited. Baselines are
often created to preserve the state of a design at a particular checkpoint. You can baseline precise or
imprecise structures.

BOM
Bill of materials.

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 Appendix
Appendix A: A: Glossary
Glossary

• 100% BOM

The as sold product configuration, for example, the configuration of a car to be built and shipped
to the dealer.

• 120% BOM

Partial overlay of selected variant conditions. You cannot build the product from a 120% BOM.

• 150% BOM

Overlays of all possible variant configurations. You cannot build the product from a 150% BOM.

See also design bill of materials and manufacturing bill of materials.

BOM view
Teamcenter object used to manage product structure information for an item.

BOM view revision (BVR)

Workspace object that stores the single-level assembly structure of an item revision. Access can be
controlled on the structure (BOM view revision) independently of other data. BOM view revisions are
meaningful only in the context of the item revisions for which they are created.

BVR
See BOM view revision (BVR).

Change Manager
Teamcenter application used to track changes to a product throughout its life cycle. The user
proposes a change to a product and then manages the entire cycle of review, approval, and
implementation of the change. The user can articulate the work required to implement a change,
assess its impact on any managed business items, and notify life cycle participants about proposed
and authorized changes. Before and after product configurations can also be compared.

change order
Teamcenter object that references the problem, originating change requests, solutions, and related
information. A change order contains sufficient information to incorporate the change.

change request
Teamcenter object that requests a change, reference the problem, proposed solutions, and related
information. A change request contains sufficient information to allow a decision to proceed further
with the change.

collaboration context
Teamcenter object that holds a collection of data contained in structure and configuration contexts.
This data allows you to capture multiple different Teamcenter structures in one container. You can
open a collaboration context in the Multi-Structure Manager application, in Manufacturing Process
Planner, or in Part Planner. You can also use a collaboration context to collect data to share with a
third-party application. See also structure context.

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 Glossary

component
Part in a product structure defined in Teamcenter. A component is the lowest level part in the product
structure: it cannot be broken down into subparts.

composition
Special kind of structure context that allows components to be added from one or more structure
contexts, each of which may contain a different product structure. Compositions are used for design
studies and manufacturing processes that contain data from both product and plant structures.

configuration rule
Rule that configures a structure. There are two kinds of configuration rules: revision rule and
variant rule.

dataset
Teamcenter workspace object used to manage data files created by other software applications.
Each dataset can manage multiple operating system files, and each dataset references a dataset tool
object and a dataset business object.

design bill of materials

List of components and subassemblies used to define an assembly structure, and the representation
of the assembly structure. Compare with manufacturing bill of materials.

direct model dataset

Dataset containing a JT (visualization) file.

effectivity
Identification of the valid use of an aspect of product data tracked by unit, date, or intent. You can
specify a start definition, end definition, or both for a particular effectivity. There are three types of
effectivities:
• Unit effectivity specifies the range of item units or serial numbers.

• Date effectivity specifies the range of dates. This is also known as an incorporation point.

• Intent effectivity specifies a purpose, target, or milestone, for example, Production, Prototype,
or Carryover.

end item
Top-level node of an assembly that can represent a product or a factory structure.

end item effectivity

Date or unit number suggesting when the released configuration is used for production of the
specified end item.

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Appendix A: A: Glossary
Glossary

feature
Physical or geometric object associated with a product, component, or part. Alternatively, a logical
attribute of a product, component, or part. Examples: a weld point, a signal, or a geometric pattern.
A feature may be represented by a generic design element (GDE) in a BOM. See also generic
design element.

find number
Number that identifies individual occurrences (or groups of occurrences) within a single-level
assembly. Components are ordered by find number within an assembly.

GDE
See generic design element.

generic design element

BOM item that cannot have different revisions. See also feature.

global alternate
Alternate that is interchangeable with another part, regardless of where the part is used in the product
structure. A global alternate applies to any revision of the part and is independent of views.

imprecise assembly
Single-level assembly that has items as the components. The revision is determined by the revision
rule settings. Compare with precise assembly.

incremental change
Engineering change that collects several individual changes to components or attachments in a
structure, allowing them to be released simultaneously. An incremental change is released and
effectivity is applied to it by attaching an appropriate release status.

installation assembly
Node in the CAD structure to which design solutions are added and variant conditions applied,
according to the named variant expression selected on the architecture element. An installation
assembly (IA) can be associated with an architecture element to guide the designer by limiting the
named variant expressions from which to choose when adding a design to the product. Any structures
above an installation assembly are for organizational and navigational purposes only—there are
no transforms or geometry above an IA. IAs are designed in product space, and are therefore all
positioned correctly relative to one another when viewed together.

item
Workspace object generally used to represent a product, part, or component. Items can contain other
workspace objects including other items and object folders.

item revision
Workspace object generally used to manage revisions to items.

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 Glossary

line of assembly
(Also called assembly component tree). Relation that represents one level of an assembly breakdown
and contains attributes that are only pertinent to the corresponding level.

line of usage (LOU)

Business logic entity summarizing all configuration conditions that select a given part for a usage
address in the product. The information referenced by a line of usage may include a part identifier
for the line of usage, a partition identifier, quantity, valid configuration and effectivity conditions, and
business attributes. The LOU describes the incorporation of a part and its CAD solution into the
product for a given configuration and effectivity.

logical identity
Combination of the usage address and position designator of an absolute occurrence. See also
position designator and usage address.

manufacturing bill of materials

Defines how the product is manufactured, rather than how it is designed. Compare with design
bill of materials.

most recently used (MRU)

Shortcut list of the objects you have accessed most recently with the particular application.

MRU
See most recently used (MRU).

Multi-Structure Manager
Teamcenter application that enables users to view and manipulate data in a specific context.

occurrence
Hierarchical structure relationship between the immediate parent assembly and its child component
item or item revision in a precise assembly. Sometimes called relative occurrence.

occurrence effectivity
Method of configuring the occurrences in a structure with effectivity. See also effectivity.

occurrence group
Collection of occurrences and absolute occurrences in the BOM. An occurrence group typically
represents an assembly.

occurrence path
Representation of the path from a top-level assembly to an occurrence of a component or
subassembly. An occurrence path is unique to the context of a specific BOM; different BOMs cannot
contain the same occurrence paths. The occurrence path does not change if the configuration
of the BOM changes.

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Appendix A: A: Glossary
Glossary

occurrence type
Object used to distinguish how items occur in a product structure. An occurrence consists of one
component in an assembly including its relative position with respect to its parent assembly.
Occurrence types are representations of the PSOccurrence business object.

option
Attribute of an item revision with a set of allowed values (for example, engine: 1200, 1600). Options
are used when specifying variant data to configure a variant of an assembly. Option names are
unique within an item revision, but not within the database.

part
Business object type that can participate in a structure as an assembly or component, with or without
attached datasets. In Teamcenter, a business item managed in a company’s part releasing system.
Typically, the assembly or component is designed and built by the OEM.

partition (Manufacturing Process Planner)

Subdivision of a structure. Typically used to group a subset of the structure occurrences in a context.
Partitions may be used to arrange the structure organizationally, for example, by physical areas
of the product.

piece part
Part with no structure (no associated BOM view revision).

position designator
Value that represents the position of a single part from a line of usage. For example, if the line of
usage references four wheels, there are four position designators—one for each wheel.

precise assembly
Single-level assembly that has item revisions as the components. The item revision is configured by
a precise entry in a revision rule. Compare with imprecise assembly.

product structure
Hierarchy of assembly parts and component parts with a geometric relationship between them, for
example, a bill of materials (BOM). Variant and revision rules define the generic BOM. This BOM can
then be loaded to display the configured variant.

product view
Saved configuration of the assembly viewer, including the selection of objects, zoom factor, rotation
angle, and pan displacements.

properties
Keys and values that specify the configuration settings for an application in the Teamcenter rich client.

reference designator
Identifier appended to part attributes in the product structure. It allows unique identification when
the part is used several times in the same structure. Reference designators need only be unique
across a single level of the product structure.

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release status
Status associated with a workspace object when it is released through a workflow process.

revision rule
Parameter set by the user that determines which revision of an item is used to configure product
context.

snapshot
Folder that contains all the revisions of a configured product structure. A snapshot can be used
to redisplay the as-saved structure.

spatial data
Either NX true shape files or PLM visualization JT files that define the volume of the part as a set of
cubes. The cube size is set in the CAD programs defaults file. The CAD files do not set absolute
position; this is defined when the files are associated with an appearance.

structure
Representation of multiple objects and their interdependencies. For example, a classification
structure represents classes and their inheritance dependencies, and an assembly structure
represents how components and subassemblies are associated to build up an assembly. The
structure can be viewed in several applications, including Structure Manager, Manufacturing Process
Planner, Part Planner, Multi-Structure Manager, and Resource Manager.
In Resource Manager, most structures are hierarchical. For example, they acquire the form of a tree
where each node can have only one parent but multiple siblings and children.

structure context
BOM or assembly structure contained in a collaboration context. The structure context can contain
occurrence groups, items, and item revisions. See also collaboration context.

substitute
Component that can be used interchangeably within an occurrence, typically for manufacturing
purposes. The preferred substitute is displayed in the structure.

supersedure
Manually created relation that graphically displays deleted components and the components that
replace them. A supersedure is always created in the context of a parent assembly. Therefore,
a single component can be used in more than one supersedure if it is used in different parent
assemblies. A supersedure can be created for changes of part number or of quantity, but not for
changes in a part revision.

usage address
Type of object that occupies an occurrence in the structure, for example, wheel.

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Appendix A: A: Glossary
Glossary

variant condition
• Rules applicable to one component in a product structure.

• Condition set on an occurrence to specify the option values required to configure that occurrence
(for example, Load IF engine = 1200).

variant rule
Collection of option values used in determining the variant of the BOM to be configured (for example,
car type = GLS, engine = 1200, gearbox = manual).

view type
Attribute of a BOM view revision. The view type specifies the BOM view revision's intended use (for
example, design or manufacture). The view type distinguishes one BOM view revision from another
BOM view revision of the same item revision.

workflow
Automation of the concept that all work flows through one or more business processes to accomplish
an objective. Using workflow, documents, information, and tasks are passed between participants
during the completion of a particular process.

working revision
Revision that can be changed by a user with write privileges. No record of intermediate states of a
working revision is maintained by Teamcenter.

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Index

Numerics/Symbols Create . . . . . . . . . . . . . . . . . . 3-13–3-14

All notes property
120% BOM Display . . . . . . . . . . . . . . . . . . . . . 6-23
Configure . . . . . . . . . . . . . . . . . . . . 15-5 Edit . . . . . . . . . . . . . . . . . . . . . . . . 6-24
Configuring . . . . . . . . . . . . . . . . . . 15-5 Allowed values (options) . . . . . . . . . . 15-16
3D models, viewing . . . . . . . . . . . . . . . 7-8 Architecture breakdown
Add component data . . . . . . . . . . . . 17-2
A Architecture element
Add to design . . . . . . . . . . . . . . . . . 17-1
Absolute occurrence Assemblies, product views . . . . . . . . . . 7-11
Purpose . . . . . . . . . . . . . . . . . . . . . . 5-2 Assembly
Absolute occurrence, purpose . . . . . . . 13-2 Collapse . . . . . . . . . . . . . . . . . . . . . 3-8
Absolute occurrences . . . . . . . . . . . . . . 5-8 Expand . . . . . . . . . . . . . . . . . . . . . . 3-7
Apply variant condition . . . . . . . . . . . 5-14 Limit expansion . . . . . . . . . . . . . . . . . 3-8
Associate a dataset . . . . . . . . . . . . . 5-13 Purpose . . . . . . . . . . . . . . . . . . . . . 1-29
Associate a form . . . . . . . . . . . . . . . 5-13 Assembly level of detail preference . . . . 19-3
Associate a transformation . . . . . . . . 5-14 Assembly preferences . . . . . . . . . . . . . 19-3
Associate an occurrence note . . . . . . 5-14 Assembly replicas
Associate data . . . . . . . . . . . . . . . . 5-13 Synchronize . . . . . . . . . . . . . . . . . . 3-30
Create . . . . . . . . . . . . . . . . . . . . . . 5-11 Viewing . . . . . . . . . . . . . . . . . . . . . 3-29
Disable in context edits . . . . . . . . . . 5-13 Assign
Edit override data . . . . . . . . . . . . . . 5-12 Objects to projects . . . . . . . . . . . . . 18-1
Incremental change . . . . . . . . . . . . . . 5-6 Associations, fixing . . . . . . . . . . . . . . . 4-21
Multiple contexts . . . . . . . . . . . . . . . 5-16 Attachment, purpose . . . . . . . . . . . . . . 13-2
Remove override data . . . . . . . . . . . 5-12 Attachments
Symbols . . . . . . . . . . . . . . . . . . . . 5-10 Track creation . . . . . . . . . . . . . . . . 13-20
Tracking changes . . . . . . . . . . . . . . . 5-6 Track deletion . . . . . . . . . . . . . . . . 13-20
Using . . . . . . . . . . . . . . . . . . . . . . . 5-2 Track with incremental changes . . . . 13-19
View attachments . . . . . . . . . . . . . . 5-15 Tracking edits . . . . . . . . . . . . . . . . 13-20
Viewing . . . . . . . . . . . . . . . . . . . . . . 5-8 Attribute search
Access control, view types . . . . . . . . . . 1-36 Perform search . . . . . . . . . . . . . . . . . 9-4
Access Manager Attribute searches
Controlling revision rules . . . . . . . . 19-10 Making . . . . . . . . . . . . . . . . . . . . . . 9-1
Controlling snapshots . . . . . . . . . . 19-11 Search criteria . . . . . . . . . . . . . . . . . 9-5
Incremental change . . . . . . . . . . . . . 13-3 Audit report . . . . . . . . . . . . . . . . . . . . 17-4
Access, revision rules . . . . . . . . . . . . . 11-2
Accessories (options) . . . . . . . . . . . . 15-14
B
Active unit . . . . . . . . . . . . . 4-87, 4-89, 4-92
Aggregate Baseline
Purpose . . . . . . . . . . . . . . . . . . . . . 1-29 Create . . . . . . . . . . . . . . . . . . . . . . 12-5
Aggregate occurrences Dry run . . . . . . . . . . . . . . . . . . . . . 12-8
Convert to individual components . . . 3-14 Finding folder . . . . . . . . . . . . . . . . . 12-8

PLM00048 J2 Structure Manager Guide Index-1

 Index
Index

Incremental change . . . . . . . . . . . . . 13-6 C

Carrying forward active
changes . . . . . . . . . . . . . . . 13-8 Cache, viewer . . . . . . . . . . . . . . . . . . . 7-5
Determining active changes . . . . 13-8 Change
Dropping inactive changes . . . . . 13-9 Find existing . . . . . . . . . . . . . . . . . 13-15
Rolling up active changes . . . . . 13-8 Change control
Structures with active changes . . 13-7 Variant data . . . . . . . . . . . . . . . . . 15-16
Naming rules . . . . . . . . . . . . . . . . . 12-4 Change object
Smart . . . . . . . . . . . . . . . . . . . . . . 12-7 Find recently used . . . . . . . . . . . . . 13-19
Baseline folder . . . . . . . . . . . . . . . . . . 12-8 View for structure . . . . . . . . . . . . . 13-16
Baseline, purpose . . . . . . . . . . . 11-5, 13-2 Change type, creating new . . . . . . . . . 13-3
Baselines . . . . . . . . . . . . . . . . . . . . . 12-3 Change, purpose . . . . . . . . . . . . . . . . 13-2
BOM comparison Child module constraints
Logical structure . . . . . . . . . . . . . . . 10-4 Create . . . . . . . . . . . . . . . . . . . . . 16-21
Lowest level mode . . . . . . . . . . . . . 10-3 Managing . . . . . . . . . . . . . . . . . . . 16-21
Revision rule . . . . . . . . . . . . . . . . . 10-9 Child option constraints
Single-level mode . . . . . . . . . . . . . . 10-2 Delete . . . . . . . . . . . . . . . . . . . . . 16-23
BOM grading . . . . . . . . . . . . . . . . . . . 4-70 Edit . . . . . . . . . . . . . . . . . . . . . . . 16-23
BOM packing preference . . . . . . . . . . . . 2-2 Child options . . . . . . . . . . . . . . . . . . 16-17
BOM precision preference . . . . . . . . . . . 2-2 Class
BOM view revisions Storage . . . . . . . . . . . . . . . . . . . . . 4-88
Create . . . . . . . . . . . . . . . . . . . . . . 1-34 Class scope . . . . . . . . . . . . . . . 4-87, 4-89
Create automatically . . . . . . . . . . . . . 4-5 Class Search button . . . . . . . . . . . . . . 4-85
Create manually . . . . . . . . . . . . . . . . 4-5 Classic variants
Name . . . . . . . . . . . . . . . . . . . . . . . 4-6 Creating basic data . . . . . . . . . . . . 15-11
Protecting . . . . . . . . . . . . . . . . . . . 1-35 Example . . . . . . . . . . . . . . . . . . . 15-10
Purpose . . . . . . . . . . . . . . . . . . . . . 1-29 Explanation . . . . . . . . . . . . . . . . . 15-10
Save (Save as) . . . . . . . . . . . . . . . . . 4-6 Placing variant data on structure . . . . 15-2
Save as . . . . . . . . . . . . . . . . . . . . . 1-35 Purpose . . . . . . . . . . . . . . . . . . . . . 15-1
BOM view types Storing variant data . . . . . . . . . . . . 15-13
Create . . . . . . . . . . . . . . . . . . . . . . 19-1 Terminology . . . . . . . . . . . . . . . . . . 15-2
Managing . . . . . . . . . . . . . . . . . . . . 19-1 Classification search, by workspace
BOM views object . . . . . . . . . . . . . . . . . . . . . . . 4-83
Name . . . . . . . . . . . . . . . . . . . . . . . 4-6 Clauses
Prerequisites for multiple . . . . . . . . . 19-2 Copy . . . . . . . . . . . . . . . . . . . . . . 15-29
Rename multiple . . . . . . . . . . . . . . . 19-3 Group . . . . . . . . . . . . . . . . . . . . . 15-30
Renaming default . . . . . . . . . . . . . . 19-2 Insert . . . . . . . . . . . . . . . . . . . . . 15-29
Use multiple . . . . . . . . . . . . . . . . . . 19-2 Move . . . . . . . . . . . . . . . . . . . . . . 15-29
Briefcase Browser Remove . . . . . . . . . . . . . . . . . . . . 15-29
Export product structure to . . . . . . . . 4-62 Replace . . . . . . . . . . . . . . . . . . . . 15-29
Browse product structure . . . . . . . . . . . 1-39 Clone product structure . . . . . . . . . . 4-1–4-2
Build and edit structures . . . . . . . . . . . 1-39 Closure rule
Button descriptions . . . . . . . . . . . . . . . 1-20 Set . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Buttons Unset . . . . . . . . . . . . . . . . . . . . . . . 3-8
Class Search . . . . . . . . . . . . . . . . . 4-85 Colors, comparison results . . . . . . . . . 10-7
Search . . . . . . . . . . . . . . . . . . . . . 4-83 Column configurations, properties
View Mode . . . . . . . . . . . . . . . . . . . 4-92 Apply . . . . . . . . . . . . . . . . . . . . . . 6-11
Delete . . . . . . . . . . . . . . . . . . . . . . 6-12
Freeze . . . . . . . . . . . . . . . . . . . . . . 6-12
Managing . . . . . . . . . . . . . . . . . . . . 6-10

Index-2 Structure Manager Guide PLM00048 J2

 Index

Save . . . . . . . . . . . . . . . . . . . . . . . 6-10 Configure displays by effectivity . . . . . 13-14

Update . . . . . . . . . . . . . . . . . . . . . 6-11 Configure variant products . . . . . . . . . . 1-39
Common parts . . . . . . . . . . . . . . . . . . 10-9 Configuring revision rules for
Compare product structures . . . . . . . . . 1-39 searching . . . . . . . . . . . . . . . . . . . . 4-90
Compare utility . . . . . . . . . . . . . . . . . . 1-33 Configuring Structure Manager . . . . . . . . 1-1
Comparison mode Connection
Choose . . . . . . . . . . . . . . . . . . . . . 10-2 Create . . . . . . . . . . . . . . . . . . . . . . 4-67
Comparing structures . . . . . . . . . . . 10-1 Remove . . . . . . . . . . . . . . . . . . . . . 4-67
Lowest level mode . . . . . . . . . . . . . 10-3 Connection point information
Multilevel mode . . . . . . . . . . . . . . . . 10-3 Display . . . . . . . . . . . . . . . . . . . . . 3-18
Single-level . . . . . . . . . . . . . . . . . . 10-2 Connection points . . . . . . . . . . . . . . . 3-18
Comparison results Connections, show . . . . . . . . . . . . . . . 3-34
Changing colors . . . . . . . . . . . . . . . 10-7 Constants
Clear . . . . . . . . . . . . . . . . . . . . . . . 10-6 Mature statuses . . . . . . . . . . . . . . . . 2-5
Color coding . . . . . . . . . . . . . . . . . . 10-6 Constraint, purpose . . . . . . . . . . . . . . 15-2
Interpret . . . . . . . . . . . . . . . . . . . . . 10-5 Constraints dialog box . . . . . . . 16-21–16-22
Reports . . . . . . . . . . . . . . . . . . . . . 10-6 Controls tab . . . . . . . . . . . . . . . . . . . 10-11
Structure trees . . . . . . . . . . . . . . . 10-14 Conventions, MVL . . . . . . . . . . . . . . 16-27
Comparison sliders . . . . . . . . . . . . . . 10-11 Copy item . . . . . . . . . . . . . . . . . . . . . 4-10
Component Copy item revision . . . . . . . . . . . . . . . 4-10
Adding installation assembly . . . . . . . 17-2 Copying objects . . . . . . . . . . . . . . . . . . 4-9
Find by property . . . . . . . . . . . . . . . 3-14 Create Trace Link with Subtype dialog
Finding . . . . . . . . . . . . . . . . . . . . . 3-14 box . . . . . . . . . . . . . . . . . . . . . 4-76, 4-80
Purpose . . . . . . . . . . . . . . . . . . . . . 1-29 Creating
Remove substitute . . . . . . . . . . . . . 4-58 Transfer supersedures . . . . . . . . . . 10-24
Component arrays . . . . . . . . . . . . . . 16-49 Custom form (associate with
Components supersedure) . . . . . . . . . . . . . . . . . 10-34
Add . . . . . . . . . . . . . . . . . . . . . 4-8, 4-11 Custom form (create) . . . . . . . . . . . . 10-33
Changing . . . . . . . . . . . . . . . . . . . . 4-52 Custom form (enable) . . . . . . . . . . . . 10-33
Display substitutes . . . . . . . . . . . . . 4-56 Custom note
Display substitutes on separate line . . 4-57 Define text . . . . . . . . . . . . . . . . . . . 4-68
Move to another assembly . . . . . . . . 4-53 View . . . . . . . . . . . . . . . . . . . . . . . 3-24
Paste . . . . . . . . . . . . . . . . . . . . . . 4-13 Viewing . . . . . . . . . . . . . . . . . . . . . 3-23
Remove . . . . . . . . . . . . . . . . . . . . . 4-53
Replace operation . . . . . . . . . . . . . . 4-55 D
Replacing . . . . . . . . . . . . . . . . . . . 4-53
Compound property, adding . . . . . . . . . 6-16 Dashboard, compliance . . . . . . . . . . . . 4-74
Conditions Dashboard, material and substance . . . 4-74
Copy . . . . . . . . . . . . . . . . . . . . . . 15-30 Data Dictionary Search Dialog . . . . . . . 4-80
Create . . . . . . . . . . . . . . . . . . . . . 15-27 Database
Modifying . . . . . . . . . . . . . . . . . . . 15-28 Load variant rules from . . . . . . . . . 15-36
Remove . . . . . . . . . . . . . . . . . . . . 15-31 Modify saved variant rules . . . . . . . 15-38
Configuration items . . . . . . . . . . . . . . 11-23 Save variant rules . . . . . . . . . . . . . 15-35
Creating . . . . . . . . . . . . . . . . . . . 11-24 Store variant rules . . . . . . . . . . . . . 15-34
Define effectivity mapping . . . . . . . . 11-27 Datasets
Configuration rule Associate with absolute occurrence . . 5-13
Purpose . . . . . . . . . . . . . . . . . . . . . 1-29 Datasets, export . . . . . . . . . . . . . . . . . 4-62
Configurations, comparing . . . . . . . . . . 10-1 Date entry (revision rules) . . . . . . . . . 11-11
Configure dialog box . . . . . . . . . . . . . 16-35 Date/unit/end item, set . . . . . . . . . . . 11-18

PLM00048 J2 Structure Manager Guide Index-3

 Index
Index

Datum points . . . . . . . . . . . . . . . . . . . 3-35 Customizing . . . . . . . . . . . . . . . . . 14-10

Default option values, location . . . . . . 15-15 Editing . . . . . . . . . . . . . . . . . . . . . . 14-2
Default precedence (options) . . . . . . . 15-40 Modify . . . . . . . . . . . . . . . . . . . . . . 14-4
Default values (variants) . . . . . . . . . . 15-20 Multi-unit configuration . . . . . . . . . . . 14-6
Default view type Mutually exclusive ranges . . . . . . . . . 14-3
Definition . . . . . . . . . . . . . . . . . . . . 19-1 Remove . . . . . . . . . . . . . . . . . . . . . 14-5
Purpose . . . . . . . . . . . . . . . . . . . . . 1-30 Save multi-unit configuration to effectivity
Derived default values . . . . . . . . . . . . 15-33 group . . . . . . . . . . . . . . . . . . . . 14-7
Derived default, purpose . . . . . . . 15-2, 16-2 Set new effectivity group . . . . . . . . . 14-8
Derived defaults, variant rules . . . . . . 15-12 Setting date . . . . . . . . . . . . . . . . . . 14-5
Derived option defaults . . . . . . . . . . . 15-41 Understanding . . . . . . . . . . . . . . . . 14-1
Derived values (variants) . . . . . . . . . . 15-20 Validating . . . . . . . . . . . . . . . . . . . . 14-3
Design With variant configuration . . . . . . . . . 14-6
Add architecture element . . . . . . . . . 17-1 Effectivity group
Publishing preferences . . . . . . . . . . . . 2-4 Create . . . . . . . . . . . . . . . . . . . . . . 14-7
Purpose . . . . . . . . . . . . . . . . . . . . . 1-30 Save multi-unit configuration to . . . . . 14-7
Remove from product . . . . . . . . . . . 17-6 Set . . . . . . . . . . . . . . . . . . . . . . . . 14-8
Detail part histories . . . . . . . . . . . . . . 10-18 Effectivity mapping . . . . . . . . . . . . . . 11-27
Dialog boxes Elements, occurrences . . . . . . . . . . . . . 5-1
Create Trace Link with Subtype . . . . . 4-76, EnableIntents . . . . . . . . . . . . . . . . . . 19-8
4-80 Enabling Structure Manager . . . . . . . . . . 1-1
Export To Excel . . . . . . . . . . . . . . . . 4-77 End item revision, purpose . . . . . . . . . 11-5
Search Class . . . . . . . . . . . . . 4-84–4-85 End item, purpose . . . . . . . . . . . . . . . 11-5
DirectModel dataset, purpose . . . . . . . . 1-30 Error check, purpose . . . . . . . . . . . . . 16-2
DisableSaveSos preference . . . . . . . . . 19-6 Error checks (modular variants) . . . . . 16-19
Disparate revision histories . . . . . . . . 10-18 Excel
Display name Export
Create . . . . . . . . . . . . . . . . . . . . . . 6-10 Traceability report . . . . . . . . . . . 4-77
Property . . . . . . . . . . . . . . . . . . . . . 6-9 Excel report . . . . . . . . . . . . . . . . . . . . 3-20
Dry run . . . . . . . . . . . . . . . . . . . . . . . 12-8 Excluded reference sets preference . . . 19-4
Duplicate product structure . . . . . . . . . . 4-2 Expert mode, MVL . . . . . . . . . . . . . . 16-30
Exploded view
E Generating . . . . . . . . . . . . . . . . . . . 7-10
Export
Edit in place (properties) . . . . . . . . . . . 6-15 Traceability report
Edit menu . . . . . . . . . . . . . . . . . . . . . . 1-6 Excel . . . . . . . . . . . . . . . . . . . 4-77
Edit Revision Effectivity dialog box . . . 11-22, Export To Excel dialog box . . . . . . . . . . 4-77
14-5 Expression values, setting . . . . . . . . . 16-12
Effectivities . . . . . . . . . . . . . . . . . . . 13-14 Expressions (NX) . . . . . . . . . . . . . . . 16-48
Effectivity External option, purpose . . . . . . . . . . . 16-2
Controlling user privileges . . . . . . . . . 2-4 External options, defining . . . . . . . . . . 16-9
Multi-unit . . . . . . . . . . . . . . . . . . . . 14-6
Nested . . . . . . . . . . . . . . . . . . . . 11-23 F
Revision, display data . . . . . . . . . . 11-21
Revision, edit data . . . . . . . . . . . . . 11-21 File formats . . . . . . . . . . . . . . . . . . . . . 7-1
Effectivity (occurrence) File menu . . . . . . . . . . . . . . . . . . . . . . 1-3
Associate existing . . . . . . . . . . . . . . 14-3 Find in display . . . . . . . . . . . . . . . . . . 3-14
Capture multi-unit configuration . . . . . 14-7 Find number
Copying . . . . . . . . . . . . . . . . . . . . . 14-5 Edit . . . . . . . . . . . . . . . . . . . . . . . . 6-16
Create new effectivity group . . . . . . . 14-7 Purpose . . . . . . . . . . . . . . . . . . . . . 1-30

Index-4 Structure Manager Guide PLM00048 J2

 Index

Find number assignment preference . . . . 2-5 Graphics menu . . . . . . . . . . . . . . . . . 1-16

Find numbers . . . . . . . . . . . . . . . . . . . 3-4 Graphics, manipulate . . . . . . . . . . . . . . 7-9
Fixed defaults, variant rules . . . . . . . . 15-13 Group entries by item type (revision
Fixed option defaults . . . . . . . . . . . . . 15-40 rules) . . . . . . . . . . . . . . . . . . . . . . 11-13
Fly To Selected . . . . . . . . . . . . . . . . . . 7-8 Grouped entries (revision rules) . . . . . 11-12
Folder, snapshot . . . . . . . . . . . . . . . . 12-8 Grouping entries, example (revision
Forms rules) . . . . . . . . . . . . . . . . . . . . . . 11-13
Associate with absolute occurrence . . 5-13 Guided component search . . . . . . . . . . 3-18
Remove component . . . . . . . . . . . . 3-19
G
H
GCS . . . . . . . . . . . . . . . . . . . . . 3-18–3-19
Generic item property . . . . . . . . . . . . 16-42 Has item type entry . . . .. . . . . . . . . . 11-15
Global alternates Has item type rule entry . . . . . . . . . . 11-13
Add . . . . . . . . . . . . . . . . . . . . . . . . 4-51 Hierarchy scope . . . . . .. . . . . . . 4-87, 4-89
List . . . . . . . . . . . . . . . . . . . . . . . . 4-51 Highlighting, enabling . .. . . . . . . . . . . 4-23
Managing . . . . . . . . . . . . . . . . . . . . 4-50
Remove . . . . . . . . . . . . . . . . . . . . . 4-52 I
Set preferred . . . . . . . . . . . . . . . . . 4-52
Global option, purpose . . . . . . . . . . . . 16-2 ICS_table_pagesize preference . . . . . . 4-93
Global options, defining . . . . . . . . . . . . 16-8 IDC
Global options, platform designs . . . . . . 17-1 Capturing structure lines . . . . . . . . . 12-9
Grading . . . . . . . . . . . . . . . . . . . . . . 4-70 Creating . . . . . . . . . . . . . . . . . . . . 12-9
Override results . . . . . . . . . . . . . . . 4-73 Images (structure tree) . . . . . . . . . . . . 1-25
Run . . . . . . . . . . . . . . . . . . . . . . . . 4-71 Imprecise assembly
Substance compliance . . . . . . . . . . . 4-74 Purpose . . . . . . . . . . . . . . . . . . . . . 11-5
View results . . . . . . . . . . . . . . . . . . 4-71 Understanding . . . . . . . . . . . . . . . . 1-36
Graphical compare tab . . . . . . . . . . . 10-13 Imprecise assembly line color
Graphical comparison preference . . . . . . . . . . . . . . . . . . . . . 2-3
Common parts . . . . . . . . . . . . . . . . 10-9 Incremental change
Configure . . . . . . . . . . . . . . . . . . . . 10-7 Access control . . . . . . . . . . . . . . . . 13-3
Initiate . . . . . . . . . . . . . . . . . . . . . . 10-8 Attachments pane . . . . . . . . . . . . . 13-11
Structures under change Baseline . . . . . . . . . . . . . . . . . . . . 13-6
management . . . . . . . . . . . . . . . 10-9 Carrying forward active
Understanding . . . . . . . . . . . . . . . . 10-7 changes . . . . . . . . . . . . . . . 13-8
Graphical history Determining active changes . . . . 13-8
Comparing revisions . . . . . . . . . . . 10-11 Dropping inactive changes . . . . . 13-9
Comparison . . . . . . . . . . . . . . . . . 10-13 Rolling up active changes . . . . . 13-8
Comparison results . . . . . . . . . . . . 10-14 Structures with active changes . . 13-7
Comparison sliders . . . . . . . . . . . . 10-11 Configure . . . . . . . . . . . . . . . . . . . . 19-8
Detail histories . . . . . . . . . . . . . . . 10-18 Copying or cutting lines with ICEs . . . 13-6
Disparate revision histories . . . . . . . 10-18 Elements . . . . . . . . . . . . . . . . . . . . 13-1
Example . . . . . . . . . . . . . . . . . . . 10-13 Independent contexts . . . . . . . . . . . 13-6
Progression pane . . . . . . . . . . . . . 10-10 Information pane . . . . . . . . . . . . . . 13-11
Related revision histories . . . . . . . . 10-16 Menus . . . . . . . . . . . . . . . . . . . . . 13-11
Revision list pane . . . . . . . . . . . . . 10-10 Preference settings . . . . . . . . . . . . 13-10
Revisions tab . . . . . . . . . . . . . . . . 10-10 Properties . . . . . . . . . . . . . . . . . . . 13-9
Show supersedures . . . . . . . . . . . . 10-15 Release status configuration . . . . . . . 13-4
Supersedure link . . . . . . . . . . . . . . 10-16 Set revision rule . . . . . . . . . . . . . . . 13-5
Variant changes . . . . . . . . . . . . . . 10-34 Toolbar . . . . . . . . . . . . . . . . . . . . 13-10

PLM00048 J2 Structure Manager Guide Index-5

 Index
Index

Tracking absolute occurrences . . . . . . 5-6 View notes . . . . . . . . . . . . . . . . . . . 4-66

Incremental change elements Item identifier . . . . . . . . . . . . . . . . . . . 1-32
Multiple incremental changes . . . . . 13-17 Item master form attributes, displaying . . 6-16
Incremental change, purpose . . . . . . . . 13-2 Item name . . . . . . . . . . . . . . . . . . . . . 1-32
Incremental changes Item revision configuration . . . . . . . . . . 11-1
Create new . . . . . . . . . . . . . . . . . 13-13 Item revisions . . . . . . . . . . . . . . . . . . 1-32
Customize buttons . . . . . . . . . . . . 13-13 Copy . . . . . . . . . . . . . . . . . . . . . . . 4-10
Export using Briefcase . . . . . . . . . . 13-23 Create new . . . . . . . . . . . . . . . . . . 4-13
Export using PLM XML . . . . . . . . . 13-24 Paste . . . . . . . . . . . . . . . . . . . . . . 4-10
Export using TC XML . . . . . . . . . . . 13-23 Releasing multiple . . . . . . . . . . . . . 11-22
Exporting . . . . . . . . . . . . . . . . . . . 13-22 Items . . . . . . . . . . . . . . . . . . . . 1-31–1-32
Find existing . . . . . . . . . . . . . . . . . 13-15 Copy . . . . . . . . . . . . . . . . . . . . . . . 4-10
Find recently used . . . . . . . . . . . . . 13-19 Paste . . . . . . . . . . . . . . . . . . . . . . 4-10
Import using Briefcase . . . . . . . . . . 13-23 Working with . . . . . . . . . . . . . . . . . 1-32
Import using PLM XML . . . . . . . . . . 13-24
Import using TC XML . . . . . . . . . . . 13-23 J
Importing . . . . . . . . . . . . . . . . . . . 13-22
Java heap size, viewer . . . . . . . . . . . . . 2-5
Preference settings . . . . . . . . . . . . 13-12
JT file priorities preference . . . . . . . . . . 19-4
Removing . . . . . . . . . . . . . . . . . . 13-21
JT_File_Excluded_Refsets
Show unconfigured changes . . . . . . 13-14
preference . . . . . . . . . . . . . . . . . . . . 19-4
Split . . . . . . . . . . . . . . . . . . . . . . 13-22
JT_File_OverrideChildren_Refsets
Track attachments . . . . . . . . . . . . . 13-19
preference . . . . . . . . . . . . . . . . . . . . 19-3
Tracking retrospectively . . . . . . . . . 13-20
JT_File_Priority_Refsets preference . . . 19-4
Turn off tracking . . . . . . . . . . . . . . 13-12
View for structure . . . . . . . . . . . . . 13-16
Viewing information . . . . . . . . . . . . 13-16 L
Incremental_Change_Management . . . . 19-8 Latest entry (revision rules) . . . . . . . . 11-11
Incremental_Change_ReleaseStatus . . 19-8 Latest entry by creation date, example (revision
Incremental_Change_ReleaseStatus rules) . . . . . . . . . . . . . . . . . . . . . . 11-11
preference . . . . . . . . . . . . . . . . . . . . 13-4 Library object
Information center elements, showing or Find . . . . . . . . . . . . . . . . . . . . . . . 4-81
hiding . . . . . . . . . . . . . . . . . . . . . . . . 2-3 Selecting . . . . . . . . . . . . . . . . . . . . 4-94
Installation assembly, adding Licensing . . . . . . . . . . . . . . . . . . . . . 10-7
component . . . . . . . . . . . . . . . . . . . 17-2 Lifecycle Visualization
Intent, purpose . . . . . . . . . . . . . . . . . . 13-2 Configure cache . . . . . . . . . . . . . . . . 7-5
Intermediate data capture, see IDC File formats . . . . . . . . . . . . . . . . . . . 7-1
Item Refresh . . . . . . . . . . . . . . . . . . . . . . 7-6
Create from template . . . . . . . . . . . . . 4-4 Save session . . . . . . . . . . . . . . . . . 7-10
Create new . . . . . . . . . . . . . . . . . . 4-13 User-defined file formats . . . . . . . . . . 7-1
Creating for variant configuration . . . 15-19 Using . . . . . . . . . . . . . . . . . . . . . . . 7-2
Delete single . . . . . . . . . . . . . . . . . 4-69 Lifecycle Visualization, open structure
Deleting multiple . . . . . . . . . . . . . . . 4-69 in . . . . . . . . . . . . . . . . . . . . . . . . . . 3-26
Item elements Line
Copy . . . . . . . . . . . . . . . . . . . . . . . 4-66 Purpose . . . . . . . . . . . . . . . . . . . . . 1-30
Create . . . . . . . . . . . . . . . . . . . . . . 4-65 Link
Paste . . . . . . . . . . . . . . . . . . . . . . 4-66 Create . . . . . . . . . . . . . . . . . . . . . . 4-67
Remove . . . . . . . . . . . . . . . . . . . . . 4-66 Remove . . . . . . . . . . . . . . . . . . . . . 4-67
Replace . . . . . . . . . . . . . . . . . . . . . 4-66 Links, supersedures . . . . . . . . . . . . . 10-14
Using . . . . . . . . . . . . . . . . . . . . . . 4-65 Live Excel

Index-6 Structure Manager Guide PLM00048 J2

 Index

Export Managing child module constraints . . 16-21

Traceability report . . . . . . . . . . . 4-77 Option defaults . . . . . . . . . . . . . . . 16-11
Logical BOM, comparing Overview . . . . . . . . . . . . . . . . . . . . 16-1
Lowest level mode . . . . . . . . . . . . . 10-4 Present child options . . . . . . . . . . . 16-17
Presenting options . . . . . . . . . . . . . 16-6
M Private options . . . . . . . . . . . . . . . 16-15
Public options . . . . . . . . . . . . . . . . 16-15
Make where-used searches . . . . . . . . . 1-39 Set external options . . . . . . . . . . . . 16-15
Mandatory choices (options) . . . . . . . 15-14 Setting expression values . . . . . . . . 16-12
Marking up product structure Synchronizing with NX . . . . . . . . . . 16-47
Apply all markups . . . . . . . . . . . . . . 4-29 Terminology . . . . . . . . . . . . . . . . . . 16-2
Apply markup . . . . . . . . . . . . . . . . . 4-28 Test configuration . . . . . . . . . . . . . 16-36
Carrying forward markups . . . . . . . . 4-29 View variant data . . . . . . . . . . . . . 16-12
Comment on markup . . . . . . . . . . . . 4-27 Modular variants language (MVL)
Concepts . . . . . . . . . . . . . . . . . . . . 4-24 Conventions . . . . . . . . . . . . . . . . . 16-27
Create markup . . . . . . . . . . . . . . . . 4-26 Edit expressions . . . . . . . . . . . . . . 16-25
Delete markup . . . . . . . . . . . . . . . . 4-30 Expert mode . . . . . . . . . . . . . . . . . 16-30
Display markup properties . . . . . . . . 4-26 Precedence . . . . . . . . . . . . . . . . . 16-26
Enabling . . . . . . . . . . . . . . . . . . . . 4-25 Reserved symbols . . . . . . . . . . . . . 16-29
Review markup . . . . . . . . . . . . . . . . 4-27 Reserved words . . . . . . . . . . . . . . 16-28
Sample workflows . . . . . . . . . . 4-30–4-34 Module constraints
BOMMarkup_AddStatus Create . . . . . . . . . . . . . . . . . . . . . 16-20
process . . . . . . . . . . . . . . . 4-41 Module, purpose . . . . . . . . . . . . . . . . 16-2
BOMMarkup_Review process . . . 4-35 MoveICCreationToMenu . . . . . . . . . . . 19-8
Create BOMMarkup_SplitTargets Multi-Site Collaboration,
process . . . . . . . . . . . . . . . 4-36 synchronization . . . . . . . . . . . . . . . . 3-29
Validate access to apply markup . . . . 4-27 Multi-unit configuration . . . . . . . . . . . . 14-6
Measurement unit . . . 4-87, 4-89, 4-92–4-93 Capture . . . . . . . . . . . . . . . . . . . . . 14-7
Memory allocation, viewer . . . . . . . . . . . 2-5 Multiple BOM views . . . . . . . . . . . . . . 19-2
Message area . . . . . . . . . . . . . . . . . . 4-86 Multiple components, packing . . . . . . . 3-11
Microsoft Office Communicator . . . . . . . 3-29 Multiple configuration, purpose . . . . . . . 16-2
Modular variants . . . . . . . . . . . . . . . . 16-1 Multiple views . . . . . . . . . . . . . . . . . . 1-35
Configure . . . . . . . . . . . . . . . . . . . . 19-5 Copy . . . . . . . . . . . . . . . . . . . . . . . 4-13
Configuring private options . . . . . . . . 16-3 Creating . . . . . . . . . . . . . . . . . . . . 1-38
Configuring public interface . . . . . . . 16-3 Locating . . . . . . . . . . . . . . . . . . . . 1-38
Configuring structure . . . . . . . . . . . 16-12 Multiple views, managing . . . . . . . . . . . . 3-7
Create error check . . . . . . . . . . . . 16-19
Create module constraints . . . . . . . 16-20 N
Create options . . . . . . . . . . . . . . . 16-14
Create options manually . . . . . . . . . 16-14 Nested effectivity . . . . . . . . . . . . . . . 11-23
Creating . . . . . . . . . . . . . . . . . . . . 16-2 Configuring . . . . . . . . . . . . . . . . . 11-24
Creating variant data . . . . . . . . . . . 16-13 Effectivity mapping . . . . . . . . . . . . 11-27
Creating variant items . . . . . . . . . . . 16-6 Revision rules . . . . . . . . . . . . . . . . 11-24
Defining external options . . . . . . . . . 16-9 Nonrevision controlled structures,
Defining global options . . . . . . . . . . . 16-8 comparing . . . . . . . . . . . . . . . . . . . . 10-7
Defining options . . . . . . . . . . . . . . . 16-8 Note type, purpose . . . . . . . . . . . . . . . 1-30
Delete option or constraint . . . . . . . 16-23 Note value, changing default . . . . . . . . 6-24
Edit option or constraint . . . . . . . . . 16-23 Notes
Error checking . . . . . . . . . . . . . . . 16-11 Changing default value . . . . . . . . . . 6-24
Linking options . . . . . . . . . . . . . . . . 16-4 Copy . . . . . . . . . . . . . . . . . . . 6-24–6-25

PLM00048 J2 Structure Manager Guide Index-7

 Index
Index

Create types . . . . . . . . . . . . . . . . . . 19-5 Create . . . . . . . . . . . . . . . . . . . . . . 19-5

Creating . . . . . . . . . . . . . . . . . . . . 4-68 Occurrence notes
Display all notes . . . . . . . . . . . . . . . 6-23 Changing default value . . . . . . . . . . 6-24
Display single note type . . . . . . . . . . 6-23 Display all notes . . . . . . . . . . . . . . . 6-23
Displaying . . . . . . . . . . . . . . . . . . . 6-23 Display single note type . . . . . . . . . . 6-23
Edit . . . . . . . . . . . . . . . . . . . . . . . . 6-24 Displaying . . . . . . . . . . . . . . . . . . . 6-23
Edit all notes . . . . . . . . . . . . . . . . . 6-24 Edit . . . . . . . . . . . . . . . . . . . . . . . . 6-24
Editing . . . . . . . . . . . . . . . . . . . . . . 4-68 Edit all notes . . . . . . . . . . . . . . . . . 6-24
Packed notes . . . . . . . . . . . . . . . . . 6-25 Purpose . . . . . . . . . . . . . . . . . . . . . . 6-1
Purpose . . . . . . . . . . . . . . . . . . 1-30, 6-1 Teamcenter Integration for NX types . . 6-24
Remove . . . . . . . . . . . . . . . . . . . . . 6-25 Tracking changes . . . . . . . . . . . . . . 6-26
Teamcenter Integration for NX types . . 6-24 Occurrence, purpose . . . . . . . . . . . . . 13-2
NX Occurrences
Add parts . . . . . . . . . . . . . . . . . . . . 4-64 Absolute . . . . . . . . . . . . . . . . . . . . . 5-8
Synchronizing modular variants . . . . 16-47 Absolute occurrences . . . . . . . . . . . . 5-2
NX, open structure in . . . . . . . . . . . . . 3-24 Attributes . . . . . . . . . . . . . . . . 4-10, 4-12
NX, opening structure in . . . . . . . . . . . 3-24 Create imprecise . . . . . . . . . . . . . . . . 5-2
Create precise . . . . . . . . . . . . . . . . . 5-2
O Splitting . . . . . . . . . . . . . . . . . . . . . 4-20
On-demand validation of structure
Objects edits . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Copying . . . . . . . . . . . . . . . . . . . . . . 4-9 Open product structure . . . . . . . . . . . . . 3-5
Pasting . . . . . . . . . . . . . . . . . . . . . . 4-9 Option defaults
Occurrence Creating . . . . . . . . . . . . . . . . . . . 15-39
Managing part relationships . . . . . . 11-29 Default precedence . . . . . . . . . . . . 15-40
Purpose . . . . . . . . . . . . . . . . . . 1-30, 5-2 Delete . . . . . . . . . . . . . . . . . . . . . 15-42
Show superseded item revision . . . . 11-29 Modify . . . . . . . . . . . . . . . . . . . . . 15-42
Update precise . . . . . . . . . . . . . . . 11-29 Specify . . . . . . . . . . . . . . . 15-40–15-41
Occurrence effectivity Option defaults, defining . . . . . . . . . . 16-11
Associate existing . . . . . . . . . . . . . . 14-3 Option Definition dialog box . . . . . . . . 16-15
Capture multi-unit configuration . . . . . 14-7 Option values
Copying . . . . . . . . . . . . . . . . . . . . . 14-5 Selecting . . . . . . . . . . . . . . . . . . . 16-35
Create new effectivity group . . . . . . . 14-7 Option, purpose . . . . . . . . . . . . . 15-2, 16-2
Creating . . . . . . . . . . . . . . . . . . . . 14-4 Optional parts . . . . . . . . . . . . . . . . . . 4-61
Customizing . . . . . . . . . . . . . . . . . 14-10 Options
Editing . . . . . . . . . . . . . . . . . . . . . . 14-2 Accessories . . . . . . . . . . . . . . . . . 15-13
Multi-unit configuration . . . . . . . . . . . 14-6 Change values . . . . . . . . . . . . . . . 15-24
Mutually exclusive ranges . . . . . . . . . 14-3 Changing allowed values . . . . . . . . 15-16
Remove . . . . . . . . . . . . . . . . . . . . . 14-5 Child module constraints . . . . . . . . 16-21
Save multi-unit configuration to effectivity Create . . . . . . . . . . . . . . . . 15-23, 16-14
group . . . . . . . . . . . . . . . . . . . . 14-7 Create manually . . . . . . . . . . . . . . 16-14
Set new effectivity group . . . . . . . . . 14-8 Create new from existing . . . . . . . . 15-25
Setting date . . . . . . . . . . . . . . . . . . 14-5 Delete . . . . . . . . . . . . . . . . . . . . . 16-23
Understanding . . . . . . . . . . . . . . . . 14-1 Deleting . . . . . . . . . . . . . . . . . . . . 15-26
Validating . . . . . . . . . . . . . . . . . . . . 14-3 Derived defaults . . . . . . . . . . . . . . 15-41
With variant configuration . . . . . . . . . 14-6 Edit . . . . . . . . . . . . . . . . . . . . . . . 16-23
Occurrence note Examples . . . . . . . . . . . . . . . . . . . 16-15
Associate with absolute occurrence . . 5-14 Fixed defaults . . . . . . . . . . . . . . . . 15-40
Occurrence note types Identifying unique . . . . . . . . . . . . . 15-15

Index-8 Structure Manager Guide PLM00048 J2

 Index

Location . . . . . . . . . . . . . . . . . . . 15-15 Piece part, purpose . . . . . . . . . . . . . . 1-30

Mandatory . . . . . . . . . . . . . . . . . . 15-13 Platform designs
Remove . . . . . . . . . . . . . . . . . . . . 15-26 Global options . . . . . . . . . . . . . . . . 17-1
Rename . . . . . . . . . . . . . . . . . . . 15-25 Variability . . . . . . . . . . . . . . . . . . . . 17-1
Set external . . . . . . . . . . . . . . . . . 16-15 Precedence, MVL . . . . . . . . . . . . . . . 16-26
Options and variants . . . . . . . . . . . . . 16-12 Precise assemblies
Options, defining . . . . . . . . . . . . . . . . 16-8 Configuring . . . . . . . . . . . . . . . . . . 11-3
Outline image Precise assembly
Generate . . . . . . . . . . . . . . . . . . . . . 7-8 Purpose . . . . . . . . . . . . . . . . . . . . . 11-5
Preferences . . . . . . . . . . . . . . . . . . . 7-9 Understanding . . . . . . . . . . . . . . . . 1-36
Overlay BOM Precise assembly line color preference . . 2-3
Configuring . . . . . . . . . . . . . . . . . . 15-7 Preferences . . . . . . . . . . . . . . . . . . . . 14-2
Override data Assembly . . . . . . . . . . . . . . . . . . . . 19-3
Creating for absolute occurrences . . . 5-15 Assembly level of detail . . . . . . . . . . 19-3
Propagating . . . . . . . . . . . . . . . . . . 5-15 DisableSaveSos . . . . . . . . . . . . . . . 19-6
Override folder . . . . . . . . . . . . . . . . . 11-19 EnableIntents . . . . . . . . . . . . . . . . . 19-8
Override list, purpose . . . . . . . . . . . . . 11-5 Excluded reference sets . . . . . . . . . . 19-4
Owning item display preference . . . . . . . 2-4 ICS_table_pagesize . . . . . . . . . . . . 4-93
Owning user . . . . . . . . . . . . . . . . . . . 3-29 Incremental_Change_Management . . 19-8
Incremental_Change_
P ReleaseStatus . . . . . . . . . . 13-4, 19-8
JT file priorities . . . . . . . . . . . . . . . . 19-4
Pack all structure lines . . . . . . . . . . . . 3-13 JT_File_Excluded_Refsets . . . . . . . . 19-4
Pack structure lines . . . . . . . . . . . . . . 3-12 JT_File_OverrideChildren_Refsets . . 19-3
Packed notes . . . . . . . . . . . . . . . . . . 6-25 JT_File_Priority_Refsets . . . . . . . . . 19-4
Panes Local user . . . . . . . . . . . . . . . . . . . . 2-1
Properties . . . . . . . . . . . . . . . 4-85–4-86 MoveICCreationToMenu . . . . . . . . . . 19-8
Search . . . . . . . . . . . . . . . . . 4-82–4-83 PS_new_seqno_mode . . . . . . . . . . . . 2-5
Table . . . . . . . . . . . . . . . . . . . . . . . 4-93 PSE_default_view_type . . . . . . . 2-1, 19-2
Part PSE_show_option_item_prefix . . . . . . 2-4
Publishing preferences . . . . . . . . . . . . 2-4 PSEAllowLegacyVICreation . . . . . . . 19-7
Purpose . . . . . . . . . . . . . . . . . . . . . 1-30 PSEAutoPackPref . . . . . . . . . . . . . . . 2-2
Part families, importing . . . . . . . . . . . . 3-30 PSEBypassVISearch . . . . . . . . . . . . 19-7
Parts PSECreateVISameType . . . . . . . . . . 19-7
Add to NX . . . . . . . . . . . . . . . . . . . 4-64 PSEImpreciseColorPref . . . . . . . . . . . 2-3
Creating detail histories . . . . . . . . . 10-18 PSEIsNewVILinkedToModule . . . . . . 19-8
Edit related substitutes . . . . . . . . . . . 4-60 PSEPreciseColorPref . . . . . . . . . . . . 2-3
Isolate for viewing . . . . . . . . . . . . . . . 7-8 PSESavedConfigRelationTypes
Managing occurrence preference . . . . . . . . . . . . . . . . . 19-7
relationships . . . . . . . . . . . . . . 11-29 PSEShowUnconfigdEffPref . . . . . 2-3, 19-9
Optional . . . . . . . . . . . . . . . . . . . . . 4-61 PSEShowUnconfigdVarPref . . . . 2-2, 19-7
Relate substitutes . . . . . . . . . . . . . . 4-59 PSEVariantsMode . . . . . . . . . . . . . . 19-5
Relating substitutes . . . . . . . . . . . . . 4-59 PSM_global_option_item_ids . . . . . . 19-6
View related substitutes . . . . . . . . . . 4-61 PUBLISH_AlignableSourceTypes . . . . 2-5
Paste item . . . . . . . . . . . . . . . . . . . . . 4-10 PUBLISH_AlignableTargetTypes . . . . . 2-5
Paste item revision . . . . . . . . . . . . . . . 4-10 Setting . . . . . . . . . . . . . . . . . . . . . . . 1-1
Pasting objects . . . . . . . . . . . . . . . . . . 4-9 ShowModuleIcons preference . . . . . . 19-7
Perspectives ShowUnconfiguredByChange
In general . . . . . . . . . . . . . . . . . . . 1-28 Effectivity . . . . . . . . . . . . . . . . . 19-8

PLM00048 J2 Structure Manager Guide Index-9

 Index
Index

TC_BOM_Precision_Preference . . . . . 2-2 Open in NX . . . . . . . . . . . . . . . . . . 3-24

TC_config_rule_name . . . . . . . . . . . . 2-1 Open in Teamcenter lifecycle
Preferred substitute . . . . . . . . . . . . . . 4-55 visualization . . . . . . . . . . . . . . . . 3-24
Preferred substitute, change . . . . . . . . 4-59 Open in viewer . . . . . . . . . . . . . . . . . 7-5
Prerequisites for Structure Manager . . . . 1-1 Opening in NX . . . . . . . . . . . . . . . . 3-24
Presented option, purpose . . . . . . . . . . 16-2 Placing variant data on . . . . . . . . . . . 15-2
Print structure print table . . . . . . . . . . . 3-23 Populate variants . . . . . . . . . . . . . 16-38
Printing structure information . . . . . . . . 3-21 Previously loaded . . . . . . . . . . . . . . . 3-7
Private option, purpose . . . . . . . . . . . . 16-2 Print application graphics
Private options . . . . . . . . . . . . . . . . . 16-15 information . . . . . . . . . . . . . . . . 3-23
Privileged use commands . . . . . . . . . . 11-6 Print contents information . . . . . . . . . 3-22
Process and Change Selector dialog Print object properties . . . . . . . . . . . 3-22
box . . . . . . . . . . . . . . . . . . . . . . . . . 4-94 Print table . . . . . . . . . . . . . . . . . . . 3-23
Product generations . . . . . . . . . . . . . 11-27 Printing application information . . . . . 3-22
Product structure Printing information . . . . . . . . . . . . . 3-21
Apply all markups . . . . . . . . . . . . . . 4-29 Properties . . . . . . . . . . . . . . . . . . . . 3-4
Apply markup . . . . . . . . . . . . . . . . . 4-28 Purpose . . . . . . . . . . . . . . . . . . . . . 1-31
Apply revision rule . . . . . . . . . . . . . 11-17 Refresh . . . . . . . . . . . . . . . . . . . . . . 4-7
Browse . . . . . . . . . . . . . . . . . . 1-39, 3-1 Refresh window . . . . . . . . . . . . . . . . 4-8
Build . . . . . . . . . . . . . . . . . . . . . . . 1-39 Remove level . . . . . . . . . . . . . . . . . 4-17
Building . . . . . . . . . . . . . . . . . . . . . . 4-1 Replace node . . . . . . . . . . . . . . . . . 4-19
Carrying forward markups . . . . . . . . 4-29 Restructuring . . . . . . . . . . . . . . . . . 4-14
Clone . . . . . . . . . . . . . . . . . . . . . . . 4-2 Review markup . . . . . . . . . . . . . . . . 4-30
Cloning . . . . . . . . . . . . . . . . . . . . . . 4-1 Review markup mode . . . . . . . . . . . 4-27
Close window . . . . . . . . . . . . . . . . . . 4-8 Review markup, sample 1 . . . . . . . . 4-31
Comment on markup . . . . . . . . . . . . 4-27 Review markup, sample 2 . . . . . . . . 4-32
Compare . . . . . . . . . . . . . . . . 1-39, 10-1 Review markup, sample 3 . . . . . . . . 4-33
Concurrent changes . . . . . . . . . . . . . 4-9 Review markup, sample 4 . . . . . . . . 4-34
Configure for comparison . . . . . . . . . 10-4 BOMMarkup_AddStatus
Configure with variant rules . . . . . . 16-34 process . . . . . . . . . . . . . . . 4-41
Configuring with variant rules . . . . . 16-33 BOMMarkup_Review
Configuring with variants . . . . . . . . 16-12 process . . . . . . . . . . . 4-35–4-36
Create mark up . . . . . . . . . . . . . . . . 4-26 Save changes . . . . . . . . . . . . . . . . . 4-7
Delete markup . . . . . . . . . . . . . . . . 4-30 Save configuration . . . . . . . . . . . . 16-36
Display mark up properties . . . . . . . . 4-26 Sharing . . . . . . . . . . . . . . . . . . . . 15-18
Duplicate . . . . . . . . . . . . . . . . . . . . . 4-2 Split occurrence . . . . . . . . . . . . . . . 4-20
Edit . . . . . . . . . . . . . . . . . . . . . . . . 1-39 Synchronize to viewer . . . . . . . . . . . . 7-7
Editing . . . . . . . . . . . . . . . . . . . . . . . 4-1 Test configuration . . . . . . . . . . . . . 16-36
Enabling markup mode . . . . . . . . . . 4-25 Validate access to apply markup . . . . 4-27
Excel report . . . . . . . . . . . . . . . . . . 3-20 Viewing structure . . . . . . . . . . . . . . . 3-1
Export SOS . . . . . . . . . . . . . . . . . 16-38 Visualize . . . . . . . . . . . . . . . . . . . . . 7-2
Export to Briefcase Browser . . . . . . . 4-62 Product structures, save change
Exporting related parts . . . . . . . . . . . 4-61 records . . . . . . . . . . . . . . . . . . . . . . 4-75
Insert level . . . . . . . . . . . . . . . . . . . 4-16 Product views
Load saved configuration . . . . . . . . 16-37 Assemblies . . . . . . . . . . . . . . . . . . 7-11
Marking up . . . . . . . . . . . . . . . . . . . 4-24 Cancel check out of dataset . . . . . . . 7-19
Move node . . . . . . . . . . . . . . . . . . . 4-17 Check in dataset . . . . . . . . . . . . . . . 7-19
Open . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Check out dataset . . . . . . . . . . . . . . 7-19
Open in Lifecycle Visualization . . . . . 3-26 Checking in . . . . . . . . . . . . . . . . . . 7-19

Index-10 Structure Manager Guide PLM00048 J2

 Index

Checking out . . . . . . . . . . . . . . . . . 7-19 ps_rename_bvrs utility . . . . . . . . . . . . 19-2

Configure . . . . . . . . . . . . . . . . . . . . 7-12 PSE_default_view_type preference . . . . . 2-1
Create . . . . . . . . . . . . . . . . . . . . . . 7-12 PSE_default_view_type preference . . . . 19-2
Create preview manually . . . . . . . . . 7-17 PSE_show_option_item_prefix
Delete . . . . . . . . . . . . . . . . . . . . . . 7-20 preference . . . . . . . . . . . . . . . . . . . . . 2-4
Identify structure configuration . . . . . 7-17 PSEAllowLegacyVICreation
Manage . . . . . . . . . . . . . . . . . . . . . 7-12 preference . . . . . . . . . . . . . . . . . . . . 19-7
Manage unconfigured data . . . . . . . . 7-17 PSEAutoPackPref preference . . . . . . . . 2-2
Open . . . . . . . . . . . . . . . . . . . . . . . 7-18 PSEBypassVISearch preference . . . . . 19-7
Previewing . . . . . . . . . . . . . . . . . . . 7-15 PSECreateVISameType preference . . . 19-7
Refresh . . . . . . . . . . . . . . . . . . . . . 7-20 PSEImpreciseColorPref preference . . . . . 2-3
Retrieve . . . . . . . . . . . . . . . . . . . . . 7-18 PSEIsNewVILinkedToModule
Save . . . . . . . . . . . . . . . . . . . . . . . 7-12 preference . . . . . . . . . . . . . . . . . . . . 19-8
Send to external viewer . . . . . . . . . . 7-20 PSEPreciseColorPref preference . . . . . . 2-3
Product, remove from design . . . . . . . . 17-6 PSESavedConfigRelationTypes . . . . . . 19-7
Progression pane . . . . . . . . . . . . . . . 10-10 PSEShowUnconfigdEffPref . . . . . . . . . 19-9
Projects PSEShowUnconfigdEffPref preference . . 2-3
Assign objects to . . . . . . . . . . . . . . . 18-1 PSEShowUnconfigdVarPref
Overview . . . . . . . . . . . . . . . . . . . . 18-1 preference . . . . . . . . . . . . . . . . . 2-2, 19-7
Remove objects from . . . . . . . . . . . . 18-3 PSEVariantsMode preference . . . . . . . 19-5
Properties PSM_global_option_item_ids
Adding (incremental change) . . . . . 13-10 preference . . . . . . . . . . . . . . . . . . . . 19-6
Column configurations . . . . . . . . . . . 6-10 Public option, purpose . . . . . . . . . . . . . 16-2
Apply . . . . . . . . . . . . . . . . . . . 6-11 Public options . . . . . . . . . . . . . . . . . 16-15
Delete . . . . . . . . . . . . . . . . . . . 6-12 Publish part CAD link . . . . . . . . . . . . . . 2-4
Freeze . . . . . . . . . . . . . . . . . . 6-12
Save . . . . . . . . . . . . . . . . . . . . 6-10 Q
Update . . . . . . . . . . . . . . . . . . 6-11
Quantity property, edit . . . . . . . . . . . . . 6-16
Compound property, adding . . . . . . . 6-16
Quantity, define . . . . . . . . . . . . . . . . . 3-13
Create display name . . . . . . . . . . . . 6-10
Quick add . . . . . . . . . . . . . . . . . . . . . 4-11
Create rollup report . . . . . . . . . . . . . 6-19
Quick search . . . . . . . . . . . . . . . . . . . 4-85
Create rollup report template . . . . . . . 6-18
Creating rollup reports . . . . . . . . . . . 6-17
Display . . . . . . . . . . . . . . . . . . . . . . 6-1 R
Display names . . . . . . . . . . . . . . . . . 6-9 Recursive deletion . . . . . . . . . . . . . . . 4-69
Edit in place . . . . . . . . . . . . . . . . . . 6-15 Related parts, exporting structure . . . . . 4-61
Export rollup report . . . . . . . . . . . . . 6-20 Related revision histories . . . . . . . . . . 10-16
Find components by . . . . . . . . . . . . 3-14 Relational operators . . . . . . . . . . . . . . 4-91
Incremental change . . . . . . . . . . . . . 13-9 Relationships, substitute parts . . . . . . . 4-59
Modify . . . . . . . . . . . . . . . . . . . . . . 6-13 Release status
Product structure . . . . . . . . . . . . . . . . 3-4 Incremental change . . . . . . . . . . . . . 13-4
Variant Formula . . . . . . . . . . . . . . . 6-20 Purpose . . . . . . . . . . . . . . . . . . . . . 11-5
View . . . . . . . . . . . . . . . . . . . . 3-4, 6-13 Release structures . . . . . . . . . . . . . . . 4-94
View or edit rollup report . . . . . . . . . . 6-20 Remote components
Properties pane . . . . . . . . . . . . . 4-85–4-86 Import . . . . . . . . . . . . . . . . . . . . . . 3-29
Property column Importing . . . . . . . . . . . . . . . . . . . 19-11
Insert . . . . . . . . . . . . . . . . . . . . . . . 3-4 Viewing . . . . . . . . . . . . . . . . . . . . . 3-29
Remove . . . . . . . . . . . . . . . . . . . . . . 3-4 Remove
PS_new_seqno_mode preference . . . . . 2-5 Objects from projects . . . . . . . . . . . . 18-3

PLM00048 J2 Structure Manager Guide Index-11

 Index
Index

Replace operation, convert from add and Latest by creation date entry,
delete . . . . . . . . . . . . . . . . . . . . . . . 4-55 example . . . . . . . . . . . . . . . . . 11-11
Replacing component . . . . . . . . . . . . . 4-53 Latest entry . . . . . . . . . . . . . . . . . 11-11
Repositioning Latest revisions . . . . . . . . . . . . . . . 19-10
Parts and assemblies . . . . . . . . . . . . 7-9 Modify . . . . . . . . . . . . . . . . . . . . . . 11-7
Requirement Modify current rule . . . . . . . . . . . . . 11-7
Trace links Modify rule entry . . . . . . . . . . . . . . . 11-6
Delete . . . . . . . . . . . . . . . . . . . 4-78 Nested effectivity . . . . . . . . . . . . . . 11-24
Requirements Order of precedence . . . . . . . . . . . . 11-2
Link . . . . . . . . . . . . . . . . . . . . . . . . 4-75 Precise revisions . . . . . . . . . . . . . . 19-10
Trace links, create . . . . . . . . . . . . . . 4-76 Purpose . . . . . . . . . . . . . . . . . . . . . 11-5
Traceability report, generate . . . . . . . 4-76 Read access . . . . . . . . . . . . . . . . . 11-2
Reserved symbols, MVL . . . . . . . . . . 16-29 Released revisions rules . . . . . . . . . 19-9
Reserved words, MVL . . . . . . . . . . . . 16-28 Set . . . . . . . . . . . . . . . . . . . . . . . 11-18
Restructure product structure . . . . . . . . 4-14 Set date/unit/end item . . . . . . . . . . 11-18
Highlighting edits . . . . . . . . . . . . . . . 4-23 Status entry . . . . . . . . . . . . . . . . . . 11-9
Insert level . . . . . . . . . . . . . . . . . . . 4-16 Status entry with effective date,
Move node . . . . . . . . . . . . . . . . . . . 4-17 example . . . . . . . . . . . . . . . . . 11-10
On-demand validation . . . . . . . . . . . 4-21 Status entry with effective unit number,
Remove level . . . . . . . . . . . . . . . . . 4-17 example . . . . . . . . . . . . . . . . . 11-10
Replace node . . . . . . . . . . . . . . . . . 4-19 Status hierarchy . . . . . . . . . . . . . . 11-10
Split occurrence . . . . . . . . . . . . . . . 4-20 Understanding . . . . . . . . . . . . . . . . 11-1
Revision configuration . . . . . . . . . . . . . 1-39 Unit number entry . . . . . . . . . . . . . 11-12
Elements . . . . . . . . . . . . . . . . . . . . 11-4 Using from My Teamcenter . . . . . . . 11-28
Revision effectivity Viewing information . . . . . . . . . . . . 11-19
Display data . . . . . . . . . . . . . . . . . 11-21 Working entry . . . . . . . . . . . . . . . . . 11-7
Edit data . . . . . . . . . . . . . . . . . . . 11-21 Working entry with current user/group,
Revision list pane . . . . . . . . . . . . . . . 10-10 example . . . . . . . . . . . . . . . . . . 11-9
Revision rules Working entry, example . . . . . . . . . . 11-8
Apply . . . . . . . . . . . . . . . . . . . . . 11-17 Revision Rules
Applying for variant item search . . . . 16-40 Apply . . . . . . . . . . . . . . . . . . . . . . 4-90
Configure for searching . . . . . . . . . . 4-90 Revisions
Controlling access . . . . . . . . . . . . . 19-10 Compare histories graphically . . . . . 10-16
Create rule entry . . . . . . . . . . . . . . . 11-6 Comparing histories graphically . . . . 10-18
Creating . . . . . . . . . . . . . . . . . . . . 11-6 Revisions tab . . . . . . . . . . . . . . . . . . 10-10
Date entry . . . . . . . . . . . . . . . . . . 11-11 Rich client perspectives and views . . . . 1-28
Default . . . . . . . . . . . . . . . . . . . . . 19-8 Rule entry . . . . . . . . . . . . . . . . . . . . . 11-5
Default preference . . . . . . . . . . . . . . . 2-1 Create . . . . . . . . . . . . . . . . . . . . . . 11-6
Defining entries . . . . . . . . . . . . . . . . 11-7 Delete . . . . . . . . . . . . . . . . . . . . . . 11-7
Delete rule entry . . . . . . . . . . . . . . . 11-7 Edit . . . . . . . . . . . . . . . . . . . . . . . . 11-7
Edit rule entry . . . . . . . . . . . . . . . . . 11-7 Modify . . . . . . . . . . . . . . . . . . . . . . 11-6
General rules . . . . . . . . . . . . . . . . . 19-9 Rules
Graphical comparison . . . . . . . . . . . 10-9 Date entry . . . . . . . . . . . . . . . . . . 11-11
Group entries by equal Group entries by equal
precedence . . . . . . . . . . . . . . . 11-14 precedence . . . . . . . . . . . . . . . 11-14
Group entries by item type . . . . . . . 11-13 Group entries by item type . . . . . . . 11-13
Grouped entries . . . . . . . . . . . . . . 11-12 Grouped entries . . . . . . . . . . . . . . 11-12
Grouping entries, example . . . . . . . 11-13 Grouping entries, example . . . . . . . 11-13
Incremental change . . . . . . . . . . . . . 13-5 Has item type . . . . . . . . . . . . . . . . 11-15

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 Index

Has item type, defining entry . . . . . . 11-13 Searching Classification, workspace object
Latest entry . . . . . . . . . . . . . . . . . 11-11 search . . . . . . . . . . . . . . . . . . . . . . 4-83
Latest entry by creation date, Searching using relational operators . . . 4-91
example . . . . . . . . . . . . . . . . . 11-11 Session recovery . . . . . . . . . . . . . . . . 4-97
Status entry . . . . . . . . . . . . . . . . . . 11-9 Shared structure (variants) . . . . . . . . 15-18
Status entry with effective date, ShowModuleIcons preference . . . . . . . 19-7
example . . . . . . . . . . . . . . . . . 11-10 ShowUnconfiguredByChangeEffectivity . . 19-8
Status entry with effective unit number, Smart baseline . . . . . . . . . . . . . . . . . . 12-7
example . . . . . . . . . . . . . . . . . 11-10 Snapshots
Status hierarchy . . . . . . . . . . . . . . 11-10 Controlling access . . . . . . . . . . . . . 19-11
Unit number entry . . . . . . . . . . . . . 11-12 Create . . . . . . . . . . . . . . . . . . . . . . 12-2
Working entry . . . . . . . . . . . . . . . . . 11-7 Open . . . . . . . . . . . . . . . . . . . . . . . 12-2
Working entry with current user/group, Purpose . . . . . . . . . . . . . . . . . . . . . 11-5
example . . . . . . . . . . . . . . . . . . 11-9 View . . . . . . . . . . . . . . . . . . . . . . . 12-3
Working entry, example . . . . . . . . . . 11-8 Sorting data in the Table pane . . . . . . . 4-93
Spatial search
S Configuring . . . . . . . . . . . . . . . . . . . 9-2
Defining granularity . . . . . . . . . . . . . 9-10
Saving changes, multiple windows . . . . . 4-7 Filter by form attribute . . . . . . . 9-10, 9-12
Saving current session . . . . . . . . . . . . 7-10 Limit results . . . . . . . . . . . . . . . . . . 9-14
Scope Making . . . . . . . . . . . . . . . . . . . . . . 9-1
Class . . . . . . . . . . . . . . . . . . 4-87, 4-89 Manage search results . . . . . . . . . . . 9-12
Hierarchy . . . . . . . . . . . . . . . . 4-87, 4-89 Managing search results . . . . . . . . . 9-12
Search Managing search results
By attribute value . . . . . . . . . . . . . . 4-88 (examples) . . . . . . . . . . . . . . . . 9-13
By object ID . . . . . . . . . . . . . . . . . . 4-82 Managing search results panes . . . . . 9-13
Class hierarchy . . . . . . . . . . . . . . . . 4-82 Perform search . . . . . . . . . . . . . . . . . 9-4
Quick . . . . . . . . . . . . . . . . . . . . . . 4-85 Proximity filter . . . . . . . . . . . . . . . . . . 9-7
Search all objects in selected class . . . . 4-86 Search criteria . . . . . . . . . . . . . . 9-5–9-6
Search button . . . . . . . . . . . . . . . . . . 4-83 Spatial filter . . . . . . . . . . . . . . . . . . . 9-8
Search Class dialog box . . . . . . . . . . . 4-85 Spatial searches . . . . . . . . . . . . . . . . 3-19
Search methods, workspace objects . . . 4-83 Standard note
Search pane . . . . . . . . . . . . . . . 4-82–4-83 View . . . . . . . . . . . . . . . . . . . . . . . 3-24
Searches Viewing . . . . . . . . . . . . . . . . . . . . . 3-23
Attribute search . . . . . . . . . . . . . . . . 9-4 Starting Structure Manager . . . . . . . . . . 1-1
Enter criteria . . . . . . . . . . . . . . . . 9-5–9-6 Status entry (revision rules) . . . . . . . . . 11-9
Form attribute filter . . . . . . . . . 9-10, 9-12 Status entry with effective date (revision
Limiting results . . . . . . . . . . . . . . . . 9-14 rules) . . . . . . . . . . . . . . . . . . . . . . 11-10
Manage results . . . . . . . . . . . . . . . . 9-12 Status entry with effective unit number (revision
Managing results . . . . . . . . . . . . . . . 9-12 rules) . . . . . . . . . . . . . . . . . . . . . . 11-10
Managing results (examples) . . . . . . 9-13 Status hierarchy (revision rules) . . . . . 11-10
Managing results panes . . . . . . . . . . 9-13 Storage class . . . . . . . . . . . . . . . . . . 4-88
Nonspatial . . . . . . . . . . . . . . . . . . . 3-19 Storing variant data . . . . . . . . . . . . . 15-13
Occurrence note search . . . . . . . . . . . 9-6 Structure change records, save . . . . . . 4-75
Proximity filter . . . . . . . . . . . . . . . . . . 9-7 Structure comparison
Spatial . . . . . . . . . . . . . . . . . . . . . . 3-19 Choose mode . . . . . . . . . . . . . . . . . 10-2
Spatial filter . . . . . . . . . . . . . . . . . . . 9-8 Clear results . . . . . . . . . . . . . . . . . . 10-6
Spatial search . . . . . . . . . . . . . . . . . . 9-4 Configure structures . . . . . . . . . . . . 10-4
Spatial search granularity . . . . . . . . . 9-10 Example results . . . . . . . . . . . . . . . 10-6

PLM00048 J2 Structure Manager Guide Index-13

 Index
Index

Initiate . . . . . . . . . . . . . . . . . . . . . . 10-5 Change preferred . . . . . . . . . . . . . . 4-59

Interpret results . . . . . . . . . . . . . . . . 10-5 Create . . . . . . . . . . . . . . . . . . . . . . 4-57
Multilevel mode . . . . . . . . . . . . . . . . 10-3 Defining . . . . . . . . . . . . . . . . . . . . . 4-55
Perform . . . . . . . . . . . . . . . . . . . . . 10-4 Display . . . . . . . . . . . . . . . . . . . . . 4-56
Understanding . . . . . . . . . . . . . . . . 10-1 Display on separate line . . . . . . . . . . 4-57
Structure Edit Edit part relationships . . . . . . . . . . . 4-60
Creating . . . . . . . . . . . . . . . . . . . . 7-10 Edit properties . . . . . . . . . . . . . . . . 4-57
Structure line context menu . . . . . . . . . 1-18 Existing substitutes . . . . . . . . . . . . . 4-60
Structure lines Exporting data . . . . . . . . . . . . . . . . 4-61
Pack . . . . . . . . . . . . . . . . . . . . . . . 3-12 Managing relationships . . . . . . . . . . 4-59
Pack all . . . . . . . . . . . . . . . . . . . . . 3-13 Preferred . . . . . . . . . . . . . . . . . . . . 4-55
Packing restrictions . . . . . . . . . . . . . 3-12 Purpose . . . . . . . . . . . . . . . . . . . . . 1-31
Packing with references . . . . . . . . . . 3-13 Relate parts . . . . . . . . . . . . . . . . . . 4-59
Select . . . . . . . . . . . . . . . . . . . . . . 3-10 Relating parts . . . . . . . . . . . . . . . . . 4-59
Shortcut menu . . . . . . . . . . . . . . . . 4-10 Remove . . . . . . . . . . . . . . . . . . . . . 4-58
Unload . . . . . . . . . . . . . . . . . . . . . . 3-8 View part relationships . . . . . . . . . . . 4-61
Unpack . . . . . . . . . . . . . . . . . . . . . 3-12 Substitutes . . . . . . . . . . . . . . . . . . . 15-21
Unpack all . . . . . . . . . . . . . . . . . . . 3-13 Compare . . . . . . . . . . . . . . . . . . . . 4-57
Unpacking with references . . . . . . . . 3-13 Supersedure
Structure lines, capturing in IDC . . . . . . 12-9 Change parent assembly . . . . . . . . 10-23
Structure Manager Creating new (different product) . . . 10-23
Interface . . . . . . . . . . . . . . . . . . . . . 1-2 Supersedure pane . . . . . . . . . . . . . . 10-14
Structure properties rollup report . . . . . . 6-17 Supersedure tree
Structure properties rollup reports Browse . . . . . . . . . . . . . . . . . . . . 10-22
Create report . . . . . . . . . . . . . . . . . 6-19 Using . . . . . . . . . . . . . . . . . . . . . 10-22
Create template . . . . . . . . . . . . . . . 6-18 Supersedures . . . . . . . . . . . . . . . . . . 10-7
Export report . . . . . . . . . . . . . . . . . 6-20 Adds . . . . . . . . . . . . . . . . . . . . . . 10-12
View or edit report . . . . . . . . . . . . . . 6-20 Associate custom form . . . . . . . . . . 10-34
Structure tree Browse . . . . . . . . . . . . . . . . . . . . 10-22
Sorting . . . . . . . . . . . . . . . . . . . . . 3-10 Cancels . . . . . . . . . . . . . . . . . . . . 10-12
Structure tree (Viewer) . . . . . . . . . . . . . 7-7 Create custom form . . . . . . . . . . . . 10-33
Structures Enable custom form . . . . . . . . . . . . 10-33
Fixing associations . . . . . . . . . . . . . 4-21 Links . . . . . . . . . . . . . . . . . 10-14, 10-16
Grading . . . . . . . . . . . . . . . . . . . . . 4-70 Moves . . . . . . . . . . . . . . . . . . . . . 10-12
Release . . . . . . . . . . . . . . . . . . . . . 4-94 Reshapes . . . . . . . . . . . . . . . . . . 10-12
Structures tab . . . . . . . . . . . . . . . . . 10-11 Show graphically . . . . . . . . . . . . . . 10-15
Subcomponents Supersedure pane . . . . . . . . . . . . . 10-14
Display . . . . . . . . . . . . . . . . . . . . . 7-21 Supersedure tree . . . . . . . . . . . . . 10-22
Manipulate . . . . . . . . . . . . . . . . . . . 7-21 View . . . . . . . . . . . . . . . . . . . . . . 10-19
Merge . . . . . . . . . . . . . . . . . . . . . . 7-22 Viewing . . . . . . . . . . . . . . . . . . . . 10-28
View . . . . . . . . . . . . . . . . . . . . . . . 7-21
Substance compliance T
Apply exemption . . . . . . . . . . . . . . . 4-74
Grading BOM . . . . . . . . . . . . . . . . . 4-74 Tab descriptions . . . . . . . . . . . . . . . . . 1-24
Initiate check . . . . . . . . . . . . . . . . . 4-74 Table pane
Request declaration . . . . . . . . . . . . . 4-75 Sorting data . . . . . . . . . . . . . . . . . . 4-93
View dashboard . . . . . . . . . . . . . . . 4-74 Viewing search results . . . . . . . . . . . 4-93
Substance declaration . . . . . . . . . . . . . 4-75 TC_BOM_Precision_Preference
Substitute preference . . . . . . . . . . . . . . . . . . . . . 2-2

Index-14 Structure Manager Guide PLM00048 J2

 Index

TC_config_rule_name preference . . . . . . 2-1 Variant condition, apply to absolute

Teamcenter lifecycle visualization occurrence . . . . . . . . . . . . . . . . . . . 5-14
Functionality levels . . . . . . . . . . . . . . 7-1 Variant condition, definition . . . . . . . . . 16-2
Teamcenter lifecycle visualization, open Variant condition, purpose . . . . . . . . . . 15-2
structure in . . . . . . . . . . . . . . . . . . . 3-24 Variant conditions
Templates, create item from . . . . . . . . . . 4-4 Copy . . . . . . . . . . . . . . . . . . . . . . 15-30
Tools menu . . . . . . . . . . . . . . . . . . . . 1-10 Create . . . . . . . . . . . . . . . . . . . . . 15-27
Trace links Edit . . . . . . . . . . . . . . . . . . . . . . . 16-23
Create . . . . . . . . . . . . . . . . . . . . . . 4-76 Edit in MVL . . . . . . . . . . . . . . . . . 16-25
Delete . . . . . . . . . . . . . . . . . . . . . . 4-78 Modifying . . . . . . . . . . . . . . . . . . . 15-28
Traceability report Remove . . . . . . . . . . . . . . . . . . . . 15-31
Export to Excel . . . . . . . . . . . . . . . . 4-77 Variant configuration . . . . . . . . . . 15-1, 16-1
Traceability report, generate . . . . . . . . . 4-76 Complex conditions . . . . . . . . . . . . 15-19
Transfer supersedures, creating . . . . . 10-24 Creating separate item . . . . . . . . . . 15-19
Transformation Manage options . . . . . . . . . . . . . . 15-23
Permanent . . . . . . . . . . . . . . . . . . . . 7-9 Manage variant rules . . . . . . . . . . . 15-31
Transformation, associate with absolute Managing conditions . . . . . . . . . . . 15-26
occurrence . . . . . . . . . . . . . . . . . . . 5-14 Save and copy variant data . . . . . . 15-42
Transforms . . . . . . . . . . . . . . . . . . . . 3-26 Sharing structure . . . . . . . . . . . . . . 15-18
Types Substitutes . . . . . . . . . . . . . . . . . . 15-21
Occurrence notes . . . . . . . . . . . . . . 19-5 Variant rule checks . . . . . . . . . . . . 15-38
Variant rules in the database . . . . . . 15-33
U Variant configuration, purpose . . . . . . . 16-2
Variant data
Unconfigured changes . . . . . . . . . . . 13-14 Avoiding inconsistencies . . . . . . . . 15-14
Unconfigured components Change control . . . . . . . . . . . . . . . 15-16
Hiding . . . . . . . . . . . . . . . . . . . . . 15-31 Configure to load . . . . . . . . . . . . . . . 15-4
Showing . . . . . . . . . . . . . . . . . . . 15-31 Copying . . . . . . . . . . . . . . . . . . . . 15-43
Unconfigured occurrences visibility Creating . . . . . . . . . . . . . . . . . . . 16-13
preference . . . . . . . . . . . . . . . . . . . . . 2-3 Edit . . . . . . . . . . . . . . . . . . . . . . . . 15-3
Unconfigured variants visibility Filtering unconfigured lines . . . . . . . . 15-4
preference . . . . . . . . . . . . . . . . . . . . . 2-2 Find . . . . . . . . . . . . . . . . . . . . . . 15-23
Unit number entry (revision rules) . . . . 11-12 Placing . . . . . . . . . . . . . . . . . . . . 15-15
Unit of measure . . . . . 4-87, 4-89, 4-92–4-93 Populating . . . . . . . . . . . . . . . . . . 15-21
Units of measure refreshing . . . . . . . . . . . . . . . . . . 15-42
Define . . . . . . . . . . . . . . . . . . . . . . 4-49 Save . . . . . . . . . . . . . . . . . . . . . . 15-42
Defining . . . . . . . . . . . . . . . . . . . . . 4-48 Save as . . . . . . . . . . . . . . . . . . . . 15-42
Units of Measure . . . . . . . . . . . . . . . 19-12 View . . . . . . . . . . . . . . . . . . 15-3, 16-12
Unpacking all structure lines . . . . . . . . 3-13 Variant Formula property . . . . . . . . . . . 6-20
Unpacking structure lines . . . . . . . . . . 3-12 Variant items . . . . . . . . . . . . . . . . . . . 16-6
Unprivileged user commands . . . . . . . . 11-6 Classic variants . . . . . . . . . . . . . . 15-43
UOM . . . . . . . . . . . . . . . . . . . . . . . 19-12 Configure for classic variants . . . . . 15-45
User-defined file formats . . . . . . . . . . . . 7-1 Create automatically . . . . . . . . . . . 16-42
Users, configuring . . . . . . . . . . . . . . . 11-6 Creating . . . . . . . . . . . . . . . . . . . 16-39
Creating automatically
V (preferences) . . . . . . . . . . . . . . 16-44
Creating new . . . . . . . . . . . . . . . . 16-41
Variability, platform designs . . . . . . . . . 17-1 Revising . . . . . . . . . . . . . . . . . . . 16-45
Variant (structure), purpose . . . . . 15-2, 16-2 Searching for . . . . . . . . . . . . . . . . 16-39

PLM00048 J2 Structure Manager Guide Index-15

 Index
Index

Unlink . . . . . . . . . . . . . . . . . . . . . 16-46 Creating data (classic variants) . . . . 15-11

Updating . . . . . . . . . . . . . . . . . . . 16-45 Creating variant items (modular
Variant items, purpose . . . . . . . . . . . . 16-2 variants) . . . . . . . . . . . . . . . . . . 16-6
Variant rule Defining external options (modular
Copy . . . . . . . . . . . . . . . . . . . . . . 15-38 variants) . . . . . . . . . . . . . . . . . . 16-9
Derived default values . . . . . . . . . . 15-33 Defining global options (modular
Load from database . . . . . . . . . . . . 15-36 variants) . . . . . . . . . . . . . . . . . . 16-8
Modify saved . . . . . . . . . . . . . . . . 15-38 Defining options (modular variants) . . 16-8
Rule checks . . . . . . . . . . . . . . . . . 15-33 Error checking (modular variants) . . 16-11
Save in database . . . . . . . . . . . . . 15-35 Example of classic variants . . . . . . . 15-10
Set . . . . . . . . . . . . . . . . . . . . . . . 15-32 Linking options (modular variants) . . . 16-4
Set required rule . . . . . . . . . . . . . . 15-32 Modular variants . . . . . . . . . . . . . . . 16-2
Setting . . . . . . . . . . . . . . . . . . . . . 15-31 Option defaults (modular variants) . . 16-11
Store in database . . . . . . . . . . . . . 15-34 Placing variant data on structure (classic
Unset option value . . . . . . . . . . . . 15-33 variants) . . . . . . . . . . . . . . . . . . 15-2
Unset required rule . . . . . . . . . . . . 15-32 Presenting options (modular
View in My Teamcenter . . . . . . . . . 15-38 variants) . . . . . . . . . . . . . . . . . . 16-6
Variant rule checks . . . . . . . . . . . . . . 15-33 Setting expression values (modular
Delete . . . . . . . . . . . . . . . . . . . . . 15-39 variants) . . . . . . . . . . . . . . . . . 16-12
Location . . . . . . . . . . . . . . . . . . . 15-16 Storing variant data (classic
Modify . . . . . . . . . . . . . . . . . . . . . 15-39 variants) . . . . . . . . . . . . . . . . . 15-13
purpose . . . . . . . . . . . . . . . . . . . . . 15-2 Track changes . . . . . . . . . . . . . . . 10-34
Set . . . . . . . . . . . . . . . . . . . . . . . 15-38 Using classic variants . . . . . . . . . . 15-10
Variant rule, purpose . . . . . . . . . . . . . . 15-2 Vendor parts
Variant rules Apply selection rule . . . . . . . . . . . . 19-12
Checks . . . . . . . . . . . . . . . . . . . . 15-12 View menu . . . . . . . . . . . . . . . . . . . . . 1-8
classic variants . . . . . . . . . . . . . . . 15-10 View Mode button . . . . . . . . . . . . . . . 4-92
Configuring structure with . . . . . . . . 16-33 View types
Derived defaults . . . . . . . . . . . . . . 15-12 Controlling access . . . . . . . . . . . . . . 1-36
Fixed defaults . . . . . . . . . . . . . . . . 15-13 Definition . . . . . . . . . . . . . . . . . . . . 19-1
Saved . . . . . . . . . . . . . . . . . . . . . 15-20 Purpose . . . . . . . . . . . . . . . . . . . . . 1-31
Setting (classic variants) . . . . . . . . 15-11 Setting . . . . . . . . . . . . . . . . . . . . . . . 4-5
Variant structure Setting default . . . . . . . . . . . . . . . . 1-35
Configure . . . . . . . . . . . . . . . . . . . 16-34 Specifying . . . . . . . . . . . . . . . . . . . 1-35
Importing . . . . . . . . . . . . . . . . . . . 16-38 Understanding . . . . . . . . . . . . . . . . 1-35
Load saved configuration . . . . . . . . 16-37 Viewer
Populate . . . . . . . . . . . . . . . . . . . 16-38 Generate outline image . . . . . . . . . . . 7-8
Pull from NX . . . . . . . . . . . . . . . . . . 3-25 Isolate parts . . . . . . . . . . . . . . . . . . . 7-8
Push to NX . . . . . . . . . . . . . . . . . . 3-25 Open structure . . . . . . . . . . . . . . . . . 7-5
Save configuration . . . . . . . . . . . . 16-36 Outline image preferences . . . . . . . . . 7-9
Test configuration . . . . . . . . . . . . . 16-36 Save session . . . . . . . . . . . . . . . . . 7-10
Updating . . . . . . . . . . . . . . . . . . . 16-38 Structure tree . . . . . . . . . . . . . . . . . . 7-7
Variants . . . . . . . . . . . . . . . . . . . . . . 1-39 Synchronize to structure . . . . . . . . . . . 7-7
Configuring private options (modular Using . . . . . . . . . . . . . . . . . . . . . . . 7-2
variants) . . . . . . . . . . . . . . . . . . 16-3 Viewer pane
Configuring public interface (modular Viewing results . . . . . . . . . . . . . . . . 4-93
variants) . . . . . . . . . . . . . . . . . . 16-3 Viewing
Configuring structure (modular Supersedures . . . . . . . . . . . . . . . . 10-28
variants) . . . . . . . . . . . . . . . . . 16-12 Viewing search results

Index-16 Structure Manager Guide PLM00048 J2

 Index

Properties pane . . . . . . . . . . . . . . . 4-92 Perform graphical search . . . . . . . . . . 8-4

Table pane . . . . . . . . . . . . . . . . . . . 4-93 Perform search . . . . . . . . . . . . . . . . . 8-5
Visualization, Java heap size . . . . . . . . . 2-5 Print text or HTML results . . . . . . . . . . 8-6
Visualization, memory allocation . . . . . . . 2-5 Save results to HTML or text file . . . . . 8-7
Visualize product structure . . . . . . . . . . 1-39 View HTML results . . . . . . . . . . . . . . 8-6
Visualize structure . . . . . . . . . . . . . . . . 7-2 Wildcard characters . . . . . . . . . . . . . . 4-92
Working entry (revision rules) . . . . . . . . 11-7
W Working entry (revision rules),
example . . . . . . . . . . . . . . . . . . . . . 11-8
Welds . . . . . . . . . . . . . . . . . . . . . . . . 3-35 Working entry with current user group, example
Where used utility . . . . . . . . . . . . . . . . 1-32 (revision rules) . . . . . . . . . . . . . . . . . 11-9
Where-used searches . . . . . . . . . . . . . 1-39 Working revision, definition . . . . . . . . . 11-5
Configuring for . . . . . . . . . . . . . . . . . 8-1 WSOM_only_edit_effectivity_in_ecm
Make . . . . . . . . . . . . . . . . . . . . . . . . 8-1 preference . . . . . . . . . . . . . . . . . . . . 14-2

PLM00048 J2 Structure Manager Guide Index-17

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