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Aerospace and Defense Solution Guide

The document provides a comprehensive guide for using Teamcenter 12.2 in the Aerospace and Defense sector, detailing various functionalities such as program management, part management, and change management. It includes instructions for defining session settings, working with Aerospace and Defense objects, and managing notes and changes. The content is structured into sections that cover both the administrative and operational aspects of the software.

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0% found this document useful (0 votes)
10 views218 pages

Aerospace and Defense Solution Guide

The document provides a comprehensive guide for using Teamcenter 12.2 in the Aerospace and Defense sector, detailing various functionalities such as program management, part management, and change management. It includes instructions for defining session settings, working with Aerospace and Defense objects, and managing notes and changes. The content is structured into sections that cover both the administrative and operational aspects of the software.

Uploaded by

cad cad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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SIEMENS

Teamcenter 12.2

Using Aerospace
and Defense on Rich
Client
PLM00111 • 12.2
Contents

Getting started with Aerospace and Defense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1


Overview of Teamcenter Aerospace and Defense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Aerospace and Defense interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Components of the Aerospace and Defense solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Program management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Part management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Change management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Aerospace and Defense administration functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
CAGE codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Contract data management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Aerospace and Defense objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7

Defining session settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Using CAGE codes and company location codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1


Register company location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Edit company location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Add company code to an item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Working with Aerospace and Defense objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1


Creating Aerospace and Defense objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Create a technical document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Create a part or a commercial part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Create a design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
Create a drawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11
Creating Aerospace and Defense business objects in document-centric programs . . . . . . 4-14
Revising Aerospace and Defense objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Revise Aerospace and Defense objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Revising parts and documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Modify Aerospace and Defense objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Delete Aerospace and Defense objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18
Working with preferred standard parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Add a preferred standard part to a program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Associate preferred standard parts to programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Remove preferred parts from assemblies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Remove preferred parts from programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
Change the owning program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
Assemblies in Aerospace and Defense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Assemblies for document-centric programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Build an assembly for a document-centric program . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21

Generate part-centric parts list reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

PLM00111 12.2 Using Aerospace and Defense on Rich Client 3


Contents
Contents

Working with notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Working with standard notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1


Basic concepts about standard notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Create a standard note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Specify standard note text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Attach a standard note to an item or item revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5
View parametric values in standard notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Revise a standard note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Replace a standard note revision with another revision . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8
Validate whether a note is qualified for a technical document . . . . . . . . . . . . . . . . . . . . . . 6-8
Working with custom notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Basic concepts about custom notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Create a custom note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10
Add or edit custom note text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10
Attach a custom note to an item or item revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12
View and edit a custom note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13
Revise a custom note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14

Change management in Aerospace and Defense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Managing changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1


Create a problem report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Create a change request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Create a deviation request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3
Create a change notice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4
Create a work breakdown using Schedule Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-5
Managing unincorporated changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
About incorporating changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Example of incorporating changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Conditions that must be to met to set Incorporation status . . . . . . . . . . . . . . . . . . . . . . . 7-11
Set the Incorporation status of an object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-13
General process for incorporating change items in an ECN . . . . . . . . . . . . . . . . . . . . . . 7-14
General process for incorporating markups in an ECN . . . . . . . . . . . . . . . . . . . . . . . . . 7-19
Configure a folder to display Incorporation status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-23
Viewing Incorporation status and history . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-24

Managing contract data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Overview of contract data management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1


Create a data item description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Associate documents with data item descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Create a contract . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Schedule contract events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Create a data requirement item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5
Update a data requirement item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7
Create submittal delivery events for a data requirement item . . . . . . . . . . . . . . . . . . . . . . . . . 8-8
Generate a submittal delivery schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9
Create submittals manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-10
Associate manually created submittals with schedule deliverables . . . . . . . . . . . . . . . . . . . . 8-11
Data Requirement Item rescheduling rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-12

4 Using Aerospace and Defense on Rich Client PLM00111 12.2


Contents

Reschedule a data requirement item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13


Create a correspondence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13
Associate the correspondence revision with a submittal revision . . . . . . . . . . . . . . . . . . . . . 8-14
Associate a correspondence with a contract revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-15

Managing stock materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1


Basic concepts about stock materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Install stock materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1
Configure the display of the Made From folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Creating a classification library for stock materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Create stock materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
Add stock materials to the stock material library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3
Specify a preferred stock material for a program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5
Assign stock material or standard part to a part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5
Assign stock materials to parts using the copy functionality . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9

Managing work packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1


Basic concepts about work packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Install work packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1
Create a work package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Add objects to a work package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2

Managing finishes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-1


Using finishes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 11-1
Install finishes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 11-1
Create a library of finish and finish groups . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 11-2
Create a finish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 11-2
Create a finish group . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 11-2
Add finishes to a finish group . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 11-3
Apply a finish or a finish group to an item revision . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 11-4
Apply a finish to an item revision using the copy functionality . . . . . . . . . . . . . . . . . . . . . . . 11-5
Apply a finish or a finish group to an item occurrence . . . . . .. . . . . . . . . . . . . . . . . . . . . . . 11-6

Managing configuration audits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1


What are configuration audits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-1
Set up configuration audits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2
Create a configuration audit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2
Create an action item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-3
Associate related objects with a configuration audit or an action item . . . . . . . . . . . . . . . . . . 12-4

Searching for Aerospace and Defense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-1

Aerospace and Defense Training Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1


Overview of the Aerospace and Defense training program . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Install the training program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1
Training program reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Training program reference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2

PLM00111 12.2 Using Aerospace and Defense on Rich Client 5


Contents
Contents

Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3
Naming rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4
Revision naming rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5
Lists of values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7

Aerospace and Defense data model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

Aerospace and Defense data model description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1


Preconditions and postactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1
ADSTechDocument . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2
ADSTechDocument . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2
ADSTechDocument attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-2
ADSTechDocument Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-3
Preconditions and postactions on ADSTechDocument . . . . . . . . . . . . . . . . . . . . . . . . . . B-3
ADSTechDocument Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-4
ADSTechDocumentVerMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-5
ADSPart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-5
ADSPart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-5
ADSPart attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-6
ADSPartMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7
Preconditions and postactions on ADSPart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-7
ADSPart Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-9
ADSPartVerMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-9
ADSDesign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-9
ADSDesign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-9
Preconditions and postactions on ADSDesign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-10
ADSDesign attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-12
ADSDesignMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-13
ADSDesign Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-13
ADSDesignVerMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-14
ADSDrawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-14
ADSDrawing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-14
Preconditions and postactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-15
ADSDrawing attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-17
ADSDrawingMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-17
ADSDrawing Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-18
CommercialPart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-18
CommercialPart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-18
CommercialPart attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-19
CommercialPartMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-19
Preconditions and postactions for CommercialPart . . . . . . . . . . . . . . . . . . . . . . . . . . . B-20
CommercialPart Revision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-21
Aerospace and Defense change management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-22
Aerospace and Defense template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-22
Adc0ChangeNotice . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-22
Adc0ChangeNotice attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-23
Adc0ChangeNoticeMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-23
Preconditions and postactions on Adc0ChangeNotice . . . . . . . . . . . . . . . . . . . . . . . . . B-23
Adc0ChangeNoticeRevision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-24
Adc0ChangeNoticeRevision attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-25

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Contents

Adc0ChangeNoticeRevMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-26
Adc0GnChangeRqst . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-26
Adc0GnChangeRqst attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-26
Adc0GnChangeRqstMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-27
Adc0GnChangeRqstRevision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-27
Adc0GnChangeRqstRevMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-28
Adc0GnChangeRqstRevision attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-28
Adc0ChangeRqst . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-30
Adc0ChangeRqst attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-30
Adc0ChangeRqstMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-30
Adc0ChangeRqstRevision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-31
Adc0ChangeRqstRevision attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-31
Adc0DevRqst . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-32
Adc0DevRqstMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-33
Adc0DevRqstRevision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-33
Adc0DevRqstRevision attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-34
Adc0DevRqstRevMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-35
Adc0Task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-36
Adc0Task attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-36
Adc0TaskMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-37
Adc0TaskRevision . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-37
Adc0TaskRevisionMaster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-38
Contract data management objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-38
Contract data management objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-38
Cdm0Contract attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-39
Cdm0ContractRevision attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-39
Cdm0DataReqItem attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-40
Cdm0DataReqItemRevision attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-41
Fnd0StaticTable attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-43
Cdm0EventsTable attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-44
Cdm0DID attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-45
Cdm0DIDRevision attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-45
Cdm0Submittal attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-46
Cdm0SubmittalRevision attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-46
Cdm0Correspondence attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-48
Cdm0CorrespondenceRevision attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-48
Cdm0IsDescribedbyDID attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-49
Cdm0ListsDRISubmittalSch attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-49
Cdm0ListsDRISubmittal attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-50
Cdm0ListsCorspSubmittals attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-50
Cdm0ListsCorspRefItems attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-51
Cdm0ListsContractDRI attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-51
Stock material objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-51
Work package objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-52
Finish objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-52
Data model for Aerospace and Defense relations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-53
ADS_Lists_Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-53
ADS_Lists_PartRevisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-54
ADS_Lists_DrawingRevisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-55

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Contents
Contents

TC_Program_Preferred_Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-56
Fnd0LocationForUser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-57
Fnd0LocationForGroup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-57
Lists of values for Aerospace and Defense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-58
Lists of values for Aerospace and Defense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-58
Adc0Change Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-58
Adc0Change Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-58
Adc0CN Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-59
Adc0CR Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-59
Adc0DR Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-60
Adc0Production Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-61
Adc0Quotation Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-61
Adc0Task Category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-62
Ads0CreateStandardNoteAuthority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-62
ADS Assembly Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-62
ADSComponentAuthority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-63
ADS Design Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-63
ADSDocumentCentricPrograms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-64
ADSDrawingAuthority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-64
ADSTechDocAuthority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-64
TCProgramPreferredTypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-65
TCProgramsUsingPreferredTypes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-65
TcRevisionSkipLetters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-65

8 Using Aerospace and Defense on Rich Client PLM00111 12.2


Chapter 1: Getting started with Aerospace and Defense

Overview of Teamcenter Aerospace and Defense


The Aerospace and Defense solution provides data model extensions and features that you access
through standard Teamcenter applications, such as My Teamcenter, Change Manager, Schedule
Manager, and Structure Manager. The solution provides multiple industry-specific features that
enable you to:
• Execute complex document-centric or part-centric development programs.

• Manage parts lists and standard parts.

• Use standard and custom notes to provide additional design details about parts and documents.

• Manage the program life cycle and its data, including program requirements, deliverable
schedules, and related changes.

• Protect intellectual property and national security while promoting collaboration.

In addition, you can extend the Teamcenter Aerospace and Defense solution with other Teamcenter
optional modules.

Aerospace and Defense interface


The Aerospace and Defense solution uses the Teamcenter interface.

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Components of the Aerospace and Defense solution

Program management

A program identifies a collection of resources and assets bound by a common objective, for example
the design and development of a new aircraft.
The Program application in Teamcenter includes Project Administration to create and administer
programs and Smart Folder Administration to configure filtering criteria for displaying program
data to users.
Using programs you can:
• Segregate data and users.
You can create, search, and modify only those objects of a program for which you have access.

• Write business rules based on programs.


Business rules are decision points that govern the behavior of business objects, including how
they are named, what actions can be undertaken on them, and so on.
Business rules consist of naming rules, display rules, extension rules, deep copy rules, revision
naming rules, list of values, conditions, and so on.

• Write access rules based on programs.


You can enable program-level security to restrict access to program data. You can extend the
default security rules to the program team members on a program-by-program basis.

• Configure items to be used as preferred parts in a program.

• Create document-centric or part-centric programs.

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A document-centric program requires you to create a source document (technical document)


before you create a part. A part-centric program does not require you to create a source
document when creating parts.
You can assign to or remove data can from programs manually or when the data item is created,
and assign items to more than one program.

Programs versus projects

Programs and projects work the same. They are both used to organize data and both can grant or
control data access to users. The only difference between them are the program security rules. The
Aerospace and Defense industry works with programs because of the high level of security provided
with the program security rules. Program-level security can be enabled to restrict access to program
data. The default security rules can be extended to grant read access to program data to members of
the program team, on a program-by-program basis.
The access that groups and roles have to programs is similar to the access they have to projects.
Again, program security rules can be applied to programs, introducing a higher level of security.
When the program security attribute on a project is set to true, Teamcenter considers the project as a
program and program-level access rules are applied.

Part management
The parts management functionality offers the following features:
• Parts
Aerospace and Defense solution provides three business objects relating to parts. These
business objects contain attributes specific to Aerospace and Defense.

Part Represents a product, part, or component. Parts represent the physical


parts that make up the products of your enterprise. Parts can comprise
assemblies, components, standard parts, and so on. Each part can have
one or more computer-aided designs (CAD) associated with it.
Components represent the individual pieces of a product. They are the
lowest level of the product structure. A component could be any item used
in an assembly as part of the assembly’s product structure.
Design Represents the design of a component, assembly, or part.
Drawing Represents a technical illustration that details out one or more assemblies
and parts created on a source technical document.

• Technical documents
Technical documents are the written form of technical information such as part lists, drawings,
procurement specifications, and schematics. A document-centric program requires a source
document to create a part, assembly, design, or drawing. Aerospace and Defense uses the
technical document as the source document.
The Technical Document object represents a technical document.

• Assemblies

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Assemblies represent groupings of parts. It can include other assemblies, components, standard
parts, and so on. The assembly structure can be built either through Structure Manager or
through CAD applications.

• Standard parts
Standard parts are specific to the Aerospace and Defense industry. They represent parts that
are used across multiple programs and whose design is controlled by a standard specification
specified by the military, an industry, or a company. You can set a standard part as a preferred
part for a program.
In the Aerospace and Defense solution, the Commercial part object represents a standard part.

Note
You can only use the Commercial part in an assembly if the part is a preferred part to
all the programs to which the assembly is associated with.

• Reports
You can generate part-centric part list reports.
The part centric parts list reports show the details of the structure of an assembly.

• Notes
You can enhance the source document and parts with notes. Notes provide additional design
details about the product structure and configuration. Notes can be of the following types:
Notes can be of the following types:

Standard notes Contain generic information that is applicable globally and can be
associated with multiple source documents or parts.

Custom notes Are defined for a specific document or part and provide specific information
about that document or part.

Change management
You can create change objects containing Aerospace and Defense specific attributes using the
Change Manager application. Aerospace and Defense supports the following change objects:

• Problem report

• Change request

• Change notice

• Deviation request

• Work breakdown

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Aerospace and Defense administration functionality


The Aerospace and Defense solution offers the following administration functionality:
• Naming rules
A naming rule defines how objects are named, including how IDs and revision IDs are
automatically assigned when objects are created.

• Revision naming rules


A revision naming rule is a business rule that defines the naming convention and sequence for a
revision property. You can create revision naming rules that confirm to Aerospace and Defense
revisioning schemes.

• Program administration functionality


Programs provide the following administration functionality:

o Define data and user access based on a program.

o Define business rules based on a program.

o Define naming rules based on a program.

o Define extension rules based on a program.

o Define list of values based on a program.

CAGE codes
A CAGE Code is a unique five-character identifier assigned as part of the NATO Codification Systems
(NCS) to suppliers to various government or defence agencies. CAGE codes provide a standardized
method of identifying a given facility at a specific location. This reference enables users of the
NCS to determine who supplies any given part. A cage code chart provided by the NATO AC/135
committee (the group of National Directors on Codification) describes the syntax of CAGE codes
in various countries.
With the Aerospace and Defense solution, you can:
• Register CAGE code for a company location.

• Set a default CAGE code preference for a user.

• Assign CAGE code to a part.

• Upgrade legacy data to populate CAGE code from the owning organization.

• Assign CAGE code to a part through CAD integrations.

Contract data management


Contracts are pivots that drive business across different industry sectors. A contract is a structured
procurement document listing the milestones and the schedule dates of the contract event. This

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procurement document can be a list of data requirement items, such as design information, drawings,
status reports, and so on.
After the contract is created, the data analyst creates a workflow schedule to collate the feedback
and the review comments that are generated during the data item approval process. This is done by
initiating correspondence related to the contract.
A graphical representation of managing contract data through Teamcenter is shown in the following
figure.

The sequence of steps is as follows:


1. Create data item descriptions (DIDs).
DIDs are predefined contract forms that specify data content, data format, and other specific
instructions for the suppliers.
You can maintain a DID repository to associate a data requirement item (DRI) to the contract.

2. Create a contract.
The administrator or the data analyst creates a contract and contract revision in Teamcenter.
You can also choose to create a contract event for scheduling the contract review and feedback
process.

3. Create data requirement items.

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You must attach a data requirement item (DRI) to the contract. A DRI is a technical document or
deliverable that forms the basis for structured procurement. It represents a single contractual
data item as described in DID.

4. Define submittal delivery schedule for the deliverable.


After the DRI is specified, you must initiate the review process. Submittal represents the data
item submittal package or documentation that relates to the actual documents submitted.

5. Provide feedback.
It is important to monitor the correspondence and feedback related to the data item submittal
package between you and the supplier.

Aerospace and Defense objects


In the Aerospace and Defense solution, objects are used to represent product data, such as parts,
assemblies, documents, drawings, designs, product requirements, and specifications. These objects
are stored in the database and can be accessed by users across the enterprise.
Objects can be associated with each other. The association between the objects is defined through a
relationship.
The following table lists the Aerospace and Defense solution data model objects.

Symbol Object Description


Technical Document Are the written (printed or digital) form of technical
(ADSTechDocument) information such as reports, drawings, procurement
specifications, parts, lists, interface control documents,
and schematics.
Technical documents serve as a source for creating
parts and assemblies for a product.
Part (ADSPart) Are components or assemblies that are included in the
product.
A component is typically the smallest discrete piece
considered in the design and production processes.
An assembly comprises several components and
(optionally) other assemblies.
Design (ADSDesign) Represents the computer-aided design (CAD) of a
component or assembly or an ADS part.
Drawing (ADSDrawing) Represents a drawing. They are related to technical
documents.

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Chapter
Chapter 1: 1: Getting
Getting started
started with Aerospace
with Aerospace and Defense
and Defense

Symbol Object Description


Commercial part Represents a standard part. Standard parts represent
(CommercialPart) commonly used parts that have been identified as a
standard design by a company, an industry, or the
military.

Note
The commercial part business object is
included in the vendor management template.

Standard Note Represents the notes established by the Standards


(Ads0StdNote) Engineering organization that conform to the design
practices of a program. Standard notes can be used
by all designers.
Custom Note Represents the unique notes for an individual part or
(Ads0CustomNote) document and are created by the designer responsible
for the part or document.
Contract data Represents the contract document used in
(Cdm0Contract) document-centric programs.
Contract revision Represents the association of the contract revision data
(Cdm0Contract with data requirement item.
Revision)
Data requirement item Represents an individual data requirement in a data
(Cdm0DataReqItem) requirement list.
Data requirement Represents the specifications of the data item
item revision requirement.
(Cdm0DataReqItem
Revision)
Data item description Are predefined contract forms that specify data content,
(Cdm0DID) data format, and other specific instructions for the
suppliers.
Maintain a DID repository to associate a data
requirement item (DRI) to the contract.
Data item Represents the specifications of the data item
description revision description.
(Cdm0DIDRevision)
Submittal Represents the data item submittal package or
(Cdm0Submittal) documentation that relates to the actual documents
submitted. The data analyst creates a submittal delivery
schedule for the tasks.
Submittal revision Represents the specifications of the submittal.
(Cdm0Submittal
Revision)

1-8 Using Aerospace and Defense on Rich Client PLM00111 12.2


Getting started with Aerospace and Defense

Symbol Object Description


Correspondence (Cdm0 Represents the feedback received from customers. The
Correspondence) data analyst attaches offline feedback from customers to
the correspondence object that is created in Teamcenter.
Correspondence revision Represents the specifications of the correspondence.
data (Cdm0
Correspondence
Revision)
Tabular data table This object is created to store the rows for tabular data.
(Fnd0StaticTable)
Event data table This object is created to store event data in the data
(Cdm0Events requirement item (DRI) event table.
Table)

The following table describes the Aerospace and Defense solution object relation types.

Relationship Description
ADS lists parts revisions relation Defines the relationship between a technical document
(ADS_Lists_PartsRevisions) revision and an ADS part or ADS design revision.
An ADS part or an ADS design that is created
on a given technical document is associated
to the technical document revision through the
ADS_Lists_PartsRevisions relation.
ADS lists parts relation Defines the relationship between a technical document
(ADS_Lists_Parts) revision and an ADS part or ADS design item.
Items corresponding to an ADS part or ADS design
are created on a technical document and are used on
an assembly. They are associated with the technical
document revision corresponding to the assembly
through the ADS_Lists_Parts relation.
ADS lists drawing revisions relation Defines the relationship between a technical document
(ADS_Lists_DrawingRevisions) revision and an ADS drawing revision.
When ADS drawings are created on a given technical
document, they are associated with it through the
ADS_Lists_DrawingRevisions relation.
Program preferred items relation Defines the relationship between a business object and
(TC_Program_Preferred_Items) a program.
When business objects are set up as preferred parts to
programs, they are associated to the programs through
the TC_Program_Preferred_Items relation.

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Chapter
Chapter 1: 1: Getting
Getting started
started with Aerospace
with Aerospace and Defense
and Defense

Relationship Description
Parametric requirements lists Defines the relationship between a business object and
(ListStandardNotes) a standard note.
A standard note or a standard note revision is attached
to a business object through the ListStandardNotes
relation.
Parametric requirements lists Defines the relationship between a business object and
(ListsCustomNotes) a custom note.
A custom note or a custom note revision is attached
to a business object through the ListsCustomNotes
relation.
Described by data item description Defines the relation between the objects,
(Cdm0IsDescribedbyDID) Cdm0DIDRevision and Cdm0DataReqItem Revision.
This will be used to support the requirement of creating
data requirement item revision and associating it with
contract revision.
List data requirement item submittal Defines the relation between data requirement item
schedule (Cdm0ListsDRISubmittalSch) revision and submittal delivery schedule.
Lists data requirement item submittal Defines the relation between the objects,
(Cdm0ListsDRISubmittal) Cdm0DataReqItemRevision and submittal.
List correspondence submittal Defines the relation between the
(Cdm0ListsCorspSubmittals) objects, Cdm0SubmittalRevision and
Cdm0CorpondenceRevision.
Lists correspondence Defines the relation between the objects,
revision and contract revision Cdm0CorpondenceRevision and
(Cdm0ListsCorspRefItems) Cdm0ContractRevision.
Lists contract data requirement item Defines the relation between the
(Cdm0ListsContractDRI) objects, Cdm0ContractRevision and
Cdm0DataReqItemRevision.

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Chapter 2: Defining session settings

You can define the following user settings for your Teamcenter session:
• Group
A user group is a set of users who have a common set of rules. You can use groups to
consolidate rules. Rules that are common to multiple users can be written for a group instead of
separately for each user. You can assign users to several groups.
Groups are created by administrators in the Organization application. If you do not specify a
group, the default group associated with the user account is used.

• Role
You can write rules that apply to roles without regard to the project, then create role assignments
that link users to the roles within each project. The software uses the role assignments to control
access and messaging.
Roles are created by administrators in the Organization application. If you do not specify a role,
the default role associated with the user account is used.

• Current project or program


If your administrator has specified a default program for you, that program is displayed when
you log on to Teamcenter. This setting allows you to switch between the programs that you
are a member of.

• Volume
Specifies the repository for storing data.

• Commercial And Government Entity Code


You must specify the Commercial And Government Entity (CAGE) code or location code of
the business objects. CAGE code or location code helps to identify the place from where the
business objects are sourced.

• Organization
In the aerospace and defense industry, data must be created within the context of an organization.
Organizations uniquely identify a group of users in an ISO 6523–compliant format. By default,
the organization is set as the group you specified when you logged on to Teamcenter. If your
log on group is not designated as an organization, or if the group does not belong to a parent
organization, the Organization field is blank.

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Chapter
Chapter 2: 2: Defining
Defining session
session settings
settings

Note
o All data creation activities are linked to the organization specified for your user
session. When you create an item, the owning organization of the item is the
organization specified for the user session.

o You can only specify an organization for your user session if your system is
configured to require data to be created in the context of an organization.

o Setting the organization preference enables you to create data in the context of an
organization to which you do not belong.

o Your default organization is set to the group you specified when you logged on to
Teamcenter. If the group is not designated as an organization or if the group does
not belong to an organization, the organization preference is blank.

• Application Logging
Specifies the record of logging request to the server.

• Journalling
Specifies the detail records of the application logging and the changes incorporated.

• Change notice
Specifies the change notices that you have permission to write to.

Note
This field is visible only when you have the Change Manager application installed.

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Chapter 3: Using CAGE codes and company location codes

Register company location

Note
You must first assign a location code to a company. The Aerospace and Defense
application evaluates the Fnd0MaintainUniqueLocationCode global constant to verify
the uniqueness of the location code.

1. Open My Teamcenter.

2. From the menu bar, chooseFile→New→Other.

3. In the New Business Object dialog box, expand Complete List.

4. Select Company Location and click Next .

5. Define information for the company location, as follows.

Name Specifies the name of the company location.


CAGE Code Specifies the position code assigned by the Government. This code is
unique for each company location.
Location Specifies the type of location code, for example, CAGE (Commercial
Type And Government Entity), GLN (Global Location Number), and so on.
Street Specifies the street name where the company is located.
City Specifies the city where the company is located.
State / Specifies the state or province where the company is located.
Province
Postal Specifies the ZIP code.
Code
Country Specifies the country where the company is located.
Region Specifies the region where the company is located.
URL Specifies the company URL.
Description Describes the company. Use a description that helps to distinguish the
purpose of the company and the nature of its business.
Name Specifies the name of the company.

6. Click Finish.

PLM00111 12.2 Using Aerospace and Defense on Rich Client 3-1


Chapter
Chapter 3: 3: UsingUsing
CAGE CAGE codes
codes and company
and company location
location codescodes

Edit company location


1. In the Quick Links pane, click Home.

2. In the Home pane, select the company location object that you have created.

3. In the Application pane, click the icon.

4. (Optional) In the Check-Out dialog box, define the following and then click Yes to continue.

Change ID Specifies the ID of the changed company location.


Comments Specifies comments about the change ID.

5. In the Application pane, select the Viewer tab to edit the company location information.
For more information about the description of the fields, see Register company location.

6. Click Finish.

Add company code to an item


The location or Commercial And Government Entity (CAGE) code that your administrator has
configured for your particular user profile, is automatically added as the original CAGE code to an
item and as the current CAGE code to the item revision, when you create one.
To modify the CAGE code assigned to you:
1. Choose Edit → User Setting.

Tip
You can also click the user information link in the client window application header
to access the User Settings dialog box.

2. In the User Settings dialog box, select an appropriate location code from the CAGE Code list.

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Using CAGE codes and company location codes

Note
You will only see those codes in the CAGE Code list that your administrator has
assigned to your user group.

When you revise an item or an item revision, or perform the Save As or Baseline operations, the
location code for the item displays the current location code that you set in your session.

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Chapter 4: Working with Aerospace and Defense objects

Creating Aerospace and Defense objects

Create a technical document

1. Open My Teamcenter.

2. Choose File→New→Item.

3. In the New Item dialog box, select Technical Document.

4. Define the basic information for the new item, as follows:

In the Naming and Numbering Pattern section:

ID Specifies the naming and the numbering pattern for


the part.

Note
The naming and the numbering rules are set
in Business Modeler IDE.

Revision Specifies the revision pattern of the part.

In the Item Information section:

ID/Revision - Name Specifies the ID, revision ID, and name of the part. This
is a mandatory field.

Note
Click the Assign button to automatically
generate the item ID and revision identifiers.
The Assign button is active only if naming
rules and automatic generation have been
implemented for the selected object type.
The ID is based on the numbering pattern
you selected in the Naming and Numbering
Pattern section.

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Chapter 4: 4: Working
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and Defense objects
objects

Description Describes the part. Use a description that helps to


distinguish the purpose of the part.

Unit of measure Specifies the metric of the part.

5. Click Next .

6. Define additional item information, as follows:

Category A user defined attribute for classifying the technical


document.
Original CAGE Code Specifies the location code assigned to an item when it
was first created.

Note
This box is not available by default.

Technical Document category Specifies the category of the technical document,


for example, assembly drawing, wire list, material
specification, and so on.
Title Specifies the title of the technical document.

Author Specifies the author or the originator of the technical


document. The author or the originator of a document
is the person, office, or designated position responsible
for its creation or issuance.
Subject Specifies the subject of the technical document.

Keywords Specifies a word or phrase used for indexing or


cataloging the technical document.

7. Click Next.

8. (Optional) Define additional item revision information, as follows:

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Working with Aerospace and Defense objects

Custodial organization Name Specifies the name of the organization that has the
custody of the technical documents.

Note
The Custodial organization Name is saved
only if you specify the Organization ID of the
group or organization.
You can set the Organization ID in the
ADA/ITAR Attributes tab of the Group in the
Organization application.

Design Level Specifies the conceptual or developmental design,


production prototype or limited production design, and
engineering drawings required for the production of an
item or a system.
Document Author Specifies the author or the originator of the technical
document. The author or the originator of a document is
the person, office or designated position responsible for
its creation or issuance.
Document Subject Specifies the theme of the technical document.

Document Title Specifies the heading of the technical document.

Undimensioned Specifies whether a drawing defines the undimensioned


flat patterns for parts.

Title Specifies the title of the technical document.

Author Specifies the author or the originator of the technical


document. The author or the originator of a document
is the person, office, or designated position responsible
for its creation or issuance.
Subject Specifies the subject of the technical document.

Keywords Specifies a word or phrase used for indexing or cataloging


the technical document.

9. Click Next to create an alternate identifier, if enabled.

PLM00111 12.2 Using Aerospace and Defense on Rich Client 4-3


Chapter
Chapter 4: 4: Working
Working with Aerospace
with Aerospace and Defense
and Defense objects
objects

10. (Optional) Select the program that you want to assign from the list of programs.

Note
You can assign objects to programs only if you are a privileged program team member.

11. Select one or more programs from the Programs for Selection list.

12. Click the right-arrow button to move the programs to the Selected Programs list.

13. Click Next.

14. (Optional) Define the display options to create a new Aerospace and Defense technical document
in the selected folder in My Teamcenter, as follows:

Show as a new root Specifies that the newly created object is opened as a
root object. It is not pasted to the selected item. If you
do not select this option, the new item is pasted as the
child of the selected item.
Use item identifier as default Specifies item identifier as a default display object.
display
Use revision identifier as default Specifies that the alternate identifier for the item is the
display default display object.
Check-Out Item Revision on Create Specifies that the item revision is checked out
automatically after creation.

Note
You must check out the item revision before
you modify it.

15. Click Finish.

Create a part or a commercial part


1. Open My Teamcenter.

2. Choose File→New→Part.

3. In the New Part dialog box:


a. Choose Part for creating a part.

b. Choose Commercial Part for creating a commercial part.

4. Click Next.

5. Define basic information for a part, as follows:


In the Naming and Numbering Pattern section:

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Working with Aerospace and Defense objects

ID Specifies the naming and the numbering pattern for


the part.

Note
The naming and the numbering rules are set
in Business Modeler IDE.

Revision Specifies the revision pattern of the part.

In the Part Information section:

ID/Revision - Name Specifies the ID, revision ID, and name of the part. This
is a mandatory field.

Note
Click the Assign button to automatically
generate the item ID and revision identifiers.
The Assign button is active only if naming
rules and automatic generation have been
implemented for the selected object type.
The ID is based on the numbering pattern
you selected in the Naming and Numbering
Pattern section.

Description Describes the part. Use a description that helps to


distinguish the purpose of the part.

Unit of measure Specifies the metric of the part.

6. Click Next.

Note
The following happens when you click Next, Back or the Finish button:
If you have enabled automatic selection and multifield keys for technical documents
and if there are multiple technical documents matching the criterion:
• You see the select Unique Source Document dialog box. This dialog box
displays the list of technical documents matching the criteria you specified for
technical documents.

• To select a technical document, double-click the row that contains the technical
document you want.

PLM00111 12.2 Using Aerospace and Defense on Rich Client 4-5


Chapter
Chapter 4: 4: Working
Working with Aerospace
with Aerospace and Defense
and Defense objects
objects

• You can change the technical document in the Define additional part information
pane.

7. Define additional part information, as follows:

Original CAGE Code Specifies the location code assigned to an item when
it was first created.

Note
This box is not available by default.

Part Category Specifies the category of part for the program,


for example, supplier part, government furnished
equipment, or military standard part.
Source Document category Specifies the user-defined attribute for classifying
document items.

Source Document ID Specifies the unique identifier of the document


associated with the part.

Source Document Revision Specifies the revision of the document associated with
the part.

Source Technical Document Specifies the category of the technical document,


Category for example, assembly drawing, wire list, material
specification, and so on.
Design Required Specifies whether a CAD design is required for the
part. The Aerospace and Defense solution validates the
designs for the part. This property is usually selected for
consumables that have a representation in the parts list
but no geometric representation. For example, glue,
paint, grease, and so on.

Note
You must specify the source document details and the attribute values before you
create the part in document-centric programs.
Enter the values for source document properties in the language specified by the
master locale. You can copy master locale values from the respective source
document properties using the Localization button .

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Working with Aerospace and Defense objects

8. Click Next.

Note
The following happens when you click Next, Back or the Finish button and you have
configured multifield keys for technical documents.
If there are multiple technical documents matching the criteria for technical documents
you specified in the Define additional part information dialog box:
• You see the select Unique Source Document dialog box. This dialog box
displays the list of technical documents matching the criteria you specified for
technical documents.

• To select a technical document, double-click the row that contains the technical
document you want.

9. (Optional) Define additional part revision information, as follows:

Make/Buy Specifies whether the part is manufactured internally


or sourced from a vendor.

10. Click Next to create an alternate identifier, if enabled.

11. (Optional) Select the program that you want to assign from the list of programs.

Note
You can assign objects to programs only if you are a privileged program team member.

12. Select one or more programs from the Programs for Selection list.

13. Click the right-arrow button to move the programs to the Selected Programs list.

14. Click Next.

15. (Optional) Define the display options to create a new Aerospace and Defense technical document
in the selected folder in My Teamcenter, as follows:

Show as a new root Specifies that the newly created object is opened as a
root object. It is not pasted to the selected item. If you
do not select this option, the new item is pasted as the
child of the selected item.
Use item identifier as default Specifies the item identifier as a default display object.
display
Use revision identifier as default Specifies that the alternate identifier for the item is the
display default display object.

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Chapter 4: 4: Working
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and Defense objects
objects

Check-Out Item Revision on Create Specifies that the item revision is checked out
automatically after creation.

Note
You must check out the item revision before
you modify it.

16. Click Finish.

Create a design
1. Open My Teamcenter.

2. Choose File→New→Design.

3. In the New Design dialog box, select Design.

4. Define basic information for a new design, as follows:


In the Naming and Numbering Pattern section:

ID Specifies the naming and the numbering pattern for


the part.

Note
The naming and the numbering rules are set
in Business Modeler IDE.

Revision Specifies the revision pattern of the part.

In the Design Information section:

ID/Revision - Name Specifies the ID, revision ID, and name of the part. This
is a mandatory field.

Note
Click the Assign button to automatically
generate the item ID and revision identifiers.
The Assign button is active only if naming
rules and automatic generation have been
implemented for the selected object type.
The ID is based on the numbering pattern
you selected in the Naming and Numbering
Pattern section.

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Working with Aerospace and Defense objects

Description Describes the part. Use a description that helps to


distinguish the purpose of the part.

Unit of measure Specifies the metric of the part.

5. Click Next .

Note
The following happens when you click Next, Back or the Finish button:
If you have enabled automatic selection and multifield keys for technical documents
and if there are multiple technical documents matching the criterion:
• You see the select Unique Source Document dialog box. This dialog box
displays the list of technical documents matching the criteria you specified for
technical documents.

• To select a technical document, double-click the row that contains the technical
document you want.

• You can change the technical document in the Define additional part information
pane.

6. Define the additional design information, as follows:

Design Category Specifies the category of part for the program,


for example, supplier part, government furnished
equipment, or military standard part.
Original CAGE Code Specifies the location code assigned to an item when
it was first created.

Note
This box is not available by default.

Source Document category Specifies the user-defined attribute for classifying


document items.

Source Document ID Specifies the unique identifier of the document


associated with the design.

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Chapter 4: 4: Working
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and Defense objects
objects

Source Document Revision Specifies the revision of the source document that must
be used to create the design.

Source Technical Document Specifies the category of the technical document,


Category for example, assembly drawing, wire list, material
specification, and so on.

Note
You must specify the source document details and the attribute values before you
create the design in document-centric programs.
Enter the values for source document properties in the language specified by the
master locale. You can copy master locale values from the respective source
document properties using the Localization button .

7. Click Next.

Note
The following happens when you click Next, Back or the Finish button and you have
configured multifield keys for technical documents.
If there are multiple technical documents matching the criteria for technical documents
you specified in the Define additional part information dialog box:
• You see the select Unique Source Document dialog box. This dialog box
displays the list of technical documents matching the criteria you specified for
technical documents.

• To select a technical document, double-click the row that contains the technical
document you want.

8. (Optional) Define additional design revision information, as follows:

Make/Buy Specifies whether the part is manufactured internally


or sourced from a vendor.

9. Click Next to create an alternate identifier, if enabled.

10. (Optional) Select the program that you want to assign from the list of programs.

Note
You can assign objects to programs only if you are a privileged program team member.

11. Select one or more programs from the Programs for Selection list.

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Working with Aerospace and Defense objects

12. Click the right-arrow button to move the programs to the Selected Programs list.

13. Click Next.

14. (Optional) Define the display options to create a new Aerospace and Defense technical document
in the selected folder in My Teamcenter, as follows:

Show as a new root Specifies that the newly created object is opened as a
root object. It is not pasted to the selected item. If you
do not select this option, the new item is pasted as the
child of the selected item.
Use item identifier as default Specifies item identifier as a default display object.
display
Use revision identifier as default Specifies that the alternate identifier for the item is the
display default display object.
Check-Out Item Revision on Create Specifies that the item revision is checked out
automatically after creation.

Note
You must check out the item revision before
you modify it.

15. Click Finish.

Create a drawing
While creating a drawing, you must mention the source document number. If there are multiple
source documents available with the same number, provide additional information, such as source
document category, and source technical document category.
1. Open My Teamcenter.

2. Choose File→New→Drawing.

3. Define basic information for the new item, as follows:


In the Naming and Numbering Pattern section:

ID Specifies the naming and the numbering pattern for


the part.

Note
The naming and the numbering rules are set
in Business Modeler IDE.

Revision Specifies the revision pattern of the part.

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Chapter 4: 4: Working
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with Aerospace and Defense
and Defense objects
objects

In the Item Information section:

ID/Revision - Name Specifies the ID, revision ID, and name of the part. This
is a mandatory field.

Note
Click the Assign button to automatically
generate the item ID and revision identifiers.
The Assign button is active only if naming
rules and automatic generation have been
implemented for the selected object type.
The ID is based on the numbering pattern
you selected in the Naming and Numbering
Pattern section.

Description Describes the part. Use a description that helps to


distinguish the purpose of the part.

Unit of measure Specifies the metric of the part.

4. Click Next .

Note
The following happens when you click Next, Back or the Finish button:
If you have enabled automatic selection and multifield keys for technical documents
and if there are multiple technical documents matching the criterion:
• You see the select Unique Source Document dialog box. This dialog box
displays the list of technical documents matching the criteria you specified for
technical documents.

• To select a technical document, double-click the row that contains the technical
document you want.

• You can change the technical document in the Define additional part information
pane.

5. Define the additional item information, as follows:

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Working with Aerospace and Defense objects

Original CAGE Code Specifies the location code assigned to an item when
it was first created.

Note
This box is not available by default.

Source Document category Specifies the user-defined attribute for classifying


document items.

Source Document ID Specifies the ID of the source document.

Source Document Revision Specifies the revision of the source document that must
be used to create the drawing.

Source Technical Document Specifies the category of the technical document,


Category for example, assembly drawing, wire list, material
specification, and so on.

Note
In document-centric programs, you must specify the source document details and the
attribute values before you create the drawing.
Values for source document properties must be entered in the language specified by
the master locale. You can copy master locale values from the respective source
document properties using the Localization button .

6. Click Next.

Note
The following happens when you click Next, Back or the Finish button and you have
configured multifield keys for technical documents.
If there are multiple technical documents matching the criteria for technical documents
you specified in the Define additional part information dialog box:
• You see the select Unique Source Document dialog box. This dialog box
displays the list of technical documents matching the criteria you specified for
technical documents.

• To select a technical document, double-click the row that contains the technical
document you want.

7. (Optional) Define additional item revision information, as follows:

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and Defense objects
objects

Drawing Type Specifies the format of the drawing. For example, PDF,
Microsoft Word, and so on.
Drawing can be manufacturing drawing, schematic
drawing, and so on.

8. Click Next to create an alternate identifier, if enabled.

9. (Optional) Select the program that you want to assign from the list of programs.

Note
You can assign objects to programs only if you are a privileged program team member.

10. Select one or more programs from the Programs for Selection list.

11. Click the right-arrow button, ( ) to move the programs to the Selected Programs list.

12. Click Next.

13. (Optional) Define the display options to create a new Aerospace and Defense technical document
in the selected folder in My Teamcenter, as follows:

Show as a new root Specifies that the newly created object is opened as a
root object. It is not pasted to the selected item. If you
do not select this option, the new item is pasted as the
child of the selected item.
Use item identifier as default Specifies item identifier as a default display object.
display
Use revision identifier as default Specifies that the alternate identifier for the item is the
display default display object.
Check-Out Item Revision on Create Specifies that the item revision is checked out
automatically after creation.

Note
You must check out the item revision before
you modify it.

14. Click Finish.

Creating Aerospace and Defense business objects in document-centric


programs
Document-centric programs require you to specify a source document while creating Aerospace and
Defense business objects such as parts, designs, and drawings.

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Working with Aerospace and Defense objects

When creating a business object in a document-centric program, you must fill the Source Document
property of the business object with the document number of an existing document.
In document-centric programs, when a part is created, the part is associated with the technical
document through the ADS_Lists_PartRevisions relation. When a drawing is created, the drawing
is associated with the technical document through the ADS_Lists_DrawingRevisions relation.
A single source document can list multiple parts. A document-centric program manages parts list
documents that are revised independently of the part.
The behavior of the source technical document varies during creation of Aerospace and Defense
business objects in a document-centric program when:
• Automatic selection of source technical documents is enabled and automatic creation of source
technical documents is disabled.
If you do not specify the source document ID, the system extracts the document ID from the
item ID.
However, if you specify both the source document ID and source document details, the system
uses the details provided in the Enter additional part/design information pane to select the
source technical document.

Note
The string before the last hyphen in the item ID is the ID of the source technical
document.
If two or more technical documents exist with the same ID, you must provide specific
details about the technical document by entering the source document category, and
revision ID.
The system displays an error message if:
o The source document details are not provided.

o The details provided do not correspond to an existing technical document.

• Automatic creation of source technical document is enabled and automatic selection of source
technical document is disabled.
If you provide the source document details, such as the source document category, and source
document revision when you create a part, design, or drawing, the system automatically creates
a new technical document corresponding to the source document details and associates it with
the new business object through an appropriate relation.
Automatic creation of technical document works only after the system ensures that:

o An existing document cannot be selected from the source document ID provided as a part of
the part, design or drawing ID in the Enter part/design/drawing information pane because
automatic selection is disabled.

o The details provided in the Enter additional part/design/drawing information pane does
not match any of the existing technical documents.

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with Aerospace and Defense
and Defense objects
objects

• Both automatic selection and automatic creation of source technical document are enabled.
When you specify the source document ID while creating Aerospace and Defense business
objects, the system automatically selects the technical document corresponding to the source
document ID. You do not need to manually specify the source document details. The new
business object is associated to the automatically selected technical document through an
appropriate relation.
However, if you specify both the source document ID and source document details, the system
uses the details provided to select the source technical document.
If the given source document details do not match any of the existing technical documents, the
system automatically creates a new technical document based on the details you provided when
creating the object and associates it with the new business object through an appropriate relation.

Note
If you do not specify the document ID, Teamcenter creates the document ID based
on the ID of the part, design, or drawing.

• Both automatic selection and automatic creation are disabled.


When you specify the source document details, the system searches for the corresponding
source document and updates the other attributes, such as the source document category, and
source document revision. The selected technical document is associated to the new business
object through an appropriate relation.
When you specify details about the source document and the details do not match any of the
existing source documents, the system fails to create the business object because automatic
creation of source technical document is disabled and displays an error message.

Revising Aerospace and Defense objects

Revise Aerospace and Defense objects


1. Open My Teamcenter.

2. Select the Aerospace and Defense business object item revision that you want to revise and
choose File→Revise.
The Revise dialog box appears.

3. In the Define the basic information for the new item revision pane, type the name of the
new revision.
The system generates a new revision ID based on the existing one.

4. Click Next or click the Enter Additional Item Revision Information link in the left pane of
the Revise dialog box.
The Define additional item revision information pane appears.

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Working with Aerospace and Defense objects

5. (Optional) Type the title, author, subject, and keywords in the Define additional item information
pane.

6. Click Next or click the Define Attached Objects link in the left pane of the Revise dialog box.
The Define attached objects pane displays the source revision and attachments and the
destination revision and attachments. By default, all objects are copied forward to the new
(destination) revision.

7. (Optional) In the left pane of the Revise dialog box, click the Assign to Programs link.

8. (Optional) Assign the new revision to a different project or program.

9. (Optional) Click the Define Options link and select the appropriate open, display, and checkout
options.

10. Click Finish.

Note
When a business object that must be associated with a change notice is revised, all
revision activities on the business object are associated with the change notice that is set
as the preferred change notice for your user session.

Revising parts and documents


In a document-centric program, items or item revisions are associated with each other through
appropriate relations. Revision behavior of associated parts and documents can be specified by
configuring the deep copy rules for the relations in the Business Modeler IDE.
Document revisions and part revisions are associated through the ADS_Lists_PartRevisions
relation. Consider the following revision behaviors before revising associated parts and documents:
• Both a part and its associated source technical document can be revised independently of each
other.

• A technical document item revision whose item is associated to a part or part revision can be
revised independently of the part.

• When revising a part revision that has an associated technical document item, the relation with
the previous revision of the part is deleted and only the new revision of the part is carried forward.

• When revising a technical document item revision that has associated technical document items,
the associations are carried forward to the new revision.

Modify Aerospace and Defense objects


1. Open My Teamcenter.

2. Select the Aerospace and Defense object that you want to modify and choose View→Properties
or right-click the object and choose Properties.

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Chapter 4: 4: Working
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with Aerospace and Defense
and Defense objects
objects

The Properties dialog box appears.

3. Click the Check out and Edit button.


The Check Out dialog box appears.

4. In the Change ID box, type a change ID.

5. (Optional) Type comments about the change in the Comment box.

6. Click Yes to confirm checkout.


The Edit Properties dialog box appears.

7. Type the values in the Object, Name, and Description fields.

8. Verify the Owner, Group ID, and Last modified user information and click Save.

9. Click Check-In to check in the modified item.

10. Click Yes to confirm the check in operation.

The existing Aerospace and Defense object is modified.

Delete Aerospace and Defense objects

Note
You cannot delete a business object if it is referenced by other objects. For
example, if an ADS part is associated with a source technical document through the
ADS_Lists_PartsRevisions relation in a document-centric program, it cannot be deleted.
You must first select the part revision displayed under the ADS_Lists_PartsRevisions
relation and click the button on the toolbar to remove the part from the relation. The
part is now independent of the technical document and can be deleted.

1. Open My Teamcenter.

2. Select the ADS item business object that you want to delete.

3. Choose Edit→Delete, or click .


The Confirmation dialog box appears.

4. Click Yes to confirm deletion.

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Working with Aerospace and Defense objects

Working with preferred standard parts


Add a preferred standard part to a program
To add a preferred standard part to a program:
1. Configure an item business object as a preferred standard part for the program.

Note
You must be an administrator or a user with DBA privileges to enable an item business
object as a preferred standard part.

2. Create the item business object that has been configured as a preferred standard part.

3. Associate the preferred standard part with the program.

Associate preferred standard parts to programs


1. Open My Teamcenter.

2. Select the standard part and choose Edit→Copy.

3. Select the program to which you want to attach the preferred standard part.

Note
You can search for a program by clicking the Search button on the My Teamcenter
toolbar.

4. Expand the program tree in the Search Result pane and navigate to the
TC_Program_Preferred_Items relation.

5. Right-click the TC_Program_Preferred_Items relation and click Paste.


The preferred standard part is attached to the program.

Remove preferred parts from assemblies


1. Open My Teamcenter.

2. Select the preferred part.

Note

You can search for the preferred part by clicking the Search button on the toolbar.

3. Double-click the preferred part to open it in the Impact Analysis view.


The Impact Analysis pane displays the assemblies that use the selected preferred part.

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with Aerospace and Defense
and Defense objects
objects

4. Right-click the assembly and choose Send to→Structure Manager.


The assembly appears in the Structure Manager window.

5. Select the preferred part and click the Remove a Line button on the toolbar.

Note
Ensure that you remove the preferred part from all the assemblies that use it.

6. Choose File→Save to save the changes in the Structure Manager window.

Remove preferred parts from programs


1. Open My Teamcenter.

2. Select the program that uses the preferred part.

Note

You can search for the program by clicking the Search button on the toolbar.

3. Expand the program tree and navigate to the Tc_Program_Preferred_Items relation.

4. Select the preferred part that appears under the Tc_Program_Preferred_Items relation and click
or choose Edit→Cut.

Note
Ensure that you cut the relation in all the programs that use the preferred part.

Change the owning program


When changing owning programs, consider the following:
• To change owning programs, you must be the owner of the relevant item and must have access
to the new owning program.

• You can change the owning program only for objects of the type Item. You cannot change the
owning program for objects of the type Dataset.

• The owning program must be a privileged program.

• The program will be set as the owning program for all other related objects that are specified in the
program propagation rule. This rule takes care of assigning other related objects to the program.

To change the owning program of an object:

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Working with Aerospace and Defense objects

1. In My Teamcenter or Structure Manager, select the objects, right-click, and choose the Change
Owning Program command.
Alternatively, choose Tools→Program→Change Owning Program.

2. In the Change Owning Program dialog box, select the new program from the Select Program
to Assign list and click OK.

Assemblies in Aerospace and Defense


Assemblies for document-centric programs
You can add parts, components, and other assemblies to build a new assembly in your current
(active) program. In document-centric programs, assemblies can consist of:
• ADS parts or designs belonging to the same source document as that of the assembly.

• Foreign components. ADS parts or designs that belong to a different source document but not to
the assembly’s source document are considered to be foreign components.
The foreign components are related to the assembly’s source technical document through the
ADS_Lists_Parts relation.

The Aerospace and Defense solution template helps you build an assembly by:
• Automatically identifying foreign components when they are added to the assembly and allowing
them to be associated with the assembly’s source technical document revision through the
ADS_Lists_Parts relation.

• Allowing a single component to be associated with multiple assemblies belonging to the same
source document through a single relation (ADS_Lists_Parts). You can remove the part or
design from one assembly without having to remove the relation that exists until you remove the
part from all the assemblies.

Build an assembly for a document-centric program

Note
An assembly can include multiple parts. You can copy the parts that you want to include
in the new assembly from the business objects list in My Teamcenter and paste them
in the assembly in the Structure Manager.
You must paste all the components on the first component that was sent to the Structure
Manager and not on any of the components pasted under the first component in the
assembly.
The system automatically identifies the first component’s source technical document as
the assembly’s source technical document and associates the foreign components to the
source technical document through the ADS_Lists_Parts relation.

1. Open My Teamcenter.

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with Aerospace and Defense
and Defense objects
objects

2. Right-click the first component to be added to the assembly and choose Send to→Structure
Manager.
The Structure Manager opens and displays the first component. This component is considered
to be the parent component in the assembly.

3. Switch to My Teamcenter, select the second component that you want to include in the new
assembly under the parent component, and choose Edit→Copy.

4. Switch to Structure Manager, select the parent component of the assembly, and choose
Edit→Paste or right-click the parent component and choose Paste.
The second component is added to the assembly in the Structure Manager.

5. Choose File→Save to save the changes in the Structure Manager window.


The new assembly is saved as BOM view revisions in the source technical document in My
Teamcenter.

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Chapter 5: Generate part-centric parts list reports

1. Open My Teamcenter.

2. Right-click the assembly for which you want to generate the part-centric parts list report and
choose Send To→Structure Manager.

3. (Optional) Configure the revision rule and effectivity for the assembly, as required.

4. Open the Structure Manager from the left pane of the Favorites view in My Teamcenter.

The selected assembly appears in the BOM line view in the Structure Manager.

5. In the BOM line view, select the assembly.

6. Choose File→Print to generate the parts list report. Select the output contents for the report.

The report appears in the report pane.

Note
The report contains:
• The assembly from which the report is generated.

• The parts in the first level of the product structure.

• The creation date of the parts list report.

• The part number, revision, and sequence of the assembly that the part-centric
parts list report is created for.

The following details are also available for each component and subassembly:
• Find number

• Part number

• Nomenclature

• Quantity

• Remark

The report is available in plain text, XML, and HTML.

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Chapter 6: Working with notes

Working with standard notes

Basic concepts about standard notes


Standard notes represent the notes established by the Standards Engineering group that conform to
the design practices of a program. Standard notes are often categorized and maintained in a library
for use by design engineers in the creation of parts lists.
The following concepts apply to standard notes:
• Standard notes specify parametric variable values that designers select when attaching the
note to an item or an item revision.

• Standard notes are associated with items, such as parts or documents, through the Standard
Notes Lists relation where the part or document revision is the primary object and the standard
note or standard note revision is the secondary object.

• The parameters for the note are specified in the Note Text property of the note revision.

Note
Text cannot be modified after it is saved. You must create a new revision of the
standard note and make changes to the Note Text property of the new revision.

• The text of the note revision contains text, parameters, and applicable values using the syntax
shown below.
text [parameter name: parametric value1 delimiter parametric
value2 delimiter... parametric value n]

Example
Round all sharp corners to [Radius: 0.4, 0.5, 0.6] inch
and heat treat to [Temperature: 200, 220, 230] degrees Fahrenheit.

• The default delimiter for parameters in the note text is a comma (,). However, your Teamcenter
administrator can configure the delimiter to use a different character.

• When a standard note is created, a Standard Note Text dataset is created that contains the text.
The dataset is attached to the standard note revision.

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Note
You cannot delete the dataset or detach the dataset from the standard note revision.

• Standard notes are used to associate parts with documents.

• Standard notes and standard note revisions can be related to multiple items or item revisions.

• You can export parameters and parametric values of standard notes using the Export to Excelor
tcxml export feature only.

• You can export parameters and parametric values of standard notes using the Export to Excel
or tcxml export feature only.

• Only a single revision of a standard note can be attached to an item or item revision. By default,
you cannot attach multiple revisions of the same note to an item or item revision.

Note
Your Teamcenter administrator can configure the system to allow multiple revisions of
a standard note to be attached to an item or item revision by setting the value of the
AllowMultipleRevisionsofStdNotes global constant to true.

Create a standard note

Note
To create standard notes, you must have DBA privileges with administrative bypass set, or
you must fill a role that your Teamcenter administrator has designated as having standard
note creation privileges.

1. Open My Teamcenter.

2. Choose File→New→Item.

The New Item dialog box appears.

3. In the New Item dialog box, select the Standard Note item type.

4. Click Next.

The system displays the Define basic information for new item pane.

5. Type an item ID, revision ID, and name for the standard note, or click Assign to automatically
generate the item ID and revision identifiers.

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Working with notes

Note
The Assign button is active only if naming rules and automatic generation are
implemented.

6. (Optional) Type a description of the standard note and select a unit of measure.

7. Click Next.

The Define additional item information pane appears.

8. In the Note Category box, choose a category for the standard note.

9. (Optional) Enter values for the note attributes.

10. Click Next.

The Define additional item revision information pane appears.

11. (Optional) Enter values for the revision attributes.

12. In the left pane of the New Item dialog box, click the Assign to Programs link.

The system displays the list of programs to which the standard note can be assigned.

Note
You can assign objects to programs only if you are a privileged program team member.

13. (Optional) Select one or more programs from the Programs for Selection list and move them to
the Selected Program list.

14. (Optional) Click Next or click the Define Options link in the left pane of the New Item dialog box.

15. (Optional) Select open, display, and checkout options.

16. Click Finish.

A new standard note is created in the selected folder in My Teamcenter. It consists of a:

• Standard note master form

• Standard note revision

• Standard note revision master form

• Standard note text dataset

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Specify standard note text

Note
To specify standard note text, you must have DBA privileges with administrative bypass
set, or you must fill a role that your Teamcenter administrator has designated as having
standard note definition privileges.

1. Open My Teamcenter.

2. Right-click the standard note revision and choose Properties. Alternatively, select the standard
note revision and choose View → Properties.

Note
You cannot double-click the note text dataset to open it. Although the note text is
stored in the dataset, you must enter the data in the note revision properties.

The Properties dialog box appears.

3. Click the Check-Out and Edit button.


The Check-Out dialog box appears.

4. In the Change ID box, type the change ID.

5. In the Comments box, type notes for checkout.

6. Click Yes.
The Edit Properties dialog box appears.

7. Click the All link in the Edit Properties dialog box, and scroll to the Note Text box.

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Working with notes

8. In the Note Text box, type the note using the following syntax:
text [parameter name: parametric value1 delimiter parametric
value2 delimiter ..... parametric value n]

Example
Round all sharp corners to [Radius: 0.01, 0.02, 0.03] inches
and heat treat to [Temperature: 100, 120, 130] degrees Fahrenheit.

Note
The delimiter used when specifying parametric values is defined by your Teamcenter
administrator. The default delimiter is a comma (,).

9. Click Save.

Note
You cannot modify the text after it has been saved. To update parameters, you must
create a new revision of the standard note.

10. Click the Check-In button.


The Check-In dialog box appears.

11. Click Yes.

Attach a standard note to an item or item revision

Note
You do not need DBA privileges or special role access to attach a standard note to
an item or item revision.

1. Open My Teamcenter.

2. Right-click the standard note or the standard note revision that you want to attach and choose
Copy. Alternatively, select the standard note and choose Edit → Copy.

3. Select the destination item or item revision and choose Edit → Attach Requirements/Notes →
Parametric Requirement.
The Input Parametric Values dialog box displays the parameters and values defined for the note.

4. Choose values for the parameters.

5. (Optional) Select the Flag Note option.

6. Click OK.

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The standard note revision is attached to the selected object (item or item revision) through
the Standard Notes Lists relation.

Note
If the note is not visible under the item or item revision to which it is attached, you must
specify Standard Notes Lists as a shown relation for the item and item revision. To do this:
1. Choose Edit→Options.

2. Expand the Options tree and expand the General folder.

3. Click the Item or Item Revision node.

4. In the General options tab, choose Standard Notes Lists from the Available
Relations list.

5. Click to move it to the Shown Relations list.

6. Click OK.

View parametric values in standard notes


To view the parametric values in a standard note which is attached to an item or item revision:
1. In My Teamcenter, select the standard note revision and choose Window→Show View→Other.

2. In the Show View dialog box, expand the Teamcenter navigation tree and select MS Word.

3. Click OK.
You can see the parametric values of the standard note in a new view.

Revise a standard note


To modify the data associated with a standard note, you must first create a new revision of the
standard note.
1. Open My Teamcenter.

2. Select the standard note revision that you want to revise and choose File→Revise.
The Revise dialog box appears.

3. (Optional) In the Define the basic information for the new item revision pane, type the name
of the new revision.

4. (Optional) Type a description of the revision and choose a unit of measure for the revision.

5. Click Next.
The Define additional item revision information pane is displayed.

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Working with notes

6. (Optional) Enter values for the note revision attributes.

7. Click Next.

The Define attached objects pane displays the source revision and attachments and the
destination revision and attachments of the destination revision. By default, all objects are copied
forward to the new (destination) revision.

8. (Optional) Choose copy options for the objects related to the source revision by clicking the icon
to the right of the object in the tree.

Don't Copy
Allows you to selectively copy objects from one revision to another.
Objects that are designated as Don't Copy appear with a line through
them in the Destination tree.
Copy as Object
Creates a new object of the same type and relation to the parent object.
Objects created by this method are totally independent of the parent
object. Therefore, any changes to the copied object are not reflected
in the original object.
Copied objects appear in bold in the Destination tree and can be
renamed.
Copy as Reference
Copies the object as a reference to the original object. All changes to the
reference copy affect the original object. The names of attachments that
are copied as references cannot be modified.

9. Click Next.

The Select projects or programs that you want to assign new object to pane is displayed.

10. (Optional) Assign the new revision to a different project or program.

11. Click Next.

The Select open option and alternate id display option pane is displayed.

12. (Optional) Set the open, display, or checkout option for the new revision.

13. Click Finish.

The new revision is created as a copy of the previous revision object. The new revision is
independent of the source revision. Modifications to the new revision are not reflected in the
source revision, which allows you to edit the note text for each revision.

14. Specify the note data.

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Replace a standard note revision with another revision


By default, only one revision of a standard note can be associated with an item or item revision.
However, you can replace an existing note with a new revision of the note.
1. Open My Teamcenter.

2. Right-click the revision of the standard note that will replace the revision attached to the item
or item revision, and choose Copy.

3. Expand the item or item revision and select the standard note revision that you want to replace.

4. Choose Edit→ Replace ParametricRequirement Revision.


If there are parametric values defined for the note, the Input Parametric Values dialog box
appears.

5. Choose values for the parameters.

6. (Optional) Select the Flag Note option.

7. Click OK.
The standard note revision attached to the item or item revision is replaced by the new revision of
the note.

Validate whether a note is qualified for a technical document


When working in document-centric programs, designers are required to identify the notes that are
applicable to various parts from among the qualified standard notes for their technical document.
To validate a note:
1. Open My Teamcenter.

2. Copy the standard note or the standard note revision.

3. Select the technical document revision and choose Edit → Attach Requirements/Notes →
Parametric Requirement.

4. Expand the technical document revision to which the standard note is attached and
expand the appropriate relations folder. For example, for an ADS part, expand the
ADS_Lists_PartRevisions folder.

5. Right-click the corresponding item revision (ADS part revision, ADS drawing revision, or ADS
design revision) and click Properties on Relation.

Note
If you chose the ADS_Lists_PartRevisions in step 4, right-click the ADS part revision.

The Properties on Relations dialog box appears.

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Working with notes

6. In the Properties on Relations dialog box, click the Expand to Modify button adjacent to
the Notes box.

7. Click the Add objects from Clipboard button.


The standard note is pasted in the Notes box.

8. Click Apply.

9. Click OK.
The system verifies if the note that is pasted in the Notes box is associated with the technical
document. If the note is not associated with the technical document revision, an error message is
displayed.

Working with custom notes

Basic concepts about custom notes


Custom notes represent the unique notes for an individual parts list technical document or part. Unlike
standard notes, which must be created and maintained by users with special privileges, custom notes
are created by the designers who are responsible for the parts list technical document or part.
The following concepts apply to custom notes:
• Custom notes specify data that is unique to a part or document.

• Custom notes can be related to a single item or to multiple revisions of a single item.

Example
Custom Note 0001 is attached to Item 0001/A.
Or
Custom Note 0001 is attached to Item 0001/A, Item 0001/B, and Item 0001/C.

• Custom notes cannot be attached to multiple items or to revisions of multiple items.

Example
Custom Note 0001 is attached to Item 0001/A; therefore, Custom Note 0001 cannot
also be attached to Item 0002/A.

• Custom notes are associated with an item, such as a part or document, through the Custom
Requirements Lists relation where the part revision or document revision is the primary object
and the custom note or custom note revision is the secondary object.

• The text for custom note data is specified in the Note Text property of the note revision.

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• Custom notes can be created in the context of another item, such as a parts list technical
document or a part (assembly, component, standard part, and so on).

• When a custom note is created, a Custom Note Text dataset is created. This dataset contains
the text and is attached to the custom note revision.

Note
You cannot delete the dataset or detach the dataset from the custom note revision.

Create a custom note


1. Select the object to which the custom note applies.

2. Choose File→New→Custom Note or click the Custom Note button .

3. Select Custom Note as the type, and then click Next.

4. Type the revision ID, revision, and name for the custom note.

Note
You must type a name for the custom note in the Name box. If you leave the
Requirement ID and Revision boxes blank, the values are filled in automatically when
you click Finish to create the custom note.

5. (Optional) Type a description for the custom note.

6. Click Finish.

The custom note symbol appears in the Custom Notes column for the selected item.

Add or edit custom note text


1. Open My Teamcenter.

2. Specify the custom note text in one of the following formats.

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Working with notes

Plain text format a. Right-click the custom note revision and choose Edit Properties.
The Check-Out dialog box appears.

b. In the Change ID box, type the change ID.

c. In the Comments box, type notes for checkout.

d. Click Yes.
The Edit Properties dialog box appears.

e. Click the All link in the Edit Properties dialog box.

f. Scroll to the Text box and type the custom note. For example:
Verify axel tolerance using company standard test methods.

g. Click Save and Check-In.


The Check-In dialog box appears.

h. Click Yes.
The custom note is checked in and the new text appears in Body
Cleartext property. The Body Cleartext property is displayed on the
Overview tab in the Summary view.

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Rich text format


Note
To open the dataset in rich text format, you must have
Microsoft Office installed on your machine.

a. Double-click the Full Text dataset associated with the note revision,
or select the dataset and choose File→Open.
The note opens in Microsoft Word for editing.

b. Type the note text and then click Save.

c. Close the Microsoft Word document.

Note
After a note has been specified or updated in rich text
format, it cannot be edited in plain text format.

Attach a custom note to an item or item revision


1. Open My Teamcenter.

2. Right-click the custom note or the custom note revision that you want to attach and click Copy.

3. Select the item or item revision and choose Edit→Attach Requirements/Notes→Custom Note.
The custom note revision is attached to the selected object (item or item revision) through the
Custom Requirements Lists relation.

Note
If the note is not visible under the item or item revision, you must specify Custom
Requirements Lists as a shown relation for the item and item revision.
1. Choose Edit→Options.

2. Expand the Options tree and expand the General folder.

3. Click the Item or Item Revision node.

4. In the General options tab, choose Custom Requirements Lists from the Available
Relations list.

5. Click to move it to the Shown Relations list.

6. Click OK.

7. Choose View→Refresh or View→Refresh Window to refresh the display.

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Working with notes

View and edit a custom note


1. Open My Teamcenter.

2. View or edit the custom note text in either of the following formats.

Plain text format a. Right-click the custom note revision and click Properties.
Alternatively, select the custom note revision and choose
View→Properties.
The Properties dialog box appears.

b. Click the Check-Out and Edit button.


The Check-Out dialog box appears.

c. In the Change ID box, type the change ID.

d. In the Comments box, type notes for checkout.

e. Click Yes.
The Edit Properties dialog box appears.

f. Click the All link in the Edit Properties dialog box and scroll
to the Text box.

g. In the Text box, edit the custom note.

Note
If the note text was defined in Microsoft Word, the
Text box displays a message stating that you must
edit the note using Microsoft Word.

h. Click Save.

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Chapter
Chapter 6: 6: Working
Working
with with
notesnotes

i. Click the Check-In button.


The Check-In dialog box appears.

j. Click Yes.
Rich text format
Note
To open the dataset in the rich text format, you must
have Microsoft Office installed on your machine.

a. Double-click the Full Text dataset associated with the custom


note revision, or select the dataset and choose File→Open.
The note opens in Microsoft Word for editing.

b. Update the note text and click Save.

c. Close the Microsoft Word document.

Note
After a note is specified or updated in rich text
format, it cannot be edited in plain text format.

Revise a custom note


1. Select the custom note revision that you want to revise and choose File→Revise.
The Revise dialog box appears.

2. (Optional) In the Define the basic information for the new item revision pane, type the name
of the new revision.

3. (Optional) Type a description of the revision and choose a unit of measure for the revision.

4. Click Next.
The Define additional item revision information pane is displayed.

5. (Optional) Enter values for the note revision attributes.

6. Click Next.
The Define attached objects pane displays the source revision and attachments and the
destination revision and attachments. By default, all objects are copied forward to the new
(destination) revision.

7. (Optional) Click the Copy as object option set button to the right of each object in the revision
tree and select the desired copy option.

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Working with notes

Don't Copy
Allows you to selectively copy objects from one revision to another.
Objects that are designated as Don't Copy appear with a line through
them in the Destination tree.
Copy as Object
Creates a new object of the same type and relation to the parent object.
Objects created by this method are totally independent of the parent
object. Therefore, any changes to the copied object are not reflected
in the original object.
Copied objects appear in bold in the Destination tree and can be
renamed.
Copy as Reference
Copies the object as a reference to the original object. All changes to the
reference copy affect the original object. The names of attachments that
are copied as references cannot be modified.

8. Click Next.
The Select projects or programs that you want to assign new object to pane is displayed.

9. (Optional) Assign the new revision to a different project or program.

10. Click Next.


The Select open option and alternate id display option pane is displayed.

11. (Optional) Set the open, display, or checkout option for the new revision.

12. Click Finish.


The new revision is created as a copy of the previous revision object. The new revision is
independent of the source revision. Modifications to the new revision are not reflected in the
source revision, which allows you to edit the note text for each revision.

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Chapter 7: Change management in Aerospace and Defense

Managing changes
The Aerospace and Defense solution extends the change management data model and adds
attributes specific to the aerospace and defense industry to the following change objects:
• Change requests and change request revisions

• Change notices and change notice revisions

• Tasks and task revisions

• Deviation requests and deviation request revisions

Change Manager can be easily configured to use your change process.


• Use Change Manager to manage your change objects.

• Use Change Manager with Workflow Designer to track the evolution of changes through your
organization according to a controlled, repeatable process.

• Use Change Manager with Schedule Manager to create work breakdown structures you can use
to plan and schedule the changes you are making to your product.

Create a problem report


There are three different contexts in which to create a problem report.
1. (Optional) Select the item revision that you want to create a problem report for.

2. Choose File→New→Change or right-click the item revision and choose New Change in context.

3. In the New Change dialog box, select Problem Report and click Next.

4. Type a name in the Synopsis box and a description of the problem in the Description box. You
can also type a problem report ID and revision in the PR No. and Revision boxes. If you do not
provide an ID and revision number, Teamcenter provides them automatically.

5. Click Finish.
If you created the problem report by right-clicking the item revision and choosing New Change in
context, the item revision is automatically copied into the problem report Problem Items folder.

Create a change request


There are three different contexts in which to create a problem report.

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Chapter
Chapter 7: 7: Change
Change management
management in Aerospace
in Aerospace and Defense
and Defense

1. (Optional) Select the item revision or problem report revision that you want to create a change
request for. You can select multiple problem report revisions.

2. Create the change request in one of the following ways:


• Choose File→New→Change.

• Right-click an item revision and choose New Change in context.

• Select one or more problem report revisions, right-click, and choose Derive Change.
The problem report revisions must have their properties set to:

Property Must be
Maturity Reviewing
Disposition Approved

Closure Open

You can configure which change object you can derive from the problem report revision with
the CM_change_derivations preference.

3. In the New Change dialog box, select Change Request and click Next.

4. If this is a new change, type a name in the Synopsis box and a description of the change request
in the Description box. If this is a derived change, the boxes contain the name and description
from the problem report revision. You can edit these boxes.
You can also type a change request ID and revision in the ECR No. and Revision boxes. If you
do not provide an ID and revision number, Teamcenter provides them automatically.
If you derived this change request from a single problem report, the Propagate relations check
box is available. If you want to copy the relationships (such as reference items and problem
items) from the problem report to the change request, select the check box.

Note
Propagate relations is available only when a change request is derived from a single
problem report. When more than one problem report exists, this relationship must be
created manually.

You can configure which relations to propagate when you derive a change object from a problem
report with the CM_ProblemReportRevision_Relations_To_Propagate preference.

5. In the Change Type box, type the acronym that designates the type of change documentation
used on a program.

6. In the Change Class box, type the government or company change classification code.

7. In the Change Category box, type the specific category of the change.

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Change management in Aerospace and Defense

8. In the Change Item Affected? box, click either True or False to indicate if the change item
affects other configuration items.

9. In the Warranty Affected? box, click either True or False to indicate if the change item affects
the warranty.

10. In the In Production? box, click either True or False to indicate if the change item is in
production.

11. In the Is Primary Change? box, click either True or False to indicate if the change item is a
primary change.

12. In the Retrofit Required? box, click either True or False to indicate if the change item requires
a retrofit.

13. Click Finish.


If you created the change request by right-clicking the item revision and choosing New Change in
context, the item revision is automatically copied into the change request Problem Items folder.

Create a deviation request


There are three different contexts in which to create a problem report.
1. (Optional) Select the item revision or problem report revision that you want to create a deviation
request for. You can select multiple problem report revisions.

2. Create the deviation request in one of the following ways:


• Choose File→New→Change.

• Right-click an item revision and choose New Change in context.

• Select one or more problem report revisions, right-click, and choose Derive Change.
The problem report revisions must have their properties set to:

Property Must be
Maturity Reviewing
Disposition Approved
Closure Open

You can configure which change object you can derive from the problem report revision with
the CM_change_derivations preference.

3. In the New Change dialog box, select Deviation Request and click Next.

4. If this is a new change, type a name in the Synopsis box and a description of the deviation
request in the Description box. If this is a derived change, the boxes contain the name and
description from the problem report revision. You can edit these boxes.

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Chapter
Chapter 7: 7: Change
Change management
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in Aerospace and Defense
and Defense

You can also type a deviation request ID and revision in the ECR No. and Revision boxes. If you
do not provide an ID and revision number, Teamcenter provides them automatically.
Enter the change in the Change Type box. You can enter RFD for a request for deviation or
RFW for a request for waiver.
If this deviation is recurring, select the Is deviation recurring? check box and type the reason
in the Rationale box.
If you derived this deviation request from a single problem report, the Propagate relations check
box is available. If you want to copy the relationships (such as reference items and problem
items) from the problem report to the deviation request, select the check box.
You can configure which relations to propagate when you derive a change object from a problem
report with the CM_ProblemReportRevision_Relations_To_Propagate preference.

5. In the Change Item Affected? box, click either True or False to indicate if the change item
affects other configuration items.

6. In the Warranty Affected? box, click either True or False to indicate if the change item affects
the warranty.

7. Click Finish.
If you created the deviation request by right-clicking the item revision and choosing New Change
in context, the item revision is automatically copied into the deviation request Problem Items
folder.

Create a change notice


There are three different contexts in which to create a problem report.
1. (Optional) Select the problem item revision or change request revision that you want to create
a change notice for.

2. Create the change notice in one of the following ways:


• Choose File→New→Change.

• Select the item revision, right-click, and choose New Change in context.

• Select one or more change request revisions, right-click, and choose Derive Change.
The change request revisions must have their properties set to:

Property Must be
Maturity Reviewing
Disposition Approved
Closure Open

You can configure which change object you can derive from the change request revision with
the CM_change_derivations preference.

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3. In the New Change dialog box, select Change Notice and click Next.

4. Type a name in the Synopsis box and a description of the change notice in the Description box.
You can also type a change notice ID and revision in the ECN No. and Revision boxes. If you do
not provide an ID and revision number, Teamcenter provides them automatically.
If you derived this change notice from a single change request, the Propagate relations check
box is available. If you want to copy the relationships (such as reference items and problem
items) from the change request to the change notice, select the Propagate relations check box.
You can configure which relations to propagate when you derive a change object from a change
request with the CM_ChangeRequestRevision_Relations_To_Propagate preference.

5. In the Change Type box, type the acronym that designates the type of change documentation
used on a program.

6. In the Paper Change? box, select either True or False to indicate if the change notice is an
unincorporated change.

7. In the Change Class box, type the government or company change classification code.

8. In the Category box, type the specific category of the change.

9. Click Finish.
If you created the change notice by right-clicking the item revision and choosing New Change in
context, the item revision is automatically copied into the change notice Problem Items folder.

Create a work breakdown using Schedule Manager


Note
You can copy an existing schedule but it can only be associated with one change object.

1. Select the Plan Items folder of the change request or change notice that you want to create a
work breakdown for.
For a ECR or ECN, you can add objects to the Plan Items folder if you are an assigned
participant. The change object property settings are as follows.

Assigned
participant Closure Disposition Maturity
Analyst Open None Elaborating
or
Open Investigate Reviewing

2. Choose File→New→Schedule.
This starts the New Schedule wizard in Schedule Manager where you create your work
breakdowns. You can create several schedules to help you analyze the change.

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Chapter
Chapter 7: 7: Change
Change management
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in Aerospace and Defense
and Defense

Note
You must be an Author user to create schedules.

3. In the Open Change view, select the schedule in the Plan Items folder and click the Open
Schedule button .
The Schedule Manager view is displayed.

4. Add tasks to your schedules.


When you create a task, add the following Aerospace and Defense specific attributes in the
Select task type, start, and finish dates dialog box.

a. In the Administrative Task? box, click True or False to indicate if the task is an
administrative task.

b. In the Category box, type the category of the task.

c. In the Complexity box, type the category of the change, document, or part.

d. In the Impact Assessment Required box, click True or False to indicate if the task requires
impact assessment.

e. In the Proposed Task? box, click True or False to indicate if the task is a proposed task
versus an implemented task.

5. Assign resources to tasks, including selecting responsible people using the Membership button
.

6. In the Schedule Manager view, click the View Task folders button .
The system displays the Open Task view.

7. Add item revisions to the task folders as necessary.

8. (Optional) Roll up the item revisions in your task folders to the change object folders.

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Managing unincorporated changes

About incorporating changes

An unincorporated change is a change that is approved but not yet incorporated in the design of a
product. Usually, changes are not incorporated fully because there is not enough time, importance, or
budget to incorporate the changes completely through the development process.

Note
• The unincorporated change functionality is intended to track unincorporated changes
to existing designs. It does not support tracking unfinished work of new, unreleased
designs.

• Unincorporated changes can only be applied to ECNs.

Example
A designer releases Revision A of Item1 for production, and begins working on a new
revision (Revision B). On the shop floor, a minor modification is performed over Revision
A and production starts. This changed version needs to be recorded in Teamcenter.
Therefore, a new supplemental revision (A01) is created and released. Because the
change still needs to be incorporated into the main release, (revision B, in this case), the
change is considered partially incorporated.

An ECN can also either partially or fully incorporate markups. However, a markup is considered fully
incorporated into all the solution items of the incorporating ECN, which has the change partially
incorporated into the same item.

Example
A designer creates a ECN (CN1), with a markup (MU1) as a solution item. The designer
sets the Incorporation status of several of the impacted items to Partially Incorporated.
The designer then creates a second ECN (CN2) to incorporate markup MUI. The designer
creates an incorporates relation between CN2 and MU1.
CN1/MU1 are now considered fully incorporated into the solution items of CN2 that belong
to the impacted items of CN1 and have an Incorporation status of Partially Incorporated.

For a full example of incorporating changes, see Example of incorporating changes.

Example of incorporating changes

The following is an example showing the steps to incorporate changes partially and then fully when
an engineering change notice (ECN) impacts multiple change items.

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Chapter
Chapter 7: 7: Change
Change management
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and Defense

Step 1 – Create engineering change notice implementing changes

Company ABC creates an ECN (Change Notice Main) to implement a change needed on two items
(Item 1 and Item 2). The item revision of the items in the Solutions folder is Revision b.
The ECN change state is Open, Executing, and Approved.

The following shows the status for the items as it would appear in the Change History dashboard.

Note
ECN CN0 in the Change History dashboard is not shown in the figures to avoid
complexity. CN0 is the ECN that initially created Item 1, Revision a, and Item 2, Revision
a as solution items.

Step 2 – Make the partially incorporated changes

On the shop floor, a minor modification is done over Revision a of the two items (Item 1 and Item
2) and production is started. Company ABC needs to immediately incorporate the change into
Teamcenter. The items have work-in-process revisions so the change cannot be incorporated into
these.
Therefore, a designer creates new revisions to incorporate the shop-floor changes and starts a
new change notice (Change Notice Partial) to manage the implementation. The designer sets
the incorporation status on the items in the Impacted Items folder of Change Notice Partial
to Partially Incorporated.
The designer closes Change Notice Partial after creating Revision a01 of Item 1 and Item 2.
Work still continues on Revision b in Change Notice Main, and it remains open.

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Change management in Aerospace and Defense

The change states of the ECNs are:


• Change Notice Main – Open, Executing, and Approved

• Change Notice Partial – Closed, Complete, and Approved

Step 3 – Incorporate changes from Item 1, Revision a01, into Revision b in Change Notice Main

The designer finishes the work in Change Notice Main on Revision b of the items. The designer
wants to incorporate the change to Item 1 in Change Notice Partial into Revision b of Change
Notice Main, but not the change that was done to Item2. To indicate this, the designer creates an
Incorporates this relation between Change Notice Main and Revision a01.

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Chapter
Chapter 7: 7: Change
Change management
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and Defense

The change states of the ECNs are both Closed, Complete, and Approved.

Step 4 – Incorporate changes from Item 2, Revision a01, into Revision b in Change Notice
Additional

Much later, more changes are recommended for Item 1 and Item 2. Therefore, Company ABC
creates a third change notice (Change Notice Additional). During that change, the designer
implements the changes that were in Change Notice Partial for Item 2 into Revision c.
At this point, all change notices are closed.

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Change management in Aerospace and Defense

The change states of the ECNs are all Closed, Complete, and Approved.

Conditions that must be to met to set Incorporation status

The following conditions must be met before you can set the Incorporation status of an item revision.
By default, all impacted items in the Impacted Items folder of an ECN are set to Unincorporated.
In addition, when an ECN is closed through a workflow, all impacted items with a status of
Unincorporated are automatically set to Incorporated.

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Chapter
Chapter 7: 7: Change
Change management
management in Aerospace
in Aerospace and Defense
and Defense

Conditions required for a change to be partially incorporated

A change authorized by an ECN revision is considered partially incorporated in an item revision if


the following are met:
• The item revision is a solution item of the ECN (in its Solution Items folder). If it is, then it meets
the Business Modeler IDE condition CMHasSolutionItem.

• The ECN has an impacted item in its Impacted Items folder and its Incorporation status is set
to Partially Incorporated.
The CMHasImpactedItem relation object has the ECN revision as its primary object and an
item revision of the same item as its secondary object In addition, the value of the property
Cm0IncorporationStatus on the CMHasImpactedItem relation object is set to Partially
Incorporated.

Conditions required for fully incorporating a change

A change previously partially incorporated into an item revision, (for example, Revision a01) is
considered fully incorporated into another item revision (for example, Revision b) of the same item
if all the following are met:
• The ECN authorizing the item revision (in this example, Revision b) is a primary object of a
Cm0Incorporates relation object and the previous revision (for example, Revision a01) is the
secondary object.

• The ECN has an impacted item in its Impacted Items folder and its incorporation status is
set to Incorporated.
The CMHasImpactedItem relation object has the ECN as the primary object and an item
revision of the same item as its secondary object. In addition, the value of the property
Cm0IncorporationStatus on the CMHasImpactedItem relation object is set to Incorporated.

• The ECN revision authorizing the item revision (in this case, Revision b) is closed.

Conditions required for incorporating markups

An ECN incorporates a markup partially or fully in the same way it does item revisions, as explained
in the two earlier sections. However, a markup is considered fully incorporated into all the solution
items of the incorporating ECN that has the change partially incorporated into the same item.

Example
A markup (MU1) is a solution item of an ECN (CN1) and the incorporation status of a few
of the impacted items of CN1 is set to Partially Incorporated.
A designer later creates an Incorporates relation between a new ECN (CN2) and the
markup MU1.
Now CN1 and MU1 are considered fully incorporated into the solution items of CN2,
which belong to the impacted items of CN1 with the Incorporation status set to Partially
Incorporated.

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Set the Incorporation status of an object


Before you can set the Incorporation status of an item revision:
• The item revision must be related to an engineering change notice (ECN) as an item that
it impacts.

• Conditions must be met to set the Incorporation status of item revision.

Note
By default, the Incorporates relation is not displayed as a folder under the ECN revision.
For information about displaying a folder with this relation under the ECN, see Configure a
folder to display Incorporation status.

1. In My Teamcenter or Change Manager, right-click the item revision and choose Properties on
Relation.

2. In the Properties dialog box, scroll to Incorporation Status and set it to one of the following:

• Unincorporated
The change has not been incorporated.

• Partially Incorporated
The change as defined has been partially incorporated. It may or may not already be fully
incorporated by a subsequent change.

• Incorporated
The change as defined has been fully incorporated. No subsequent changes are required to
fully incorporate the defined change.

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Chapter
Chapter 7: 7: Change
Change management
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and Defense

• Cancelled
The change as defined is not incorporated in any way. This value indicates that an item has
been identified as an impacted item, but the change as defined is not applied to that item.
This status can be applied before a change solution definition or change execution has
begun, or it can be updated after the change execution has begun.

3. Click OK.

General process for incorporating change items in an ECN


The following shows the general process for incorporating change items in an engineering change
notice (ECN). It is followed by a summary of the steps.

Note
The examples use primary revisions. We recommend that you use secondary revisions
when partially incorporating change items. For example, use A01 or A02 and not A, B,
and C.

1. Create the ECN to completely incorporate the item revision.


a. Create the ECN.

b. Add the item revision to be incorporated to its Impacted Items folder.

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c. Assign participants and start a workflow.

2. Create the new item revision.


a. Use the Revise Impacted Items(s) command to create a new revision of the item revision
and add it to the Solutions Items folder.
The following properties must be met:

Assigned Closure/Disposition/Maturity
participant property settings
Analyst Open/Approved/Executing

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Chapter
Chapter 7: 7: Change
Change management
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in Aerospace and Defense
and Defense

3. Create the second ECN that is to incorporate the item revision partially (the partially incorporated
ECN).

a. Create the partially incorporated ECN.

b. Assign participants and start a workflow.

4. Set the Incorporation status and make the change.

a. Use the Properties on Relation command to set the Incorporation status of the item revision
to Partially incorporated

b. Use the Revise Impacted Items(s) command to create a new revision of the item revision
and add it to the Solutions Items folder.

The following properties must be met:

Assigned Closure/Disposition/Maturity
participant property settings
Analyst Open/Approved/Executing

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c. Make the change.

5. Add solution item to incorporation ECN.


a. Add the item revision from the Solutions Items folder of the second ECN to the Incorporates
folder of the first ECN that will incorporate all changes.
The following properties must be set to add the item revision to the Incorporates folder:

Assigned Closure/Disposition/Maturity
participant property settings
Analyst Open/Approved/Elaborating

6. Close the incorporation ECN.


a. Close the first ECN that incorporates the solution item. Closing the ECN automatically sets
the Incorporated status of the solution item to Incorporated as shown in the Change
History dashboard.

The following preferences control defaults in change item revisions:

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Chapter
Chapter 7: 7: Change
Change management
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in Aerospace and Defense
and Defense

Table 7-1. ChangeItemRevision_Cpd0SubsetDefaults_default_relation


When creating a change object in the context of a subset, specifies the
Description relation the subset has to the created change item revision. The default is
that the subset is a reference item.
Default CMReferences
Default Protection
User
Scope

Table 7-2. ChangeItemRevision_Cpd0DesignElement_default_relation


When creating a change object in the context of a design element, specifies
Description the relation the design element has to the created change item revision.
The default is that the design element is an impacted item.
Default CMHasImpactedItem
Default Protection
User
Scope

Table 7-3. ChangeItemRevision_Cpd0WorksetRevision_default_relation


When creating a change object in the context of a workset, specifies the
Description relation the workset has to the created change item revision. The default is
that the workset is a reference item.
Default CMReferences
Default Protection
User
Scope

Table 7-4. ChangeItemRevision_DefaultChildProperties


Specifies the list of properties that can be displayed as children of
Description
a ChangeItemRevision node.
IMAN_master_form_rev
IMAN_specification
IMAN_requirement
IMAN_manifestation
IMAN_reference
release_status_list
Default
TC_Attaches
CMImplements
CMImplementedBy
CMHasImpactedItem
CMHasProblemItem
CMReferences

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Table 7-4. ChangeItemRevision_DefaultChildProperties

CMHasSolutionItem
CMHasWorkBreakdown
Default Protection
Site
Scope

Table 7-5. ChangeItemRevision_ItemRevision_default_relation


When creating a change object in the context of an item revision, specifies
the relation the item revision has to the created change item revision. The
Description
default is that the item revision is a problem item, as shown in the figure
for a change request.
Default CMHasProblemItem
Default Protection
User
Scope

Table 7-6. ChangeItemRevision_Ptn0Partition_default_relation


When creating a change object in the context of a partition, specifies the
relation the partition has to the created change item revision. The default is
Description
that the partition is an impacted item, as shown in the figure for a change
request.
Default CMHasImpactedItem
Default Protection
User
Scope

General process for incorporating markups in an ECN


The following provides the general process for incorporating change items in an engineering change
notice (ECN) when the solution item is a markup of the impacted item (they are different items;
not revisions of each other).

Note
The examples use primary revisions. We recommend that you use secondary revisions
when partially incorporating change items. For example, use A01 or A02 and not A, B,
and C.

1. Create the ECN to completely incorporate the change.

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Chapter
Chapter 7: 7: Change
Change management
management in Aerospace
in Aerospace and Defense
and Defense

a. Create the ECN.

b. Add the item revision to be incorporated to its Impacted Items folder.

c. Assign participants and start a workflow.

d. Use the Revise Impacted Items(s) command to create a new revision of the item revision
and add it to the Solutions Items folder.
The following properties must be met:

Assigned Closure/Disposition/Maturity
participant property settings
Analyst Open/Approved/Executing

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2. Create a second ECN that is to incorporate the item revision partially and make the partial
change. The following shows the completed ECN with different impacted and solution items.

a. Create the second ECN.

b. Add the item revision to be partially incorporated to its Impacted Items and Solutions Items
folders. In this case, they are different items that are unrelated.

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and Defense

c. Assign participants and start a workflow.

d. Use the Properties on Relation command to set the Incorporation status of the item revision
in the Impacted Items folder to Partially incorporated
For more information about setting the Incorporation status of a change item, see Set the
Incorporation status of an object.

e. Use the Relate Solution Item to Impacted Item command to relate the solution item to
the impacted item, which creates a link between them, as shown in the Change History
dashboard.

For more information about the Change History dashboard, see View Incorporation status
and history.

f. Make the change and close the ECN.

3. Add the item revision from the Solutions Items folder of the second ECN to the Incorporates
folder of the first ECN that will incorporate all changes.
The following properties must be set to add the item revision to the Incorporates folder:

Assigned Closure/Disposition/Maturity
participant property settings
Analyst Open/Approved/Elaborating

4. Close the first ECN that incorporates the solution item. Closing the ECN automatically sets
the Incorporated status of the solution item to Incorporated as shown in the Change History
dashboard.

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For more information about the Change History dashboard, see View Incorporation status
and history.

Configure a folder to display Incorporation status


By default, the Incorporation status Incorporates is not displayed as a folder under an engineering
change notice (ECN) revision.

Use the Options dialog box to specify that the Incorporates property should be displayed for an ECN.
1. Choose Edit→Options.

2. In the list on the left, select General and then select Item Revision.

3. Click the Related Object tab.

4. Set Select Item revision type to Change Notice Revision.

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in Aerospace and Defense
and Defense

5. In the Available Relations list, double-click Incorporates.


Incorporates moves to the Shown Relations list.

6. Now click the General tab, and set up that the same relations be shown following Steps 4 and 5.

7. Click OK.

Viewing Incorporation status and history

View Incorporation status and history

You can view the incorporation status of an engineering change notice (ECN) or an item revision
using the Change History dashboard of the Summary tab.

Note
The Change History dashboard must be configured.

1. In My Teamcenter or Change Manager, select an item or ECN.

2. Click the Summary tab.

3. Click the Change History tab.


The following shows the Change History dashboard when an item revision is selected.

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Each row in the dashboard represents one revision of the item or the ECN authorizing the revision
(no two rows represent the same revision). The columns in the dashboard change depending on
whether you selected to view the incorporation history of an item revision or ECN:

• Columns in the Change History dashboard for an item

• Columns in the Change History dashboard for an ECN

Understanding the columns in the Change History dashboard for an ECN

When you select to view the Incorporation status of an engineering change notice (ECN) in the
Change History tab of the Summary tab, the Change History dashboard appears with the following
columns.

The column Displays


Solution Item The name of the solution item of the ECN.

Impacted Item The name of the Impacted Item in the ECN.


Incorporates Changes of The names of the item revisions or markups that
the ECN is incorporating.
Incorporated by The name of the ECN revision that is
incorporating the object listed in Solution Item
column.
Incorporated into The Incorporation property of the ECN revision.
Incorporation Status The Incorporation status of the impacted item,
except if the Incorporation status is set to
Partially Incorporated. Then, this indicates that
another ECN has incorporated the change fully.

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and Defense

Understanding the columns in the Change History dashboard for an item

When you select to view the Incorporation status of an item in the Change History tab of the
Summary tab, the Change History dashboard appears with the following columns.

The column Displays


Revision/Solution Item The ID and name of the solution item.
Impacted Item The ID and name of the impacted item.
Markup The name and ID of any markup.
Authorizing Change Notice The name of the ECN revision.
Closure The Closure of the ECN.
Maturity The Maturity of the ECN revision.
Disposition The Disposition of the ECN revision.
Incorporates Changes of IDs of the item revision or the name of the
markup being incorporated by the ECN revision.
Incorporated by The name of the incorporating ECN revision.
Incorporated into The ID of the revision the change was
incorporated into.
Incorporation Status of Change Shows the Incorporation status set on the
impacted item, except if the Incorporation status
is set to Partially Incorporated. Then, this
indicates that another ECN has incorporated the
change fully.

Configure the Change History dashboard

• Associate the Change History tab with more workspace objects.


Change Manager associates the Change History tab with all standard workspace objects
involved in a change management process, such as item revisions and change objects. If you
want to display the Change History dashboard for other workspace objects, such as document
revisions, you can modify the style sheet for the Summary view of the object by adding the
following code.

<page titleKey="tc_xrt_ChangeHistory" title="Change


History" visibleWhen="{pref:CM_Change_History_Enable}==true">
<section titleKey="tc_xrt_ChangeHistory"

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title="Change History" initialstate="expanded">


<customPanel
java="com.teamcenter.rac.cm.views.ItemChangeHistoryPanel"
js="displayItemCustomPanel" />
</section>
</page>

Note
If you have modified the style sheet of a subtype of Item/ItemRevision, the Change
History would not appear in its Summary view, and you need to add the code shown.

• Turn on and off the display of Change History dashboard.


Use the CM_Change_History_Enable preference to turn on or off the display of the Change
History dashboard.

• Change the columns in the dashboard and their order.


o CM_Item_ChangeHistory_Columns
Changes the columns displayed for an item revision.

o CM_CNR_ChangeHistory_Columns
Changes the columns displayed for an engineering change notice.

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Chapter 8: Managing contract data

Overview of contract data management


In the Aerospace and Defense industry, a contract is a structured procurement document that lists the
milestones and schedule dates. As part of contracts, the contractor must submit data deliverables
such as reports and documents. Contract data management helps the contractor manage the
creation, review, and delivery of these data deliverables.

A typical process for managing contract data is as follows:


1. Create data item descriptions
Data item descriptions (DIDs) are standard forms that specify which data deliverables will be
supplied as part of the contract. Contractors submit these forms as part of the response to
a contract proposal.
You create DIDs in Teamcenter to keep track of the data deliverables that are promised to the
customer.

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A DID is associated with a DRI.

2. Create a contract
A contract in Teamcenter represents the contract you are working on. It has schedules that
contain tasks and milestones.

3. Create a contract schedule


You can create a new schedule or use existing schedule templates.

4. Create data requirement items


A DRI represents a single data deliverable that the contractor must supply to the customer.
For each DRI, the contractor must submit documents or submittals at predefined intervals.
A DRI is always associated with a contract.

5. Create submittal events


Submittal events specify when and which submittals must be sent to the customer. Submittal
events are defined in the DID.

6. Schedule a submittal delivery


After creating submittal events, you can create a schedule for submittal delivery. When you
create a schedule, the submittal items are created automatically.

7. Review submittals
The submittal delivery schedule is based on a workflow template. The submittal tasks are routed
for review and approval when you generate the submittal delivery schedule.

8. Send data deliverables to customers


Data deliverables are the submittals that are sent to the customer in physical or electronic form.

9. Receive feedback
You can store the feedback that you receive from the customer in a correspondence item. You
can associate this feedback to the contract and the submittal.

Create a data item description


Data item descriptions (DIDs) define the data content, data format, preparation instructions, and
intended use. Typically, a DID is created to represent the document that you submit to the customer,
declaring the data deliverables you intend to deliver.
1. Choose File→New→Item.

2. In the New Item dialog box, select Data Item Description and then click Next.

3. Specify information for the new item:

DID Type Specifies an attribute for classifying the document item.

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Description Describes the DID. Use a description that helps to distinguish the
purpose of the DID.
Name Specifies the identity of the DID and its revision.

4. Click Next.

5. Define additional item revision information as follows:

Document Author Specifies the DID author.


Document Subject Specifies the DID subject.
Document Title Specifies the title of the DID.

6. Click Finish.

Associate documents with data item descriptions


You can associate documents that you sent to the customer by attaching the forms to the data item
descriptions (DIDs).
1. Choose File→New→Dataset.

2. Right-click and copy the dataset.

3. Select the DID revision item and choose Edit→Paste Special.

4. In the Paste Special dialog box, choose the appropriate attribute and then click OK.

Create a contract
A contract is signed between a customer and a supplier. Each contract defines a set of required
deliverables, such as a purchase order or other procurement documentation.
The administrator creates a contract object in Teamcenter, defines a master schedule with milestones,
and associates this schedule with the contract. The fields marked with an asterisk are required.
1. From My Teamcenter, choose File→New→Item.

2. In the New Item dialog box, select Contract and click Next.

3. Define information for the contract:

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Contract Category Specifies the type of contract. The following options are available:
• CONTRACT
Represents any contract documents used for procurement.

• TWO
Represents a temporary work order.

• PO
Represents a purchase order.
Description Describes the contract item. Use a description that helps to
understand the purpose of the item.
Name Specifies the identity of the contract.

If naming rules are configured at your site, you can click the Assign button to automatically
generate the contract ID and the revision.

4. Click Next.
In the Contract Revision dialog box, define additional item revision information as follows:

Comments Are used for providing remarks related to the contract.


Contract Cost Specifies the total cost of the contract. It also includes the addition to
the cost delta resulting from a modification.
Contract Cost Delta Specifies the relationship between the current contract cost and the
inherent future contract cost that may arise due to modification of
the contract.
Contract Event Specifies the milestones for the contract.
schedule
Contract Pricing Specifies the payment forms for the contract, for example, the cost
Model plus a fixed fee.
Document Author Specifies the name of the person who has drafted the contract.
Document Subject Specifies the content of the contract.
Document Title Specifies the title of the procurement document.
Effective Date Specifies the date from which the contract is effective.
Office Primary Resp Specifies the name of the person or a role responsible for the review
and acceptance of the contract.
Period of Specifies the duration of the contract, which is the time period
Performance specified in the contract (in months).
Recurring Cost Specifies whether the contract cost is a recurring cost.
SOW Affected Specifies whether the statement of work for the contract is affected
due to contract modifications.

5. Click Next.

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6. Define the options for the contract and then click Finish.

Schedule contract events


1. Right-click the contract revision and choose Add Contract Event Schedule.

2. In the Add Contract Event Schedule dialog box, select a schedule template from the Schedule
Template list to use an existing schedule. You can leave this field blank to add tasks to the
schedule later.

Note
To display all the templates, set the value of the Cdm0UseCurrentProjSchTemplates
global constant to False.
Set the value to True if you want to display only specific schedule templates related
to the project.

Create a data requirement item


A data requirement item (DRI) represents a data deliverable that the contractor must supply to the
customer. A contract deliverable can be submitted either by the customer or by the supplier.
1. Choose File→New→Data Requirement Item.

2. In the Data Requirement Item dialog box, select Data Requirement Item and click Next.
Define the basic information for the new item as follows:

ID / Revision - Name Specifies the identity of the DRI and the DRI revision. This is a
mandatory field.

Note
If naming rules are configured at your site, you can click
the Assign button to automatically generate the data
requirement item ID and revision.

Description Describes the DRI.

3. Click Next.
Define additional DRIs as follows:

Contract Line Item Specifies the section ID in the contract. This section describes how a
Number specific task must be accomplished.
Contract Reference Specifies the contract ID. The DRI is associated with the contract
ID specified.

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Provide Contract Specifies the type of contract data deliverable that is submitted by the
Deliverable customer or the supplier.
Select True to provide the contract deliverable to the supplier for
review.
Select False to receive the contract deliverable from the supplier.
Reference Citation Specifies the ID of specific reference content in the document.
Submittal Document Specifies who delivers the submittals.
Category

4. Click Next.

Note
The following happens when you click Next, Back, or Finish and have configured
multifield keys for contracts:
If there are multiple contracts matching the criteria for contracts you specified in the
Define additional item information dialog box, a dialog box is displayed. It contains
a list of contracts matching the criteria you specified for technical documents. To select
a contract, double-click the row containing the relevant contract.

5. Define additional DRI revision properties as follows:

Addressee Refers to the reviewers of the contract.


Approval Code Specifies the approval code for the DRI revision.
Approval Required Specifies whether the customer must approve the data item.
Cert Required Specifies whether the submitted data item requires certification.
Comments Specifies any comments concerning the item.
DID Title Specifies the title of the document.
Data Management Specifies the offset of the data management due date.
Due Offset
Data Requirement Specifies the subtitle of the DRI.
Item Subtitle
Delivery Address Specifies the delivery address of the customer or the supplier.
Delivery Mechanism Specifies the mode of delivery for the contract.
Distribution Required Specifies whether any documentation related to the item must be
distributed.
Effective Cutoff Date Specifies the last date for data collection.
Effective Cutoff Event Provides additional information about the last date for data collection.
Desc.
Event List Specifies the event table for generating an event schedule.
Exhibit Name Specifies the ID of a particular data item in a data item description
document.

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Media Type Specifies the format of the data, for example, electrostatic or microfilm.
OPR Notif Due Offset Specifies the last date for creating the notification to the office of the
primary reviewers.
Office Primary Specifies the name of the contacts, groups, or role responsible for
Response reviewing the data item.
Office Primary Specifies the offset to the response due date. The notification will be
Response sent based on the dates calculated based on this offset.
Notification Due
Offset
Response Due Offset Specifies the offset to the response due date.
Shipping Document Specifies whether DD Form 250 is required for the delivery of the
Reqd data item.
Submit Flow Thru Specifies whether a supplier’s DRI must be submitted as a customer’s
DRI.
Submit Purpose Specifies the purpose of the submitted data item.
Submit Quantity Specifies the number of copies required for submission.

6. Click Next.
Define the options and then click Finish.

Update a data requirement item


1. Navigate to the data requirement item (DRI) revision.

2. Right-click the DRI revision and choose Check-In/Out→Check Out.

3. In the Check-Out dialog box, fill in the relevant fields and then click OK.

4. Click the Viewer tab to display the DRI.

5. The Event List section specifies the event table for generating an event schedule. Based on the
data defined in the event table, the submittal delivery schedule is generated.
Update the Event List section as follows:

Event List
Click the Add button to add a row to define the following fields:
• Contract Schedule Tasks
Lists the contract tasks. Choose the contract task that you want to associate with the
Data Requirement Item.

• Summary Task Name


Denotes the submittal delivery event name.

• Start Date

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Denotes the event start date.

• End Date
Denotes the event end date.

• Offset
Denotes the offset used for calculating the submittal due date in order to calculate the
first submittal delivery.

• Relative To
Denotes the relation of the offset to either the start date or the end date.

• Recurrence
Denotes frequency of the submittal delivery event.

• Recurrence End Date


Specifies the last date for event schedule.

Process Template
Specifies the workflow template to use when generating submittals.
Task Duration Hours
Specifies the duration of the submittal task in hours.
Align Task
Specifies how to calculate the due dates of the submittal tasks.
Submittal Type
Specifies the type of submittal, for example, whether it is from a supplier or internal.

6. Click Check In.

Note
• You must save any modification to the DRI before navigating to other objects.

Create submittal delivery events for a data requirement item


The supplier must submit documents on specified dates. You can define the submittal delivery events
for the data requirement item (DRI) after creating the DRI. The data from the submittal delivery events
is used to generate a preliminary submittal delivery schedule.
1. Click Add in the Event List section.

2. Add the following information in the event row:

Contract Schedule Lists the tasks that are part of the contract schedule. Choose the
Tasks contract task that you want to associate with the DRI.

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Summary Task Name Denotes the submittal delivery event name.


Start Date Denotes the start date for the event.
End Date Denotes the end date for the event.
Offset Denotes the offset used for calculating the submittal due date for
calculating the first submittal delivery.
In some cases, even when the submittal is ready, you may need
some extra time for submitting the deliverables. The offset in such
cases is the time added to the deliverable submission date or the
submittal due date.
Relative To Denotes the relation of the offset to either the start date or the end
date.
Specifies whether the starting point for the submittal generation should
be the start date or the end date of the event
Recurrence Denotes the frequency of the submittal delivery event, for example,
once a month or once in a quarter.
Recurrence End Date Specifies the last date for the recurrence of the submittal event
schedule.

3. Set scheduling properties for a submittal event:

Process Template Specifies which workflow template to use to specify what needs to be
done with the submittals once they are generated.
Task Duration Hours Specifies the duration of the submittal task in hours.
Align Task Specifies whether to align the submittal due date with either the start
date or the end date of the submittal event.
Align task specifies whether the submittal delivery starts on the date
calculated using the submittal event attributes or whether it ends on
the calculated date.
Submittal Type Specifies the object type of the deliverable.

Generate a submittal delivery schedule


The data analyst modifies the data requirement item (DRI) revision to define the submittal delivery
events. This data is then used by the system to generate a draft submittal delivery schedule.
The submittal is automatically created after the data analyst generates the submittal delivery
schedule. You can then modify this autogenerated schedule, if required.
1. Right-click the DRI revision item and choose Generate Submittal Delivery Schedule.

If you have specified offsets for the data management due date, OPR notification due date, and the
response due date in the DRI, the due dates are calculated based on these offsets.

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Create submittals manually


You can manually create a submittal schedule. The submittal monitors and notifies the customer or
the supplier regarding the pending tasks and what is required to be delivered for each task assigned
to them. After you create a submittal, you must attach it to the submittal delivery schedule task.

1. From My Teamcenter, choose File→New→Item.

2. In the New Item dialog box, select Submittal and then click Next.

3. Specify the name of the submittal and click Next.

4. In the Cdm0SubmittalMaster panel, specify the following information:

Author Specifies the name of the person, group, or the role who
initiated the submittal.
Keywords Specifies the keywords that can be used later to search for
the submittal.
Subject Specifies the subject of the submittal.
Title Specifies the title of the submittal.

5. Click Next.

6. In the SubmittalRevision panel, specify the following information:

DRI Item Type Specifies whether the data item requirement is from a
customer or a supplier.
Disposition Specifies the unique identifier for DD form 250, which is
prepared for contract deliveries.
Disposition Date Specifies the disposition or the incorporation date of a change
or a submittal.
Document Author Identifies the author of the DRI.
Document Subject Specifies the subject of the DRI.
Document Title Specifies the title of the DRI.
Office Primary Resp Specifies the person, group, or the role responsible for
reviewing and acknowledging the data item submittal.
Received Date Specifies the date on which an item is received from the
supplier or the date on which the item is sent to a customer.
Resubmit Specifies the customer’s comments during resubmittal.
Comments
Resubmit Due Date Specifies the due date of sending the contract data item to
the customer.
Resubmit Required Specifies whether the data item must be submitted again.
Shipping Document Specifies the ID of DD Form 250 that is prepared to support
Required contract deliveries.

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Submit Due Date Specifies the due date of the contract data item to the
customer.
Submittal Type Specifies the data item submittal stage, for example, draft
or final.

7. Click Finish.

Associate manually created submittals with schedule deliverables


You can relate the data that is to be delivered to the submittal through Schedule Manager. You must
first associate the submitted deliverable to a schedule and then initiate a task.
1. Open Schedule Manager to locate the submittal object.

2. Select the submittal object and then choose Schedule→Schedule Deliverables.

3. In the Schedule Deliverables dialog box, click the Add button to define the following:
Name
Specifies the name of the schedule deliverable.
Type
Select Submittal.
Deliverable
Specifies the submittal object that is associated with a Data Requirement Item (DRI).

Click the button to search for the deliverable.

4. Click OK.

5. Expand the submittal object and select the task object.

6. Choose Schedule→Task Deliverables.

7. In the Task Deliverables dialog box, click the Add button to define the following:
Schedule Deliverable
Specifies the name of the schedule deliverable.
Submit Type
Specifies the type of task.
Target
Select this to attach the deliverable as a target attachment to the task workflow.

Reference
Select this to attach the deliverable as a reference attachment to the task workflow.

Do Not Submit

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Select this when no deliverable is attached to the task workflow.

Deliverable
Specifies the submittal object that is associated with a DRI.

Click the button to search for the deliverable.

8. Click OK.

9. Double-click the task deliverable object to define the workflow process.

10. In the Properties dialog box, edit the schedule tasks to define the workflow process.
You can select a workflow template from the Workflow Template list.

11. Click OK.

Data Requirement Item rescheduling rules


You can use Data Requirement Item (DRI) rescheduling to update the dates in the DRI event list and
then generate the submittal delivery schedule again.
You can reschedule the DRI at the contract level or at the DRI level. Rescheduling at a contract
level updates all the impacted DRI event lists.
When rescheduling at the DRI level, you can choose the DRI events to reschedule.
The following rules apply when you reschedule a DRI:
• The submittal tasks that are complete or are in progress will not be rescheduled.

• The submittal tasks with a start date earlier than the current date will not be rescheduled.

• The submittal tasks that are yet to start and with a start date in the future will be rescheduled.

• If the start date of the submittal tasks predates the current date, the tasks will be rescheduled to
start on the current date.

• If the event list in the DRI is deleted, all the submittal tasks that are yet to start will be deleted.

• If the DRI event list is not mapped to the contract schedule event list, all the submittal tasks
yet to start will be deleted.

• If you manually change the DRI schedule in Schedule Manager, the corresponding event list
will not be updated.

If the value of the Cdm0UseFixedSubmittalDueDates preferences is true, the submittal due dates
will be calculated based on the company working time. For example, if a submittal due date falls on
a holiday, the due date is adjusted to the previous working day. If the adjusted due date is also a
holiday, the due date is moved to the next available working day.
For example, consider a monthly frequency for the submittal. If the starting submittal due date is
January 1, the next submittal due date is February 1. If February 1 is a holiday, January 31 is chosen

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as the submittal due date. If January 31 is a holiday, the next available working day in February
is chosen as the due date.
The Generate Submittal Delivery Schedule functionality will now update the submittal delivery
schedule if the DRI event list is changed.

Reschedule a data requirement item


You can reshedule a data requirement item (DRI) at the DRI level or at the contract level.
Rescheduling at the contract level provides you the option of rescheduling all the DRIs in the contract.
The Generate Submittal Delivery Schedule functionality reschedules the submittal delivery
schedule if the DRI event list has changed.
To reschedule DRIs at the contract level, do the following:
1. Right-click the contract revision and choose Reschedule Data Requirement Items.

2. In the Impacted Data Requirement Items(DRIs) dialog box, choose the DRIs you want to
reschedule.

3. Click Reschedule DRIs.

4. Click OK in the Rescheduling Summary dialog box.

The DRIs are rescheduled as per the DRI rescheduling rules.

Create a correspondence
The data analyst creates a correspondence in Teamcenter and attaches the feedback documents to
the correspondence object.
1. From My Teamcenter, choose File→New→Item.

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2. In the New Item dialog box, select Correspondence and click Next.

3. Define basic information for the correspondence as follows:

Name Identifies the correspondence.


Description Describes the correspondence item. Use a description that
helps you distinguish the purpose of the correspondence
item.
Correspondence Specifies a category of similar technical documents,
Type for example, assembly drawings, wire list, or material
specifications.

4. Click Next.

5. In the CorspondenceRevision dialog box, define additional information as follows:

Category Specifies the correspondence category, for example, memo.


Correspondence Specifies whether the correspondence is incoming or
Direction outgoing.
Document Author Identifies the name of the person or the role who initiated the
correspondence.
Document Subject Specifies the subject of the correspondence.
Document Title Specifies the title of the correspondence.
Priority Specifies the priority level for accomplishing the task.
Received Org Name Specifies the name of the organization receiving the
correspondence.
Received or Sent Specifies the date on which the correspondence was received
Date or sent from the supplier or the customer.
Reference Specifies the list of references.
Reply Requested Specifies the date by which a reply is expected.
Date
Reply Required Specifies whether a reply is required or not.
Responsible Party Specifies the person or roles responsible for replying.

6. Click Finish.

Associate the correspondence revision with a submittal revision


Communication related to the scheduled tasks must be associated with a submittal revision.
1. Right-click the correspondence revision item and choose Copy.

2. Navigate to the submittal revision item.

3. Select the submittal revision and choose Edit→Paste Special.

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Managing contract data

4. In the Paste Special dialog box, select Correspondences from the Add As: list.

5. Click OK.

Associate a correspondence with a contract revision


All communication related to the contract must be associated with a correspondence revision.
1. Right-click the contract revision and choose Copy.

2. Select the correspondence revision and choose Edit→Paste Special.

3. In the Paste Special dialog box, select Contracts from the Add As: list.

4. Click OK.

PLM00111 12.2 Using Aerospace and Defense on Rich Client 8-15


Chapter 9: Managing stock materials

Basic concepts about stock materials


In the Aerospace and Defense industry many parts are made from stock materials such as bar stock,
tubing stock, and sheet stock. You can manage stock materials in Teamcenter by:
• Creating a library of stock materials.

• Making the stock material the preferred stock material of a program.

• Assigning the stock material to a part.

The Aerospace and Defense industry typically manages stock materials as follows:
• The Teamcenter administrator creates a classification hierarchy or stock material library using the
Classification application.

• The materials manager creates stock materials and adds them to the stock material library.

• The program administrator specifies the stock materials that are preferred to the program. By
doing this, only approved stock materials can be used in the program.

• The design engineer creates a part and associates the part with the stock material and specifies
the dimensional properties of the stock material.

Install stock materials


1. Start Teamcenter Environment Manager (TEM).

2. Select the appropriate options until you reach the Select Features panel.

3. In the Select Features panel, expand the Extensions navigation tree.

4. Under Enterprise Knowledge Foundation, select Stock Materials to install the stock material
management functionality.

5. Click Next.

6. Select the appropriate options until you reach the Business Modeler IDE Templates panel.

7. In the Business Modeler IDE Templates panel, select Stock Materials.

8. Click Next and select the appropriate options until you complete the installation.

9. After completing the TEM installation, install the Web tier and deploy the web applications.

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Chapter
Chapter 9: 9: Managing
Managing
stockstock materials
materials

Configure the display of the Made From folder


To add the Made From relation to an object and add the Made From folder to an object:
1. In My Teamcenter, choose Edit→Options.
The Options dialog box is displayed.

2. Choose General→Item Revision.

3. Click the General tab and do the following:


a. From the Item Revision type list, select the object that must have the Made From relation,
for example, ItemRevision or Part Revision.

b. From the Available Relations list, choose Made From and add it to the Shown Relations
list.

4. Click the Related Object tab and do the following:


a. From the Item Revision type list, select the object which must have the Made From folder,
for example, ItemRevision or Part Revision.

b. From the Available Relations list, choose Made From and add it to the Shown Relations
list.

5. Click OK.

The Made From relation and folder is added to the object.

Creating a classification library for stock materials


Use the Classification Admin application to create a stock material library.
• In Classification Admin, create a class.
Ensure that the parent class is an abstract class and that the child classes are storage classes.

• To add attributes to the class, click Add Attributes.


The following classes are available by default:

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Managing stock materials

• You can also add custom attributes using the Dictionary feature.

Create stock materials


1. From My Teamcenter, choose File→New→Item.

2. Select Stock Material from the New Item dialog box.


Click Next.

3. In the Object Create Information dialog box enter the following information:

Configuration Item Specifies if the stock material is a configuration item.


Description Describes the stock material.
ID Specifies the stock material ID.
(Optional) Click the Assign button to auto assign the ID.
Name Specifies the name of the stock material.
Unit of Measure Specifies the metric for the stock material.

4. Click Next.
Specify additional information about the stock material in the following dialogs.

5. Click Finish.

Add stock materials to the stock material library


1. Right-click the stock material and choose Send To→Classification.

2. To classify the object, click Yes in the Classify Object dialog box.
The object ID is displayed in the Properties pane.

3. Browse the hierarchy tree to locate the stock material class that best matches the characteristics
of the stock material you are classifying.

4. Right-click the storage class and choose Select. You can also double-click the storage class to
display the attributes.

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Chapter
Chapter 9: 9: Managing
Managing
stockstock materials
materials

The attributes associated with the selected stock material library are displayed in the Properties
pane.

5. Type values for the stock material attributes in the Attribute values section.
You can only enter Attribute values if you have added Attribute values for the classification
class.

6. You can map the default attributes to your custom attributes as follows.

a. If you want to provide a fixed value of 0.75 to the cut height attribute and ensure that the
attribute is not editable in the Make From dialog box, update the attributes as follows:
• Has Cut Height: Assign the value 0. This value ensures that the cut height attribute is
not editable in the Make From dialog box.

• Map attribute for cut height: Assign the value Stock Height to this attribute to map the
Has Cut Height attribute with the custom attribute Stock Height.

• For the Stock Height attribute assign a value of 0.75.

b. If you want users to provide the cut length value in the Make From dialog box, update the
attributes as follows:
• Has Cut Length: Assign the value 1. This value ensures that the cut length attribute
is editable in the Make From dialog box.

• It is not necessary to assign a value to the Map attribute for cut length attribute.

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Managing stock materials

7. Click the Save button on the toolbar to add the stock material to the stock material library.

The following Make From dialog box is displayed when the cut attributes are successfully mapped to
the custom attributes.

As described in the previous graphic, you can edit only the Cut Length attribute and not the others.

Specify a preferred stock material for a program


1. In My Teamcenter, select the stock material and choose Copy.

2. In the Program application, expand the program where you want to add the stock material.

3. Select the Preferred Items folder and choose Paste.

The stock material is now the preferred stock material of the program.

Assign stock material or standard part to a part


1. In My Teamcenter, right-click the part revision to which you want to add the stock material,
and choose Make From.

The My Teamcenter application shows the Make From dialog box.

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Chapter
Chapter 9: 9: Managing
Managing
stockstock materials
materials

2. Select Stock Material or Part from the Make From list.

3. Click any one of the following options from Select Search:


a. Classification: To search for stock materials in the classification hierarchy.

b. By Name: To search for stock materials by name.

4. Click the button next to the Select Stock Material box.

5. If you select the Classification option, the Classification Search dialog box appears.

a. Type the search criteria in the search fields and click Search.
The search results appear in the Table tab.

b. Select the stock material you want and click OK.


The stock material appears in the Select Stock Material box.

6. If you select the By Name option, the Open By Name dialog box appears.

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Managing stock materials

a. Type the name of stock material in the Name box and click the Find button.

b. Select the stock material you want and click OK.


The stock material appears in the Select Stock Material box.

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Chapter
Chapter 9: 9: Managing
Managing
stockstock materials
materials

7. In the Make From dialog box, type the values for the following dimensions:

a. Cut Length

b. Cut Thickness

c. Cut Width

d. Quantity

8. Type the quantity of the stock material required in the Quantity box.

9. Select the unit of measure for the stock material from the Unit of Measure list.

10. Click OK.

The stock material appears in the Made From pseudo folder of the part revision.

Note
The Make From list supports only Stock Material and Part.
The custom properties you add to the Make From relation are not available when you
assign a stock material using the Make From dialog box. To get these custom properties,
assign stock materials using the copy-paste special functionality. The custom properties
are shown in the Properties on Relation dialog box.

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Managing stock materials

Assign stock materials to parts using the copy functionality


Assign stock materials to parts using the copy-paste functionality

1. Right-click the stock material and choose Copy.

2. Right-click the Made From folder of the part revision and choose Paste.
The Made From dialog box appears.

3. In the Made From dialog box, type the values for the following dimensions:
a. Cut Length

b. Cut Thickness

c. Cut Width

d. Stock Quantity

4. Select the unit of measure for the stock material from the Unit of Measure list.

5. Click Finish.
Assign stock materials to parts, using the copy and paste special functionality

1. Right-click the stock material and choose Copy.

2. Select the part revision and choose Edit→Paste Special.

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Chapter
Chapter 9: 9: Managing
Managing
stockstock materials
materials

3. From the Paste Special dialog, select Made From.


The Made From dialog box appears.

4. In the Made From dialog box, type the values for the following dimensions:
a. Cut Length

b. Cut Thickness

c. Cut Width

d. Stock Quantity

5. Select the unit of measure for the stock material from the Unit of Measure list.

6. Click Finish.
Assign stock materials to parts, using the drag drop functionality

1. Drag the stock material to the Made From folder of the part revision.
The Made From dialog box appears.

2. In the Made From dialog box, type the values for the following dimensions:
a. Cut Length

b. Cut Thickness

c. Cut Width

d. Stock Quantity

3. Select the unit of measure for the stock material from the Unit of Measure list.

Teamcenter adds the stock material to the Made From folder of the part revision.

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Chapter 10: Managing work packages

Basic concepts about work packages


A work package or package is typically any collection of CAD files and documentation that an
outsourcing partner requires to build, test, or maintain a component or subassembly of a larger
product.
A package serves as a revisable collection of product information and can be used in a variety
of contexts.
The Aerospace and Defense industry typically uses work packages as follows:
• The Designer creates a work package and specifies the work associated with the work package.

• The Designer adds objects to work packages. The objects can have static or dynamic relationship
with the work package.
Objects that have static relationship are generally reference items and do not change over time,
for example, a design document.
Objects that have a dynamic relationship always show the latest revision.

• The Designer submits the work package to a workflow.

• When the work associated with the work package is complete, it is released with a maturity status
indicating the completion of work.
You can use a workflow or change management functionalities to release the work package.

Install work packages


1. Start Teamcenter Environment Manager (TEM).

2. Select the appropriate options until you reach the Select Features panel.

3. In the Select Features panel, expand the Extensions navigation tree.

4. Under Enterprise Knowledge Foundation, select Work Packages to install the stock material
management functionality.

5. Click Next.

6. Select the appropriate options until you reach the Business Modeler IDE Templates panel.

7. In the Business Modeler IDE Templates panel, select Work Packages.

8. Click Next and select the appropriate options until you complete the installation.

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Chapter
Chapter 10:10:Managing
Managing
workwork packages
packages

9. After completing the TEM installation, install the Web tier and deploy the web applications.

Create a work package


1. From My Teamcenter, choose File→New→Item.

2. Select Work Package from the New Item dialog box.


Click Next.

3. In the Object Create Information dialog box, enter the following information:

Configuration Item Specifies if the work package is a configuration item.


Description Describes the work package.
ID Specifies the ID of the work package.
Click the Assign button to auto assign the ID.
Name Specifies the name of the work package.
Unit of Measure Specifies the metric for the work package.
Work Package Specifies the level of difficulty for executing the work package.
Complexity
Work Package Specifies the security level of the work package.
Security
Work Package Type Specifies if the work package is executed internally or by a
supplier.
Work Package Specifies the name of the vendor executing the work
Vendor package.

4. Click Next.
Specify additional information about the work package in the following dialogs.

5. Click Finish.

Add objects to a work package


Objects can have a static or dynamic relationship with the work package.
Static relations show objects with the original revision in the work package. To create a static
relationship, add the object to the Static Contents folder of the work package.
Dynamic relations always show objects with the latest revision. When you revise the objects outside
the work package, the work package will show the latest revision. To create a dynamic relationship,
add the object to the Dynamic Contents folder.
You can add objects to the work package in the following ways.

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Managing work packages

Drag the object to the Drag the object to the Static Contents or the Dynamic
work package Contents folder of he work package.
Copy and paste the Copy and paste the object to the Static Contents or the
object to the work Dynamic Contents folder of the work package.
package
Use copy and paste 1. Right-click the object and choose Copy.
special functionality
to add objects to the 2. Select the work package and choose Edit→Paste Special.
work package
3. From the Paste Special dialog box, choose Static
Contents to create a static relationship or Dynamic
Contents to create a dynamic relationship.

PLM00111 12.2 Using Aerospace and Defense on Rich Client 10-3


Chapter 11: Managing finishes

Using finishes
A finish represents a finishing process on a part. It may be used to improve appearance, adhesion,
corrosion resistance, tarnish resistance, chemical resistance, wear resistance, remove burrs, and so
on. For example, you can apply a finishing process on a part by cleaning, priming, and painting it.
You can group the finishes together to create a finish group. You can specify the order of execution
of finishes in the finish group. For example, you can create a finish group called Preserve that
contains finishes named Clean, Prime, and Paint.
The following is an example process of how finishes are used:
• The finish manager creates a library of finish and finish groups, using the Classification
application.

• The finish manager creates a finish.

• The finish manager creates a finish group.

• The design engineer applies the finish and finish group to a part.

• The design engineer applies the finish or finish group to a part occurrence.

• The manufacturing engineer views the finishes and performs the finish job on the part.

Install finishes
1. Start Teamcenter Environment Manager (TEM).

2. Select the appropriate options until you reach the Select Features panel.

3. In the Select Features panel, expand the Extensions navigation tree.

4. Under Enterprise Knowledge Foundation, select Finish Management to install the finish
management functionality.

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Chapter
Chapter 11:11:Managing
Managing finishes
finishes

5. Click Next.

6. Select the appropriate options until you reach the Business Modeler IDE Templates panel.

7. In the Business Modeler IDE Templates panel, select Finish Management.

8. Click Next and select the appropriate options until you complete the installation.

9. After completing the TEM installation, install the Web tier and deploy the web applications.

Create a library of finish and finish groups


In Classification Admin application, create a class.
Ensure that you unselect the Abstract option.

Create a finish
1. From My Teamcenter, choose File→New→Item.

2. Select Finish from the New Item dialog box.


Click Next.

3. In the Object Create Information dialog box, enter the following information:
Finish ID Specifies the ID of the finish.
Revision Specifies the revision ID of the finish.
Name Specifies the name of the finish.
Description Describes the finish.

4. Click Next.
Specify additional information about the finish in the following dialogs.

5. Click Finish.

Create a finish group


Note
Copy the finishes that you want to add to the finish group before creating it.

1. From My Teamcenter, choose File→New→Item.

2. Select Finish Group from the New Item dialog box.


Click Next.

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Managing finishes

3. In the Object Create Information dialog box, enter the following information:
Finish Group Specifies the ID of the finish group.
ID
Revision Specifies the revision ID of the finish group.
Name Specifies the name of the finish group.
Description Describes the finish group.
Finish Items Specifies the finishes to be associated with the finish group.
To add finishes, ensure that you copy the finishes to the clipboard.

a. Click the Expand to modify button .

b. Click the Add objects from Clipboard button .


Teamcenter adds the finish objects to the Finish Items list.

4. Click Next.
Specify additional information about the work package in the following dialogs.

5. Click Finish.

Add finishes to a finish group


After creating a finish group, you can add finishes to the finish group as follows:
1. Right-click a finish group revision and choose Check-In/Out→Check Out

2. Click Yes in the Check-Out dialog box to check out the finish group.

3. Select the Summary view of the finish revision and choose the Finishes tab.

4. Click Add Finish button to open the Add Finish dialog.

5. Search for the finish in the Add Finish dialog box and click Find.

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Chapter
Chapter 11:11:Managing
Managing finishes
finishes

6. Select the finishes you want and click OK.


The finishes are added in the Finishes section.

7. To reorder the sequence of finishes in the Finish Sequence section:

a. Click the Expand to modify button .

b. Select the finish and move it up or down the sequence by using the Move selected objects
up or Move selected objects up buttons.

8. Right-click the finish group revision and choose Check-In/Out→Check In.

9. Click the Yes button in the Check-In dialog box.

The finishes are now added to the finish group.

Apply a finish or a finish group to an item revision


1. Right-click an item revision and choose Assign Finish.
If the value set in the UsingAssignFinishDialog preference is TRUE, you see the Assign
Finish/Finish Groups dialog box and if the value is FALSE, you see the Classification Search
dialog box.

2. If you see the Assign Finish/Finish Groups dialog box, type the name of the finish or finish
group in the Name box.
OR
Type the ID of the finish or finish group in the Finish ID box.
Click Find.

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Managing finishes

3. Select the finishes you want and click OK.


The selected finish and finish groups are added to the Finishes folder of the item revision.

4. If you see the Classification Search dialog box, type the search criteria in the search fields
and click Search.
The search results appear in the Table tab.

5. Select the finishes you want and click OK.


The selected finish and finish groups are added to the Finishes folder of the item revision.

Apply a finish to an item revision using the copy functionality


Drag the finish or finish group to the item revision

• Drag the finish or finish group to the Finishes folder of the item revision.

Copy and paste the finish or finish group to the item revision

• Copy and paste the finish or finish group to the Finishes folder of the item revision.

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Chapter
Chapter 11:11:Managing
Managing finishes
finishes

Use the copy and paste special functionality to add finish or finish group to the item revision
• Right-click the finish or finish group and choose Copy.

• Select the item revision and choose Edit→Paste Special.

• From the Paste Special dialog box, choose Finishes.


The finish or finish group is added to the Finishes folder of the item revision.

Apply a finish or a finish group to an item occurrence


Ensure that trace links are enabled.
1. Open a product structure in Structure Manager and right-click the item occurrence and choose
Assign Finish to Occurrence.
If the value set in the UsingAssignFinishDialog preference is TRUE, you see the Assign
Finish/Finish Groups dialog box and if the value is FALSE, you see the Classification Search
dialog box.

2. If you see the Assign Finish/Finish Groups dialog box, type the name of the finish or finish
group in the Name box.
OR
Type the ID of the finish or finish group in the Finish ID box.
Click Find.

3. Select the finishes you want and click OK.


The selected finish and finish groups are associated to the selected occurrence and can be seen
in the Attachments tab of the occurrence.

4. If you see the Classification Search dialog box, type the search criteria in the search fields
and click Search.
The search results appear in the Table tab.

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Managing finishes

5. Select the finishes you want and click OK.


The selected finish and finish groups are associated to the selected occurrence and can be seen
in the Attachments tab of the occurrence.

A finish is now applied to an item occurrence.

PLM00111 12.2 Using Aerospace and Defense on Rich Client 11-7


Chapter 12: Managing configuration audits

What are configuration audits


Configuration audits helps validate if the functional and physical requirements of a product meet the
requirements specified in the product configuration documentation.
Configuration audit helps to:

• Ensure that the product design provides the agreed-to performance.

• Validate the consistency between a product and its associated configuration documentation.

• Determine that adequate processes are in place to support production.

You can perform different types of configuration audits such as Functional Configuration Audit (FCA)
and Physical Configuration Audits (PCA).
The findings of the configuration audit results in action items. The action items represent the request
for actions raised during the audit.
The following is an example process of how configuration audits are performed:

• The compliance auditor performs a configuration audit on a product or deliverable and creates a
configuration audit item in Teamcenter.
The auditor adds the objects being audited to the Audits Item folder of the configuration audit
and adds the objects affected by the audit to the Impacted Items folder of the configuration
audit. Example: If an engine assembly is audited, it is added to the Audits Item folder and
the subassemblies of the engine such as motor assembly and blade assembly are added to
the Impacted Items folder.

Based on the findings of the audit, the auditor suggests action items.

• The change manager creates action items and associates the action item with the configuration
audit.

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Chapter
Chapter 12:12:Managing
Managing configuration
configuration audits
audits

• The change manager also associates the action item with the affected item. Example: The
affected item, the blade assembly is added to the Problem Items folder of the action item.

• The change manager associates the action item to a change request and then sends the change
request through a change management workflow process.
If the action item is resolved using a formal change process, the items in the folders of the action
item are propagated to the change request by using the Derive functionality.

Set up configuration audits


Set the following business object constants:
• Cm0AuditsItemCreCondition
Specifies the condition to use for checking the status of the configuration audit before the creation
of an Audits Items relation.

• Cm0HasContractCreCondition
Specifies the condition to use for checking the status of the configuration audit before the creation
of a Has Contract relation.

• Cm0RaisesActionItemsCreCondition
Specifies the condition to use for checking if the closure status of the configuration audit is
open and the Audits Item relationship is established before the creation of the Raises Action
Item relation.

Create a configuration audit


1. From My Teamcenter, choose File→New→Audit.

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Managing configuration audits

2. Select Configuration Audit from the New Item dialog box.


Click Next.

3. In the New Audit dialog box, enter the following information.

Audit Number Specifies the ID for the configuration audit.


Revision Specifies the revision ID for the configuration audit.
Synopsis Specifies the name of the configuration audit.
Description Describes the configuration audit.
Audit Type Specifies the type of audit. You can choose from the following
audit types:
• PCA: Physical Configuration Audit

• FCA: Functional Configuration Audit

• CDR: Critical Design Review

• PDR: Preliminary Design Review

• TRR: Test Readiness Review


Process Date Specifies the date on which the configuration audit is
conducted.
Comments Specifies any other information about the configuration audit.
Work Package Type Specifies if the work package is executed internally or by a
supplier.
Work Package Specifies the name of the vendor executing the work
Vendor package.

4. Click Finish.

After creating a configuration audit, add the object being audited to the Audits Item folder of the
configuration audit item. You can add objects to the Audits Item folder using the copy-paste method.
You can also initiate a change management workflow on the configuration audit.

Create an action item

Note
Ensure that the object being audited is added to the Audits Item folder of the configuration
audit item. If you do not do this, the action items will not be added to the Raises Action
Items folder of the configuration audit item.
Use the copy-paste method to add the object being audited to the Audits Item folder.

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Chapter
Chapter 12:12:Managing
Managing configuration
configuration audits
audits

1. Right-click a configuration audit revision and choose Raise Action Item.

2. Select Action Item from the Add New Action Item dialog box.
Click Next.

3. In the Add New Action Item dialog box, add the following information.

Action Item Number Specifies the ID for the action item.


Revision Specifies the revision ID for the action item.
Synopsis Specifies the name of the action item.
Description Describes the action item.
Action Type Specifies the type of action item. You can choose from the
following action types:
• Audit: Physical Configuration Audit

• CCR: Configuration Change Request

• RFA: Request for Action

• RFI: Request for Information


Comments Specifies any other information about the action item.
Impacts Specifies the impacted item.
Office Primary Specifies the person or office responsible for the action item.
Responsible
Zones Specifies the product zones affected by the action item.

4. Click Finish.

The action item is added to the Raises Action Items folder of the configuration audit.

Associate related objects with a configuration audit or an action item


To associate objects to a configuration audit, either copy or drag the object to the relevant folder of
the configuration audit. You can add objects to the following folders:
• Impacted Items
Add objects that are impacted by the audit.

• Audits Item
Add objects that are being audited.

• Contract
Add contract documents for the objects being audited.

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Managing configuration audits

To associate objects to an action item, either copy or drag the object to the relevant folder of the
action item revision. You can add objects to the following folders:
• Problem Items
Add part revisions that the action item is meant to address.

• Reference Items
Add any Teamcenter object, including datasets, that reference related information.

• Implemented By
Add change object revisions that are referenced by the action item.

• Raised by Audit
Contains the configuration audit item.

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Chapter 13: Searching for Aerospace and Defense items

You can use the Teamcenter search functionality to search for Aerospace and Defense items.
In addition to Teamcenter search, you can use the following Aerospace and Defense search forms:

Search form Description


Find ADSDesign Returns design items according to the criteria you specify.
Find ADSDrawing Returns drawing items according to the criteria you specify.
Find ADSPart Returns part items according to the criteria you specify.
FindADSTechDocument Returns technical document items according to the criteria
you specify.
Find All Change Notice Revisions Returns all change notice revisions. You do not specify
criteria for this query.
Find Organization Returns the list of organizations. You do not specify criteria
for this query.

The GroupBasedProjects search form in the standard Teamcenter installation can be used with
programs. This query returns the list of programs that a specified group is working on.

Note
Standard change item searches do not return the Aerospace and Defense change items.
You must configure search forms to work with Aerospace and Defense change items.

PLM00111 12.2 Using Aerospace and Defense on Rich Client 13-1


Appendix A: Aerospace and Defense Training Program

Overview of the Aerospace and Defense training program


The Training program is a default program that is created on your system when you choose to install
the Aerospace and Defense Training Program template along with the Aerospace and Defense
Foundation template. The training program helps you learn how to create and organize necessary
data in the context of a program.

Note
The Aerospace and Defense Training Program template is dependent on the Aerospace
and Defense Foundation template.

Install the training program


1. Access the Teamcenter Environment Manager (TEM) installer.

2. In the Solutions pane, select Aerospace and Defense.

3. In the Select Features pane, select Vendor Management, Aerospace and Defense
Foundation, and Aerospace and Defense Training Program.

Note
The Aerospace and Defense Training Program template is dependent on the
Aerospace and Defense Foundation template. You must select both the features
to install the training program.

4. If this is a new installation, enter the directory in which you want to install Teamcenter in the
Installation Directory box. Specify a directory that does not exist. Teamcenter Environment
Manager (TEM) creates the directory you specify.
On successful installation, two training programs are created in the database.

Program ID Description
Training Provides an example of how to create and organize
data for a document-centric program.
Training-Part Centric Provides an example of how to create and organize data
for a part-centric program.

PLM00111 12.2 Using Aerospace and Defense on Rich Client A-1


Appendix
Appendix A: A: Aerospace
Aerospace and Defense
and Defense Training
Training Program
Program

Training program reference

Training program reference


Aerospace and Defense Training Program provides a preconfigured program with rules and lists of
values that are saved in the adstrainingprogram_template.xml file.
The following components are included in the template:
• Conditions

• Naming rules

• Revision naming rules

• Lists of values

Programs
Programs provide a mechanism for organizing data and implementing access control based on
program membership. Data assigned to programs can be searched for and viewed in the context of
the program and can be distributed across multiple sites.
To work with programs, you must perform additional configurations like assigning users to programs,
setting a program as the default program of the user, setting the program security and son on.
The following concepts apply to programs:
• Only privileged team members can assign data to programs.

• Data can be assigned to or removed from programs manually or when the data item is created,
and items can be assigned to more than one program.

• Propagation rules define the associated data that is implicitly assigned to a program when a
primary item is assigned to the program.

• All items in a complete product structure can be assigned to a program using the
update_project_bom utility.

The Training program is provided by the Aerospace and Defense Training Program template.

Training

Description This is the default program that is provided by the Aerospace and
Defense Training Program template. The program is document-centric
with program-level security enabled. The program is preconfigured with
conditions, naming rules, revision naming rules, and lists of values.
Program type Document-centric
Program-level Enabled
security
Notes None

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Aerospace and Defense Training Program

Training-Part Centric

Description This is the default program that is provided by the Aerospace and Defense
Training Program template. The program is part-centric with program-level
security enabled. The program is preconfigured with conditions, naming
rules, revision naming rules, and lists of values.
Program type Part-centric
Program-level Enabled
security
Notes None

Conditions

Conditions

Conditions are conditional statements that are run with rules; they resolve to true or false. Conditions
can be used to evaluate objects or user sessions to deliver only certain results.

ADSTrngCondition

Description This condition is configured for the Training and Training-Part


Centric programs.
Expression o.project_name = "Training”
o is the parameter name and the parameter type is UserSession.
Notes The condition evaluates to true when the active program for the user
session is the Training or Training-Part Centric program; otherwise,
the condition evaluates to false.
Where used This condition is used in naming rules, revision naming rules, and
lists of values.

AnDCMTrainingProgramCondition

Description This condition is configured to make the ADS Training Program data
model applicable to change objects.
Expression o.project_name = "Training”
o is the parameter name and the parameter type is UserSession.
Notes The condition evaluates to true when the active program for the user
session is the Training program; otherwise, the condition evaluates
to false. The condition is provided by the Aerospace and Defense
Change Management template.
Where used This condition is used in naming rules, revision naming rules, and
lists of values.

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Appendix
Appendix A: A: Aerospace
Aerospace and Defense
and Defense Training
Training Program
Program

Naming rules

Naming rules

Naming rules provide a way for applying custom naming conventions to items, item revisions,
identifiers, datasets, forms, projects, and work contexts. In addition, naming rules can be used to
define patterns for automatically generating IDs when creating objects. A naming rule consists of
multiple naming rule patterns and a counter.
TrngNamingRule is a naming rule provided by the Aerospace and Defense Training Program
template and is attached to the Training and Training-Part Centric programs.

TrngNamingRule

Description This naming rule is attached to the item_id property of all ADS
business objects. The ADSTrngCondition condition is evaluated
to determine whether the naming rule is applied. The naming rule
is attached to the business object property when the condition
evaluates to true.

Business objects The naming rule is attached to the following business objects:
• ADSTechDocument

• ADSPart

• ADSDesign

• ADSDrawing
Business object item_id
property
Pattern “01–”NNNN
“02–”NNNN
“01–”NNNN”-”NNN
Counter Enabled.
Condition ADSTrngCondition
Notes For the “01–”NNNN pattern, the initial value is 01–0000 and the
maximum value is 01–9999.
For the “02–”NNNN pattern, the initial value is 02–0000 and the
maximum value is 02–9999.
For the “01–”NNNN”-”NNN pattern, the initial value is 01–0000–000
and the maximum value is 01–9999–999.

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Adc0TrngNamingRule

Description This naming rule is attached to the item_id property of all change
objects. The AnDCMTrainingProgramCondition condition is
evaluated to determine whether the naming rule is applied. The
naming rule is attached to the business object property when the
condition evaluates to true.
Business objects The naming rule is attached to the following business objects:
• Adc0ChangeNotice

• Adc0ChangeRqst

• Adc0DevRqst

• ProblemReport
Business object item_id
property
Pattern “01–”NNNN
“02–”NNNN
Counter Enabled.
Condition AnDCMTrainingProgramCondition
Notes For the “01–”NNNN pattern, the initial value is 01–0000 and the
maximum value is 01–9999. For the “02–”NNNN pattern, the initial
value is 02–0000 and the maximum value is 02–9999.
This rule is included in the Aerospace and Defense Change
Management template.

Revision naming rules

Revision naming rules

Revision naming rules make it easy to maintain the revision scheme for business objects. Each time
an object is revised, the revision ID increments to indicate that the object has been revised and the
new revision supersedes the previous revision.
TrngRevNamingRule is a revision naming rule provided by the Aerospace and Defense Training
Program template and is attached to the Training and Training-Part Centric programs.

TrngRevNamingRule

Description This revision naming rule is attached to the item_revision_id


property of all ADS business objects. The ADSTrngCondition
condition is evaluated to determine whether the revision naming rule
is applied. The revision naming rule is attached to the business
object property when the condition evaluates to true.

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Appendix
Appendix A: A: Aerospace
Aerospace and Defense
and Defense Training
Training Program
Program

Business objects The revision naming rule is attached to the following business objects:
• ADSTechDocument

• ADSPart

• ADSDesign

• ADSDrawing
Business object item_revision_id
property
Exclude skip True
letters
Condition ADSTrngCondition
Initial revision The initial revision type is numeric and the starting value is 1.
details
Secondary The secondary revision type is alphabetic and the starting value is -.
revision details
Supplemental The supplemental revision format is
revision details NextRevLetterFixedTwoDigitsZeroFill.
Notes None

Adc0TrngRevNamingRule

Description This revision naming rule is attached to the item_revision_id


property of all the ADS business objects. The
AnDCMTrainingProgramCondition condition is evaluated
to determine whether the revision naming rule is applied. The
revision naming rule is attached to the business object property when
the condition evaluates to true.
Business objects The revision naming rule is attached to the following business objects:
• Adc0ChangeNoticeRevision

• Adc0ChangeRqstRevision

• Adc0DevRqstRevision

• ProblemReportRevision
Business object item_revision_id
property
Exclude skip True
letters
Condition AnDCMTrainingProgramCondition
Initial revision The initial revision type is numeric and the starting value is 1.
details

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Aerospace and Defense Training Program

Secondary The secondary revision type is alphabetic and the starting value is -.
revision details
Supplemental The supplemental revision format is
revision details NextRevLetterFixedTwoDigitsZeroFill.
Notes This rule is included in the Aerospace and Defense Change
Management template.

Lists of values

Lists of values

Lists of values (LOVs) ensure consistent data entry in Teamcenter. The list entries are created
either by referencing existing data or by entering custom site data. After it is created, the LOV
is implemented throughout the interface by attaching the LOV to one or more properties. Creating
LOVs and implementing them throughout Teamcenter can greatly improve productivity at your site
and help prevent incorrect user entries.
This section describes the LOVs that are provided by the Aerospace and Defense Training
Program template and attached to the Training and Training-Part Centric programs.

Adc0Change Class

Description Designates the government's or customer's classification


to a change. For example, I or II.
Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0ChangeNoticeRevision.Adc0change_class
Adc0ChangeRqstRevision.Adc0change_class
Adc0DevRqstRevision.Adc0change_class
Business object condition AnDCMTrainingProgramCondition
Default values I
II
Valid values Accepts string as a value. It must be a valid classification.
Notes This LOV is included in the adschangemanagement
template.

Adc0Change Category

Description Designates the specific category of change within the


change classification.
Type ListOfValuesString
Usage Exhaustive.

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Appendix A: A: Aerospace
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and Defense Training
Training Program
Program

Business object property Adc0ChangeRqstRevision.Adc0change_category


Adc0ChangeNoticeRevision.Adc0category
Adc0DevRqstRevision.Adc0change_category
Business object condition AnDCMTrainingProgramCondition
Default values 1
2
A
B
C
D
E
M
Valid values Accepts string as a value.
Notes This LOV is included in the adschangemanagement
template.

Adc0CN Types

Description Specifies acronyms for the types of change documentation


used on a program for a change notice.
Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0ChangeNotice.Adc0change_type
Business object condition AnDCMTrainingProgramCondition
Default values ADCN
AMR
DCN
DCR
DRN
ICN
PCD
PMD
REDLINE
RR
VAR
Valid values Accepts string as a value. It must be a valid acronym that
specifies the type of change documentation.
Notes This LOV is included in the adschangemanagement
template.

Adc0CR Types

Description Specifies the change request types. For example,


development change or engineering change process.

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Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0ChangeRqst.Adc0change_type
Business object condition AnDCMTrainingProgramCondition
Default values CA

CRBD

DEV

ECP

IPCD

RFD

RFW
Valid values Accepts string as a value. It must be a valid change
request type.
Notes This LOV is included in the adschangemanagement
template.

Adc0DR Types

Description Specifies acronyms for the types of change documentation


used on a program for a deviation request, for example,
RFD or RFW.
Type ListOfValuesString
Usage Exhaustive.
Business object property Cm0DevRqst.Cm0change_type
Business object condition AnDCMTrainingProgramCondition
Default values RFD
Request for Deviation

RFW
Request for Waiver
Valid values Accepts string as a value. It must be a valid acronym that
specifies the type of change documentation.
Notes This LOV is included in the adschangemanagement
template.

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Appendix
Appendix A: A: Aerospace
Aerospace and Defense
and Defense Training
Training Program
Program

Adc0Production Systems

Description Displays the list of systems or subsystems for an


item. A product system denotes a group of parts that
perform a common function. For example, Electrical,
Environmental Control, and Weapons.
Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0DevRqstRevision.Adc0product_systems
Adc0ChangeRqstRevision.Adc0product_systems
Adc0ChangeNoticeRevision.Adc0product_systems
Business object condition AnDCMTrainingProgramCondition
Default values Electrical

Environmental Control

Hydraulic

Fuel

Weapons
Valid values Accepts string as a value. It must be a valid system or
subsystem.
Notes This LOV is included in the adschangemanagement
template.

Adc0Quotation Type

Description Specifies the quotation type for the change impact, for
example, Supplier ROM, Buyer Estimate, or Supplier
Firm.
Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0ChangeRqstRevision.Adc0quotation_type
Adc0DevRqstRevision.Adc0quotation_type
Business object condition AnDCMTrainingProgramCondition
Default values NTE
ROM
Valid values Accepts string as a value. It must be a valid quotation type.
Notes This LOV is included in the adschangemanagement
template.

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Adc0Task Category

Description Specifies the various task categories, for example,


Agenda Event, Planning, and QA.
Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0Task.Adc0task_category
Business object condition AnDCMTrainingProgramCondition
Default values Agenda Event
Engineering
ILS
Major Subcontr
Manufacturing
Non-Std Event
Part
Planning
QA
Subcontract
Valid values Accepts string as a value. It must be a valid task category.
Notes This LOV is included in the adschangemanagement
template.

ADS Trng Categories

Description Specifies the valid values for the ADS document category. This is a
cascading list.
Type ListOfValuesString
Usage Exhaustive.
Business object ADSTechDocument.adscategory
property ADSPart.adssource_tdoc_category
ADSDesign.adssource_tdoc_category
ADSDrawing.adssource_tdoc_category
Business object ADSTrngCondition
condition
Default values ALOO
DL Document list
DOC Document
DWG Drawing
MFG
PL Parts list

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Appendix A: A: Aerospace
Aerospace and Defense
and Defense Training
Training Program
Program

SDL
SDRL Supplier definition requirements list
SOW Statement of work
SPEC Specification
Valid values Any valid document category.
Notes Each value contains a sub-LOV.

ADS Trng DOC Categories

Description Sub-LOV that specifies the list of values if the ADS category is document.
Type ListOfValuesString

Usage Exhaustive.
Default values Dwg Design Data
Interface Control Document
Text Report
Weapon System Specification
Valid values Any valid drawing.
Notes None.

ADS Trng DWG Categories

Description Sub-LOV that specifies the list of values if the ADS category is drawing.
Type ListOfValuesString

Usage Exhaustive.
Default values Assembly Drawing
Design Drawing
Detail Drawing
Tube Drawing
Zone Drawing
Valid values Any valid drawing.
Notes None.

ADS Trng PL Categories

Description Sub-LOV that specifies the list of values if the ADS category is part.
Type ListOfValuesString

Usage Exhaustive.

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Default values Assembly Drawing


Detail Drawing
Tube Drawing
Zone Drawing
Valid values Any valid drawing.
Notes None.

ADS Trng SDRL Categories

Description Sub-LOV that specifies the list of values if the ADS category is SDRL.
Type ListOfValuesString

Usage Exhaustive.
Default values Requirement List
Valid values Any valid document type.
Notes None.

ADS Trng Design Categories

Description Specifies valid values for the ADS design category.

Type ListOfValuesString
Usage Exhaustive.
Business object ADSDesign.adsdesign_category
property
Business object ADSTrngCondition
condition
Default values Program
Design
Domestic
Supplier
GFE
Valid values Any valid design category.
Notes None.

ADS Trng Dist Code

Description Specifies valid values for the distribution code.


Type ListOfValuesString
Usage Exhaustive.
Business object ADSTechDocument.adsdistribution_code
property ADSPart.adsdistribution_code
ADSDesign.adsdistribution_code
ADSDrawing.adsdistribution_code

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Appendix
Appendix A: A: Aerospace
Aerospace and Defense
and Defense Training
Training Program
Program

Business object ADSTrngCondition


condition
Default values A01
Valid values Any valid distribution code.
Notes None.

ADS Trng Part Categories

Description Specifies valid values for the ADS part category.


Type ListOfValuesString
Usage Exhaustive.

Business object ADSPart.adspart_category


property
Business object ADSTrngCondition
condition
Default values Program
Design
Domestic
Supplier
GFE
Valid values Any valid part category.
Notes None.

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Appendix B: Aerospace and Defense data model

Aerospace and Defense data model description


The following structure is used to describe the objects:

Object type Describes the data model of the object that represents the parent class and the
subclass of the object.

Object type Describes the attributes of the object that provides it a unique identifier.
number

Object type Describes the class model of the object that represents the attributes of the object.
master

Preconditions Describes the preconditions and postactions that should be defined during the
and creation of the object/component.
postactions

Template Describes the template in which the functionality of the object is available.
information

List of values Describes the program-independent list of values for the master form and the
revision master form.

Object type Describes the item revision corresponding to an object.


revision

Preconditions and postactions


Extension Describes the application extensions that allow for the configuration of applications
point using a decision table. Application extensions can be used to configure business
logic on the server, a Teamcenter rich client application (such as My Teamcenter),
or any application. You can use application extensions for anything that calls an
input and output, from user interface changes, such as icons and colors, to actions.

Operation Describes the operation to be placed on the business object.


name

Extension rule Determines when an application extension point is used and defines inputs and
name outputs. When the input is matched, the rule engine returns the output to the
application that called the extension point.

Parameters Describes the parameters to be passed to the extension.

Description Describes the application extension point.

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Appendix
Appendix B: B: Aerospace
Aerospace and Defense
and Defense data data
modelmodel

ADSTechDocument

ADSTechDocument
ADSTechDocument is a subtype of the Document item type and represents the technical document
used in document-centric programs.
ADSTechDocument is a primary business object that represents a variety of printed or digital entities
that contain technical information about some aspect of the product or a component of the product.
These may include documents such as technical reports, drawings, procurement specifications, parts
lists, interface control documents, and schematics.
Technical documents serve as the source documents for creating parts and assemblies. All parts
must be associated with a technical document using an appropriate relationship.
The following figure illustrates the ADSTechDocument data model.

ADSTechDocument attributes
ADSTechDocument items are uniquely identified in the system by an item_id property. The item_id
property denotes the technical document number.
The ADSTechDocument item is provided by the adsfoundation template.
The following table describes the attributes of the ADSTechDocument class.

Attribute name Storage type Description


adscategory String [32] Classifies document items, for example, DOC,
DWG, PL, and SPEC.

The attribute values must be configured based


on the individual program. There are no
default values.

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Aerospace and Defense data model

Attribute name Storage type Description


adstech_doc_category String [32] Designates a category of similar technical
documents, for example, Dwg Design Data,
Weapon System Specification, Assembly
Drawing, Design Drawing, Detail Drawing,
and Requirements List.

The attribute values must be configured based


on the individual program. The valid values
for this attribute are dependent on the value
specified for the category attribute.
adsgovt_data_right String [32] Specifies the nature of the government
technical data rights-in-data for a document or
software.

The attribute values must be configured based


on the individual program. There are no
default values.
adsdistribution_code String [32] Specifies the distribution statement that
is affixed to the document or viewable file
to indicate the authorized circulation or
dissemination of the information contained
within the item.

ADSTechDocument Master
ADSTechDocument Master is the storage class of the item master form corresponding to the
ADSTechDocument item. The following figure illustrates the schema definition and attributes of the
ADSTechDocument Master class.

Preconditions and postactions on ADSTechDocument


The following table describes the preconditions that are defined on the ADSTechDocument business
object.

Extension rule name Operation name Parameters


authorizationCheckOnSaveAs ITEM_create_from_rev ADSTechDocAuthority

Checks the user permission while saving an


ADSTechDocument.

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Appendix
Appendix B: B: Aerospace
Aerospace and Defense
and Defense data data
modelmodel

Extension rule name Operation name Parameters


checkAdsAttachment IMAN_delete ADSTechDocAuthority

Checks whether or not the selected source document is


associated with other items during deletion.
validateOrgOnCreation ITEM_create

Checks the value of the TcSetOwningOrganization ITEM_create_from_rev


global constant and the AutoAssignOwningOrg
business constant. When the value is set to true and
the current user group belongs to an organization, the
workspace object is created.
validateImport TIE_deserialize

Checks the value of the TcSetOwningOrganization


global constant and the AutoAssignOwningOrg
business constant. Data is imported when the value of
the constants is true and the data belongs to the same
organization at the both the sites.
authorizationCheckOnRevise ITEM_copy_rev

Checks the user permission during the revision of


ADSTechDocument Revision.

The following table describes the postactions that are defined on the ADSTechDocument business
object.

Extension rule name Operation name Parameters


autoAssignToProject ITEM_create

Assigns the object to the current project. IMAN_import

ITEM_create_from_rev

setOrgOnCreation ITEM_create

Checks the value of the TcSetOwningOrganization ITEM_create_from_rev


global constant and the AutoAssignOwningOrg
business constant. When the value of the constants is
true and the current group belongs to an organization,
the owning_organization attribute value of the object is
automatically updated.

ADSTechDocument Revision
ADSTechDocument Revision is a subtype of the Document Revision business object and
represents revisions corresponding to a technical document.
ADSTechDocument Revision is a primary business object.
The following figure illustrates the ADSTechDocument Revision business object data model.

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Aerospace and Defense data model

ADSTechDocumentVerMaster
ADSTechDocumentVerMaster is the storage class of the item revision master form corresponding
to the ADSTechDocumentRevision business object. The following figure illustrates the schema
definition and attributes of the ADSTechDocumentVerMaster class.

ADSPart

ADSPart
ADSPart is a subtype of the Part item type, which represents a component of a product. It is
a primary business object.

Note
The terms part and component are used interchangeably.

In document-centric programs, ADSPart objects are created on a source technical document and are
related to the technical document through an ADS_Lists_Parts relationship.
The following figure illustrates the ADSPart data model.

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Appendix
Appendix B: B: Aerospace
Aerospace and Defense
and Defense data data
modelmodel

ADSPart attributes
ADSPart items are uniquely identified in the system by an item_id property. The item_id property
denotes the ADS part number.
The ADSPart item is provided by the adsfoundation template.
The following table describes the attributes of the ADSPart class.

Attribute name Storage type Description


ads0source_doc_ref TypedReference Specifies the technical
document.
adssource_document String [128] The unique identifier for
the document the part is
created on. ADS source
document is a text field
that can contain up to 80
characters.
adssource_doc_revision String [32] Specifies the revision
of the ADS source
document.
adssource_doc_category String [32] A user-defined attribute
for classifying document
items.
adssource_tdoc_category String [32] Designates a category
of similar technical
documents, for example,
assembly drawing,
wire list, or material
specification.
adssource_doc_org String [32] Specifies organization
name of source
document.

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Aerospace and Defense data model

Attribute name Storage type Description


adsqualification_req Boolean Indicates whether or not a
part requires qualification
testing before it can be
installed in the product.
adsinstallation Boolean Indicates whether the
assembly object is an
installation.

ADSPartMaster
ADSPartMaster is the storage class of the item master form corresponding to the ADSPart item. The
following figure illustrates the schema definition and attributes of the ADSPartMaster class.

Preconditions and postactions on ADSPart


The following table describes preconditions for the ADSPart object.

Extension rule name Operation name Parameters


authorizationCheckOnSaveAs ITEM_create_from_rev

Checks the user permission while saving an


ADS part.

DCPCheckMandatoryValuesSaveas ITEM_create_from_rev ADSComponentAuthority

Checks if the mandatory values are entered for


a document-centric program.
validateOrgOnCreation ITEM_create

Checks the value of the ITEM_create_from_rev


TcSetOwningOrganization global constant and
the AutoAssignOwningOrg business constant. ITEM_copy_rev
When the value is set to true and the current
ITEM_baseline_rev
user group belongs to an organization, the
workspace object is created. ITEM_copy_rev_to_existing

ITEM_create_rev

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modelmodel

Extension rule name Operation name Parameters


validateImport TIE_deserialize

Checks the value of the


TcSetOwningOrganization global constant
and the AutoAssignOwningOrg business
constant. Data is imported when the value of the
constants is true and the data belongs to the
same organization at the both the sites.
checkTechDocPrivilege ITEM_copy_rev

Checks if the ADS part has access to the ITEM_baseline_rev


technical document.
ITEM_copy_rev_to_existing

ITEM_create_rev
authorizationCheckOnRevise ITEM_copy_rev

Checks the user permission during the revision


of an ADS part.
checkLatest_Released ITEM_copy_rev_to_existing

ITEM_create_rev

The following table describes postactions for the ADSPart object.

Extension rule name Operation name Parameters


cmpSrcDocRelationOnSaveAs ITEM_create_from_rev ADSComponentAuthority

Creates a relation between ADS part and the


source document when the part is saved.
cmpSrcDocRelationOnCreate ITEM_create ADSComponentAuthority

Creates a relation between ADS part and the


source document while creation of a part.
autoAssignToProject IMAN_import

Assigns the object to the current project. ITEM_create

ITEM_create_from_rev

ITEM_copy_rev

ITEM_baseline_rev

ITEM_copy_rev_to_existing

ITEM_create_rev
setOrgOnCreation ITEM_create

Checks the value of the ITEM_create_from_rev


TcSetOwningOrganization global constant and
the AutoAssignOwningOrg business constant. ITEM_copy_rev
When the value of the constants is true and the
ITEM_baseline_rev
current group belongs to an organization, the
owning_organization attribute value of the object ITEM_copy_rev_to_existing
is automatically updated.
ITEM_create_rev

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Extension rule name Operation name Parameters


cmpSrcDocRelationOnRevise ITEM_copy_rev

Creates a relation between ADS part and the ITEM_baseline_rev


source document when the part is revised.
ITEM_copy_rev_to_existing

ITEM_create_rev
Ads0AssociateChangeNotice ITEM_copy_rev

ITEM_baseline_rev

ITEM_copy_rev_to_existing

ITEM_create_rev

ADSPart Revision
ADSPart Revision is a subtype of the Part Revision business object and represents revisions
corresponding to an ADSPart. The following figure illustrates the ADSPart Revision business
object data model.

ADSPartVerMaster
ADSPartVerMaster is the storage class of the item revision master form corresponding to the
ADSPartVerMaster business object.

ADSDesign

ADSDesign
ADSDesign is a subtype of the Design item type that represents the geometric data of a component
or assembly.
ADSDesign is a primary business object.
In document-centric programs, ADSDesign are created on a source technical document and are
related to the technical document through an ADS_Lists_Parts relationship.
The following figure illustrates the ADSDesign data model.

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modelmodel

Preconditions and postactions on ADSDesign


The following table describes preconditions for the ADSDesign object.

Extension rule name Operation name Parameters


DCPCheckMandatoryValuesSaveas ITEM_create_from_rev ADSComponentAuthority

Checks if the mandatory values are entered for a


document-centric program.
authorizationCheckOnSaveAs ITEM_create_from_rev

Checks the user permission while saving an


ADSDesign.

validateOrgOnCreation ITEM_create

Checks the value of the ITEM_create_from_rev


TcSetOwningOrganization global constant and
the AutoAssignOwningOrg business constant. ITEM_copy_rev
If the value is set to true and the current user
ITEM_baseline_rev
group belongs to an organization, the workspace
object is created. ITEM_copy_rev_to_existing

ITEM_create_rev
validateImport TIE_deserialize

Checks the value of the


TcSetOwningOrganization global constant
and the AutoAssignOwningOrg business
constant. Data is imported when the value of
the constants is true and the data belongs to the
same organization at the both the sites.

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Extension rule name Operation name Parameters


authorizationCheckOnRevise ITEM_copy_rev

Checks the user permission during the revision


of an ADSDesign.

checkTechDocPrivilege ITEM_copy_rev

Checks if ADSDesign has access to the technical ITEM_baseline_rev


document.
ITEM_copy_rev_to_existing

ITEM_create_rev
checkLatest_Released ITEM_copy_rev_to_existing

ITEM_create_rev

The following table describes postactions for the ADSDesign object.

Extension rule name Operation name Parameters


cmpSrcDocRelationOnSaveAs ITEM_create_from_rev

Creates a relation between ADSDesign and the


source document when the design is saved.
cmpSrcDocRelationOnCreate ITEM_create

Creates a relation between ADSDesign and the


source document when the design is created.
autoAssignToProject IMAN_import

Assigns the object to the current project. ITEM_create

ITEM_create_from_rev

ITEM_copy_rev

ITEM_baseline_rev

ITEM_copy_rev_to_existing

ITEM_create_rev
setOrgOnCreation ITEM_create

Checks the value of the TcSetOwningOrganization ITEM_create_from_rev


global constant and the AutoAssignOwningOrg
business constant. When the value of the constants is ITEM_copy_rev
true and the current group belongs to an organization,
ITEM_baseline_rev
the owning_organization attribute value of the object
is automatically updated. ITEM_copy_rev_to_existing

ITEM_create_rev
cmpSrcDocRelationOnRevise ITEM_copy_rev

Creates a relation between ADSDesign and the ITEM_baseline_rev


source document when the design is revised.
ITEM_copy_rev_to_existing

ITEM_create_rev

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Appendix B: B: Aerospace
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modelmodel

Extension rule name Operation name Parameters


Ads0AssociateChangeNotice ITEM_copy_rev

ITEM_baseline_rev

ITEM_copy_rev_to_existing

ITEM_create_rev

ADSDesign attributes

ADSDesign objects are uniquely identified in the system by an item_id property.

The item_id property denotes the ADS design number.

The ADSDesign item is provided by the adsfoundation template.

The following table describes the attributes of the ADSDesign object.

Attribute name Storage type Description


ads0source_doc_ref TypedReference Specifies the technical
document.
adsdesign_category String [32] Designates the category
of the design for the
program.
adsassembly_type String [32] Identifies the type
of assembly for the
part. Valid values
are Separable and
Inseparable

An inseparable
assembly part cannot
be disassembled without
causing physical harm
to at least one of the
constituent parts in the
assembly.
adsdistribution_code String [32] Specifies the distribution
statement that is affixed
to the document or
viewable file to indicate
the authorized circulation
or dissemination of the
information contained
within the item.
adsspecial_handling Boolean Indicates whether or not
a part requires special
handling.
adsqualification_req Boolean Indicates whether or not a
part requires qualification
testing before it can be
installed in the product.
adsinstallation Boolean Indicates whether the
assembly object is an
installation.

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Attribute name Storage type Description


adssource_doc_revision String [32] Specifies the revision
of the ADS source
document.
adssource_doc_category String [32] A user-defined attribute
for classifying document
items.
adssource_tdoc_category String [32] Designates a category
of similar technical
documents, for example,
assembly drawing,
wire list, or material
specification.
adssource_doc_org String [32] Specifies the
organization name of
source document.
adssource_document String [128] The unique identifier of
the document on which
the part is created.

ADSDesignMaster
ADSDesignMaster is the storage class of the item master form corresponding to the ADSDesign
item.
The following figure illustrates the schema definition and attributes of the ADSDesignMaster class.

ADSDesign Revision
ADSDesign Revision is a subtype of Design Revision business object and represents the revisions
corresponding to ADSDesign.
The following figure illustrates the ADSDesign Revision data model.

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Appendix B: B: Aerospace
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Users must manually associate ADSDesign Revision with the corresponding ADSPart Revision
using the TC_Is_Represented_By relation type.

ADSDesignVerMaster
ADSDesignVerMaster is the storage class of the item revision master form corresponding to the
ADSDesign Revision business object.

ADSDrawing

ADSDrawing
ADSDrawing is a subtype of the Drawing item type. In document-centric programs, ADSDrawing
are created in the context of a source technical document.
These are referred to as assembly drawings. There can be one or more drawings for a given
technical document, and a single drawing can detail out one or more assemblies or parts created
with that technical document as their source document. The assemblies created on a given source
document that have minor differences in their product structure configuration are detailed out on a
single drawing.
The following figure illustrates the ADSDrawing data model.

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Preconditions and postactions


The following table describes preconditions for the ADSDrawing object.

Extension rule name Operation name Parameters


DCPCheckMandatoryValuesSaveas ITEM_create_from_rev ADSDrawingAuthority

Checks if the mandatory values are entered for a


document-centric program.
validateOrgOnCreation ITEM_create

Checks the value of the ITEM_create_from_rev


TcSetOwningOrganization global constant and
the AutoAssignOwningOrg business constant. ITEM_copy_rev
If the value is set to true and the current user
ITEM_baseline_rev
group belongs to an organization, the workspace
object is created. ITEM_copy_rev_to_existing

ITEM_create_rev
authorizationCheckOnSaveAs ITEM_create_from_rev

Checks the user permission while saving an


ADSDrawing.
validateImport TIE_deserialize

Checks the value of the


TcSetOwningOrganization global constant
and the AutoAssignOwningOrg business
constant. Data is imported when the value of
the constants is true and the data belongs to the
same organization at the both the sites.
authorizationCheckOnRevise ITEM_copy_rev

Checks the user permission during the revision of


an ADSDrawing.

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Extension rule name Operation name Parameters


checkTechDocPrivilege ITEM_copy_rev

Checks if ADS drawing has access to the ITEM_baseline_rev


technical document.
ITEM_copy_rev_to_existing

ITEM_create_rev
checkLatest_Released ITEM_copy_rev_to_existing

ITEM_create_rev

The following table describes postactions for the ADSDrawing object.

Extension rule name Operation name Parameters


cmpSrcDocRelationOnSaveAs ITEM_create_from_rev ADSDrawingAuthority

Creates a relation between ADS drawing and the source


document when the drawing is saved.
cmpSrcDocRelationOnCreate ITEM_create ADSDrawingAuthority

Creates a relation between ADS drawing and the source


document when the drawing is created.
autoAssignToProject ITEM_import

Assigns the object to the current project. ITEM_create

ITEM_create_from_rev

ITEM_copy_rev

ITEM_baseline_rev

ITEM_copy_rev_to_existing

ITEM_create_rev
setOrgOnCreation ITEM_create

Checks the value of the TcSetOwningOrganization ITEM_create_from_rev


global constant and the AutoAssignOwningOrg
business constant. When the value of the constants is ITEM_copy_rev
true and the current group belongs to an organization,
ITEM_baseline_rev
the owning_organization attribute value of the object
is automatically updated. ITEM_copy_rev_to_existing

ITEM_create_rev
Ads0AssociateChangeNotice ITEM_copy_rev

ITEM_baseline_rev

ITEM_copy_rev_to_existing

ITEM_create_rev
cmpSrcDocRelationOnRevise ITEM_copy_rev

Creates a relation between ADS drawing and the source ITEM_baseline_rev


document when the drawing is revised.
ITEM_copy_rev_to_existing

ITEM_create_rev

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ADSDrawing attributes
ADSDrawing objects are uniquely identified in the system by an item_id property. The item_id
property denotes the ADS drawing number.
The ADSDrawing business object is provided by the adsfoundation template.
The following table describes the attributes of the ADSDrawing object.

Attribute name Storage type Description


ads0source_doc_ref TypedReference Specifies the technical
document.
adsdistribution_code String [32] Specifies the distribution
statement that is affixed to
the document or viewable
file to indicate the authorized
circulation or dissemination
of the information contained
within the item.
adsqualification_req Boolean Indicates whether or not a part
requires qualification testing
before it can be installed in the
product.
adssource_document String [128] The unique identifier for the
document on which the part is
created.
adssource_doc_revision String [32] Revision of the source
document.
adssource_doc_category String [32] User-defined attribute used to
classify Document items.
adssource_tdoc_category String [32] Designates a category of
similar technical documents,
for example, assembly
drawing, wire list, or
material specification.
adssource_doc_org Typed reference [32] Specifies organization name
of the source document.

ADSDrawingMaster
ADSDrawingMaster is the storage class of the item master form corresponding to the ADSDrawing
item. The following figure illustrates the schema definition and attributes of the ADSDrawingMaster
class.

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Appendix B: B: Aerospace
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and Defense data data
modelmodel

ADSDrawing Revision
ADSDrawing Revision is a subtype of the Drawing Revision business object and represents
revisions corresponding to an ADS drawing. The following figure illustrates the ADSDrawing
Revision business object data model.

CommercialPart

CommercialPart
CommercialPart is a subtype of the Part item type. It represents the common-use parts that have
been identified as standard design by a company, an industry, or the military. Standard parts are
associated to programs with the TC_Program_Preferred_Parts relation. The following figure
illustrates the CommercialPart data model.

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CommercialPart attributes
CommercialPart objects are uniquely identified in the system by the item_id, property.
The CommercialPart business object is provided by the vendormanagement template.
The following table describes the attributes of the CommercialPart object.

Attribute name Storage type Description


adspart_category String [32] Designates the category of
part for the program, for
example, supplier part,
government furnished
equipment, or military
standard part.
adsassembly_type String [32] Identifies the type of assembly
for the part. Valid values are
Separable and Inseparable.

An inseparable assembly
part cannot be disassembled
without causing physical
harm to at least one of
the constituent parts in the
assembly.
adsspecial_handling String [32] Indicates whether or not a part
requires special handling.
adsdistribution_code String [32]

CommercialPartMaster
CommercialPartMaster is the storage class of the item master form corresponding to the
CommercialPart item. The following figure illustrates the schema definition and attributes of the
CommercialPartMaster class.

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Appendix B: B: Aerospace
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and Defense data data
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Preconditions and postactions for CommercialPart


The following table describes preconditions for the CommercialPart object.

Operation name
Extension rule name Parameters
validateImport TIE_deserialize

Checks the value of the TcSetOwningOrganization global


constant and the AutoAssignOwningOrg business constant.
Data is imported when the value of the constants is true and
the data belongs to the same organization at the both the sites.
validateOrgOnCreation ITEM_create

Checks the value of the TcSetOwningOrganization global ITEM_create_from_rev


constant and the AutoAssignOwningOrg business constant.
If the value is set to true and the current user group belongs to ITEM_copy_rev
an organization, the workspace object is created.
ITEM_baseline_rev

ITEM_copy_rev_to_existing

ITEM_create_rev
checkLatest_Released ITEM_copy_rev

ITEM_copy_rev_to_existing

ITEM_create_rev

The following table describes postactions for the CommercialPart object.

Extension rule name Operation name Parameters


autoAssignToProject ITEM_create NA

Assigns the object to the current project. IMAN_import

ITEM_create_from_rev

ITEM_copy_rev

ITEM_baseline_rev

ITEM_copy_rev_to_existing

ITEM_create_rev

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Extension rule name Operation name Parameters


setOrgOnCreation ITEM_create

Checks the value of the ITEM_create_from_rev


TcSetOwningOrganization global constant
and the AutoAssignOwningOrg business ITEM_copy_rev
constant. When the value of the constants
ITEM_baseline_rev
is true and the current group belongs to an
organization, the owning_organization ITEM_copy_rev_to_existing
attribute value of the object is automatically
updated. ITEM_create_rev

Ads0AssociateChangeNotice ITEM_copy_rev

ITEM_baseline_rev

ITEM_copy_rev_to_existing

ITEM_create_rev

CommercialPart Revision
CommercialPart Revision is a subtype of the Part Revision business object and represents
revisions corresponding to an commercial part. The following figure illustrates the CommercialPart
Revision business object data model.

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Appendix B: B: Aerospace
Aerospace and Defense
and Defense data data
modelmodel

Aerospace and Defense change management

Aerospace and Defense template


The adschangemanagement template includes the classes shown in the following diagram.

Adc0ChangeNotice
Adc0ChangeNotice is a subtype of the ChangeNotice item type.
The following figure illustrates the Adc0ChangeNotice data model.

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Adc0ChangeNotice attributes
The Adc0ChangeNotice item is provided by the adschangemanagement template.
The following table describes the attributes of the Adc0ChangeNotice class.

Attribute name Storage type Description


Adc0change_type String [32] List of values that
specifies the type of
change documentation
for the program, for
example, ADCN, DCN,
and Redline.
Adc0paper_change Boolean If true, change is
incorporated. If
false, change is not
incorporated.

Adc0ChangeNoticeMaster
Adc0ChangeNoticeMaster is the storage class of the item master form corresponding to the
Adc0ChangeNotice item. The following figure illustrates the schema definition and attributes of the
Adc0ChangeNoticeMaster class.

Preconditions and postactions on Adc0ChangeNotice


The following table describes preconditions for the Adc0ChangeNotice object.

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Extension rule name Description Operation name


validateOrgOnCreation Checks the value of the ITEM_create
TcSetOwningOrganization
global constant and the ITEM_create_from_rev
AutoAssignOwningOrg business
constant. When the value is set
to true and the current user group
belongs to an organization, the
workspace object is created.
validateImport Checks the value of the TIE_deserialize
TcSetOwningOrganization
global constant and the
AutoAssignOwningOrg business
constant. Data is imported when
the value of the constants is true
and the data belongs to the same
organization at the both the sites.

The following table describes postactions for the Adc0ChangeNotice object.

Extension rule name Description Operation name


autoAssignToProject Assigns the object to the current IMAN_import
project.
ITEM_create

ITEM_create_from_rev
setOrgOnCreation Checks the value of the ITEM_create
TcSetOwningOrganization
global constant and the ITEM_create_from_rev
AutoAssignOwningOrg business
constant. When the value of the
constants is true and the current
group belongs to an organization, the
owning_organization attribute value
of the object is automatically updated.
setOrgOnImport Checks the value of the TIE_deserialize
TcSetOwningOrganization
global constant and the
AutoAssignOwningOrg business
constant. When the value of the
constants is true and the current
group belongs to an organization, the
owning_organization attribute value
of the object is automatically updated.

Adc0ChangeNoticeRevision
Adc0ChangeNoticeRevision is a subtype of the ChangeNoticeRevision business object and
represents revisions corresponding to an Adc0ChangeNotice. The following figure illustrates the
Adc0ChangeNoticeRevision business object data model.

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Adc0ChangeNoticeRevision attributes
The Adc0ChangeNoticeRevision item is provided by the adschangemanagement template.
The following table describes the attributes of the Adc0ChangeNoticeRevision class.

Attribute name Storage type Description


Adc0category String [32] Designates the specific
category of change within
the change classification.
Adc0change_class String [15] List of values that
designates the
government’s or
customer’s classification
to a change, for example,
I or II.
Adc0product_systems String [40] List of values that
designates the systems
or subsystems for an
item. A product system
denotes a group of
parts that perform a
common function, for
example, Electrical,
Environmental Control,
and Weapons.

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Attribute name Storage type Description


Adc0product_zones String [40] Designates the zones for
an item. A zone denotes
an area or section
of the product used
in managing multiple
system interfaces and
structural interferences.
For example, Baggage
Compartment,
Electrical, and
Plumbing.

Adc0ChangeNoticeRevMaster
Adc0ChangeNoticeRevMaster is the storage class of the item revision master form.

Adc0GnChangeRqst
Adc0GnChangeRqst is a subtype of the ChangeRequest item type.
The following figure illustrates the Adc0GnChangeRqst data model.

Adc0GnChangeRqst attributes
The Adc0GnChangeRqst item is provided by the adschangemanagement template.
The following table describes the attributes of the Adc0GnChangeRqst class.

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Attribute name Storage type Description


Adc0change_type String [32] List of values that
specifies the type of
change documentation
for the program, for
example, ADCN, DCN,
and Redline.

Adc0GnChangeRqstMaster
Adc0GnChangeRqstMaster is the storage class of the item master form corresponding to the
Adc0GnChangeRqst item. The following figure illustrates the schema definition and attributes of the
Adc0GnChangeRqstMaster class.

Adc0GnChangeRqstRevision
Adc0GnChangeRqstRevision is a subtype of the ChangeRequestRevision business object and
represents revisions corresponding to an Adc0GnChangeRqst. The following figure illustrates the
Adc0GnChangeRqstRevision business object data model.

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Appendix B: B: Aerospace
Aerospace and Defense
and Defense data data
modelmodel

Adc0GnChangeRqstRevMaster
Adc0GnChangeRqstRevMaster is the storage class of the item revision master form.

Adc0GnChangeRqstRevision attributes
The Adc0GnChangeRqstRevision item is provided by the adschangemanagement template.
The following table describes the attributes of the Adc0GnChangeRqstRevision class.

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Attribute name Storage type Description


Adc0category String [32] Designates the specific
category of change within
the change classification.
Adc0change_class String [15] List of values that
designates the
government’s or
customer’s classification
to a change, for example,
I or II.
Adc0effect_on_delivery LongString Details the effects of the
change on the delivery
schedule.
Adc0effect_on_ils LongString Details the effects of the
change on affected parts,
materials, and software.

Adc0implementation_category String [32] Designates the specific


category of the change
implementation, for
example, Prior to first
flight or Post flight test.
Adc0is_other_ci_affected Boolean If true, other systems or
configuration items are
affected. If false, no other
systems or configuration
items are affected by this
change.
Adc0product_systems String [40] List of values that
designates the systems
or subsystems for an
item. A product system
denotes a group of
parts that perform a
common function, for
example, Electrical,
Environmental Control,
and Weapons.
Adc0product_zones String [40] Designates the zones for
an item. A zone denotes
an area or section
of the product used
in managing multiple
system interfaces and
structural interferences,
for example, Baggage
Compartment,
Electrical, and
Plumbing.
Adc0quotation_date Date Designates the date
the quotation type was
assigned.

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Appendix B: B: Aerospace
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Attribute name Storage type Description


Adc0quotation_type String [15] Designates the quotation
type for the change
impact. For example,
Supplier ROM, Buyer
Estimate, or Supplier
Firm.

Adc0ChangeRqst
Adc0ChangeRqst is a subtype of the Adc0GnChangeRqst item type.
The following figure illustrates the Adc0ChangeRqst data model.

Adc0ChangeRqst attributes
The Adc0ChangeRqst item is provided by the adschangemanagement template.
The following table describes the attributes of the AAdc0ChangeRqst class.

Attribute name Storage type Description


Adc0change_type String [32] List of values that
specifies the type of
change documentation
for the program, for
example, ADCN, DCN,
and Redline.

Adc0ChangeRqstMaster
Adc0ChangeRqstMaster is the storage class of the item master form. The following figure illustrates
the schema definition and attributes of the Adc0ChangeRqstMaster class.

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Adc0ChangeRqstRevision
Adc0ChangeRqstRevision is a subtype of the Adc0GnChangeRqstRevision business object and
represents revisions corresponding to an Adc0ChangeRqstRevision. The following figure illustrates
the Adc0ChangeRqstRevision business object data model.

Adc0ChangeRqstRevision attributes
The Adc0ChangeRqstRevision item is provided by the adschangemanagement template.
The following table describes the attributes of the Adc0ChangeRqstRevision class.

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and Defense data data
modelmodel

Attribute name Storage type Description


Adc0costest_undercontract Integer Designates the estimated
cost under contract
for approving and
implementing the change
request. The number is
expressed in currency,
for example, dollars or
euros.
Adc0disapproval_conseq LongString Details the
consequences if the
change is not approved.
Adc0effect_on_config LongString Details the effect
on the configuration
specification for the
change.
Adc0effect_on_performance LongString Details the effect on the
product performance for
the change.
Adc0in_production Boolean If true, the change has
been implemented to
production. If false, the
change is not yet in
production.
Adc0is_primary_change Boolean If true, this is the primary
change with related
changes. If false, this is a
secondary or subsidiary
change.
Adc0is_retrofit_required Boolean If true, the change
recommends retrofit of
existing units. If false, no
retrofit is required.
Adc0justification String [32] Details the justification
or reason for the
preparation of the
change.

Adc0DevRqst
Adc0DevRqst is a subtype of the CMm0ChangeRqst item type.
The following figure illustrates the Adc0DevRqst data model.

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Adc0DevRqstMaster
Adc0DevRqstMaster is the storage class of the item master form. The following figure illustrates the
schema definition and attributes of the Adc0DevRqstMaster class.

Adc0DevRqstRevision
Adc0DevRqstRevision is a subtype of the Cm0DevRqstRevision business object and
represents revisions corresponding to an Adc0DevRqst. The following figure illustrates the
Adc0DevRqstRevision business object data model.

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Appendix B: B: Aerospace
Aerospace and Defense
and Defense data data
modelmodel

Adc0DevRqstRevision attributes
The Adc0DevRqstRevision item is provided by the adschangemanagement template.
The following table describes the attributes of the Adc0DevRqstRevision class.

Attribute name Storage type Description


Adc0category String [32] Designates the specific
category of change within
the change classification.
Adc0change_class String [15] List of values that
designates the
government’s or
customer’s classification
to a change, for example,
I or II.
Adc0effect_on_delivery LongString Details the effects of the
change on the delivery
schedule.
Adc0effect_on_ils LongString Details the effects of the
change on affected parts,
materials, and software.
Adc0implementation_category String [32] Designates the specific
category of the change
implementation, for
example, Prior to first
flight or Post flight test.

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Attribute name Storage type Description


Adc0is_controlled_forexport Boolean If true, change is under
export control. If false,
change is not under
export control.
Adc0is_other_ci_affected Boolean If true, other systems or
configuration items are
affected. If false, no other
systems or configuration
items are affected by this
change.
Adc0product_systems String [40] List of values that
designates the systems
or subsystems for an
item. A product system
denotes a group of
parts that perform a
common function, for
example, Electrical,
Environmental Control,
and Weapons.
Adc0product_zones String [40] Designates the zones for
an item. A zone denotes
an area or section
of the product used
in managing multiple
system interfaces and
structural interferences,
for example, Baggage
Compartment,
Electrical, and
Plumbing.
Adc0quotation_date Date Designates the date
the quotation type was
assigned.
Adc0quotation_type String [15] Designates the quotation
type for the change
impact, for example,
Supplier ROM, Buyer
Estimate, or Supplier
Firm.

Adc0DevRqstRevMaster
Adc0DevRqstRevMaster is the storage class of the item master form corresponding to the
Adc0DevRqstRev item. The following figure illustrates the schema definition and attributes of
the Adc0DevRqstRevMaster class.

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Appendix B: B: Aerospace
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and Defense data data
modelmodel

Adc0Task
Adc0Task is a subtype of the ScheduleTask item type.
The following figure illustrates the Adc0Task data model.

Adc0Task attributes
The Adc0Task item is provided by the adschangemanagement template.
The following table describes the attributes of the Adc0Task class.

Attribute name Storage type Description


Adc0complexity String [15] Designates the
complexity of the task, for
example, high, medium,
or low.

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Attribute name Storage type Description


Adc0is_admin_task Boolean If true, this task
is assigned to an
administrator to
complete. If false, it
is assigned to any user
to complete.
Adc0is_ia_required Boolean If true, impact analysis
is required by impacted
supplier or organization.
If false, no impact
analysis is required.
Adc0is_proposed_task Boolean If true, this task is only
proposed and many
not be completed. If
false, this task will be
completed.
Adc0task_category String [32] List of values that
designates the category
of the task, for example,
Agenda Event,
Planning, or QA.

Adc0TaskMaster
Adc0TaskMaster is the storage class of the item master form corresponding to the Adc0Task item.
The following figure illustrates the schema definition and attributes of the Adc0TaskMaster class.

Adc0TaskRevision
The following figure illustrates the Adc0TaskRevision business object data model.

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Adc0TaskRevisionMaster
The following figure illustrates the schema definition and attributes of the Adc0ChangeRqstMaster
class.

Contract data management objects

Contract data management objects


Cdm0Contract is a subtype of the Document item type and represents the contract document
used in document-centric programs.
Cdm0Contract is a primary business object that stores and represents contract data. A contract is a
structured procurement document listing the milestones and the schedule dates of the contract event.
The following figure illustrates the Cdm0Contract data model.

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Cdm0Contract attributes
Cdm0Contract items are identified in the system by a Cdm0 property. The Cdm0Contract item is
provided by the contractmanagement template.
The following table lists the attributes of the Cdm0 class.

Attribute name Storage type Description


Cdm0Contract String(32) Classifies contract item, for example, CONTRACT,
Category TWO, and PO.

Cdm0ContractRevision attribute
The Cdm0ContractRevision class is used to store and represent contract revision data. Data
requirement items are associated with the contract revision data.

The following table lists the attributes of the Cdm0ContractRevision class.

Attribute name Storage type Description


Cdm0ContractCost Double Specifies the total cost of the contract.
Contract cost also includes the addition to the
cost delta incurred due to modification.

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Attribute name Storage type Description


Cdm0Contract String(32) Specifies the payment forms for the contract,
PricingModel for example, cost plus fixed fee.
Cdm0EffectiveDate Date Specifies the date from which the contract is
effective.
Cdm0Contract Typed Reference Specifies the milestones for the contract.
EventSch (Contract event
schedule)
Cdm0Comments String(256) Specifies any special remarks related to the
contract.
Cdm0Contract Double Specifies the relationship between the current
CostDelta contract cost and the inherent future contract
cost that may arise due to modification of the
contract.
Cdm0Office String(128) Specifies the name of the person or a role
PrimaryResp responsible for the review and acceptance of
the contract.
Cdm0Period Double Specifies the duration of the contract. The
OfPerformance duration the time period as specified in the
contract. It is expressed in months.
Cdm0Recurring Logical Specifies whether the contract cost is
Cost recurring cost.
Cdm0SOWAffected Logical Specifies whether the statement of work
for the contract is affected due to contract
modification.

Cdm0DataReqItem attribute
The Cdm0DataReqItem class is used to store and represent data requirement item data. Data
requirement items data are associated with the contract revision.

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The following table lists the attributes of the Cdm0DataReqItem class.

Attribute name Storage type Description


Cdm0ContractLine String(32) Specifies the section ID within the contract. This
ItemNumber section describes how a specific task must be
accomplished.
Cdm0Contract String(128) The unique identifier for the contract on which the
Reference part is created.
Cdm0Contract Typed Specifies the contract.
TypedRef Reference
cdm0ProvideRec Boolean Specifies the type of contract data deliverable that
ContractDel is submitted by the customer or the supplier.
SelectTrue to provide contract deliverable for the
supplier to review.
Select False to receive contract deliverable from
the supplier.
Cdm0Reference String(32) Specifies the ID of a specific reference content in
Citation the document.

Cdm0DataReqItemRevision attribute
The Cdm0DataReqItemRevision class is used to store and represent data requirement item revision
data.

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The following table lists the attributes of the Cdm0DataReqItemRevision class.

Attribute name Storage type Description


cdm0Addressee Typed reference Specifies the list of contacts who receive the
(company contact) contract documents.
cdm0ApprovalCode String(32) Specifies the approval code for the data
requirement item revision.
cdm0Approval Logical Specifies whether the customer must approve
Required the data item.
cdm0CertRequired Logical Specifies whether the submitted data item
requires certification.
cdm0Comments String(256) Specifies any comments concerning the item.
cdm0Contact String(32) Specifies the ID of the contact reference.
Reference
cdm0DataMgmt Integer Specifies the offset of the data management
DueOffset due date.
cdm0Delivery String(128) Specifies the delivery address of the customer
Address or the supplier.

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Attribute name Storage type Description


cdm0Delivery String(32) Specifies the mode of delivery of the contract.
Mechanism
cdm0DIDTitle String(64) Specifies the title of the data item description
document.
cdm0Distribution Logical Specifies whether any documentation related
Required to the item should be distributed.
cdm0DRISubTitle String(64) Specifies the subtitle of the data requirement
item.
cdm0EffCutoff String(256) Specifies the date that data collection for the
EventDesc document is to stop.
cdm0Effective Date Specifies the last date for data collection.
CutoffDate
cdm0EventList Typed Reference Specifies the event table for generating event
(Fnd0StaticTable) schedule.
Cdm0ExhibitName String(32) Specifies the ID of a particular data item in a
data item description document.
Cdm0MediaType String Specifies the format of the data, for example,
electrostatic, microfilm, and so on.
Cdm0OfficePriResp String(128) Specifies the name of the contacts, groups, or
role responsible for reviewing the data item.
Cdm0OPRNotifDue Integer Specifies the last date for the creation of
Offset the notification to the office of the primary
reviewers.
Cdm0Response Integer Specifies the offset to the response due date.
DueOffset
Cdm0Shipping Logical Specifies whether DD Form 250 is required
DocumentReqd for the delivery of the data item.
Cdm0SubmitFlow Logical Specifies whether a supplier’s data
Thru requirement item should be submitted as a
customer’s data requirement item.
Cdm0Submit String(32) Specifies the purpose of the submitted data
Purpose item.
Cdm0Submit Integer Specifies the number of copies required for
Quantity submission.

Fnd0StaticTable attribute
The Fnd0StaticTable class is used to store the rows for tabular data.

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The following table lists the attributes of the Fnd0StaticTable class.

Attribute name Storage type Description


fnd0StaticTable TypedReference Specifies the variable length array attribute of
Data (TableProperties) the TableProperties class that stores the rows
for the data in the event table.

Cdm0EventsTable attribute
The Cdm0EventsTable class is used to store event data in the data requirement item (DRI) event
table.

The following table lists the attributes of the Cdm0EventsTable class.

Attribute name Storage type Description


cdm0EndDate Date Specifies the event end date.
cdm0EventName String(64) Specifies the contract event name.

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Attribute name Storage type Description


cdm0OffSet Integer Specifies the offset used for calculating the
submittal due date for calculating the first
submittal delivery.
cdm0Recurrence String(32) Specifies frequency of the submittal delivery
event.
cdm0StartDate Date Specifies the event start date.
cdm0RelativeTo String(32) Denotes the relation of the offset to either the
start date or the end date.
cdm0Recurrence Date Specifies the last date for event schedule.
EndDate

Cdm0DID attribute
The Cdm0DID class is used to store and represent data item description data. A data item description
specifies the content and the format of the data item requirement item.

The following table lists the attributes of the Cdm0EventsTable class.

Attribute name Storage type Description


Cdm0DIDDocCategory String(32) Specifies user-defined attribute for classifying
document items.
Cdm0ProgramPhases String(32) Specifies the program application for the specified
DID type.

Cdm0DIDRevision attribute
The Cdm0DIDRevision class is used to represent relation between the data item description and
Cdm0DataReqItemRevision class.

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Cdm0Submittal attribute
The Cdm0Submittal class is used to store and represent data item submittal package or document
to support the requirement of generating submittal delivery schedule for data requirement item.
Submittal represents the data item submittal package or documentation that relates to the actual
documents submitted.

Cdm0SubmittalRevision attribute
The Cdm0SubmittalRevision class is used to store and represent submittal revision data.

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The following table lists the attributes of the Cdm0SubmittalRevision class.

Attribute name Storage type Description


Cdm0Disposition String(32) Specifies the unique identifier for DD Form 250
prepared for the contract deliveries.
Cdm0ReceivedDate Date Specifies the date when an item is received from
the supplier or a date when the item is sent to a
customer.
Cdm0Resubmit Date Specifies the due date of the contract data item to
DueDate the customer.
Cdm0Submit Date Specifies the due date of the contract data item to
DueDate the customer.
Cdm0Submittal String(32) Specifies the data item submittal stage, for
Maturity example, draft, or final.
Cdm0Disposition Date Specifies the disposition or the incorporation level
Date of a change or submittal.
Cdm0OfficePriResp String(128) Specifies the person, group, or the role
responsible for reviewing acknowledging the data
item submittal.

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Attribute name Storage type Description


Cdm0Resubmit String(256) Specifies customer’s comments during
Comments resubmittal.
Cdm0Resubmit Logical Specifies whether the data item must be submitted
Required again.
Cdm0DRLItemType String(32) Specifies whether the data item requirement is
from a customer or a supplier.
Cdm0Shipping String(128) Specifies the ID of DD Form 250 that is prepared
DocumentName to support contract deliveries.

Cdm0Correspondence attribute
The Cdm0Corspondence class is used to store and represent correspondence data.

The following table lists the attributes of the Cdm0Corspondence class.

Attribute name Storage type Description


Cdm0CorrespDoc String(32) Specifies a category of similar technical
Category documents, for example, assembly drawing,
wire list, or material specification.

Cdm0CorrespondenceRevision attribute
The Cdm0CorspondenceRevision class is used to store and represent correspondence revision
data.
The following table lists the attributes of the Cdm0CorspondenceRevision class.

Attribute name Storage type Description


Cdm0Category String(32) Specifies correspondence category, for
example, memo.
Cdm0Correspondence String(32) Specifies whether it is an incoming or an
Direction outgoing correspondence.

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Attribute name Storage type Description


Cdm0Priority String(32) Specifies the priority level for accomplishing
the task.
Cdm0ReceivedorSent Date Specifies the date of correspondence from
Date the supplier or the customer.
Cdm0ReceivedOrgName String(32) Specifies the name of the receiving
organization.
Cdm0References String(32) Specifies the list of references.
Cdm0ReplyRequested Date Specifies the date of expected reply.
Date
Cdm0ReplyRequired Logical Specifies whether a reply is required or not.
Cdm0ResponsibleParty String(32) Specifies the person or roles responsible
for replying.

Cdm0IsDescribedbyDID attribute
The Cdm0IsDescribedbyDID class is used to represent relation between Cdm0DIDRevision and
Cdm0DataReqItem Revision to support the requirement of creating the data requirement item
revision and associating it with the contract revision.

Cdm0ListsDRISubmittalSch attribute
The Cdm0ListsDRISubmittalSch class is used to represent relation between the data requirement
item revision and the submittal delivery schedule.

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Cdm0ListsDRISubmittal attribute
The Cdm0ListsDRISubmittalSch class is used to represent relation between
Cdm0DataReqItemRevision and submittal of the data item submittal package or documentation
that relates to the actual documents submitted.

Cdm0ListsCorspSubmittals attribute
The Cdm0ListsCorspSubmittals class is used to represent relation between
Cdm0SubmittalRevision and Cdm0CorspondenceRevision.

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The following table lists the attributes of the Cdm0ListsCorspSubmittals class.

Attribute name Storage type Description


Cdm0Comments String(256) Specifies any comments concerning the
item.
Cdm0References String [-1] (32) Specifies the list of references.

Cdm0ListsCorspRefItems attribute
The Cdm0ListsCorspRefItems class is used to represent relation between
Cdm0CorpondenceRevision and Cdm0ContractRevision.

Cdm0ListsContractDRI attribute
The Cdm0ListsContractDRI class is used to represent relation between Cdm0ContractRevision
and Cdm0DataReqItemRevision.

Stock material objects


The following table lists the stock material data model objects.

Symbol Object Description


Stock Material Represents a stock material object.
(SM0StockMaterial)

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Symbol Object Description


Stock Material Revision Represents a stock material object revision.
(Stock Material Revision)

The following table describes the stock material object relation types.

Relationship Description
Made From Defines the relationship between an item revision and
(SM0MadeFrom) a stock material revision or an item revision and a part
revision, which specifies that the item is made from a
stock material or part.

Work package objects


The following table lists the work package data model objects.

Symbol Object Description


Work Package Represents a work package object.
(Wpm0WorkPackage)
Work Package Revision Represents a work package object revision.
(Wpm0WorkPackage
Revision)

The following table describes the work package object relation types.

Relationship Description
Static Contents Defines the relationship between a work package
(Wpm0WorkPkg revision and another object.
ContainsStatic)
This relationship specifies that if the contents of the
work package change when they are outside the work
package, the contents inside the work package do not
change.
Dynamic Contents Defines the relationship between a work package
(Wpm0WorkPkg revision and another object.
ContainsDynamic)
This relationship specifies that if contents of the work
package change when they are outside the work
package, the contents inside the work package reflect
the change.

Finish objects
The following table lists the finish data model objects.

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Symbol Object Description


Finish (Fsh0Finish) Represents a finish object.
Finish Revision Represents a finish object revision.
(Fsh0FinishRevision)
Finish Group Represents a finish group.
(Fsh0FinishGroup)
Finish Group Revision Represents a finish group revision.
(Fsh0FinishGroupRevision)

The following table describes the finish object relation types.

Relationship Description
Finishes Defines the relationship between a finish or finish group
(Fsh0FinishRel) with an item revision or its subclass.
This relation is a subclass of the trace link relation.

Data model for Aerospace and Defense relations

ADS_Lists_Parts
This relation represents the association between a technical document revision and an ADS part
or ADSDesign item.
The following table describes the components of the ADS_Lists_Parts relation.

Relation name ADS_Lists_Parts


Relation type IMAN Relation
Association ADSTechDocument Revision and ADSPart or ADSDesign
Primary object ADSTechDocument Revision
Secondary object ADSPart or ADSDesign

The following figure illustrates the ADS_Lists_Parts relation data model.

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• Multiple ADSPart and ADSDesign items can be associated with a given technical document
using this relation.

• When a primary object is revised, the association is carried forward to a new revision of the
technical document.

The following table describes the attributes of the ADS_Lists_Parts relation.

Attribute name Storage Type Description


adsdrawing_find_number String [32] Specifies the numeric identifier, assigned to
a part, that is used to identify the part on the
face of the installation drawing instead of
the actual part number.
ads0notenumber String [128] List of flag notes on the parts list that are
referenced by the part.
adsdrawing_zone String [32] Specifies the drawing sheets and/or zones
where a part's number or find number is
displayed. The letter designates the vertical
coordinate and the number designates the
horizontal coordinate.
adsremarks String [32] Textual optional information entered by the
user.

ADS_Lists_PartRevisions
This relation represents the association between a technical document revision and ADS part
revisions or ADSDesign revisions.
ADS_Lists_PartRevisions associates all ADSPart and ADSDesign objects created on a given
technical document with the technical document revision.
Using this relation:
• Multiple ADS part revisions or ADS design revisions can be associated with a given ADS
technical document revision.

• When a primary object is revised, the association is carried forward to a new revision of the
technical document.

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• When a primary object has an immature revision, the associated secondary object can be revised
independently and the revision is associated to the immature primary object revision.

• When a primary object has an immature revision, the primary object must be revised to revise
the secondary object.

The following table describes the attributes of the ADS_Lists_PartRevisions relation.

Attribute name Storage Type Description


adsdrawing_find_number String [32] Specifies the numeric identifier, assigned to
a part, that is used to identify the part on
the face of the installation drawing instead
of the actual part number.
ads0notenumber String [128] List of flag notes on the parts list that are
referenced by the part.
adsdrawing_zone String [32] Specifies the drawing sheets and/or zones
where a part's number or find number is
displayed. The letter designates the vertical
coordinate and the number designates the
horizontal coordinate.
adsremarks String [32] Textual optional information entered by the
user.

ADS_Lists_DrawingRevisions
This relation represents the association between a technical document revision and an ADS drawing
revision.
The TC_Lists_DrawingRevisions relation helps in associating all the ADSDrawing items created
for a given technical document with the technical document revision.
The following table describes the components of the TC_Lists_Drawings relation.

Relation name TC_Lists_Drawings

Relation type IMAN Relation


Association ADSTechDocument Revision andADSDrawing Revision
Primary object ADSTechDocument Revision
Secondary object ADSDrawing Revision

The following figure displays the TC_Lists_DrawingRevision relation data model.

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• Multiple ADSDrawing Revision objects can be associated to a given technical document


revision with this relation.

• When a primary object is revised, the association is carried forward to a new revision of the
technical document.

• When the primary object has an immature revision, the associated secondary object can be
revised independently and the revision is associated to the immature primary object revision.

• When the primary object does not have any immature revision, the primary object needs to be
revised to revise the secondary object.

The following table describes the attributes of the TC_Lists_DrawingRevisions object.


Attribute name Storage Type Description
adsdrawing_find_number String [32] Specifies the numeric identifier, assigned to
a part, that is used to identify the part on
the face of the installation drawing instead
of the actual part number.
ads0notenumber String [128] List of flag notes on the parts list that are
referenced by the part.
adsdrawing_zone String [32] Specifies the drawing sheets and/or zones
where a part's number or find number is
displayed. The letter designates the vertical
coordinate and the number designates the
horizontal coordinate.
adsremarks String [32] Textual optional information entered by the
user.

TC_Program_Preferred_Parts
This relation represents the association between a standard part and a program. Multiple standard
parts can be associated with a given program using this relation.
The following table describes the components of the TC_Program_Preferred_Parts relation.

Relation name TC_Program_Preferred_Parts


Relation type IMAN Relation

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Association CommercialPart Item and TCProject


Primary object TCProject
Secondary object CommercialPart Item

The following figure displays the data model for the TC_Program_Preferred_Parts relation.

The following table describes the attributes of the TC_Program_Preferred_Parts relation.

Attribute Description
Limited Use Specifies whether the part is in use. The valid values are
Yes or No.
Limitation Specifies the limitation on the part.

Fnd0LocationForUser
This relation represents the association between a company location and a user.
Using this relation you can specify the nature of association between the company location and the
user. The association can be either true company affiliation or design authority affiliation.
The following table describes the attribute of the Fnd0LocationForUser relation.

Attribute Storage Type Description

fnd0Location String [32] Specifies the nature of association between the


Affiliation company location and the user. The valid values
are true company affiliation or design authority
affiliation.

Fnd0LocationForGroup
This relation represents the association between a company location and a user.
Using this relation you can specify the nature of association between the company location and the
group. The association can be either true company affiliation or design authority affiliation.
The following table describes the attribute of the Fnd0LocationForGroup relation.

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Attribute Storage Type Description


fnd0Location String [32] Specifies the nature of association between the
Affiliation company location and the group. The valid values
are true company affiliation or design authority
affiliation.

Lists of values for Aerospace and Defense

Lists of values for Aerospace and Defense


Lists of values (LOVs) are used to ensure consistent data entry in Teamcenter. The list entries are
created either by referencing existing data or by entering customized site data. After it is created,
the LOV is implemented throughout the interface by attaching the LOV to one or more properties.
Creating LOVs and implementing them throughout Teamcenter can greatly improve productivity at
your site and help prevent incorrect user entries.
The Aerospace and Defense solution provides LOVs that are specific to the Aerospace and Defense
industry. Use these LOVs to configure and modify the behavior of the template.

Adc0Change Class
Description Designates the government's or customer's classification
to a change. For example, I or II.
Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0ChangeNoticeRevision.Adc0change_class
Adc0ChangeRqstRevision.Adc0change_class
Adc0DevRqstRevision.Adc0change_class
Business object condition AnDCMTrainingProgramCondition
Default values I
II
Valid values Accepts string as a value. It must be a valid classification.
Notes This LOV is included in the adschangemanagement
template.

Adc0Change Category
Description Designates the specific category of change within the
change classification.
Type ListOfValuesString
Usage Exhaustive.

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Business object property Adc0ChangeRqstRevision.Adc0change_category


Adc0ChangeNoticeRevision.Adc0category
Adc0DevRqstRevision.Adc0change_category
Business object condition AnDCMTrainingProgramCondition
Default values 1
2
A
B
C
D
E
M
Valid values Accepts string as a value.
Notes This LOV is included in the adschangemanagement
template.

Adc0CN Types
Description Specifies acronyms for the types of change documentation
used on a program for a change notice.
Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0ChangeNotice.Adc0change_type
Business object condition AnDCMTrainingProgramCondition
Default values ADCN
AMR
DCN
DCR
DRN
ICN
PCD
PMD
REDLINE
RR
VAR
Valid values Accepts string as a value. It must be a valid acronym that
specifies the type of change documentation.
Notes This LOV is included in the adschangemanagement
template.

Adc0CR Types
Description Specifies the change request types. For example,
development change or engineering change process.

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Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0ChangeRqst.Adc0change_type
Business object condition AnDCMTrainingProgramCondition
Default values CA

CRBD

DEV

ECP

IPCD

RFD

RFW
Valid values Accepts string as a value. It must be a valid change
request type.
Notes This LOV is included in the adschangemanagement
template.

Adc0DR Types
Description Specifies acronyms for the types of change documentation
used on a program for a deviation request, for example,
RFD or RFW.
Type ListOfValuesString
Usage Exhaustive.
Business object property Cm0DevRqst.Cm0change_type
Business object condition AnDCMTrainingProgramCondition
Default values RFD
Request for Deviation

RFW
Request for Waiver
Valid values Accepts string as a value. It must be a valid acronym that
specifies the type of change documentation.
Notes This LOV is included in the adschangemanagement
template.

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Adc0Production Systems
Description Displays the list of systems or subsystems for an
item. A product system denotes a group of parts that
perform a common function. For example, Electrical,
Environmental Control, and Weapons.
Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0DevRqstRevision.Adc0product_systems
Adc0ChangeRqstRevision.Adc0product_systems
Adc0ChangeNoticeRevision.Adc0product_systems
Business object condition AnDCMTrainingProgramCondition
Default values Electrical

Environmental Control

Hydraulic

Fuel

Weapons
Valid values Accepts string as a value. It must be a valid system or
subsystem.
Notes This LOV is included in the adschangemanagement
template.

Adc0Quotation Type
Description Specifies the quotation type for the change impact, for
example, Supplier ROM, Buyer Estimate, or Supplier
Firm.
Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0ChangeRqstRevision.Adc0quotation_type
Adc0DevRqstRevision.Adc0quotation_type
Business object condition AnDCMTrainingProgramCondition
Default values NTE
ROM
Valid values Accepts string as a value. It must be a valid quotation type.
Notes This LOV is included in the adschangemanagement
template.

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Adc0Task Category
Description Specifies the various task categories, for example,
Agenda Event, Planning, and QA.
Type ListOfValuesString
Usage Exhaustive.
Business object property Adc0Task.Adc0task_category
Business object condition AnDCMTrainingProgramCondition
Default values Agenda Event
Engineering
ILS
Major Subcontr
Manufacturing
Non-Std Event
Part
Planning
QA
Subcontract
Valid values Accepts string as a value. It must be a valid task category.
Notes This LOV is included in the adschangemanagement
template.

Ads0CreateStandardNoteAuthority
Description List of authorized roles for creation of StandardNote.
Type ListofValuesString
Usage Suggestive.
Business object None.
property
Business object None.
condition
Valid Values Any valid Teamcenter role.
Default Values *
Notes Specifies the roles that are authorized to create or revise standard note
objects. An asterisk (*) indicates that any Teamcenter user can create or
revise standard note objects. Apart from the user roles that are mentioned
as values in the LOV, users with DBA permission are authorized to create,
revise, update, and delete standard notes.

ADS Assembly Types


Description List of ADS assembly types.
Type ListofValuesString
Usage Exhaustive.

B-62 Using Aerospace and Defense on Rich Client PLM00111 12.2


Aerospace and Defense data model

Business object ADSDesign.adsassembly_type


property
Business object isTrue
condition
Valid Values Any valid assembly type.
Default Values Separable
Inseparable
Notes An inseparable assembly part cannot be disassembled without causing
physical harm to at least one of the constituent parts in the assembly.

ADSComponentAuthority
Description List of ADSComponent authorities.
Type ListofValuesString
Usage Exhaustive.
Business object None.
property
Business object None.
condition
Valid Values Any valid Teamcenter role.
Default Values *
Notes Specifies the roles that are authorized to create or revise ADS parts or ADS
design objects. An asterisk (*) indicates that any Teamcenter user can create
or revise ADS parts or ADS design objects.

ADS Design Levels


Description List of ADS Design levels.
Type ListofValuesString
Usage Exhaustive.
Business object ADSTechDocument Revision.adsdesign_level
property
Business object isTrue
condition
Valid Values Any valid design level.
Default Values Conceptual
Prototype
Production
Notes None.

PLM00111 12.2 Using Aerospace and Defense on Rich Client B-63


Appendix
Appendix B: B: Aerospace
Aerospace and Defense
and Defense data data
modelmodel

ADSDocumentCentricPrograms
Description List of ADS document-centric programs.

Type ListofValuesString

Usage Exhaustive.

Business object None.


property
Business object None.
condition
Valid Values Any valid Teamcenter program.

Default Values Training


Notes It specifies the programs that are document centric.

ADSDrawingAuthority
Description List of ADSDrawing authorities.
Type ListofValuesString
Usage Exhaustive.
Business object None.
property
Business object None.
condition
Valid Values Any valid Teamcenter role.
Default Values *
Notes Specifies the roles that are authorized to create or revise ADS drawing
objects. An asterisk (*) indicates that any Teamcenter user can create or
revise drawing objects.

ADSTechDocAuthority
Description List of ADSTechDoc authorities.
Type ListofValuesString
Usage Exhaustive.
Business object None.
property
Business object None.
condition
Valid Values Any valid Teamcenter role.
Default Values *

B-64 Using Aerospace and Defense on Rich Client PLM00111 12.2


Aerospace and Defense data model

Notes Specifies the roles that are authorized to create or revise ADS technical
document objects. An asterisk (*) indicates that any Teamcenter user can
create or revise technical document objects.

TCProgramPreferredTypes
Description Specifies the part types that are treated as preferred part types while creating
assemblies.
Valid Values Accepts string as a value. It must be a valid Teamcenter part type.
Default Values CommercialPart
Template foundation template.

TCProgramsUsingPreferredTypes
Description Specifies the programs that use preferred parts while creating assemblies of
these parts.
Valid Values Accepts string as a value. It must be a valid Teamcenter program.
Default Values
Template foundation template.

TcRevisionSkipLetters
Description Specifies the characters to be excluded from the revision naming rule.
Valid Values Alphabets.
Default Values I, O, Q, S, X, Z
Template foundation template.

PLM00111 12.2 Using Aerospace and Defense on Rich Client B-65


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