Active Workspace 6.

Structure
Management on
Active Workspace
Active Workspace 6.0
AW026 - 6.0
Unpublished work. © 2021 Siemens

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 Contents

About Structure Management 1-1

Structure Management terms 2-1

Find and navigate structures and structure elements

Finding structures, parts, and subassemblies ──────────────────── 3-1
Limit the scope of your search to a specific assembly ─────────────── 3-1
Navigate to the child or parent part in assemblies or subassemblies ─────3-2
Working with end-item assemblies in Active Workspace ───────────── 3-3
Pack or unpack structure elements ────────────────────────── 3-5
View attribute details for a structure occurrence ───────────────── 3-6
Control the display of configured structures ──────────────────── 3-8
Using structure view types in Active Workspace ────────────────── 3-8
Using structure view types ─────────────────────────────────── 3-8
Configure and view structure based on view types ──────────────────── 3-9
Export a structure to NX ──────────────────────────────── 3-10
Viewing structure arrangements ─────────────────────────── 3-11
Set the structure arrangement ─────────────────────────────── 3-12

Work in the context of a change

Set a change context to track structure updates ────────────────── 4-1
Track BOM modifications in the change summary ───────────────── 4-1
View change history ─────────────────────────────────── 4-2

Access structure data within partitions 5-1

Create structures
About creating structures ──────────────────────────────── 6-1
Duplicate a structure ─────────────────────────────────── 6-1
About importing structures from Excel ──────────────────────── 6-3
Import a structure from Excel ────────────────────────────── 6-5
Export and import structures along with partitions ──────────────── 6-9
Create a part structure ────────────────────────────────── 6-9

Edit structures
Editing the structure ─────────────────────────────────── 7-1
Set a change context to track structure updates ────────────────── 7-2
Edit a released structure in markup mode ────────────────────── 7-2
Insert or remove levels in a structure ───────────────────────── 7-3
Add or remove structure elements ────────────────────────── 7-4

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 Add a copy of the existing objects to a structure ────────────────── 7-6
Replace a structure component ──────────────────────────── 7-7
Split an occurrence with multiple quantity values into its individual occurrences
───────────────────────────────────────────── 7-8
Move an occurrence within a structure ─────────────────────── 7-10
Edit the properties of a part or an assembly ──────────────────── 7-11
Control auto-saving of structure property edits ────────────────── 7-12
Editing occurrence properties in the context of an assembly ───────── 7-12
Setting in-context overrides ───────────────────────────────── 7-12
Set in-context overrides ──────────────────────────────────── 7-13
Apply or cancel markups on a structure ────────────────────── 7-14
Review active or closed changes for a structure ───────────────── 7-15
Analyze where a component is used in a structure or product ──────── 7-16
Viewing structures in the split view ───────────────────────── 7-17
Open and update two structures side by side in the split view ──────── 7-19
Making mass updates to a structure ───────────────────────── 7-24
Making mass updates ───────────────────────────────────── 7-24
Make mass updates to a structure ───────────────────────────── 7-25
Save a structure baseline ──────────────────────────────── 7-26

Create and maintain solution variants

About solution variants ───────────────────────────────── 8-1
Create solution variants ───────────────────────────────── 8-2
Update solution variants ───────────────────────────────── 8-6
View solution variants ────────────────────────────────── 8-6

Specify alternates and substitutes for parts

About global alternates and substitutes ─────────────────────── 9-1
Set substitutes for a part in a structure ──────────────────────── 9-2
Set global alternates for a part in a structure ──────────────────── 9-3

Manage structure effectivity

Adding occurrence effectivity ───────────────────────────── 10-1
Create occurrence effectivity ───────────────────────────── 10-1
Edit occurrence effectivity ─────────────────────────────── 10-2
Assign occurrence effectivity ───────────────────────────── 10-3
Remove occurrence effectivity ──────────────────────────── 10-4
Create release effectivity ──────────────────────────────── 10-4
Edit release effectivity ───────────────────────────────── 10-6
Assign release effectivity ──────────────────────────────── 10-7
Remove release effectivity ─────────────────────────────── 10-7
Configure a structure with group effectivity ─────────────────── 10-8

Configure structures

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About configuring structures ───────────────────────────── 11-1

Configure a structure by selection (Smart Discovery) ────────────── 11-1
Configure a structure by proximity (Smart Discovery) ───────────── 11-1
Configure a structure with a closure rule for expansion ──────────── 11-2
Configure a structure with revision rules ────────────────────── 11-3
Understanding revision rules ──────────────────────────────── 11-3
Viewing and updating a revision rule in Active Workspace ─────────────── 11-4
Configure structures with a revision rule ───────────────────────── 11-5
Configure a structure with a modified revision rule ─────────────────── 11-5
Configure a structure with variant rules ────────────────────── 11-8
Configuring structures with variant rules ───────────────────────── 11-8
Configure a structure with a variant rule ───────────────────────── 11-9
View variant rule details ─────────────────────────────────── 11-10
Update a variant rule ──────────────────────────────────── 11-12
Save a modified variant rule as new ─────────────────────────── 11-14
Associate a configurator context with a product ──────────────────── 11-14
Create variant conditions for a part ──────────────────────────── 11-15
Configure using a custom configuration ───────────────────── 11-15
Choose guided mode or manual mode ────────────────────────── 11-15
Set validation mode ───────────────────────────────────── 11-16
Configure variants in guided mode ──────────────────────────── 11-17
Configure variants in manual mode ──────────────────────────── 11-22
Switch between guided and manual modes ─────────────────────── 11-26
Validate your selections in manual mode ──────────────────────── 11-26
Evaluate configuration completeness ────────────────────────── 11-27
Save changes in a configuration ────────────────────────────── 11-28

Filter structures (Smart Discovery)

About filtering structures ─────────────────────────────── 12-1
Filter a structure ───────────────────────────────────── 12-1
Reset a filtered structure ──────────────────────────────── 12-7

Save filtered and configured structures within a session

About sessions ────────────────────────────────────── 13-1
Create a session ───────────────────────────────────── 13-2
Save a session as a new session ─────────────────────────── 13-2
View and update a session ─────────────────────────────── 13-3
Configure a session ─────────────────────────────────── 13-3
Share a session with other users ─────────────────────────── 13-5
Release a session ───────────────────────────────────── 13-6
Search for a session ─────────────────────────────────── 13-6
Find an element within a session ─────────────────────────── 13-7
View a session in other applications ───────────────────────── 13-8

Compare the content in structures 14-1

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 Align parts with designs 15-1

Manage weight and balance rollup data

Calculating weight rollup ──────────────────────────────── 16-1
Add or update the mass values for different weight types ─────────── 16-2
Calculate the mass rollup for a structure ────────────────────── 16-3
View existing rollup reports ────────────────────────────── 16-4
Delete a rollup report ────────────────────────────────── 16-6
Using Excel to edit weight and balance rollup data ─────────────── 16-6
Specify asserted values for center of mass, moment of inertia, and product of
inertia ──────────────────────────────────────── 16-7
Create a payload and add its mass and CG values ──────────────── 16-8
Create a CG Envelope object ────────────────────────────── 16-9
Create a payload collection for a structure ───────────────────── 16-9
Generate the excursion diagram for the selected payload collection ─── 16-10
Generating rollup reports with a coating's mass data ───────────── 16-11
Adding weight or Center of Mass values for miscellaneous items ───── 16-11
How rollup is calculated for subassemblies ──────────────────── 16-12
Download rollup reports ─────────────────────────────── 16-13

Work in a context
What is a context? ──────────────────────────────────── 17-1
Working in a context ────────────────────────────────── 17-1
Save a working context ───────────────────────────────── 17-2
Reset the background working context ─────────────────────── 17-4
Restore your working context ───────────────────────────── 17-5
View where an element is used in a context ─────────────────── 17-5
Opening an element in context ──────────────────────────── 17-6
Recalling a working context ────────────────────────────── 17-6
Share a working context with other users ───────────────────── 17-6
Including multiple structures in a working context ─────────────── 17-7

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 1. About Structure Management
Teamcenter Structure Management, provides a way to create and maintain your product structure,
comprising assemblies and parts. Specifically, you can import, view, and modify the structure, which is
displayed as a multilevel indented list. You can also configure the structure by managing revisions,
effectivity, incremental change, and structure variants.

When working with large assemblies comprising thousands of parts, such as cars, Structure
Management helps you manage these volumes by performing several tasks. You can view and compare
multiple structures, edit structures, configure views, track the changes, and personalize and share
views.

As the complexity and variability of the product increases, the amount of increases even more. Using
Smart Discovery for Structures, your site administrator can index structures so that you can find the
correct product definition required to do your work. Indexing structures makes the search faster and
provides advanced structure filtering and configuration capabilities.

Example:
To fix a design issue, an engineer wants to work with the engine block of the car. When the car
structure is indexed, the engineer can search for the engine assembly within the structure without
having to expand the entire structure. The engineer can further filter the search results to locate
all elements that are at a proximity of 10 mm from the engine block.

The following graphic shows how different areas in Teamcenter can play a role in managing a structure:

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 1. About Structure Management

Where do I go from here?

Administrator To deploy Structure Management, see Structure

Management Setup and Administration.
To index structures by using Smart Discovery,
see Administration of Smart Discovery for
Structures.
Business User
I want to create a structure. You can create structures by:

• Duplicating a product structure.

• Importing a structure from Excel.

I want to make changes to a structure and its You can add or remove content from a
properties. structure or replace a structure component.
You can also edit the properties of a part or an
assembly.
I want to find differences between my current You can do this by comparing product
structure configuration and another structure. structures.
I want to configure a structure based on the To do this, follow the procedure to configure
current product or project requirements. structures by revision rules, variant rules, and
effectivity.
You can also configure structures by selection
and proximity if your administrator has set up
Smart Discovery for Structures.
I want to filter a structure so that I can work See filtering structures. You can filter a
with a specific product definition. structure only if the structure is indexed using
Smart Discovery indexing.
I want to save a filtered and configured See how you can do this by saving your filtered
structure so that I can easily retrieve it later. and configured structures within a session.
Sessions help you to easily locate the product
definition that you are currently working with.
You can also share this session with other
users.
I want to perform the weight and balance rollup The following tasks take you through
analysis for a product structure. performing a weight and balance rollup analysis
in Teamcenter:

• Add the mass values for different weight

types.

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 • Calculate the mass rollup for a structure
and view rollup reports.

• Create a payload collection for a structure.

• Generate the excursion diagram for the

selected payload collection.

Take a look at the video gallery for a quick overview of some Structure Management tasks.

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 1. About Structure Management

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 2. Structure Management terms
Term Description
Element or An item or an item revision within the structure of a parent.
occurrence
Baseline A copy of the currently configured structure at the time the baseline was
created.
Baselining configures a structure and thereby guarantees that the structure is
always the same as that when the baseline was created.
Release effectivity A term used in manufacturing.
You configure the structure for a specified date or unit (serial) number by
applying a revision rule. Active Workspace shows the revision of each item
that is in effect for the specified date, unit number, or range.
Occurrence A term used by manufacturers in the military and aerospace domains.
(structure)
You configure the structure in a way similar to revision effectivity, and Active
effectivity
Workspace shows the actual occurrences that are in effect.
Occurrence effectivity applies to the specific element's usage and not globally.
It indicates when a child item is effective in the parent assembly.
Working context A way to set your work aside and then pick up where you left off when you
return.
In Active Workspace, the saved working context captures the structure
configuration with the context applied, including revision rules, effectivity,
and variant rules. It also captures the current focus of navigation and any
active selections.

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 2. Structure Management terms

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 3. Find and navigate structures and
structure elements
Finding structures, parts, and subassemblies
Using Active Workspace, you can review and update parts and assemblies that are stored in Teamcenter.

You can search for structures or structure components using the following methods:

Global Search Searches all indexed data in Teamcenter.

Advanced Search Searches for data by using specific criteria based on

predefined queries.

In-context search Searches for content within an open structure, a working

context, or a session that is composed of structures.
It may use either Active Content Structure indexing or Smart
Discovery Indexing.
It may be non-indexed as well. The non-indexed search
requires a Smart Discovery license. This is used for Quick
Find searches.

You can perform a simple search to find an occurrence of an object in an open structure. You can enter
any attribute or text associated with the occurrence (for example, a name) and then click Search .
Search results span the entire context.

You can use the same syntax as for full-text searches, including operators such as OR and AND. You can
use the Filter tab to narrow the results by selecting specific filters.

Limit the scope of your search to a specific assembly

To narrow your search results to a specific branch in the structure, you can perform a keyword search
within the selected subassembly from the Find panel.

1. Open a structure from the search results.

2. Click Find .

3. Select the subassembly to which you want to limit your search.

4. Select the Find Within check box, enter the search parameters, and click Search .

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 3. Find and navigate structures and structure elements

Searching structured content if you do not have access to objects

If you find an element in a structure that you do not have read access to, Active Workspace does not
show that occurrence and excludes it from the find-in-context results. If the occurrence exists in an
assembly to which you do have access, Active Workspace shows an Access Denied indicator in its place.

Note:
Access to occurrences is set by your system administrator by using Access Manager. Access
controls protect intellectual property and prevent general access to data. To view restricted
content that you do not have access to, you can request the owner of the assembly to use project-
level security to enable collaboration.

If you do not have access to a revision configured by the revision rule, Active Workspace looks for the
last revision you have access to, and configures the access accordingly.

Automatic searching for the last accessible revision is not supported in indexed structures. However, it is
supported if Smart Discovery Indexing is used.

Navigate to the child or parent part in assemblies or subassemblies

You can select a structure from the search results and then click Open to view the structure.

Navigate to child parts

The assemblies or subassemblies that have child parts are listed with the Show Children button.

Click Show Children to navigate to child parts.

Navigate to a higher level using the breadcrumb trail

Assembly nodes are visible in the breadcrumb trail.

Use the breadcrumb trail to navigate to a higher level (such as parent parts) in a structure.

Note:
The back button does not take you to the parent parts. It takes you to the previous location
visited in Active Workspace.

If you use the breadcrumb trail to navigate to a different parent, Active Workspace shows the first leaf in
that structure, updates the breadcrumb with the path to that leaf node, and switches back to the
hierarchical display.

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 Working with end-item assemblies in Active Workspace

Working with end-item assemblies in Active Workspace

To improve the system performance and hide information that is not relevant to the user’s current task,
one or more assemblies in a product structure can be set as end-item assemblies for that structure.
When you expand a structure containing an end-item assembly, the nodes beyond the end-item
assembly are not expanded.

The value of the EndItemState preference must be set to true in Active Workspace. If it is set to false,
the end-item assembly state is ignored and the end-item assemblies are expandable just like any other
assemblies.

In Active Workspace, you cannot set any occurrence as an end-item. However, you can view a structure
containing end-items in Active Workspace. When a structure containing an end-item is opened in Active
Workspace, the end-item is displayed as a single line in the assembly tree.

The End Item Assembly State column identifies the end-items in an assembly.

The 3D viewer displays the full assembly structure regardless of End Item Assembly State. To view the
full structure of an end-item assembly in the tree, open the end-item as its own root node.

What happens when you search for a child component of an end-item?

To access the components of any subassembly, you expand the relevant subassembly.

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 3. Find and navigate structures and structure elements

As the assemblies marked as end-items cannot be expanded within the structure, their child
components are not visible when the structure is expanded.

For example, if the steering system assembly is marked as an end-item in a vehicle structure, its
components, namely, steering mech, pinion, and rack are not visible in the structure.

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 Pack or unpack structure elements

However, when you perform an in-context search for a child component of an end-item, the search
results return the child components. When you select the child component of the end-item in the search
results, the parent end-item subassembly is selected in the structure.

For example, when you select the PINION_DC2 child component from the search results, the parent
STEERING SYS subassembly, which is an end-item, is selected in the structure.

Pack or unpack structure elements

You can use the packing action to group similar elements in an assembly. Packing results in a shorter
and simpler structure display. This action groups identical elements in a single level of an assembly, all of
which satisfy the packing criteria configured using the BOMExcludeFromPackCheck and
BOM_Additional_Packing_Criteria preferences. The packed elements are represented using a single
row in the structure. A numeric value is appended to this row to indicate the number of packed items.

The default state of the packed state is controlled by the PSEAutoPackPref preference. If this preference
is set to 1, the structures are displayed in the packed state.

You can individually pack or unpack the selected elements in the structure that meet the packing
criteria. You can also pack or unpack all elements in a selected structure simultaneously with a single
click.

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 3. Find and navigate structures and structure elements

Note:
Filtering with Smart Discovery indexed structures does not support packing. The result of filtering
is an unpacked structure.

• To pack the selected elements in the structure that meet the packing criteria, select one of the
elements, click the Expand icon, and select Pack.
You cannot pack a filtered structure or a structure within a session.

• To unpack the elements in a structure, select the packed element, click the Expand icon, and select
Unpack.

• To pack all the elements in the structure, click the Expand icon and select Pack All.

• To unpack all the elements in the structure, click the Expand icon and select Unpack All.

View attribute details for a structure occurrence

The columns in the Tree view show the attributes for each structure occurrence. Some columns show
the attribute value, while others show an icon. The icon indicates that the structure occurrence has an
attribute.

For example, if the Substitutes icon is shown against an occurrence, it means that substitutes are
defined for that occurrence.

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 View attribute details for a structure occurrence

The following attributes are represented using icons in the table columns.

Icon Attribute shown on mouse hover

Element Effectivity Shows the effectivity information, including end items or dates
applied to the occurrence.

Overrides Shows information about overridden properties and contexts in

which the overrides are applied.

Variant Condition Shows the variant condition details.

Substitutes Shows the substitute information such as ID, Name, and Revision.

Global Alternates Shows the global alternate information such as ID, Name, and
Revision.

1. To add or remove a column, click to the right of the column headings to display the Arrange
panel and select or undo the selection of the column.

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 3. Find and navigate structures and structure elements

2. To view any attribute details, hover your mouse over the icon.

Control the display of configured structures

Users who create variable content or analyze configured structures, must understand which occurrences
will be configured and which are excluded. When a structure is loaded, only objects that meet the
applied effectivity and variant criteria are displayed. Users can toggle to show all objects using the Show
Excluded... commands in the Configure menu.

Show or hide occurrences excluded by effectivity

When a structure is loaded, only objects that meet the applied effectivity are displayed by default.
However, a user can choose to hide or show the occurrences that are not configured.

To show or hide the occurrences that are excluded by the currently applied effectivity, in the work area
toolbar, click Configure > Show Excluded by Effectivity.

Show or hide occurrences excluded by variant

When a structure is loaded, all occurrences including those occurrences which are not configured by the
variant are displayed by default. However, a user can choose to hide or show the occurrences that are
not configured.

To show or hide the occurrences that are excluded by the variant configuration, in the work area toolbar,
click Configure > Show Excluded by Variants.

Show suppressed occurrences

Occurrences in a structure can be hidden by setting the suppress property to True. When a structure is
loaded, all occurrences including the suppressed occurrences are not displayed by default.

To show or hide the suppressed occurrences, in the work area toolbar, click Configure > Show
Suppressed.

Using structure view types in Active Workspace

Using structure view types

The view type is an attribute of a BOM view revision that indicates its purpose, for example, design or
manufacturing. It allows you to distinguish one BOM view revision from another in the same item
revision. A structure is loaded based on its view type (for example, view, design, manufacturing, or
shipping).

Filtering with Smart Discovery indexed structures does not support view types. If view types are applied,
these are ignored for filtering in Smart Discovery.

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 Configure and view structure based on view types

Only administrators can add a new view type. In Active Workspace, you can only configure a structure
with an existing view type.

The system administrator defines a set of view types for each site using Business Modeler IDE. Any
number of view types can be defined, but most sites only require a single view type.

For more information about adding a new view type, see the Add a View Type section of Configure your
business data model in BMIDE in the Teamcenter documentation.

For more information about setting a default view type, see the Understanding BOM view revisions,
view types, and multiple views section of Structure Manager in the Teamcenter documentation.

Configure and view structure based on view types

In Active Workspace, you can configure the structure by selecting one of the available view types, but
you cannot create a new view type.

A new structure is always created with your default view type. You cannot specify the view type when
you create a new structure in Active Workspace.

1. Search for and open the required structure.

Note:
When you open a structure with multiple view types for the first time, it opens in your default
view type. To change the view type, you can select a different view type from the list. When
you open the same structure again, it opens with the last saved view type in the background
working context. To switch to the default view type, you can perform a reset action.

2. To configure the structure with a view type, select it from the View Type list in the header area.
The View Type information is displayed only if multiple view types are defined for the user or site.

Active Workspace refreshes and displays the content based on the selected view type.

3. Edit the structure as required.

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 3. Find and navigate structures and structure elements

Any additions to the structure (for example adding a child or a sibling part) are associated with the
selected view type. However, if a new child part is added to a leaf node (a part that does not have any
child parts), this new structure branch is created with the user's default view type irrespective of the
selected view type.

Export a structure to NX
You can export a structure from Active Workspace to unmanaged (standalone) NX.

In Smart Discovery, any filtering applied to the structure is ignored when the structure is exported to NX.

Consider the following points before you export a structure.

• NX for Active Workspace must be installed.

• Briefcase Browser must be installed.

Revision rules

Any revision rules applied to the structure are reflected in the exported structure.

Variant rules

• The default variant condition is reflected in the exported structure.

• Any user-applied variant rules are ignored.

Effectivity

• Any effectivity applied as a part of a revision rule is reflected in the exported structure.

• Any user-applied effectivity other than those applied as a part of revision rules are ignored.

To export a structure to NX:

1. Search for and open the structure that you want to export.

2. Click Share > Export NX Assembly.

The Export NX Assembly command is not available if Briefcase Browser is not installed.

3. On the Export NX Assembly panel, choose:

a. Export Non-Masters – To export the object types specified as Non-Master in the access
control list.

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 Viewing structure arrangements

b. Export Associated Files – To export the associated files that are specified in the
AWN0NX_export_exclude_file_types preference.

4. Click Export.
The export operation runs in the background. When the export is complete, a notification is
displayed in the Alerts panel.

5. Click the Alerts icon to see the notification and download the Briefcase (.BCZ) file if required.

Viewing structure arrangements

In NX, you can define arrangements to specify alternative positions for one or more components in the
assembly and store those alternatives with the assembly. Alternate arrangements are created by moving
or suppressing components. For example, a car door assembly may have different arrangements when
the door is open or closed, and the position of certain components may be overridden accordingly.
Similarly, you can suppress components in a particular arrangement, for example, to hide the hinges.

If arrangements are defined for an assembly in NX, you can set and view the arrangements in Active
Workspace.

An assembly arrangement determines:

• The position and orientation of the immediate child components.

• The variable component positioning of any subcomponents.

• The used assembly arrangement for each immediate child component.

• The arrangement-specific suppression of components and subassemblies.

• The arrangement-specific assembly constraints.

The following example displays two arrangements of a shock absorber assembly. The arrangement on
the left displays the shock absorber in the open position, while the arrangement on the right displays
the shock absorber in the closed position.

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 3. Find and navigate structures and structure elements

Set the structure arrangement

The header information for an assembly shows Arrangement only if the arrangement is defined for the
assembly.

When you open an assembly for the first time, it opens with the Active arrangement.

1. To set an arrangement, select it from the Arrangement list in the header area. This arrangement
persists across user sessions unless you change it.

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 Set the structure arrangement

2. To load the Active arrangement for the assembly, click Reset .

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 3. Find and navigate structures and structure elements

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 4. Work in the context of a change
Set a change context to track structure updates
You can create or update the structures, within the context of a change. By setting the change context,
you can track all information related to the structure updates under a specific engineering change
notice. Any changes to the structure can be viewed by accessing the change notice.

To set a change context:

1. Click No Active Change in the global navigation.

2. From Active Change, select the required change notice.

Track BOM modifications in the change summary

Applying an active change context for BOM revisions automatically tracks the modifications in the
change summary.

See Set a change context to track structure updates for more information.

With the change notice set as an active change, BOM modifications and properties are identified by
redlines. For more information on the Show Redlines feature, refer to Review active or closed changes
for a structure.

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 4. Work in the context of a change

These modifications, not the full assemblies, are tracked in the change summary of the change notice.

View change history

1. Open the required structure, and select the structure element for which you want to view the
change history.

2. Go to the History tab. The change related details are listed under CHANGE HISTORY.

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 5. Access structure data within partitions
A BOM architect divides a large product into smaller, manageable sections called partitions and arranges
structure elements logically and hierarchically within partitions. However, the BOM architect can do this
only if Partitions for Structure is installed in your Teamcenter set up. If it is installed, you can access the
structure data and perform the various structure related tasks from within the partitions.

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 5. Access structure data within partitions

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 6. Create structures
About creating structures
You can create a structures by:

• Duplicating an existing structure.

• Importing a structure.
You can import a structure from Excel. You can also import structures along with partitions from
other Teamcenter sites.

Additionally, you can create a part structure manually if your Teamcenter site manages part structures
and design structures separately. If design BOM and engineering BOM alignment is set up in your
Teamcenter site, you can automatically generate a part structure from an existing design structure.

Duplicate a structure
You can create a new structure by duplicating an existing structure. You can also duplicate structures
that you do not own. When you duplicate a structure that you do not own, you become the owner of the
new structure.

Your site administrator specifies whether the duplicate operation is executed at the occurrence level or
at the item revision level.

The following video shows how to duplicate an existing structure to create a new one:

To duplicate a structure:

1. Open the structure that you want to duplicate.

2. Select the top line of the structure, and click Duplicate .

The Duplicate command is not displayed if you select a structure element.

3. Add the Action column, if it is not already included.

You perform the duplicate actions in this column.

4. Right-click each element and select one of the following:

Action Description
Remove The element is not included in the new structure.
Replace The element is replaced with the replacement element that you
specified in the Replace panel.

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Action Description
Save As A copy of the element is added to the new structure. You own
this new element.
If the element, in turn, is a structure, all its child elements are
only referenced in the new structure. These are still owned by
the user who created the source structure.
You can edit the Revision Name and Description of the
element.
Save As and Copy A copy of the element is added to the new structure. You own
Children this new element.
If the element, in turn, is a structure, a copy of its child elements
is used in the new structure.
You can edit the Revision Name and Description of each
element.

Note:
If any child element, in turn, is a structure, all its children are also marked with the same
action. However, if you later change the action of one of its child elements, the action of the
parent element changes accordingly.
For packed lines, the specified duplicate action is applied only on the selected occurrence
and not on all occurrences in the line. To apply the selected duplicate option to all packed
occurrences, you must unpack and apply the duplicate action to each occurrence. You can
select multiple occurrences and apply the action simultaneously.

If you do not select an action, and the Action column is blank, the element is only referenced in
the new structure. The element continues to be owned by the user who created the source
structure.

5. To revert an action set on an element, right-click the element, and select Undo.

6. To create the new structure, click Save.

7. In the Save panel, select ID Naming Rule if you want to define a specific naming pattern for the
duplicated elements.

ID naming rule Description

Prefix The text is appended at the start of the existing IDs.
Suffix The text is appended at the end of the existing IDs.
Replace/With The text specified in Replace is replaced with the text specified
in With.

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 About importing structures from Excel

ID naming rule Description

The text specified in Replace must be a text in the existing ID,
and is case-sensitive.

8. To run the duplicate process in the background or foreground, select or clear the Run in
Background check box.

9. Click Save to create the new structure.

About importing structures from Excel

In Teamcenter, you can import a structure from a Microsoft Excel spreadsheet. This feature is useful
when you need to import data from an external source, for example, from a design contractor who does
not have Teamcenter. You can import relatively simple and small structures, such as structure data
provided by vendors. Importing from Excel might not be suitable for very large and complicated
structures.

The following scenarios explain how you can import structures in Teamcenter.

Scenario 1

You want to create a new Crosskart structure with all new components. To do this, you can create an
Excel spreadsheet similar to the following and then import it in Teamcenter:

After the import, the following structure is created in Teamcenter:

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 6. Create structures

Even if you did not specify any ID for some of the elements in the input spreadsheet, Teamcenter
generated the IDs for those elements automatically.

Scenario 2

You want to create a new structure called Test Crosskart by reusing some of the existing elements in
Teamcenter. Therefore, in the input spreadsheet, you add the name for the new structure, and only the
names and IDs of the existing sub-assemblies. Your input spreadsheet appears as follows.

After the import, Teamcenter creates the new Test Crosskart by reusing the existing elements from the
sub-assemblies. You need not specify any property of the existing elements. Including the required
properties of the sub-assemblies does this automatically.

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 Import a structure from Excel

Import a structure from Excel

1. Navigate to the folder where you want to import the structure and click New > Import
Structure.
The Import Structure panel appears.

2. Specify the Microsoft Excel file from which you want to import the structure. You can create your
own file. The file used for importing Excel files must be formatted a specific way.

• The following sample Excel sheet shows the proper format for import.

• The top row must have a title, for example, Primary Object.

• The cells in the second row must have the headers Tc_Level and Tc_ObjectType.

• The properties Name, ID, and Revision are required.

• The elements that occur multiple times under a single parent in the structure are uniquely
identified by the property values set in the AWC_Occ_Unique_Identifier preference by your
administrator. It is recommended that you use these properties as columns in the input
spreadsheet. When you are reimporting the same structure, make sure that the values for these
properties are correctly set. Otherwise, you might not get the expected results.

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• The <endtag> must be present in column A, at the end.

• The following sample Excel file contains vendor-part data and shows the formatting to be
followed for import. For importing this data, you must specify the secondary objects additionally.
In this case, therefore, along with the mandatory fields for the primary objects, you must also fill
in Tc_Secondary_ObjectType, Tc_Secondary_Relation, and Vendor ID. The Vendor ID that you
specify must exist in the Teamcenter database.

• Teamcenter ignores blank cells in the input spreadsheet. So, whenever you don't want to update
part or occurrence properties, leave the corresponding cells in the input spreadsheet blank.

3. Map the structure properties between Teamcenter and Excel.

• Select the required mapping from the Saved Mappings list. The list shows the mappings created
and saved by the administrator or previous users.

• Alternatively, create a new mapping by entering a name in the Saved Mappings field and
selecting the Mapped Attributes for the Excel Headers.

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 Import a structure from Excel

• If a mapped attribute is not available:

a. Click Add New to create a new attribute.

b. In ADD PROPERTIES, select appropriate Subtypes, if you want to change the default one.

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 6. Create structures

c. Filter and select the attribute that you want to map.

d. Click Add.

e. In the Import Structure panel, choose the newly added attribute.

4. (Optional) Click Preview to check the structure before import.

a. Preview shows the structure to be imported along with the Action that is performed by
default. Teamcenter Information shows additional information related to an action.

Action Description
New A new item or occurrence is created.
Revise A new revision of the item or occurrence is created.
Overwrite The existing revision is overwritten with the updated information.
Reference The existing revision is used as is. For example, if the revision is
released, and some changes are made to the revision in the Excel file
without revising the item, the action is set as Reference. This
indicates that the changes will not be applied.

b. If required, you can change the action for Revise and Overwrite. To do so, right click an
action and select:

• Revise
To create a new revision of the occurrence.

• Reference

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 Export and import structures along with partitions

To reuse the existing revision in Teamcenter as is. The existing revision will not be updated
with latest information in the Excel file.

• Overwrite
To update the existing revision in Teamcenter with the latest information from the source
Excel file.

5. (Optional) Select the Run in Background check box.

6. Click Import Structure to create the imported structure in Teamcenter.

The imported structure is created and added to the folder you specified previously. You are notified
when the import is complete.
The imported structure always opens with the Working; Any Status revision rule. This is not
configurable.

Export and import structures along with partitions

You can export and import structures along with partitions to and from other Teamcenter sites. For this,
you can use:

• Briefcase files

• Multi-Site Collaboration

Create a part structure

For a part that are of the type Configurable Assembly or Fixed assembly, you create a part structure
by adding child parts as follows:

1. Open the part and go to the Content tab.

2. Click Add > Child.

3. In the Add panel, enter the required information and click Add.

4. Follow the above steps to build the part structure by adding parts, as required. To add parts that
are at the same level as the selected part, click Add > Sibling.

By default, Assembly Indicator of the part is empty. You must set one of the following in Assembly
Indicator:

• Component if the child part in turn does not contain any child parts.

• Generic Part if the child part is a placeholder part in a configurable assembly. A configurable
assembly must include at least one generic part.

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 6. Create structures

To change Assembly Indicator, click Edit > Start Edit .

To save the changes, click Edit > Save Edits .

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 7. Edit structures
Editing the structure
You can create a product structure manually in Active Workspace or you can import it from another
system. When you access the structure in Active Workspace, you can modify it as required to reflect any
changes to the product design.

If you have the authoring privileges, you can edit a structure as required. Following are some of the
common editing tasks:

• Add elements to the structure

• Move elements within the structure

• Copy elements between structures

• Edit the properties of a structure element

• Remove or replace elements from the structure

• Update all occurrences of an element in multiple assemblies simultaneously using mass update

Editing structures in markup mode

You can make changes to structures, including attribute value changes, in the markup mode. In this
mode, the proposed changes to a structure are highlighted with a different color or a strikethrough,
until they are committed to the database. You use markup changes for reviews and analysis without
actually modifying the structure. The changes can either be canceled or be applied to the structure.

You can only turn on markup mode if your administrator has set the Fnd0BOMMarkupAllowed global
constant to True in Business Modeler IDE.

The properties that are tracked in markups are defined in the Fnd0BOMMarkupSupportedProperties
global constant in Business Modeler IDE. You can add properties to this global constant, but you cannot
delete the default entries.

Once a mass update process is initiated for a structure, no changes can be made in the markup mode for
that structure.

You can view the markup summary for an assembly, add additional changes to a previously marked-up
assembly, and save these changes.

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Set a change context to track structure updates

You can create or update the structures within the context of a change. By setting the change context,
you can track all information related to the structure updates under a specific engineering change
notice. Any changes to the structure can be viewed by accessing the change notice.

To set the change context:

1. Click Active Change in the global navigation.

2. Click No Active Change and select the required engineering change notice.

Edit a released structure in markup mode

1. Set a change context for the released structure:

a. Click Active Change in the global navigation.

b. Click No Active Change and select the engineering change notice that you created.
All your structure updates are associated with this engineering change notice.

2. Search for the Released structure that you want to edit and then click Open .

Note:
The structure must be in the BVR released state and not in the Item Revision released state.

3. To edit the structure in the markup mode, click Markup to switch to the markup mode.

4. Edit the structure as required and then save the edits.

5. Apply the marked-up changes to the structure by initiating a workflow process. Submitting content
to a workflow sends it through a series of required tasks, such as approvals (sign-offs) and reviews.

a. To initiate applying the markup, select the top-level element in the structure and then click
Changes in the global navigation.

b. From the left pane, select the engineering change notice that you created and then click
Submit to Workflow .
Active Workspace displays the Submit to Workflow panel and a list of workflow templates.

c. Select the Review and Apply BOM Markups template from the Workflow Template list and
then click Submit.
The engineering change notice is submitted to the workflow.

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 Insert or remove levels in a structure

d. Assign the reviewers for the workflow.

After the workflow is approved, a new revision is created and changes are applied. You can verify the
updates in the new structure.

Insert or remove levels in a structure

You must have write access to the structure to insert or remove a level. The insert level action adds a
level between the selected object and its parent object.

To insert a new level:

1. Search for the structure you want to edit and click Open.

2. Click the occurrence (line) above which you want to insert a new level and click Edit Structure
>Insert Level.

3. Fill in the details for the level in the Insert Level panel and click Insert New Level.
A new level is added as a parent to the selected occurrence.

The remove level command removes the object's parent object (one level above) and attaches the object
and all its siblings (same level objects) to its current grandparent (two levels above) object.

To remove a level from a structure:

1. Click the occurrence (line) that you want to remove from the assembly.

2. Select Edit Structure >Remove Level.

The selected occurrence is removed from the assembly, and the child objects of the selected
occurrence are associated directly to the parent object of the selected occurrence.
For example, in the three-level assembly shown in the graphic:

If you remove the selected second-level flipfone_subassy_top, then the third-level occurrences
flipfone_back_top and flipfone_front_top are associated directly to the first-level
flipfone_assembly.

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Add or remove structure elements

Whenever you add an element to a structure, it is always added to the open structure node, which is the
right-most element in the breadcrumb.

You can add multiple occurrences of an element to a structure with a single add operation. To add
multiple occurrences, the element being added must exist in the database. Multiple occurrences of a
new element cannot be added.

To add an element to a structure:

1. Search for the structure where you want to add an element and click Open .

2. If you want to add elements in the markup mode, click Markup to switch to the markup mode.

3. Select the target node where you want to add the element in the structure, click the Add icon,
and select one of the following add options.

• Select Child to add the element as a child of the target node.

• Select Sibling to add the element at the same level in the structure as the target node. If the top-
level node is selected as the target, the Sibling option is not available.

4. In the Add pane, click one of the following tabs:

• New
Allows you to add a new element from your computer. You can browse to the required file or
select it from your Recent list. The Other list allows you to filter for the relevant file type. You
cannot add multiple occurrences from the New tab.

• Palette
Allows you to paste an element from the clipboard or to select one from your Favorites or
Recent list. You can add multiple occurrences of an element from the Palette tab.

• Search
Allows you to search for an element to add. You can add multiple occurrences of an element
from the Search tab.

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 Add or remove structure elements

5. Enter the ID, name, description, or unit of measure as required.

6. If you are adding a new element from the New tab, in ELEMENT PROPERTIES, specify Number of
Elements and Quantity.
The Quantity field is available by default. If your administrator has configured to include additional
element properties, those properties are also displayed in ELEMENT PROPERTIES.
By default, the ELEMENT PROPERTIES section is available for Item and Part in the New tab. This
section appears for other business objects if your administrator has configured the create style
sheets for those objects.

7. If you are adding an element from either the Palette or the Search tab, locate and select the
element, and specify the Number of Elements and Quantity.

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 7. Edit structures

8. Click Add.
Active Workspace creates the occurrence and refreshes the display.

9. Remove an element
To remove an element from a structure, click Edit Structure > Remove, and accept the
confirmation message.
You can also remove multiple occurrences simultaneously by selecting multiple occurrences using
either Ctrl+click or Right-click.

Note:
You cannot remove the top node of the structure, that is, the leftmost element in the
breadcrumb.

10. If you are working in the markup mode, you must apply or cancel the markups to complete the
updates.

Add a copy of the existing objects to a structure

In cases where a new occurrence that is very similar to an existing occurrence is added to a structure,
you can add a copy of the existing occurrence to the structure instead of creating a new occurrence. The
copied occurrence is added with a new ID, and it retains the properties of the occurrence from which it
is copied.

1. Click the Add icon and select the required option.

2. In the Add pane, in the Palette or Search dialog box, select the object that you want to copy.

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 Replace a structure component

3. Click Add Copy to add a copy of the existing element with a new ID.

You can also copy an occurrence from one structure to a different structure using the drag-and-drop
action. This action copies the occurrence and does not remove it from the source structure.

You can use drag-and-drop between similar web browser windows to copy occurrences from a location
in one Active Workspace window to another accepting object or location in another Active Workspace
window.

1. Click and hold the occurrence that you want to copy.

2. Drag the occurrence to the desired location in the target structure.

3. Drop the occurrence on to a valid accepting object in the target structure.

Replace a structure component

You can replace a part with another part.

You can also replace an existing part or a subassembly in an assembly with its copy using the Save As
And Replace command. If the Save As And Replace option is not visible, you may not have the required
privileges.

To replace the part or assembly in the structure:

1. Search for the occurrence that you want to replace.

2. If you want to edit the structure in the markup mode, click Markup to switch to the markup
mode.

3. Select the occurrence and click Edit Structure > Replace.

4. In the Replace pane, select the replacement and click Replace.

Active Workspace replaces the occurrence and refreshes the display.

5. If you are working in the markup mode, you must either apply or cancel the markups to complete
the updates.

Replace a structure component with its copy

A copy is a new item with exactly the same properties but a new ID.

You can copy a part or a subassembly, with or without children, save it with a new name, and replace
the existing subassembly in the structure with its copy. If the subassembly is copied with children, the
child parts are renamed based on the naming convention specified using the naming rule.

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 7. Edit structures

1. Select the structure from which you want to copy the element, and click Open .

2. Click the New icon and select Save As and Replace.

Active Workspace shows the Save As And Replace pane.

3. (Optional) Select the Copy Children check box.

If you choose the copy children option, the child elements in the assembly are replaced along with
the top element.

4. Select ID Naming Rules to automatically assign new IDs to the copied elements. The ID Naming
Rules option is visible only when the Copy Children check box is selected.

• Prefix
The text string provided is added to the start of the existing IDs, and new IDs are assigned.

• Suffix
The text string provided is added to the end of the existing IDs, and new IDs are assigned.

• Replace/With
The text string specified in the Replace field is replaced with the text string specified in the With
field in the new IDs.

5. (Optional) Select the Run in Background check box.

Note:
For the save and replace operation to run in background, your system administrator must
configure Dispatcher services.

6. Click Save As And Replace at the bottom of the Save As And Replace pane.
Active Workspace replaces the occurrence and refreshes the display.
If you choose to run the replace operation in the background, a notification is generated once it is
complete. Click the notification to view the details of the replacement.

Split an occurrence with multiple quantity values into its individual

occurrences
Many structures have multiple occurrences of the same element. For such structures, you can either add
all similar occurrences individually or add only one occurrence and specify its quantity.

For example, you can either add 10 brushes individually to an alternator assembly, or add one brush and
specify its quantity as 10.

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 Split an occurrence with multiple quantity values into its individual occurrences

You can split an occurrence that has a quantity of more than one into its individual occurrences. The
total number of occurrences after the separation equals the original quantity. All occurrences have the
same properties but may be modified independently.

The split command does not work if:

• A unit of measure (UOM) is specified for an occurrence.

• Multiple occurrences already exist and are represented as a packed line.

To split the occurrences in a structure:

1. Search for the occurrence. The value for Quantity must be more than 1.

2. Select the occurrence that you want to separate, click the Edit Structure icon, and select Split
Quantity.
The single occurrence is split into several individual occurrences, where the number of occurrences
equal the single occurrence's quantity.

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Move an occurrence within a structure

You can drag-and-drop one or more occurrences to move it within a structure. You can drop an
occurrence on to a valid accepting object only. This action moves the occurrence from the source
location to the target location within the structure. It does not copy the occurrence.

You can use drag-and-drop between similar web browser windows to move occurrences from one
location to another within the same structure. For example, if the same structure is open in two Active
Workspace windows, you can drag an occurrence from the first window and move it to a different
location within the same structure in the second window.

1. Click and hold the occurrence that you want to move.

2. Move the occurrence to the target location in the structure.

3. Drop the occurrence on to the target object.

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 Edit the properties of a part or an assembly

Edit the properties of a part or an assembly

To update the properties of a part or an assembly, you must have write access to the parent assembly of
the occurrence you want to edit. Additionally, It must not be checked out by any other user.

To edit the properties of a part or an assembly:

1. If you want to edit the properties in the markup mode, click Markup to switch to the markup
mode.

2. Select the part or assembly in the structure.

3. Click Edit .
The editable properties are in boxes. Properties that are not in boxes are read-only and cannot be
edited.

4. Change the properties you want to edit. Edited values are highlighted until you save the edits.
To edit occurrence properties, you must have write access to the object containing the property.
For example, if a property in the Overview tab is pulled from a form that is related to the object,
you must have write access to the form to edit the property.

5. To save changes, click Edit > Save Edits. To discard them, click Edit > Cancel Edits.

6. If you are working in the markup mode, you must apply or cancel the markups to complete the
updates.
The properties that are tracked in markups are defined in the
Fnd0BOMMarkupSupportedProperties global constant in Business Modeler IDE. You can add
properties to this global constant, but you cannot delete the default entries.

Edit the occurrence properties when a new occurrence is added as a markup

1. Search for the occurrence or assembly where you want to add an element and click Open .

2. If you want to add elements in the markup mode, click Markup to switch to the markup mode.

3. Select the target node, where you want to add the element in the structure, click the Add icon,
and select Child or Sibling as required.

4. In the Add panel, create a New element or use the Palette or Search function to find an existing
element.

5. Enter the ID, name, description, or unit of measure as required. The following properties can be
marked up for edits:

• Sequence

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• Quantity

• Occurrence name

• All Notes

• Any other custom occurrence properties

6. Click Add.

Control auto-saving of structure property edits

A user updates a structure occurrence's properties in the table view. Not all cells in the table are
editable. It depends on the property and the user's access levels.

The user can choose to enable or disable the auto-saving of the edits made to these cells. When auto-
saving is enabled, if a user updates or enters a new value into an editable property cell, the value is
automatically saved as soon as the user clicks anywhere outside that cell. The user does not need to save
explicitly.

By default, Active Workspace automatically saves edits to these cells. To turn off the auto-saving:

1. From the global navigation, click your profile icon and disable Autosave Tables option.

2. Alternatively, to turn on the auto-saving, click your profile icon and enable Autosave Tables option.

Editing occurrence properties in the context of an assembly

Setting in-context overrides

You can edit the properties of an occurrence in the context of a selected higher level assembly. This in-
context override is not defined in the context of the immediate parent but in the context of the next
higher level (grandparent level) component.

When a component or subassembly is reused in another assembly, some information might have to be
overridden to adapt it to fit the context of the new assembly.

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 Set in-context overrides

Example:
Properties such as Sequence or Quantity can be different for a component when the same
component is used in the context of two different assemblies.
When component C1 is used in the context of the assembly A1, the quantity could be 4 and
Sequence value could be 10.
However, it is possible that when the same component C1 is used in another assembly, namely
A2, the quantity required could change to 6 instead of 4 and the Sequence value could change to
20 from 10.
In case of such requirements, for the same component C1, you can use overrides to define the
properties Quantity and Sequence differently in the context of assembly A1 and A2.

For more information about in-context override, refer to Structure Manager in the Teamcenter
documentation.

Set in-context overrides

To set in-context overrides:

1. Search for and open the structure.

2. Select the grandparent assembly (two-levels above the component) to be defined as the override
context.

3. Click Edit Structure and select In-Context .

The Override Context in the header is updated to reflect the selected assembly. Only the selected
assembly remains active. The remaining structure is made unavailable.

4. Click the Edit icon at the top-right corner.

The editable cells are activated.

5. Change the properties you want to edit in the context of the selected assembly.

6. Save your changes by clicking Save > Save Edits. To cancel your edits, click Save > Cancel Edits.

The override icon appears against the selected component in the Override column of the table. On
mouse hover, it shows information about overridden properties with the context.

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 7. Edit structures

The override icons are also shown along with the individual overridden properties.

7. To close the Set In-Context view, select the same line where you set the in-context override, click
Configuration and select Set In-Context.

Apply or cancel markups on a structure

In Active Workspace, you can create markups for released structures only in the context of a change.
However, for such structures, you can create global markups without applying a change context in Rich
Client. Additionally, in Active Workspace, you can view markups that are created in Rich Client only if the
structure is not released.

You can apply or cancel markups from the Markup tab or using a workflow.

Apply or cancel markups using a workflow

You can apply the marked-up changes to a structure by initiating a workflow process. Submitting
content to a workflow sends it through a series of required tasks, such as approvals (sign-offs) and
reviews.

1. To initiate applying the markup, click Submit to Workflow . Active Workspace displays the
Submit to Workflow panel and a list of workflow templates.

2. Select a template from the Workflow Template list and click Submit.

3. Assign the reviewers for the workflow.

4. Once the workflow is approved, the changes are applied. To verify the changes, go to Affected
Items, select the row, and click Show Markup .

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 Review active or closed changes for a structure

Apply or cancel markups from the Markup tab

1. Search for the structure where you want to apply the markups.

2. Open the structure in the Tree with Summary view.

3. To apply a markup, click the Markup tab, select the parent assembly of the marked up part, and
click Apply Markup .

Note:
The Apply Markup icon is not visible when the marked up part is selected. It is visible only
when the parent assembly is selected.

4. To cancel a markup, click the Markup tab, select the markup to be canceled, and click Cancel
Markup .

Review active or closed changes for a structure

You can track changes (added, modified, replaced, revised, or deleted) to the assemblies using a change
request or a change notice. The active changes for a structure are displayed by default. To view the
closed changes, use the Show Redlines command.

Note:
The changes are highlighted only if your site administrator has set the
AWC_Enable_RedLine_feature preference to TRUE.

1. Search for and open the structure. If the structure has active changes, they are highlighted. Expand
the assembly to view the details of the change.

Deleted parts are highlighted with red strikethrough.

The added parts are highlighted in green and are italicized.

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 7. Edit structures

For replaced or revised parts, the old and the new values are shown side by side.

2. (Optional) To disable highlighting the changes in the structure, click the View icon and turn off
Show Redlines.

3. Only active changes are shown by default. To view the closed changes, click the View icon and
select Show Redlines.

Note:
The Show Redlines functionality tracks changes within the Change Summary of a change notice,
as well.

Analyze where a component is used in a structure or product

A where-used analysis allows you to identify all parent assemblies in which a part is used, navigating up
the structure. Your installation must have the Change Management solution set up to perform a where-
used analysis.

You can perform a where-used analysis to assess the impact of engineering changes to the product
structure or to check if the changes in one assembly affect other assemblies. It finds the full path up to
the top-level in the structure by using the selected component or assembly as the starting point
(context).

1. Search for and open the assembly or component.

2. Click the Where Used tab.

• The CONTEXTS section shows various configurations for the selected component. You can select
the configuration you want to open.

• The USED IN STRUCTURES section shows the selected component across all assemblies up to
the top-level. These assemblies are shown in the reverse tree format, which means that the child
component is shown first and its parent is shown at the next (lower) level.

• The REFERENCES section lists the parts and documents that reference the selected component.

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 Viewing structures in the split view

Viewing structures in the split view

You can split the structure view into two views using the Split command. Initially, identical structures
are loaded in both panels. Both panels provide a toolbar with commands relevant for the structure being
displayed.

You can also open two different structures side-by-side in the split view by selecting two root nodes and
then using the Open command.

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 7. Edit structures

In the split view, you can modify the structures independently. Once either structure is updated to a
different configuration, then the Compare Content functionality is enabled. You can also use the split
view to copy an occurrence from one structure to another using the drag-and-drop functionality.

The Split panels support both Tree view and Tree with Summary view. The following tabs are available
in the Tree with Summary view:

Note:
Filtering with Smart Discovery is disabled in the Split view.

• 3D

• Overview

• Changes

• Finishes

• Made From

• Where Used

• Attachments

• History

• Simulation

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 Open and update two structures side by side in the split view

Adding custom tabs using style sheets is not supported for the Tree with Summary view in the Split
mode.

Open and update two structures side by side in the split view
You can use the split feature to view two structures, or two configurations of a structure simultaneously.
However, to select two structures for opening, both structures must be listed on the same page.

Open two different structures

1. To open two structures simultaneously, select the first structure using either Ctrl+click or Right-
click.
This activates the multiselect mode.

2. Select the second structure.

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 7. Edit structures

3. Click the Open icon and select Open.

The selected structures are displayed side-by-side in two views. Structures are displayed in the Tree
view and you can navigate to the child or parent parts as needed.

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 Open and update two structures side by side in the split view

4. You can drag-and-drop occurrences between the two views to copy them from one structure to
another.

a. Click and hold the occurrence that you want to move.

b. Move the occurrence to the target location in the structure.

c. Drop the occurrence on to the target object.

5. To close the split view, click the Split button and select Split .
The view in which you clicked the Split button remains open, and the other view is closed.

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 7. Edit structures

Open the same structure in both views and update structure configurations

1. Search for the structure.

2. Select the structure from the search results, click the Open icon and select Open.

3. Click the Tree icon and select Split .

The selected structure is displayed side-by-side in two views. You can update the structure
configuration in either view.

4. Change the structure configuration for one or both views.

a. Click Configure and then select Configuration .

b. Change the Revision Rule, Effectivity, or Variant Rule as required.

The configuration is updated for the selected structure. You can work with two different
configurations of the same structure simultaneously in the split view.

c. You can independently control how structures are loaded in either view using the following
commands:

• Show Excluded by Effectivity

• Show Excluded by Variants

• Show Suppressed

5. To close the split view, click the Split button and select Split .
The view in which you clicked the Split button remains open, and the other view is closed.

Open a structure in a split view

1. Search for and open the structure you want to work with.

2. Click the Tree icon and select Split .

The selected structure is displayed side-by-side in two views. You can update the structure
configuration in either view.

3. To open a new structure in either view, click the Open in View icon in that view.
For either view, Open in View pane is displayed on the right side of your screen.

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 Open and update two structures side by side in the split view

4. In the Open in View pane, click one of the following tabs:

• Palette

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 7. Edit structures

Allows you to load a structure from the clipboard or to select one from your Favorites or Recent
list.

• Search
Allows you to search for a structure.

5. Navigate to the structure you want to open and click Open to load the selected structure.

Making mass updates to a structure

Making mass updates

A mass update enables users to update all occurrences of an element, referred to as Problem Item, in
multiple assemblies simultaneously. This expedites a manual, time-intensive process.

Mass update is used to edit structures by performing any of the following actions:

• Add a new part as a sibling

• Add a substitute

• Remove an occurrence

• Remove a substitute

• Replace a part

You can work with only one Problem Item for each mass update action. You can perform a different
action on each occurrence of the Problem Item. For example, you can choose to add a new part to one
occurrence and add a substitute to another occurrence.

Mass updates are always initiated within an Engineering Change Notice or ECN. You can perform a mass
update only on assemblies that have the status Released. The changes applied through the mass update
are saved as markups that are attached to the impacted assemblies. You can change or reset the
marked-up changes as required through the Mass Update panel until the changes are applied.

Once a mass update is initiated for a structure, then no other markups can be made on that structure.

You can apply the marked-up changes to assemblies by initiating the Review and Apply BOM Markups
workflow process on an ECN for approval. The workflow process will go through the following stages:

Start → Proposed Change → Review ECN → Execute Approve Handler → Finish

The Execute Approve Handler step of the workflow applies markups to all assemblies.

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 Make mass updates to a structure

Make mass updates to a structure

1. On the home page, click the Changes tile.

2. Search for the change notice you want to work with, select the change notice, and click Open .

3. Click the Mass Update tab.

The Mass Update tab is not visible under following conditions:

a. Multiple problem items are associated with the same change notice.

b. The same problem Item is associated with multiple active change notices.

c. The change notice is in the Cancelled or Closed state.

d. The release version is Teamcenter 12.0 or a version prior to Teamcenter 11.6.0.

4. In IMPACTED ASSEMBLIES, click Add .

5. Select a problem item using Search or Palette and click Add.

All parent assemblies of the selected problem item are listed under IMPACTED ASSEMBLIES.

6. In the list of impacted assemblies, select the row in which you want to make the update. Only
assemblies with the status Released can be updated.

7. Click in the Action column and select the required action from the list. Only the actions available
for the selected row are displayed. The selected action for the row is highlighted.

8. For Add, Substitute, or Replace actions, you can add the required item to the Proposed Item
column using Search or Palette.

9. Click Save Edits after updating the required rows.

10. To delete a saved markup, select the row, and select None from the Action column. The markup is
deleted and the assembly is removed from the list of affected items.

11. (Optional) Click the Affected Items tab to view the list of items that are marked up for update.

12. Select the affected item that you want to verify from the list and click Open.

13. Click the Show Markup icon to verify the markup.

14. Click the Mass Update tab. In the Mass Update tab, you can revert the markups before they are
applied using the workflow.

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 7. Edit structures

15. To initiate applying the markup, click Submit to Workflow . Active Workspace displays the
Submit to Workflow panel and a list of workflow templates.

16. Select the Review and Apply BOM Markups workflow template and click Submit.

17. Assign the reviewers for the workflow.

18. Once the workflow is approved, the changes are applied. To verify the changes, go to Affected
Items, select the row, and click Show Markup .

Save a structure baseline

You can create a baseline of the item revision that represents a structure at any stage. You create
baselines to preserve the state of a structure at a particular checkpoint. When a structure is baselined,
the baseline revision is created for all the elements in the structure, irrespective of the element selected.

1. Locate the structure that you want to create a baseline for, and click Open .

2. Click the New icon and select Save As or Revise.

Active Workspace shows the Save As pane.

3. Enter the required information in the panel fields.

4. Select the Baseline check box, and select the default baseline template from the list.

5. Click Save.

Your saved structure baseline is now available in your Home folder. A notification is displayed in
the Alerts panel.

6. Click Alerts and click the baselined structure in the Target Object section.

Warning:
You must have the AsyncService translator installed, configured, and running for the baseline
feature to operate properly.

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 8. Create and maintain solution variants
About solution variants
For an effective product definition and management, it is more efficient to manage a range of product
variants as a single variable structure (150% BOM) with a configurator instead of managing them as
discrete product variants. You can configure this variable structure to generate a 100% variant by
applying a valid variant configuration to create a solution variant. The solution variant has a unique
item ID, and is linked to the source structure.

Multiple solution variants can be created for each valid variant configurations of the 150% variable
structure. Teamcenter ensures the uniqueness of each solution variant by comparing the content with a
list of existing solution variants before creating a new one. As the solution variants are linked to the
source variable structure, the solution variants can be updated to easily incorporate the changes made
to the source structure.

For example, consider that the product, Crosskart, has two variants, Base and Deluxe. The part, Engine
assembly of Crosskart, also has two variants, V8 engine and I4 engine. These variability are maintained
in a single structure.

To derive a buildable Base variant, a solution variant is created, and a new part number, I4 engine
assembly is generated for Engine assembly. You create another solution variant for the Deluxe variant.

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 8. Create and maintain solution variants

Create solution variants

You create a solution variant for a specific variant of a product, which has variability.

To create a solution variant:

1. Open the structure that has variability .

2. Select the topmost line of the structure and set a variability scope, if not already set:

a. In the Tree with Summary view, click Edit > Summary .

b. In Variability Scope, click , search for configuration context, select it, and click Add.

c. Click Edit > Save Edits .

Additionally, you can set a variability scope to each variable structures at the lower levels for which
solution variants are not yet created. These variability scopes must be subsets of the variability
scope that you applied to the topmost line of the structure.

3. For each variable structure for which you want to create a solution variant, set Solution Variant
Category as Reuse. You can set it as Reuse only for parent parts.

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 Create solution variants

4. Configure the structure by selecting an existing saved variant rule from Variant that is located in
the object information section of the header.
OR
Go to the Variant Configuration tab, select a valid and complete configuration, and click Apply
Configuration to apply a custom configuration.

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 8. Create and maintain solution variants

5. In the work area toolbar, click Create Solution Variant .

Depending on the view, you may have to click More Commands to locate Create Solution
Variant .
If a matching solution variant is found for the applied variant configuration, a message is displayed
asking if you want to open it. If a matching solution variant is not found, the Preview Solution
Variant page is displayed.

6. On the Preview Solution Variant page, Solution Variant Structure is set as follows:

• Pending (in italics) indicating that solution variants will be created for these. New part numbers
are generated for these parts.

• Part numbers (in italics) for existing solution variants.

• Part numbers (not in italics) for parts that are fixed assemblies.

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 Create solution variants

Click Create.
In the message box that is displayed, you can choose the create solution variants either in the
background or in the foreground by selecting or clearing the Run in Background check box. Click
Create to create the solution variant.
If you chose to create the solution variant in the foreground, the solution variant created and
displayed on the user interface. If you chose to create it in the background, go to Alerts to open
the solution variant.

To verify if the solution variant is created:

1. Open the structure for which you created the solution variant.

2. Go to the Overview tab.

The solution variant is listed under the SOLUTION VARIANTS section. This sections also shows the
solution variants that were created for the other revisions of the selected part.

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 8. Create and maintain solution variants

Update solution variants

When a design or part structure is updated, you must also update their corresponding solution variants.

To update the solution variants through a workflow:

1. Open the updated source structure.

Currently, only changes to Quantity, All Notes (occurrence notes), Absolute Transform Matrix,
and Occurrence Effectivity in a structure are updated in the corresponding solution variants.

2. Click Manage > Submit to Workflow .

3. In the Submit to Workflow panel, select Update Solution Variants in Template, and click Submit.
The solution variants listed in the SOLUTION VARIANTS section of the Overview tab are updated.
This sections also shows the solution variants that were created for the other revisions of the
selected part.

View solution variants

1. Open the structure for which you created solution variants.

2. Go to the Overview tab.

The solution variant is listed under the SOLUTION VARIANTS section. This sections also shows the
solution variants that were created for the other revisions of the selected part.

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 9. Specify alternates and substitutes for
parts
About global alternates and substitutes
A substitute part is a part that is interchangeable with a particular part in an assembly. Substitutes are
often defined for manufacturing purposes, allowing use of the substitute if the preferred part is
unavailable.

The Smart Discovery find and filter supports the preferred substitute.

An alternate part (also known as a global alternate) is interchangeable with another part in all
circumstances, regardless of where the other part is used in the product structure. An alternate part
applies to any revision of the part. Unlike substitute parts, which are visible only in the context of a
structure, the global alternates for a part are visible even outside the structure context.

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 9. Specify alternates and substitutes for parts

Set substitutes for a part in a structure

In a structure, you can add a substitute for a part, remove a substitute, and replace an element with a
substitute. If the structure is of the type Part Revision, you can set a substitute for only those parts that
have Assembly Indicator set as Fixed Assembly or Component.

The following video shows how to set substitutes for a part in a structure:

To set substitutes:

1. Select the part for which you want to set a substitute.

2. If you want to set substitutes in the markup mode, click Markup to switch to the markup mode.

Caution:
If you are working in the markup mode, you must apply or cancel the markups to complete
the updates.

3. Click the Overview tab.

The substitutes available for a part are listed under the SUBSTITUTES section.

Add a substitute

1. In the SUBSTITUTES section, click Add Substitute .

2. In the Add panel, click one of the following tabs:

Tab Description
New On this tab, you can add a new occurrence.
Palette On this tab, you can paste an occurrence from the clipboard or
select one from your Favorites or Recent list.
Search On this tab, you can search for an occurrence to add.

3. In the Add panel, select the part that you want to add as a substitute. You can select multiple parts.

4. Click Add.
The selected parts are added to the SUBSTITUTES list.

Remove a substitute

1. From the SUBSTITUTES list, select the substitute that you want to remove. You can select multiple
substitutes.

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 Set global alternates for a part in a structure

2. Click Cut Substitute .

The selected parts are removed from the SUBSTITUTES list.

Replace an element with a substitute

1. From the SUBSTITUTES list, select the substitute that you want to use in place of an element.

2. Click Use .
In the structure, the element is replaced with the selected part. The element that is replaced in the
structure is added to the SUBSTITUTES list.

Set global alternates for a part in a structure

In a structure, you can add or remove a global alternate for a part. If the structure is of the type Part
Revision, you can set an alternate for only those parts that have Assembly Indicator set as Fixed
Assembly or Component.

The following video shows how to set global alternates for a part in a structure:

To set global alternates:

1. Select the part for which you want to set a global alternate.

2. If you want to set alternates in the markup mode, click Markup to switch to the markup mode.

Caution:
If you are working in the markup mode, you must apply or cancel the markups to complete
the updates.

3. Click the Overview tab.

The alternates available for a part are listed under the GLOBAL ALTERNATES section.

Add an alternate

1. In the GLOBAL ALTERNATES section, click Add Alternate .

2. In the Add panel, click one of the following tabs:

Tab Description
New On this tab, you can add a new occurrence.
Palette On this tab, you can paste an occurrence from the clipboard or
select one from your Favorites or Recent list.
Search On this tab, you can search for an occurrence to add.

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 9. Specify alternates and substitutes for parts

3. In the Add panel, select the part that you want to add as a global alternate. You can select multiple
parts.

4. Click Add.
The selected parts are added to the GLOBAL ALTERNATES list.

Remove an alternate

1. From the GLOBAL ALTERNATES list, select the alternate that you want to remove. You can select
multiple alternates.

2. Click Cut Alternate .

The selected parts are removed from the GLOBAL ALTERNATES list.

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 10. Manage structure effectivity
Adding occurrence effectivity
The effectivity of an occurrence can be expressed as a date range or a range of units or both. Several
occurrences may share an effectivity. When you edit the effectivity range for one occurrence, the
change is applied to all occurrences.

If an occurrence does not have an associated effectivity object, it is assumed to be always effective. It is
not constrained by any effectivity.

Occurrence effectivity is used mainly for two purposes:

• To reflect changes to the structure over time when new parts replace old ones.

• To state the content of a unit or range of units as a means of managing the variability of the product.

Create occurrence effectivity

You can create a new occurrence effectivity for a particular date or a range of dates, or a unit number or
a range of units. Active Workspace then shows the element that is in effect for the specified date, unit
number, or range.

1. Select the occurrence and click Add > Element Effectivity.

2. In the Element Effectivity pane, click the Add Effectivities icon.

3. Click New.

4. Specify the dates for occurrence effectivity.

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 10. Manage structure effectivity

a. Select Date.

b. Select the Share check box if you plan to create a shared effectivity. Specify the effectivity
Name.
The Name field is displayed only for shared effectivities. Users can search for the effectivity by
name.

c. Select the Start date from the calendar.

d. Select the End date from the calendar. If applicable, you can select UP (all future dates) or SO
(stock out).

e. Select the Protect check box if you want to control access to the effectivity using Access
Manager.

f. Click Add to create the effectivity.

5. Specify units for occurrence effectivity.

a. Select Unit.

b. Select the Share check box if you plan to create a shared effectivity. Specify the effectivity
Name.
The Name field is displayed only for shared effectivities. Users can search for the effectivity by
name.

c. Specify the desired unit or a range of units in the Unit field.

d. Click the Replace icon to add a new End Item or search for an existing End Item.

e. Select the Protect check box if you want to control access to the effectivity using Access
Manager.

f. Click Add to create the effectivity.

Edit occurrence effectivity

You can edit the effectivity dates or units. However, you cannot edit the occurrence effectivities that are
defined with more than a single range of dates.

1. Select the occurrence and click Add > Element Effectivity.

2. In the Element Effectivity pane, select the effectivity you want to edit.

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 Assign occurrence effectivity

3. Click Edit and then change the properties you want to edit.

4. Click Save.

Assign occurrence effectivity

You can only assign effectivity to an occurrence if you have author privileges. You must also have write
access to the parent assembly of the occurrence. The icon is not visible if you do not have the
required privileges to assign occurrence effectivity.

1. Select the occurrence and click Add > Element Effectivity.

2. In the Element Effectivity pane, click Add Effectivities .

3. Search for the relevant effectivity and click Add.

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 10. Manage structure effectivity

After effectivity is assigned, the occurrence is configured based on the current revision rules.

Remove occurrence effectivity

You can only remove effectivity from an occurrence if you have author privileges. You must also have
write access to the parent assembly of the occurrence. The icon is not visible if you do not have the
required privileges to remove occurrence effectivity.

1. Select the occurrence and click Add > Element Effectivity.

2. In the Element Effectivity pane, select the effectivity you want to remove.

3. Click the Remove icon to remove the effectivity.

After effectivity is removed, the occurrence is configured based on the current revision rules.

Create release effectivity

You can create a new release effectivity for a particular date or a range of dates, or a unit number or a
range of units. Active Workspace then shows the element that is in effect for the specified date, unit
number, or range.

1. Select the occurrence and click Add > Release Effectivity.

2. In the Release Effectivity pane, select the appropriate release status.

3. In the Release Effectivity pane, click the Add Effectivities icon.

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 Create release effectivity

4. Click New.

5. Specify the dates for release effectivity.

a. Select Date.

b. Select the Share check box to create a shared effectivity. Specify the effectivity Name.
The Name field is displayed only for shared effectivities. You can search for the effectivity by
name.

c. Select the Start date from the calendar.

d. Select the End date from the calendar. If applicable, you can select UP (all future dates) or SO
(stock out).

e. Select the Protect check box if you want to control access to the effectivity using Access
Manager.

f. Click Add to create the effectivity.

6. Specify units for release effectivity.

a. Select Unit.

b. Select the Share check box to create a shared effectivity. Specify the effectivity Name.

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The Name field is displayed only for shared effectivities. You can search for the effectivity by
name.

c. Specify the desired unit or a range of units in the Unit field.

d. Click the Replace icon to add a new End Item or search for an existing End Item.

e. Select the Protect check box if you want to control access to the effectivity using Access
Manager.

f. Click Add to create the effectivity.

Edit release effectivity

You can edit the effectivity dates or units. However, you cannot edit the release effectivities that are
defined with more than a single range of dates.

1. Select the occurrence and click Add > Release Effectivity.

2. In the Release Effectivity pane, select the appropriate release status.

3. In the Release Effectivity pane, select the effectivity that you want to edit.

4. Click Edit and then change the properties you want to edit.

5. Click Save.

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Assign release effectivity

You can assign release effectivity to only released revisions and non-indexed configurations.

1. Select the occurrence and click Add > Release Effectivity.

2. In the Release Effectivity pane, select the release status.

All effectivities applied to the selected release status are displayed.

3. In the Release Effectivity pane, click the Add Effectivities icon.

4. Search for the relevant effectivity and click Add.

After effectivity is assigned, the occurrence is configured based on the current revision rules.

Remove release effectivity

1. Select the occurrence and click Add > Release Effectivity.

2. In the Release Effectivity pane, select the release status.

All effectivities applied to the selected release status are displayed.

3. Select the effectivity you want to remove.

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4. Click the displayed Remove icon to remove the effectivity.

After the effectivity is removed, the occurrence is configured based on the current revision rules.

Configure a structure with group effectivity

A group effectivity is a combination of multiple end items and range of units for each end item. In
normal effectivity you specify only one unit and one end item.

To enable the creation of group effectivities, the administrator must set the
Fnd0EnableMultiUnitConfiguration global constant to true at each site with the Business Modeler IDE.

Group effectivity is used to configure product structure occurrences of an assembly by:

• Specifying multiple end items

• Specifying the unit effectivity ranges for each of those end items

Create a new group effectivity and configure a structure with it

1. Search and open the structure that you want to configure with group effectivity.

2. Select the structure and click Units > Groups.

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3. In the Group Effectivity pane, click the Add Group Effectivity icon.

4. Click New.

5. Specify the effectivity Name.

6. Specify the desired unit or a range of units in the Unit field.

7. In the End Item field, click Add to add a new End Item or search for an existing End Item.
Once the unit and end item information is entered, a new row is added to the table.

8. Add more units and end items as required.

9. Click Add.
A group effectivity is created and applied to the currently displayed structure.

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Edit or remove group effectivity

1. Select the structure which is configured with group effectivity and click Units > Groups.

2. In the Group Effectivity pane, select the appropriate release status.

3. In the Group Effectivity pane, select the effectivity that you want to edit or remove.
The Remove Group Effectivity and Edit icons are displayed.

a. To remove the group effectivity, click the Remove Group Effectivity icon to remove the
effectivity.

b. To modify the group effectivity, click Edit and then change the properties you want to edit.

4. Click Save.

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About configuring structures
To view a specific configuration of the structures, you can configure a structure:

• Based on the Product Configurator-authored variants used in a structure element. This method of
configuring a structure is called configure by selection. Based on the variability of the selected
elements, other elements are configured in or out of the structure.
You can configure a structure by selection only if the structure is indexed by using Smart Discovery
Indexing.

• Based on the legacy classic variants used in a structure element. This method of configuring a
structure is called configure by proximity. Based on the variability of the selected elements, other
elements are configured in or out of the structure.
You can configure a structure by proximity only if the structure is indexed by using Smart Discovery
Indexing.

• With a closure rule for expansion.

• With revision rules.

• With variant rules.

• With a custom configuration.

Configure a structure by selection (Smart Discovery)

1. Search for a product structure on which variability is set by using Product Configurator variants.

2. Click Open to open the structure.

3. Select a structure element on which variability is set. You cannot configure the structure by
selecting its root element.

4. Click Configure > Configure by selection.

Configure a structure by proximity (Smart Discovery)

1. Search for a structure on which variability is set by using legacy variants.

2. Click Open to open the structure.

3. Click Filter .

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4. Select a structure element from the work area. You cannot configure the structure by selecting its
root element.

5. In the Filter panel, select the Proximity check box.

6. Enter the proximity in Distance and click Add.

7. Click Configure > Configure by proximity.

Configure a structure with a closure rule for expansion

A closure rule holds subsidiary rules that define the objects of interest in a given structure. The rules
determine if an object is included in a given structure based on their types, classes, and the relationship
between them.

Typically, a Teamcenter administrator creates and adds closure rules.

For more information about closure rules, see Managing closure rules in PLM XML/TC XML Export Import
Administration in the Teamcenter documentation.

In Active Workspace:

• You can configure a non-indexed structure with a closure rule to apply an expansion or filtering logic
to the structure.

• You cannot create or edit closure rules.

• You can use only static closure rules listed in the ClosureRulesForBomExpansion preference.

To configure a structure by using a closure rule:

1. Search for and open the structure (only non-indexed structures) to be configured.

2. To apply a closure rule, select the rule from the Expansion list in the header.

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Active Workspace refreshes and displays the configured content based on the applied closure rule.

Configure a structure with revision rules

Understanding revision rules

You can create and apply revision rules that select the appropriate revision of parts and assemblies in a
product structure. A revision rule:

• Selects the working revisions and (optionally) specifies the owning user or group.

• Selects revisions by status (according to status precedence) or the latest revision with any based on
the using release date.

• Optionally specifies the effectivity against which the revisions are configured. Effectivity may be
specified by date or by unit number.

• Selects revisions in a specified override folder.

• Selects the latest revisions according to the revision ID in the following order: alphanumeric, numeric,
or creation date. This selection does not depend on whether the revisions are in the working or
released state.

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You define each of these criteria with a revision rule entry. A revision rule may contain any number of
rule entries, each of which attempts to select a revision according to the specified criteria, for example,
the status that the revision should have or the user or group that owns the revision.

Teamcenter evaluates rule entries in the order of precedence until a revision is successfully configured.
You can include some entries more than once to define the order of precedence. You can modify the
order of the rule entries to change the precedence Teamcenter uses when evaluating the revision rule.
Certain rule entries can also be grouped so that they are evaluated with equal precedence.

Viewing and updating a revision rule in Active Workspace

In Active Workspace, you can configure a structure with a revision rule. You can also view or update
revision rule clauses in the context of a structure.

The following revision rule clauses are supported for viewing and updating in Active Workspace:

• Working

• Status

• Override

• Precise

• Latest

• Date

• Unit

• EndItem

The Branch clause is not supported on Active Workspace, while the Nested Effectivity clause is read
only.

Updating a revision rule

You can view and modify the revision rule clauses, but you cannot save the modified rule as a new
revision rule. It is saved as a modified version of the existing revision rule.

The modified revision rule is available only to the user who modified it.

For one user session, you can have multiple modified versions of the revision rule. However, once you
log off, only the modified versions applied to the product are saved. Other versions are not saved.

The modifications do not impact the original revision rule.

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If the nested effectivity clause is applied on the original revision rule, it can be viewed and used in the
modified revision rule, but it cannot be updated.

Configure structures with a revision rule

To configure a structure by an existing revision rule:

1. Search for and open the product to be configured.

2. To apply a revision rule, select the rule from the Revision list in the header.

Active Workspace refreshes and displays the configured content based on the new configuration.

Alternatively, you can perform the following steps to apply a revision rule using the Configuration
panel.

1. Search for and open the product to be configured.

2. Click Configure and then select Configuration to display the Configuration panel.

3. Select the rule from the list in the REVISION section in the Configuration panel.

Active Workspace refreshes and displays the configured content based on the new configuration.

Configure a structure with a modified revision rule

1. To create a modified revision rule, in the revision rule list, go to the rule that you want to modify
and click the Information icon.

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The revision rule details are displayed with all the clauses.

2. To view all existing clauses for the selected rule, scroll up or down.

3. To modify the rule, you can add a new clause, delete a clause, or change the order of precedence
by moving a clause up or down.

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4. To edit a clause, select the clause.

The editable attributes for the clause are displayed. For example, if the Date clause is selected, the
date-related fields are displayed.

5. To apply the modified revision rule, click Modify and Configure.

Active Workspace refreshes and displays the content configured by the modified revision rule. The
Revision in the header area shows the modified revision rule.

6. Alternatively, you can modify the revision rule clauses and update the Date and Unit values from
the configuration panel header. To modify the revision rule clauses, select the revision rule you
want to update from the list.

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The modified rule is available to you only if you modified the rule.

Configure a structure with variant rules

Configuring structures with variant rules

Manufacturers often want to develop a range of products based on the same generic platform, offering
their customers choice, but at the least engineering cost. One approach is to create a single generic
product structure that can be configured for each variant of the product offered.

Using Teamcenter, you can define options and the corresponding allowed values and attach them to an
item, typically the top-level item in the structure. For example, you can define a Gearbox option with the
allowed values of Manual and Automatic. You then attach a logical expression, referred to as a variant
condition, to any occurrences of the components that are configurable, for example, the automatic and
manual gearboxes. The expression refers to the defined options and can be as complex as necessary.

You choose the desired option values for a configuration and set them in a variant rule. Teamcenter
evaluates the variant conditions on the occurrences in the structure against the set option values, and
components are configured accordingly. Unconfigured components can be hidden.

A designer can preset the option values in the variant rule. The preset value may be a default option or a
derived default option.

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• Default option
A default value is a value that you preset for an option. For example, the option aerial may have a
default value set to standard.

• Derived default option

A derived default is a value that is set to a value that depends on a condition. For example, the option
radio may have a value stereo if car type = GLX.

For more information about default and derived default options, see the Working with option defaults
section of Structure Manager in the Teamcenter documentation.

Designers can define combinations of option values that are not allowed using the variant rule checks. A
variant rule check consists of a condition (for example, engine = 1200 AND gearbox = automatic) and
an error message (for example, Incompatible engine and gearbox). An error message containing the
condition and message is displayed if the rule check fails when you configure a structure with the
variant rule.

In Active Workspace, you can view existing variant rules and variant configuration data. You can change
the configuration data and save the updated rule as a new variant rule. You can apply any existing or
updated variant rule configuration to your structure.

To view or update saved variant rules in Active Workspace, ensure that the PSEVariantsMode
preference is set to legacy.

Configure a structure with a variant rule

To configure a structure by using a saved variant rule:

1. Search for and open the product to be configured.

2. To apply a variant rule, select the rule from the Variant list in the header.

Active Workspace refreshes and displays the configured content based on the new configuration.

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Alternatively, you can perform the following steps to apply a variant rule using the Configuration panel.

1. Click Configure and then select Configuration to display the Configuration panel.

2. To apply a variant rule, select the rule from the list in the VARIANT section in the Configuration
panel.

Active Workspace refreshes and displays the configured content based on the new configuration.

View variant rule details

1. Search for and open the structure to be configured.

2. Click Configure and then select Configuration to display the Configuration panel.

3. In the VARIANT section, select the rule you want to view.

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Active Workspace refreshes and displays the configured content based on the new configuration.

4. To view the details of the applied variant rule, select Custom from the variant rule list.

The Configuration panel shows the options and values defined in the variant rule.

For the options in the variant rule that do not have a defined value, the default values and derived
default values are shown.

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5. Change a default value and click the Configure button to view the derived default values for the
selected default value.

Note:
Unless the Configure button is clicked, the derived default value is not updated even after
the default value is changed.
Similarly, the rule checks for the variant rule are executed only after the Configure button is
clicked.

Update a variant rule

Only users with the requisite access privileges can modify a variant rule. To modify a saved variant rule:

1. Click Configure and then select Configuration to display the Configuration panel.

2. Select the variant rule you want to modify from the list in the VARIANT section in the
Configuration panel.

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3. To update the variant rule, select Custom from the list.

The Configuration panel shows the options and values defined in the variant rule.

For the options in the variant rule that do not have a defined value, the default values and derived
default values are shown.

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4. Make the changes to the option values as required and click the Save icon.

The variant rule is saved with the updates. You can use it to configure structures.

Save a modified variant rule as new

1. After updating a variant rule, to save it as a new rule, click the Save As icon.

2. Enter a Name and Description and click the Save button.

A new variant rule is created that you can use to configure structures.

Associate a configurator context with a product

To associate a product design with a configurator context:

1. Search for the required product design and open it.

2. In the Overview tab, click Edit > Start Edit.

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3. In the Has Variant Configurator Context section, click Add .

4. Select the required configurator context using Search or Palette and click Add.

5. Click Edit > Save Edits.

Create variant conditions for a part

To add a variant condition to a part:

1. Search for the product structure that contains the part for which you want to add a variant
condition.

2. Associate a configurator context with the product structure, if this is not already done.

3. Select the product design and click Open .

4. Select the relevant part and click the Variant Conditions tab.

5. Click Show Families to view all options.

6. To expand each option family, click Show Children .

7. Click Start Edit .

8. Click a cell in the grid next to a variant option to set the variant condition for the part:

• Click once to display a check mark to include the variant option as a variant condition.

• Click twice to display a circle backslash to exclude the variant option as a variant condition.

• Click three times to display a blank cell to indicate that the variant option is not used as a variant
condition.

9. Click Save Edits to update the variant conditions.

Multiple variant conditions are connected using a logical AND operation to create the final variant
condition.

Configure using a custom configuration

Choose guided mode or manual mode

You can work with product configurations in two modes, as follows:

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• Guided mode (Manual Validation icon is not highlighted.)

In this mode, only valid features are displayed.
Guided mode allows you to navigate only valid selections and configurations. If no configuration is
applied, a model opens in guided mode, and the system guides you to select a valid group of features
in which to configure a product. Every time a selection is made, the system reevaluates the rules and
refreshes the list of features.
Guided mode supports both complete and partial configurations.

• Manual mode (Manual Validation icon is highlighted.)

In this mode, you see all available features, including variants that are not valid in the current context.
An engineer may want to use manual mode to view an invalid configuration for analysis purposes.
Also, a user who is very familiar with a particular configuration may work in manual mode for system
performance reasons. Because the rules are not reevaluated after each click, the system responds
more quickly in manual mode.
In manual mode, you can look at entire variability, choose variety of features, and assess if those
selections are valid based on the configurator rules. You can validate your selections and save your
configuration. If there are any conflicting constraints, the system reports violations as error messages
and specifies the conflicting selections.

To switch between modes, click in the work area toolbar of the Variant Configuration tab.

If you switch from guided mode to manual mode, Active Workspace displays all features and retains the
selections.

Note:
If you have an invalid configuration, the system does not allow you to switch from manual to
guided mode.

Set validation mode

Choosing the validation mode sets the severity for reporting and expansion in order to control how the
solver behaves and how violations are reported. When a mode is selected, the definition of that mode is
shown, including its validation severity, expansion severity, and its selection behavior. These settings
determine how strictly you want to evaluate the constraints in the system.

• The Validation Severity applies when the configuration is validated and is always higher than the
expansion severity.

• The Expansion Severity is relevant when an order is expanded by clicking Apply System Selections,
and the user wants to communicate the severity level to the solver.

• The Selection Behavior consists of a check box which determines whether multiple selections for a
single select family will be considered valid or not (in manual mode, where single select families are
represented with check boxes for each feature).

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Example:
When the validation severity is set to Error (as it is for both Order and Overlay modes), the
configuration is considered invalid only when the Error severity rules are in conflict. When there
are conflicts between Warning and Information constraints, the configuration is considered valid.

The individual settings that make up each mode definition are defined by your administrator and are
read-only. If you change from one mode to the other, the settings change to reflect the selected mode.

When applied, all user selections are retained, but the system selections and violations are cleared.

Note:
Your administrator sets the default validation mode by creating the PCA_Default_Solve_Mode
preference. This preference can be set to Order, Overlay, or a custom solve profile, if one exists.

To update the validation mode for the current session:

1. In the work area toolbar of the Variant Configuration tab, click .

Active Workspace displays the Settings panel.

2. In the VALIDATION MODE section of the Settings panel, choose a mode from the drop-down list.

The validation severity, expansion severity, and selection behavior settings will update based on
the selected mode. These settings are defined by your administrator and are therefore, unavailable
and read-only.

Note:
The Selection Behavior setting is ignored in guided mode.

3. Click Apply.

All user selections are retained, but the system selections and violations are cleared.

Tip:
Once you change tabs or otherwise start a new session, the validation mode settings will
return to the defaults. A saved variant rule stores this setting information, however, so
loading the appropriate SVR is a quick way to return to your desired settings.

Configure variants in guided mode

1. Find and open the product to be configured and click the Variant Configuration tab.

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Tip:
Click to maximize the display area.

Active Workspace displays a list of available product lines, product models, and family groups. If the
product has a variant configuration defined, the selections in the configuration are shown with the
variability in the context.

Note:
Your administrator can deploy the system with the Cfg0PrimaryBusinessRelevantAttribute
global constant that allows you to use either Name or ID as the primary business-relevant
attribute. When the system is configured with the global constant that points to Name as a
primary business property, all Product Configurator views display Name instead of ID in the
corresponding areas.

2. To begin creating a customized variant configuration, do one of the following:

• Select the product line containing the product model with which you would like to work.
The model families in the selected product line are selected by the system.

• Select a product model with which you would like to work.

The system automatically selects the product line containing the selected product model.
When you make some selection changes and revert them, the system continues to display the
Save icon.

Note:
Product lines are only listed if they are defined in the configurator model.

3. After you have selected the appropriate product model in the work area, select each family group
from the list in the left panel and make the necessary feature selections in the work area.

Tip:
Use in each section header to expand and collapse the families as necessary when making
feature selections.

• If there are more than fifteen features in a family, the Filter box displays to help locate the
appropriate feature. The text filter is not case-sensitive and is based on the family and feature
properties shown (Name and Description, for example).

Example:
You type mfv into the Filter box.

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• The filtered list shows the families containing mfv in the family name, along with all the
features in that family.

• The filtered list shows the features containing mfv in the feature name, along with its
parent family.

• An indicator displays next to any required family that does not have a selection. Once a
selection is made, the indicator disappears.

• An indicator displays next to system selected features.

It indicates that the displayed features are enforced in the current configuration. Typically,
features configured due to include, exclude, and availability rules created in Product
Configurator in the rich client are shown as system-assigned.

• An option button displays when a single-select feature is selected. Click the feature again to
deselect.

• In multiselect and Boolean families, you can cycle between three states:

• indicates include.

• indicates exclude.

• indicates unselected.

4. Select one feature in a single-select family or one or more features in a multiselect family.

As you select and deselect features, Active Workspace exposes or hides other features based on
configurator rules and displays the indicator to designate the system selections. The system also
calculates completeness upon every selection made by the user and displays the indicator next
to incomplete families.

It may also refresh features displayed for other families as it applies the relevant rules by hiding
invalid features. If none of the features in a family is still valid, the family itself is hidden.

Default features are selected by the system if they do not already have a value and designated with
the indicator. Constraints are applied, validating the expression and adding any additional
expression terms.

5. Select a family or feature that has a specified revision rule, effectivity, or rule date. Apply a
different revision rule, effectivity, or rule date. This becomes an unconfigured family or feature.

Such families and features are displayed with a different icon and have a question mark and an
indicator that shows it as configured out. In such cases, the system switches to the manual mode.
To proceed in guided mode, you can clear your selection of the unconfigured family or feature and

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select another family or feature. The system switches to the guided mode and you can continue to
configure the structure.

• If a family is unconfigured and you select a feature within it, then both the family and feature
are shown as unconfigured.

• If you deselect an unconfigured feature or family and navigate to a different group, both the
family and feature are not displayed by the system. Similarly, if you deselect an unconfigured
feature or family, save it, and reopen it, neither the family nor the feature are displayed by the
system.

You can optionally save the content with an unconfigured family or feature as an SVR.

6. An optional feature family contains product configurations where users are not required to select a
feature for the family. For example, you may have a variant family with features for optional
equipment.

If optional feature families are defined in a product model, an additional option is displayed in the
family section header. Click if you want none of the optional family features to appear in the
structure.

7. Typically, features are predefined for each family, but free-form families allow you to enter a value
for a feature at any time. If a family is specified as free-form, you can enter numbers, strings, or
dates, depending on the data type defined.

Select an assembly that contains free-form families in the Variant Conditions tab, and click the
Add Feature option. You can use operators such as >=, >, <=, and <. If you select <= or < in the
From field, the To field is disabled.

If you have a SpeakerWire free form family in your configuration context, then you can enter the
free form value as a discreet value or a range in the text box or use the Add panel to author the
range. According to the range or the discreet value you specified, the configuration context
displays only the correct BOM lines. For combining the values, you can use the AND (&) operator.
The OR (|) operator is not supported.

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When you apply the configuration to the structure, the system filters the structure to show only the
items that meet the condition for the feature.

8. As you make selections for the custom configuration, inspect the entries in the Summary panel on
the right.

This panel includes an indicator showing the completeness of the configuration and lists the
currently loaded variant configuration, the selected product, and the user selections.

Note:
The completeness indicator in the Summary panel is global for all groups, so each group
needs to be checked to see if any family needs to be completed. Once they are, the indicator
shows the configuration to be valid and complete.

The completeness, product selections, and user selections are automatically updated as the feature
selections are made.

9. At any time, click to clear all user and system selections as well as any reported violations across
all groups.

This provides a blank configuration from which to start.

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10. Optionally, save the custom configuration.

11. Click to apply the selected variant configuration to the current content.

Active Workspace applies the variant configuration and refreshes the content in the product.

Configure variants in manual mode

You can view all the product lines and product models in a configurator context. Product lines are
sometimes referred to as series and provide a high-level organization of product models.

1. Find and open the product to be configured and click the Variant Configuration tab.

Tip:
Click to maximize the display area.

Active Workspace displays a list of available product lines, product models, and family groups. If the
product has a variant configuration defined, the selections in the configuration show with the
variability in the context.

Note:
Your administrator can deploy the system with the Cfg0PrimaryBusinessRelevantAttribute
global constant that allows you to use either Name or ID as the primary business-relevant
attribute. When the system is configured with the global constant that points to Name as a
primary business property, all Product Configurator views display Name instead of ID in the
corresponding areas.

2. Click .

You are now in manual mode.

• Summary models are listed below the models in a particular product group and act as a
dependency chain to other places in the model. For example, one particular car model requires
gasoline, while another requires diesel. Choosing one of these fuel categories triggers changes
in other parts of the model, such as the engine itself, the need for spark plugs, the need for a
fuel receptacle, and so on.

• You see all available features, including features that are not valid in the current context.

• Single select family groups are designated as such to show the intent of the groups. However,
when you select a feature, other features in the same family remain displayed, allowing you to
select additional features.

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 Configure variants in manual mode

• Configurator rules and defaults are not automatically applied. You must manually apply
configurations by clicking .

• Automatic selection, filtering, and indications of invalid selections are not automatically
provided. You must manually validate and apply system selections .

3. Select the appropriate model and the summary model.

When you make some selection changes and revert them, the system continues to display the Save
icon.

4. Select the desired group to see the features.

You can only view one group at a time.

• If there are more than fifteen features in a group, the Filter box displays to help locate the
appropriate feature. The text filter is not case-sensitive and is based on both the family and the
feature names.

Example:
You type mfv into the Filter box.

• The filtered list shows the families containing mfv in the family name, along with all the
features in that family.

• The filtered list shows the features containing mfv in the feature name, along with its
parent family.

• An indicator displays next to any required family that does not have a selection. Once a
selection is made, the indicator disappears.

• Because manual mode allows multiple selections for single select families, you can cycle
between three states:

• indicates include.

• indicates exclude.

• indicates unselected.

You can cycle between these same three states in multiselect and Boolean families as well.

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 11. Configure structures

Note:
The currently applied variant configuration is listed in the Variant section of the Summary
panel.

5. Select the appropriate features for this custom variant configuration.

Tip:
Use in each section header to expand and collapse the families as necessary when making
feature selections.

6. An optional feature family contains product configurations where users are not required to select a
feature for the family. For example, you may have a variant family with features for optional
equipment.

If optional feature families are defined in a product model, two options display in the family section
header. Click to allow any of the optional family features to appear in the structure. Click if
you want none of the optional family features to appear in the structure.

7. Typically, features are predefined for each family, but free-form families allow you to enter a value
for a feature at any time. If a family is specified as free-form, you can enter numbers, strings, or
dates, depending on the data type defined.

Select an assembly that contains free-form families in the Variant Conditions tab, and click the
Add Feature option. You can use operators such as >=, >, <=, and <. If you select <= or < in the
From field, the To field is disabled.

If you have a SpeakerWire free form family in your configuration context, then you can enter the
free form value as a discreet value or a range in the text box or use the Add panel to author the
range. According to the range or the discreet value you specified, the configuration context
displays only the correct BOM lines. For combining the values, you can use the AND (&) operator.
The OR (|) operator is not supported.

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 Configure variants in manual mode

When you apply the configuration to the structure, the system filters the structure to show only the
items that meet the condition for the feature.

8. At any time, click to validate the configuration.

Active Workspace indicates if the configuration is valid or invalid in the Summary panel, and if
invalid, shows the number of errors. Each violation is identified using the error indicator.

Note:
The type of violation assigned to a feature or feature group is based on the severity assigned
by your configuration analyst. You cannot change the severity level in the current Active
Workspace release. The severity is currently set to error by default.

Hover over the indicator icon next to a feature to view the reason for the violation.

9. At any time, click to apply system selections.

Active Workspace makes selections based on configurator rules or constraints and displays the
indicator to designate the system selections. The system also updates the completeness indicator
in the Summary panel and identifies each violation in the configuration. Once again, hover over
the indicator icon to receive more specific information about each violation.

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 11. Configure structures

10. At any time, click and then choose to clear any system selections that may have been
previously calculated, while preserving your user selections. Alternatively, click and then choose
to clear all user and system selections, as well as any reported violations across all groups.

11. Optionally, save the custom configuration.

12. Click to apply the selected variant configuration to the current content.

Active Workspace updates the variant and refreshes the content.

Note:
If you save the current context (for example, the subset definition or workset), the variant
configuration displays in the list of saved variants.

Switch between guided and manual modes

Guided Mode Manual Mode

The icon is not highlighted. The icon is highlighted.
The following commands are available: The following commands are available:

• Settings • Validate

• Apply Configuration • Apply System Selections

• Save • Save

• Clear All • Settings

• Load Saved Variants

• Apply Configuration

• Clear System Selections

• Clear All
Switching to manual mode by clicking is allowed Switching to guided mode by clicking is only
at any time. allowed if the loaded configuration is valid with no
violations. If the configuration is invalid, the
system remains in manual mode, and the user is
notified that the mode has not changed.

Validate your selections in manual mode

You can validate your selections in manual mode as follows:

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 Evaluate configuration completeness

1. From the Variant Configuration tab, select the appropriate features for your custom variant
configuration.

2. Click to validate the configuration.

In the current release, Active Workspace identifies violations in the configuration using the error
indicator.

In addition to the indicator next to the invalid selection, the system also reports an invalid
configuration and the number of errors in the Summary panel.

Note:
Active Workspace identifies only one error at a time. You must fix the error and validate again
to identify the next error.

3. Hover over an indicator to see the details of the error.

4. Resolve the conflict by changing your selections. Then click to validate once again.

5. Repeat this process until there are no violations.

Evaluate configuration completeness

The completeness indicator displays at the top of the Summary panel and shows one of three states:
Valid and Complete, Valid and Incomplete, and Invalid.

• Valid and Complete (applicable for both guided mode and manual mode)
Valid and complete means that the BOM is targeting a complete structure, that is, a 100% BOM.
When a configuration is valid and complete, you could take this configuration input and perform a
cost or a weight rollup, compute the center of gravity, or perform a digital analysis of that product.
On the contrary, if you do not see this completeness indicator, you should not typically perform any of
the above actions. It means that you have less content or more content.
When a configuration is valid and complete, it assigns a value to every family. This is irrespective of
whether the family is mandatory or discretionary.

• Valid and Incomplete (applicable for both guided mode and manual mode)
In guided mode, you can select the Next Required or the Previous Required option to navigate to
the next or the previous family or feature that requires a value to be assigned to complete the
configuration.

• Invalid (applicable for manual mode only)

It means that the input criteria is invalid based on the configurator rules set in the current
configurator context.

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 11. Configure structures

Save changes in a configuration

You can save changes in your existing variant rule or save your custom configuration as a new variant
rule. Also, depending on how your administrator has the Cfg0CreateVariantRuleType preference set,
you may have the option to save variant criteria (VC) as well.

When an SVR or VC is saved, the user and system selections are saved, along with everything in the
Settings panel, including the validation severity, expansion severity, and selection behavior settings, as
well as the filter criteria information (revision rule, effectivity, and rule date).

In earlier versions, the system only saved the user selections when saving an SVR. If you load an SVR that
was saved in a previous version, it loads the saved user selections but keeps the current settings in the
Settings panel.

To save changes in your configuration,

1. Click in the work area toolbar.

Active Workspace displays the Save panel.

2. Enter a name.

3. (Optional) Type a description.

4. Select one of the following options in Attach to:

• Current Structure to save your changes to the structure you have opened. These changes are
available only for the specific structure.

• Configurator Context to save your changes to the configurator context. These changes are
available to all the structures to which this configurator context is associated.

5. Click Save.

The name of the new SVR or VC displays in the Variant section of the Summary panel. If you made
changes to an existing rule, the changes are saved in the existing SVR or VC.

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 12. Filter structures (Smart Discovery)
About filtering structures
You filter a structure so that you can work with a specific product definition, which is comparatively
smaller in size than the entire structure. You can filter only those structures that are indexed using Smart
Discovery Indexing. Such structures can be identified by the Indexed indicator . Hovering over the
indicator shows the the start time of the last successful index update indicating whether the modified
structure is available for filter.

You can save the filtered structure in a session for easy retrieval.

The different ways to filter a product structure are as follows:

• Filter by spatial proximity

Filter a structure by locating parts that are at a certain proximity from a specific part.

• Filter by volume
Filter a structure by locating parts that are inside or outside a certain spatial zone. The spatial zone is
represented by a bounding box. You can also choose to locate parts that are on the edges of the
bounding box.

• Filter by properties
Filter a structure by specifying certain properties such as owner, type, and occurrence notes.
You cannot filter by specifying the properties of a structure element.

Example:
As a BOM engineer working with the engine component of a car structure, you want to analyze an
issue in the cylinder of the engine. For this, you filter the car to locate the engine and save the
engine structure in a session for easy retrieval. You can further filter the structure to locate all
parts that are at a proximity of 0.1 mm from the cylinder. You can also choose to locate parts that
are within the engine and chassis assembly. Finally, you can save this filtered structure in another
session.

Filter a structure
You filter a structure so that you can work with a specific product definition, which is comparatively
smaller in size than the entire structure. You can filter only those structures that are indexed using Smart
Discovery Indexing. Such structures can be identified by the Indexed indicator . Hovering over the
indicator shows the the start time of the last successful index update indicating whether the modified
structure is available for filter.

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 12. Filter structures (Smart Discovery)

The following video shows how to filter structures in Active Workspace:

To filter a structure by spatial proximity, volume, or properties:

1. Search for a structure, and click Open to open it.

2. Click Filter .

3. In the Filter panel, choose to enable or disable the auto-update option. By default, the auto-update
option is enabled. When auto-update is enabled, the structure is filtered in real-time while you
apply the filters. When auto-update is disabled, you can select all filters first, and then apply them
on the product BOM.
To enable or disable auto-update:

a. Click Settings .

b. Toggle Auto-update to enable or disable it, and click Apply.

4. To filter by spatial proximity:

a. From the work area, select a structure element to locate other structure elements that are at a
certain proximity from it.

b. In the Filter panel, select the Proximity check box.

c. Enter the proximity in Distance and click Add.

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 Filter a structure

5. To filter by spatial volume:

a. In the Filter panel, select the Volume check box.

b. Select the volume for which you want to perform the search. For example, you can choose to
locate parts that are inside the brake and suspension assembly.

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 12. Filter structures (Smart Discovery)

c. Click Add.

6. To filter the structure by properties:

a. Select the attributes by which you want to further filter the structure In the Filter panel. For
example, you want to view only those structure elements that are owned by the user,
SmartDiscoveryUser_1 (sd_1).

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 Filter a structure

7. As you select different filters, an expression is built at the top by using the AND operator.

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 12. Filter structures (Smart Discovery)

To exclude a filter, select Exclude by Filtering next to that filter. For example, to exclude all
elements that were not modified in 2020, select the Exclude by Filtering icon next to it.

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 Reset a filtered structure

The excluded property is appended to the filter expression with the NOT operator.
To remove any filter from the expression, click next to it.
To remove all filters, click Clear All .

8. If you disabled auto-update, click Filter to filter the structure.

You can save the filtered structure in a session for easy retrieval.

Reset a filtered structure

Reset removes all filters and sets the configuration criteria to its default settings. To reset a structure:

1. Search for the structure.

2. Click Open to open the structure.

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 12. Filter structures (Smart Discovery)

3. Click Reset to remove the filters applied to the structure.

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 13. Save filtered and configured structures
within a session
About sessions
To work with a correct product definition that is relevant to you, you can apply filters to a product
structure or configure it. You can save the filtering and configuration criteria in an object called session.
Sessions help you to easily locate the product definition that you are currently working with.

The structure is saved with both static references as well as the configuration and filtering criteria. The
value of the DesignContextLoadRDVContextObjectMode preference set by the administrator controls
which of the following is used for initial opening:

• Static data already stored in the session.

OR

• Dynamic data where the stored data is re-evaluated against the current data and the latest data is
loaded.

You can override the value of this preference by creating a new instance of the preference at a higher-
precedence location.

You can make changes to the session by applying new filters and configuration, and can also save it as
a new session. Additionally, you can capture a snapshot of the product within the session to include the
3D measurement data applied on the structure. You can also share a session with other users.

Depending on how structures are indexed, you can perform the following tasks:

Scenarios Tasks
Structures are indexed using Structures are Create a session. But the session will not
Active Content Structure filtered. retain the filters that are applied.
Indexing.
Cannot visualize structures and capture
snapshots.
Structures are not Create a session.
filtered.
Visualize large structures and massive
structures, and capture snapshots.
Structures are indexed using Structures are Create a session.
Smart Discovery Indexing. filtered.
Visualize large structures and capture
snapshots.
Structures are not Create a session.
filtered.

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 13. Save filtered and configured structures within a session

Scenarios Tasks
Visualize large structures and capture
snapshots.

When a structure is indexed by using both types of indexing, select an appropriate revision rule to view
the structure. To view the structure as indexed by Active Content Structure Indexing, select a revision
rule above the rule separator. To view as indexed by Smart Discovery Indexing, select a revision rule
below the rule separator.

Create a session
1. Search for a structure.

2. Click Open to open the structure.

3. Filter the structure as per your requirement.

4. Click the New icon and select Create Session.

5. In the Create Session pane, specify the access level for other users:

a. Select the Allow others to view check box to grant read access to other users. Clear the check
box to deny read access.

b. Select the Allow others to edit check box to grant write access to other users. Clear the check
box to deny write access.

Note:
The Allow others to edit check box is displayed only when the Allow others to view
check box is selected.

6. To create the session, click Create.

Save a session as a new session

1. Search for a session using the global search or Quick Access.

2. Click Open to open the session.

3. Click Filter or Configure to modify the filters or the configurations applied on the session.

4. To save the session as a new one, click Session > Save As .

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 View and update a session

5. In the Save As Session panel, enter the required details and click Save.

View and update a session

1. Search for a session from Quick Access.

2. Click Open to open the session. Your site administrator sets whether to load a session with the
static data stored in the session or with the latest data.
Sometimes, when a session is opened, you get a message asking you to choose to restore the
session. Due to some issues, such as getting logged out while making updates to a session, results
in this message. Click Restore if you want to autorecover the updates that you earlier made to the
session. If you do not want to restore, you can ignore the displayed message, and continue with
your updates to the session.
Session information that gets restored includes snapshots, quick measurements, part orientation,
queries, sections, and workspace settings such as floor options and material.

3. To view the latest filters and configurations applied on the structure within the session, click
Session > Replay.

4. To modify the applied filters and configurations applied on the session, click Filter and
Configure .

5. Click Save Session .

If the session is opened by another user at the same time and the other user made some changes
to the session, you can choose to overwrite the session or save the session as a new one. You can
overwrite the session only if your administrator has allowed overwriting of the session.
If another user removes some structure elements from the session, you receive a message with the
list of the structure elements that are no longer available in the session.

6. To save a session as a new one:

• Click Session > Save As .

• In the Save As Session panel, enter the required details and click Save.

7. To undo the updates to the session, click Session > Reset .

On resetting, the session goes back to its previously saved state.

Configure a session
Sessions are used to save the filtering and configuration criteria applied to a structure. When you open a
session, you view the structure as it was previously saved retaining its applied filtering and configuration
criteria.

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When a new session is created for a structure, objects in the structure are displayed based on the
configurations applied prior to creating the session. The status of the following Show… sets a
preference. The value of the preference is not saved when the session is saved.

• Show Excluded by Effectivity

• Show Excluded by Variants

• Show Suppressed

You can use these Show… toggles in the Configure menu to control the display of the structure
elements. You can apply any filters on the configured structures as required. The configuration is
retained with the filters applied.

When the session is saved, the applied configuration (variant, effectivity, filtering, etc.) is also saved.
However, the status of the Show… commands is not saved.

Show or hide occurrences excluded by effectivity

When a structure is loaded, all objects including those which are not effective for the specified revision
rule are displayed by default. However, you can choose to display only those occurrences that are
effective for a specified date, unit, range of dates, or unit numbers.

To show or hide the occurrences that are excluded by the currently applied effectivity, in the work area
toolbar, click Configure > Show Excluded by Effectivity.

Show or hide occurrences excluded by variant

When a structure is loaded, all occurrences including those occurrences which are not configured by the
variant are displayed by default. However, a user can choose to hide or show the that are not
configured.

To show or hide the occurrences that are excluded by the variant configuration, in the work area toolbar,
click Configure > Show Excluded by Variants.

Show suppressed occurrences

Occurrences in a structure can be hidden by setting the suppress property to True. When a structure is
loaded, all occurrences including the suppressed occurrences are displayed by default.

To show or hide the suppressed occurrences, in the work area toolbar, click Configure > Show
Suppressed.

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 Share a session with other users

Share a session with other users

You can share a session with other users. As a prerequisite, the system administrator must set the Has
Class( Fnd0AppSession ) Access Manager rule. To share the session, you must be the creator of the
session. On sharing, other users can view or edit the session shared by you.

Make a session shareable while saving the session

1. Search for and open the structure.

2. Configure the structure as required.

3. Click the New icon and select Create Session.

4. In the Create Session pane, specify the access level for other users:

a. Select the Allow others to view check box to grant read access to other users. Clear the check
box to deny read access.

b. Select the Allow others to edit check box to grant write access to other users. Clear the check
box to deny write access.

Note:
The Allow others to edit check box is displayed only when Allow others to view check
box is selected.

5. To create the session, click Create.

Initiate a workflow to share a session

When you share a session, you must inform the person you have shared the session with. You can
communicate using any method such as emailing the session URL. You can also use a workflow to share
sessions and assign tasks to other users.

1. Replay the session you want to share using a workflow.

2. Click Manage > Submit to Workflow.

Active Workspace displays the Submit to Workflow panel and a list of workflow templates.

3. Select the Session Collaboration Workflow template.

4. Enter a description for the workflow participants, and select the appropriate workflow template.
A default workflow is defined for sharing the session. It is automatically selected as the workflow
template.

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 13. Save filtered and configured structures within a session

5. Click Assignments to assign users and resource pools to the workflow.

6. Click Submit.

Release a session
To set a release maturity on a session:

1. Search for the session you want to release.

2. Click Open to open the session.

3. Click Manage > Submit to Workflow.

Active Workspace displays the Submit to Workflow panel and a list of workflow templates.

4. Select the Session Release Workflow template.

5. Enter the required details and click Submit.

Search for a session

You can search for a session based on the properties associated with the top-structure node in that
session. To quickly search for a session, you can further filter sessions by their properties such as Name,
ID, and Type.

1. Launch the search Filters panel by searching for a keyword or wildcards characters * or ?.

2. Select Session in the Types list.

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 Find an element within a session

3. Filter the search by Name Contained in Session, Type Contained in Session, or ID Contained in
Session as required.

4. To filter the search by a property that does not have any assigned value (is left blank), select
Unassigned for that property.

5. Select the required session from the filtered search results.

Find an element within a session

You may want to search for a structure element within a session. Searching for an element is not limited
to the filtered structure displayed in the session. The element is searched for across the unfiltered
structure.

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 13. Save filtered and configured structures within a session

1. Open a session.

2. In the work area toolbar, click Find .

3. Enter the search keyword.

4. (Optional) To narrow your search, select Find within to find the element within a certain assembly.

View a session in other applications

You save a session to preserve the structure along with the applied filtering and configuration criteria.
You can view a saved session and update the structure in applications such as Teamcenter lifecycle
visualization or CATIA.

When you make changes to a session, and then open the unsaved session in other applications such as
Visualization, NX, or CATIA, the changes must be saved or discarded before opening the structure in the
other application. You can save or discard the unsaved changes.

1. Search for a session that you want to view.

2. Click Open to open the session.

3. To work with the 3D data associated with the structure, open the session in Teamcenter lifecycle
visualization by clicking Open > Open in Visualization.

4. To make design modifications to the structure, open the session in CATIA by clicking Open >
Open in CATIA.

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 14. Compare the content in structures
You can compare two structures to view the differences between them. You can set the revision rule and
variant rule separately for each structure, allowing different configurations to be compared. Your
administrator sets up the properties that can be compared.

To compare similar structure content:

1. Select two structures from one of the following, and click View > Compare Content:

• Search results

• The History tab

• The change summary table in Change Notice

• Favorites

OR
Open a structure, select two structure elements, and click Compare > Content.

2. In the Compare panel, the elements that are unique to both structures are displayed with color
bars under RESULTS. This comparison is executed with the default comparison options.
You can change the comparison options:

a. Select one of the following from Options to specify the comparison level:

Comparison level Description

All Levels Compares all levels of the two structures. If this option is
selected for very large structures, performance may be
adversely affected.
Components Only Compares only the lowest level elements (components) of
the two structures.
Current Level Compares only the elements that are currently displayed in
the two structures. This is the default level of comparison.
Linked Assemblies or Compares two structures by using the accountability check.
Components Accountability check is the verification mechanism to check if
all elements in one structure have equivalent elements in the
other structure. Use accountability check to define your own
properties for equivalence. Also, compare a set of properties
that you specify to see if they match.

b. Select one or more of the following from OPTIONS > DISPLAY to specify what you want to
display in the comparison results:

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 14. Compare the content in structures

Comparison option Description

Matched Displays the elements for which all the comparison
properties specified by the administrator match.
Different Displays the elements for which not all comparison
properties specified by the administrator match.
Unique in Left Displays the elements that are only available in the structure
displayed on the left.
Unique in Right Displays the elements that are only available in the structure
displayed on the right.

c. Select the Dynamic Equivalence check box.

When you select Linked Assemblies or Components, matching the occurrences in two
structures that have slightly different properties might not be reported as equivalent. The
dynamic equivalence check reports such occurrences.

d. Select the Run in Background check box to perform the comparison in the background. This
is recommended when you compare all levels or only the components in large structures. You
can view the results later by selecting the relevant notification from Alerts.

e. Click Compare.
The comparison results are listed under RESULTS. Clicking an element in the list highlights
that element in the structure.
Comparison results are retained for a specific period. If a comparison result is older than the
retention period or if a later result exists, the old result is automatically deleted by the system.

You can select some other elements either from the same structure or one each from the two structures
displayed side-by-side for further comparison.

To reconcile the differences found in the structure, you can drag an element from a structure to another,
and compare them again.

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 15. Align parts with designs
If you are managing part structures and design structures separately in your Teamcenter environment,
you must align the parts with their corresponding designs in order to visualize the parts. However, you
can perform the alignment only if design BOM and engineering BOM alignment (Product Master
Automation) is set up at your Teamcenter environment.

For detailed information on how to perform the alignment, see Design BOM and Engineering BOM
Alignment.

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 15. Align parts with designs

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 16. Manage weight and balance rollup data
Calculating weight rollup
Rollup calculations are used to find the total mass based on the individual masses of all the parts in the
structure (or the selected assembly). However, you can perform these calculations only when the weight
and balance solution is set up in your Teamcenter environment.

In Active Workspace, you can use the following templates to perform rollup calculations:

• Mass Properties – Rolls up the mass of the components in the structure.

• Mass and Balance Properties – Rolls up the mass as well as the balance values of the structure
components such as Center of Mass, Moment of Inertia, or Product of Inertia.

Your administrator uses certain out of the box preferences to manage the column configurations for the
rollup reports. However, if you have the required admin privileges, you can override these preferences to
add or remove columns and change their order. Thus, when you generate the report, you see the
columns that you configured.

In Active Workspace, you cannot create any additional templates.

Your administrator specifies the rollup unit of measure (UOM) for your site. The rollup action always
generates the rolled up value in this specified UOM. The rolled up value is listed in the Computed
column in the rollup report.

You can use the following weight types for rollup calculations:

• Actual

• Asserted

• Evaluated

• External

• Budgeted

• From Design

Your administrator can add custom weight types for your site. As an authorized user, you can add values
for the Actual, Asserted, and Evaluated weight types. However, you can enter or edit the value for the
Budgeted weight type only if you are a privileged user. Your site administrator assigns the user
privileges using Access Control in Active Workspace.

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The value for the From Design weight type is retrieved from the CAD tool, and it cannot be edited in
Active Workspace.

Each weight type can have a different value. This implies that structure components can have multiple
mass values. In such cases, the mass value for a rollup calculation is selected based on the maturity
assigned to the associated weight types.

Add or update the mass values for different weight types

In Active Workspace, you can enter the mass for a part or an assembly occurrence for all weight types
except for the From Design weight type, which is reserved for mass from the CAD geometry. The From
Design mass value is automatically updated as the design is modeled and saved from the CAD
application.

Your access privileges decide if you can enter or edit the mass values for a particular weight type.
Typically, Budgeted values are accessible only to users with specific privileges.

1. Search for and open the structure.

2. Click the Edit icon at the top-right corner.

The editable cells are activated.

3. Enter or update the mass values as required.

4. Save your changes by clicking Save > Save Edits. To cancel your edits, click Save > Cancel Edits.

Adding minimum or maximum values for weight or Center of Mass

You can specify the minimum or maximum weight for structures. This may be required to account for
limitations due to manufacturing tolerance or other such considerations.

When rollup is calculated with minimum and maximum values, the report shows the rolled up value for
minimum and maximum weights for the structure.

When the calculated rollup values are outside the specified minimum and maximum ranges, the values
are highlighted in the rollup report. If the minimum or maximum value is not defined, the budgeted
values are used for comparing the upper limit. The comparison with the minimum and maximum values
is performed only for mass values and not for balance values.

To specify the minimum and maximum values for an occurrence:

1. Click the Edit icon at the top-right corner.

The editable cells are activated.

2. Enter or update the mass values as required in the Min Weight, Max Weight, and Budgeted Mass
columns.

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 Calculate the mass rollup for a structure

3. Save your changes by clicking Save > Save Edits. To cancel your edits, click Save > Cancel Edits.

Similarly you can set the minimum and maximum values for Center of Mass (CoM) for the top-level
assembly or a subassembly to ensure the rolled-up CoM is within the desired limits required by the
product design considerations.

The minimum and maximum CoM values are entered in the Overview tab.

1. Select the structure element and click the Overview tab.

2. Enter or update the following CoM values as required:

• Min CoM X (m)

• Min CoM Y (m)

• Min CoM Z (m)

• Max CoM X (m)

• Max CoM Y (m)

• Max CoM Z (m)

Calculate the mass rollup for a structure

1. Open the structure for which you want to calculate the rollup value.

2. Click Rollup > Create Report .

3. In the Rollup panel, edit the name of the rollup report if required.

4. Select the Template.

a. Select the Mass Properties template to calculate the mass rollup.

b. Select the Mass and Balance Properties template to calculate the rollup with mass as well as
balance properties such as Center of Mass (CoM), Moment of Inertia (MoI), or Product of
Inertia (PoI).

Note:
If you select the Mass and Balance Properties template, the rollup report shows the
rollup charts for the visual analysis of CoM.

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5. Click Rollup.
The rollup value is calculated. When the calculation is complete and the rollup report is generated,
a notification is displayed in the Alerts panel.
Teamcenter Dispatcher Server must be installed to run the rollup calculation process in the
background. Your system administrator can find information about configuring asynchronous
services in Installing and Configuring Dispatcher in the Teamcenter help.

6. Click the Alerts icon. The rollup report is available with its timestamp.

7. Click the rollup report to view it.

The report opens in a new browser tab.

View existing rollup reports

Whenever a rollup calculation is completed and the report is generated, a notification is displayed in the
Alerts panel. From this panel, you can access all the latest reports created by you. All rollup reports for a
structure are available for viewing, unless you delete them. To view an existing rollup report for a
structure:

1. Search for and open the structure for which you want to view the rollup reports.

2. Click Rollup > View Reports .

The Rollup Report panel appears with the list of existing rollup reports. These are sorted from new
to old with the newest on the top.

3. Select the report you want to view and click View Rollup Report.
The report opens in a new browser tab.
Rollup reports always show packed lines, whereas downloaded reports are always in the unpacked
form. The mass of a packed line is the rolled up mass of all the lines that are packed. The mass is
calculated as follows:
Mass of a packed line = No of packed lines * mass per line * quantity

4. Rollup charts are available for Mass and Balance Properties reports. If the charts are not
displayed, click Tree > Rollup Charts at the top-left corner.

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 View existing rollup reports

5. On the Center of Mass (CoM) scatter plot, you can select one of the following views:

• Lateral View

• Front View

• Top View

The scatter plot shows the CoM distribution for the structure occurrences. When you select an
occurrence in the structure, the corresponding point is highlighted in the scatter plot.

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6. To view the CoM, X, and Y values for any occurrence in the scatter plot, select that occurrence in
the rollup report and hover over the corresponding highlighted point in the scatter plot.

Delete a rollup report

The rollup reports for a structure can be accessed in the Rollup Reports panel. You can also search for
them.

1. To view the rollup reports for a structure, search and open the structure.

2. Click Rollup > View Reports .

The Rollup Report panel appears with the list of existing rollup reports. These are sorted from new
to old with the newest on the top.

3. Select the report you want to delete, and click Delete .

Using Excel to edit weight and balance rollup data

You can export the weight and balance rollup data to Excel. You can then modify the data in Excel and
import it back into Teamcenter. The weight properties sourced from the CAD integration are read-only
and cannot be modified. Similarly, all balance properties are read-only, and you cannot import any
modified values from Excel.

You can export the weight and balance data for any configuration.

A template for exporting the data to Excel is available this. It has nine columns for asserted type values
for balance properties.

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 Specify asserted values for center of mass, moment of inertia, and product of inertia

The administrators can create custom balance properties. The wnb0_cg_inertia_source preference
controls the custom properties. These custom properties must be a subset of att0source. The
precedence for these properties is controlled by the WNB0_MassMaturitySequence preference, which
also controls the precedence for mass properties.

If the values for the CAD-driven properties in the wnb0_cg_inertia_source preference are changed,
these changes are not reflected in the template. The template shows the Asserted column with its
internal name and no data. For such cases, the user or the site administrator must create (or update) an
Excel export template with the required properties.

To export or import any structure data to or from Excel, use the Excel Round-trip feature.

Specify asserted values for center of mass, moment of inertia, and

product of inertia
The weight and balance engineering user specifies the center of gravity or CoM limits at the product
level or assembly level. This is required to ensure that the rolled-up CoM is within the specified CoM
limits.

To set or modify the values for CoM:

• You must have a valid weight and balance solution license.

• You must have write access to the product structure you are trying to update.

To specify asserted values:

1. Search for and open the structure.

2. Click the Edit icon at the top-right corner.

The editable cells are activated.

3. Enter or update the values in the following columns as required.

• Asserted CoM X (m)

• Asserted CoM Y (m)

• Asserted CoM Z (m)

• Asserted MOI XX (kg m2)

• Asserted MOI YY (kg m2)

• Asserted MOI ZZ (kg m2)

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• Asserted POI XY (kg m2)

• Asserted POI XZ (kg m2)

• Asserted POI YZ (kg m2)

4. Click Save > Save Edits to save your changes. To cancel your edits, click Save > Cancel Edits.

Create a payload and add its mass and CG values

1. From the Home page, navigate to your Home folder.

2. Click New > Add .

3. In the Add panel, in the Filter box, scroll and select Payload.

4. Enter a name and description for the payload and click Add.

5. Select the payload in the Home folder, and click Edit > Start Edit .

6. In PAYLOAD, click Add .

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 Create a CG Envelope object

7. In the table, enter the Name, Description, Mass (kg), and CoM (m) values.

8. (Optional) click Add to add more rows as required.

9. (Optional) select a row and click Duplicate to create a new row with the same values (a
duplicate row). The duplicate function is useful when you want to create many payloads with
similar specifications, for example, 12 passenger seats.

10. To save the changes, click Edit > Save Edits. To discard them, click Edit > Cancel Edits.

Create a CG Envelope object

1. From the Home page, navigate to your Home folder.

2. Click New > Add .

3. In the Add panel, in the Filter box, scroll and select CG Envelope.

4. Enter a name and description for the CG Envelope and click Add.

5. Select the CG Envelope object in the Home folder, and click Edit > Start Edit .

6. In CG ENVELOPE, click Add .

7. In the table, enter the Name, X-Axis (%MAC), and Y-Axis (Mass).

8. (Optional) click Add to add more rows as required.

9. (Optional) select a row and click Duplicate to create a new row with the same values (a
duplicate row).

10. To save the changes, click Edit > Save Edits. To discard them, click Edit > Cancel Edits.

Create a payload collection for a structure

1. Search for and open the structure for which you want to create the payload collection.

2. Click the Weight and Balance tab.

3. In PAYLOAD COLLECTION, click Create.

4. Enter a name and description for the payload collection.

5. In NON-VARIABLE PAYLOAD, click Add .

The list shows the available payloads.

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6. Select the payloads from the list and click Add. If you do not see the payloads you need, you can
create a payload.

7. In VARIABLE PAYLOAD, click Add .

The list shows the available payloads.

8. Select the payloads from the list and click Add. If you do not see the payloads you need, you can
create a payload.

9. In CG ENVELOPE, click Add .

The list shows the available CG envelopes.

10. Select a CG envelope from the list and click Add. If you do not see the CG envelope you need, you
can create a CG envelope.

11. In the Create Payload Collection pane, click Create.

The payload collection is created and added to the PAYLOAD COLLECTION in the Weight and
Balance tab.

Generate the excursion diagram for the selected payload collection

1. Open the structure for which you want to generate the excursion diagram.

2. Click Rollup > Create Report .

3. In the Rollup panel, edit the name of the rollup report if required.

4. Select the Mass and Balance Properties.

5. Select the Generate Excursion Plot check box.

6. Select the PAYLOAD COLLECTION for which you want to generate the excursion plot.

7. Click Rollup.
The rollup value is calculated. When the calculation is complete and the rollup report is generated,
a notification is displayed in the Alerts panel.
Teamcenter Dispatcher Server must be installed to run the rollup calculation process in the
background. Your system administrator can find information about configuring asynchronous
services in Installing and Configuring Dispatcher in the Teamcenter help.

8. Click the Alerts button. The rollup report is available with its timestamp.

9. Select the report you want to view and click View Rollup Report.
The report opens in a new browser tab.

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 Generating rollup reports with a coating's mass data

10. Rollup charts are available for Mass and Balance Properties reports. If the charts are not
displayed, click Tree > Rollup Charts at the top-left corner.

11. In Rollup Charts, select Excursion Plots.

The excursion plot for the selected payload collection is displayed.

Generating rollup reports with a coating's mass data

If you have Teamcenter Integrated Material Management, you can specify the weights of coating
materials such as primers and paints. If the weight values for these coatings are specified for the
structure components, these are taken into account for rollup and are displayed in the rollup reports.

Specifically, these values are displayed in the Coatings Mass [kg] column in the rollup report. If the
Integrated Material Management Software is not installed, this column is not displayed.

Adding weight or Center of Mass values for miscellaneous items

For some structures, a realistic weight and balance analysis requires the inclusion of the parts that may
not be a part of CAD and for which the mass values cannot be sourced from the From Design weight
type. You must manually enter the mass and Center of Mass (CoM) values for these miscellaneous items
such as passengers, cargo, or fluids to ensure that the weight and the CoM of these are included in the
rollup.

Similarly, you must also enter the Moment of Inertia (MoI) and Product of Inertia (PoI) values for
miscellaneous items.

The precedence of manually added values is governed by the same preference as that for other mass
values.

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If the user-entered values have a higher precedence over the CAD values for rollup, the rollup calculation
considers the user-entered values for CoM, MoI, and PoI.

For partly entered data, where some values may be missing, the value is assumed as Zero.

How rollup is calculated for subassemblies

Your site administrator sets the following two preferences to control how mass rollup is calculated for
subassemblies:

• The WNB0_MassMaturitySequence preference defines the maturity for different weight types. It
decides which weight type is considered for rollup calculation when multiple weight types are
available.

• The WNB0_AssemblyMaturedMassTypes preference specifies the weight types for which the mass
of the parent subassembly is considered and the masses of its child parts are ignored.
For example, if the preference defines Actual and Asserted as matured weight types, then these
values of the parent subassembly are considered (if available) and the values of the child parts are
ignored for rollup calculations.

The rollup mass for a subassembly is the sum of the masses of all its components. If the mass of a sub-
assembly and the masses of its individual components are both available, then only one is counted.
However, some business cases require that both the assembly mass and the sum of the components’
masses be included in the rollup calculation. You can set preferences to achieve the required behavior.

Example:
Consider the following values for the preferences:
The WNB0_AssemblyMaturedMassTypes preference specifies Actual and Asserted as matured
weight types.
The WNB0_MassMaturitySequence preference defines the maturity for different weight types in
the following order:

1. Actual (maturity 1)

2. Asserted (maturity 2)

3. External or From Design (maturity 3)

4. Estimated (maturity 4)

5. Budgeted (maturity 5)

Based on the given preference values, the rollup for different scenarios is calculated as follows:

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 Download rollup reports

If the From Design assembly mass has the highest maturity among the available masses, or if the
From Design assembly mass is available and a lower precedence mass (Estimated or Budgeted)
is available as well, then both the assembly mass and its component masses are included in the
calculation. Component mass is selected based on the assigned precedence.
If the From Design assembly mass is available but the other higher precedence masses (Actual or
Asserted) are also available, then the higher precedence mass (between Actual or Asserted) is
considered and the components mass values are ignored.
If the available subassembly mass has a lower precedence (Estimated or Budgeted), then the
rollup of the components is considered, and the mass of the parent subassembly is ignored.
If the subassembly mass is not available, then the sum of the components is considered.

Download rollup reports

1. Click View > Rollup Report.
The Rollup Report panel appears with the list of existing rollup reports. The reports are sorted
from new to old with the newest on the top.

2. Select the report you want to view, and click View Rollup Report.
The report opens in a new browser tab.

3. Click Download File at the top-right corner.

The report is downloaded as a .CSV file.

Troubleshooting the Excel errors in a localized report

If the report is generated in Japanese (language), it may show garbled characters when it is opened in
Excel. To open the CSV correctly in Excel, you must perform the following steps:

1. Open a blank workbook in Excel.

2. Select the Data tab.

3. Select the From Text/CSV option.

4. Navigate to the <filename>.CSV file on your computer and click Import.

A new dialog box with header <filename>.CSV is displayed.

5. In the File Origin list, select 65001 unicode (utf-8).

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6. Click Load or Transform.Data.

7. Save the file.

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 17. Work in a context
What is a context?
When you select a product or subassembly in Active Workspace, the selected structure with revision
rules, variant rules, and effectivity form your working context. Active Workspace provides two types of
working contexts, a background working context and a saved working context.

The background working context is your current environment in Active Workspace. It is not necessary to
save your current background working context before you exit. This is because Active Workspace always
returns to your previous background context when you open the same content the next time.

When you perform a find-in-context search, the search results are obtained in the context of the product
or subassembly and do not extend to other products or subassemblies.

If you want to preserve your current environment for later retrieval or sharing, you must specifically save
the context. Teamcenter preserves your environment for future retrieval in a saved working context.
This allows you to return to the product or subassembly at a later time without having to re-establish the
same context. You can also share a saved working context with other users.

Active Workspace captures the following information for a saved working context:

• Structure configuration with context applied, including revision rules, effectivity, and variant rules

• Current focus of navigation and any active selections

Working in a context
A working context provides a way to set your work aside and then pick up where you left off when you
return. Your working context can be retrieved from any device, allowing you to, for example, work on a
desktop machine during office hours and then review your work on a tablet in a meeting or on the shop
floor later in the day.

You can also save a working context to share it with other users, stakeholders, and collaborators. You
can save multiple working contexts, up to limits defined by the system administrator.

As a user, you can:

• Open a saved working context that you saved or was shared with you by other users.

• Open a saved working context object from search results as a referenced item on a change object (for
example, a problem report) or any other reference.

• View all the saved working contexts that are associated with a part that you are viewing.

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• Open a saved session that you saved or was shared with you by other users.

• Open a saved session object from search results as a referenced item on a change object (for example,
a problem report) or any other reference.

• View all the saved sessions that are associated with a part that you are viewing.

Save a working context

You can save your current working context for later recall. For example, you may save a context to create
a study or to capture an issue.

You can share a working context with others informally or formally by using change management and
issue reporting features.

Your background session is saved automatically during your current session. It is not necessary to
manually save before exiting if you only wish to resume where you left off later. However, saving the
context with a name allows you to create multiple contexts and recall any of them later.

1. To save a working context, click the New icon and select Working Context.
Active Workspace shows the Save Working Context pane.

2. In the Save Working Context pane, enter a name and a description.

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 Save a working context

This action creates a saved context that you can optionally recall or share with others.

a. Active Workspace assigns a default name when you save a context based on the content. You
can assign your own name if you prefer to.

b. If you are working in a previously saved context and want to save changes to the existing
context, click Save.

c. If you are working in a previously saved context and want to save the changes as a new
context and not overwrite the existing context, click Save As.

d. The properties that are required when you save a context are configured by the system
administrator. For example, your administrator can create the working context types using
Business Modeler IDE. Subsequently, you can specify the working context type when you save
a working context.

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Active Workspace deletes background working contexts to free up disk space, based on when they were
created last and the permitted maximum number of contexts allowed for each user. For example, if the
administrator specifies that the maximum number of days a working context must be retained for is 30
(days), when a user opens a structure, all working contexts older than 30 days are deleted. Similarly, if
the administrator permits each user to retain a maximum of 50 working contexts, when a user opens a
structure, the oldest working contexts from the set of that user’s contexts above the limit (of 50) are
deleted.

Exclude default secondary tabs when a background working context is saved

When a saved working context is opened, some tabs, such as the 3D tab, take more time to load. This
results in a performance drop. This can be fixed by controlling which tabs must be saved while saving a
background working context. You can set the AWC_ExcludeTabsFromBackgroundWorkingContext
preference to make Active Workspace ignore the specified default secondary tabs when a background
working context is saved. This preference is set by the administrator, and it applies to all users.

Delete a saved working context

Users with appropriate privileges can delete a saved working context. If you have pinned a saved
working context to the home page or added it to your favorites, the working contexts are visible either
on the home page or in the favorites list. You can also search for the saved working context.

1. Search for the saved working context you want to delete.

2. Select the working context.

3. Click Edit > Delete and confirm that you want to delete the working context.

Reset the background working context

The background working context is your current environment in Active Workspace. It is automatically
saved. When you open the same structure again in a different login session, Active Workspace gives you
the option of returning to the previous background working context.

If you do not wish to continue working with the saved working context, you can reset it. The following
message is displayed when you open the content again in the same login session:

• To reset the working context and to discard automatically saved changes, select Reset .

• To continue with the same working context, ignore the message. It disappears automatically.

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 Restore your working context

Restore your working context

The background working context is your current environment in Active Workspace. Active Workspace
provides you the option of returning to your previous working context when you login and to open the
structure you were previously working on. The following message is displayed:

• To go back to the previous working context, click Restore.

• To continue with the default working context, ignore the message and start working. The message
disappears.

If you do not restore your previous working context, the structure is loaded with the following default
configuration:

• Default configuration (global revision rule) is applied.

• No variant rules, effectivity, expansion, or filters are restored from the previous session.

• The structure is expanded to one level only.

• The structure opens with the default tab. The previous tab is not restored.

View where an element is used in a context

Select an element and click the Where Used tab to view where the element is used in a context.

• The result shows where an element is used in parent assemblies or in end items (products).

• The results show the context if a configuration contains the element, allowing you to open the
specific configuration.

• You can find a part using a global full text search to find an element by name or part of a name and
then use the where used capability to find where it is used. Wildcard characters may be included in
the search string.

• Use the References section to find what parts and documents reference the object.

When you open a context from your search results, Teamcenter takes you to the occurrence that was the
subject of the where used query.

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Opening an element in context

When you open a context for which the seed part appears multiple times, the navigation pane displays
all the occurrences. This allows you to navigate to each occurrence of the element in context.

Note:
The same navigation pane allows you to find other parts in context.

Recalling a working context

You can open a working context that you saved or was shared with you. You can find the working
context object by using search, from a reference item on a change object (for example, a problem
report), or from any other reference.

To open a working context shared by another user, click the URL (link) provided or search for it. The
sharing user’s complete working context opens for you.

Share a working context with other users

You can share a working context with others. As a prerequisite, the system administrator must enable
this by adding the Has Class( Awb0SavedBookmark ) rule to the Access Manager (AM) rule tree. To
share the working context, you must be the owning user of a saved working context. On sharing, other
users can view your working context or edit your saved working context.

To share the working context with other users:

1. Search for the saved working context you want to update.

2. Select the working context.

3. Click the New icon and select Working Context.

4. In the Save Working Context pane, specify the access level for other users:

a. Select the Allow others to view check box to grant read access to other users. Clear the check
box to deny read access.

b. Select the Allow others to edit check box to grant write access to other users. Clear the check
box to deny write access.

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 Including multiple structures in a working context

Note:
The Allow others to edit check box is displayed only when Allow others to view check
box is selected.

5. To save changes to the context, click Save.

Including multiple structures in a working context

To include multiple structures in the working context, click the Add icon in the context and browse to
the required structure. By default, Active Workspace applies the global revision rule but you can change
to another configuration rule if necessary. You can configure each structure in a working context
independently.

By default, when you open a working context and nothing is selected, the first structure in the working
context is the context of the configuration. The parent of the selected structure becomes the context
and remains the context even if you drill down into the structure.

You can identify if a working context contains multiple structures by selecting the context in the
breadcrumb and verifying if more than one structure is shown in the Content pane.

When opening a working context that has multiple structures, each of the included structures is
configured as it was when the working context was saved.

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