User Guide
User Guide
Content
Overview
Document History
User Guide for Collaboration
Personas and User Actions of Collaboration
Launching Apps
Chatbot
Working with Collaborations
Creating a Collaboration
Editing a Collaboration Header
Viewing a Collaboration on Receiving an Invitation
Accessing Collaboration Requirements
Copying a Collaboration
Deleting a Collaboration
Subscribe to or Unsubscribe from Notifications for a Collaboration
Viewing the Notifications for a Collaboration
Participants
Inviting Participants to a Collaboration
Inviting Suppliers from SAP Ariba Supplier Lifecycle and Performance
Changing a Participant Role in a Collaboration
Removing Participants from a Collaboration
Work Items
Adding a Workflow
Adding a Process Variant
Adding a Work Item
Editing a Work Item
Viewing a Work Item in My Inbox
Processing a Workflow or a Work Item
Linking Files and Folders
Linking Reference Objects
Deleting a Workflow or Work Item
Terminating a Workflow or Work Item
Filtering a Workflow or Work Item
Substitutions
Shared Documents
Working with Files and Folders Within a Collaboration
Opening Files in Shared Product Data
Uploading Multiple CAD Files for Visualization
Open a Design Model
Searching for and Sorting Files
Copying a Link for Files and Folders Within a Collaboration
Subscribe to Email Notifications for Files and Folders
Unsubscribe from Email Notifications for Files and Folders
Viewing a List of Subscribed Files and Folders
Document Retention and Expiry
Collaborating on Product Data
Adding Product Data
Reimporting Product Data
Deleting Product Data
Downloading Product Data
Working with BOM Redlining
Viewing Product Data in the Source System
Setting the Processing Status of Product Data Records
Linking Files and Folders to Shared Product Data
Reference Objects
Managing Reference Objects
Filtering Reference Objects
Linking Files and Folders to Reference Objects
Collaborating on Provisional Specifications
Contents of a Provisional Specification
Viewing a Provisional Specification
Creating a Provisional Specification
Copying a Provisional Specification
Deleting a Provisional Specification
Assigning a Provisional Specification to a Collaboration
Locking Provisional Specifications
Managing Edit Rights
Reaching Your Source System
Loading Data to a Provisional Specification
Transferring Data from a Provisional Specification
Comments
History
Copy Status
Actions on Collaborations
Filtering Collaborations
Filtering Collaborations Using URL Parameters
Marking Collaborations as Favorites
Using Variants
Using Filter Variants
Using Table Variants
Collaborating on a Design Model
Supported File Formats
Working on a Design Model
Configuration Apps
Working with Product Package Exchange
Personas and User Actions of Product Package Exchange
Bills of Material (BOMs)
Importing Bills Of Material
Viewing a Bill Of Material
Viewing a Bill of Material Header
Assigning a Bill Of Material to a Collaboration
Creating a Redline on a Bill Of Material Item
Viewing a Redline on a Bill Of Material Item
Deleting a Bill Of Material and its Association to System Collaboration
Comparing Redlines on a Bill Of Material Item
Approve Redline on a Bill Of Material Item
Requesting Approval of a Redline on a Bill Of Material Item
Unassign Collaborations Associated with a Bill Of Material
Downloading the Product Data
Actions on Bills Of Material
Searching for Bills Of Material
Filtering on Bills Of Material
Actions on Bill Of Material Items
Navigating to Subassembly Details
Filtering on Bill Of Material Items
Searching for Bill Of Material Items
Customizing the BOM Items List View
Material
Change Master
Getting Support
User Guide for Change Management
Personas and User Actions
Working with Change Validities
Creating a Change Validity
Change Validity Header
Object Type
Translation
Administration
Editing a Change Validity
Deleting a Change Validity
Working with Change Process
Creating a Change Process
Change Process Header
Change Validity
Problem Report
Change Request
Change Implementation
Collaboration
Attachment
Comment
Translation
Change Logs
Administration
Editing a Change Process
Deleting a Change Process
Working with Problem Reports
Creating a Problem Report
Problem Report Header
Reference Item
Change Process
Attachment
Comment
Translation
Change Log
Administration
Editing a Problem Report
Deleting a Problem Report
User Guide for Common Functions
User Guide for Configuration Management
Business Process Flow of Configuration Management
Personas and User Actions
Working in Configuration Management
Create a Configuration Plan
Create a Lifecycle Phase
Create a Baseline
Delete Configuration Plans and Baselines
Change the Status of Configuration Management Objects
Frequently Used Functions in Manage Baselines
Attachments
History
Forward Navigation to Visualization
View 3D Representation of Structure
Assign a Baseline to a Collaboration
User Guide for Document Management
Working with Documents
Creating a Document
Editing a Document
Deleting a Document
Versioning a Document
Viewing a Document
Attachments
History
User Guide for Engineering
Requirements Management and Systems Modeling
Introduction
Working with Models and Diagrams in Requirements Management and Systems Modeling
Creating a Model
Creating a New Model from an Existing Model
Searching for Diagrams or Objects
Viewing Diagrams
Navigating in the Model Structure
Viewing Lists
Exporting Objects from Objects Lists
Object Properties
Object Navigation
Commenting on Diagrams
Sharing, Printing, Reporting On, and Exporting Diagrams
Applying Heat Map Coloring to a Diagram
Generating a Report on a Model
Comparing Model Versions
Customizing Requirement Model Comparison
Visualizing Changes between Model Versions
Keyboard Shortcuts
Editing Diagrams
Creating Objects in a Diagram
Creating and Editing Objects in a List
Creating Additional Diagrams in a Model
Creating Diagram Shortcut Symbols
Specifying Model Options
Importing Objects from CSV Files
Example: Importing Capabilities, Applications, Coverage Links, and Criteria from CSV Files
Formatting Symbols
Customizing Symbol Content
Customizing Link Symbols
Expanding and Collapsing Symbols
Auto-Layout for Diagrams and Composite Symbols
Showing and Hiding Sub-Symbols of Composite Symbols
Decorative Shapes
Reusing Objects
Reusing Object Properties
Assigning Model Objects to External Objects
Referencing an Object in an Info Tab Property Field
Referencing Objects in Lists on the Dependencies Tab
Verifying Diagrams
Deleting Unused Objects
Assigning Global Identifiers to Model Objects
Reviewing Models for Publication
Publishing Models
Reviewing Updates to the Published Version
Showing Change History
Impact and Lineage Analysis
Customizing the Analysis Rules
Translating Models and Viewing Translated Models
Model-to-Model Generation
Browsing The Repository
Uploading and Working with External Files
Renaming, Moving, and Deleting Repository Items
Subscribing to Change Notifications
Object Names and Codes
Specifying a Name-to-Code Conversion Table
Uploading a Name-to-Code Conversion Table
Transferring Content Between Repositories
Managing Repository-Level Permissions
Merging to Another Folder or Model
Checking Folder Target Model Dependencies
Creating a Traceability Matrix View
Requirements
Requirement Diagrams
Managing Permissions for a Requirement Model
Managing Permissions for Properties
Requirements
Linking Requirements with Design Objects
Linking Requirements with Features and Variants
Assigning Workloads
Managing Permissions for a Requirement
Users and Groups
Adding Users and Groups to a Group
Importing Requirements from a ReqIF File
Exporting Requirements to a ReqIF File
Importing Requirements from a Word Document
Editing Requirements Concurrently
Resolving Conflicts
Assigning Requirements to Collaboration
Generating a Report for Requirements
Block Definition Diagrams
Blocks
Ports
Constraint Blocks
Interface Blocks
Interfaces
Adding Interfaces to Ports
Activity Blocks
State Machine Blocks
Actors
Value Types, Units, and Quantity Kinds
Signals
Instance Specifications
Instance Evaluation
Internal Block Diagrams
Parts
References
Parametric Diagrams
Constraint Properties
Value Properties
Constraint Parameters
State Machine Diagrams
States
Transitions
Junction Points
Entry Points and Exit Points
Regions
Sequence Diagrams
Lifelines
Messages
Combined Fragments
Use Case Diagrams
Use Cases
Subjects
Package Diagrams
Activity Diagrams
Partitions
Actions
Adding Pins to an Action
Object Nodes
Activity Parameters
Decisions and Merges
Interruptible Activity Regions
Synchronizations
Flows
Importing and Exporting SysML Models with XMI Files
Common Objects
Business Rules
Attaching a Business Rule to an Object
Areas
Packages
File Objects
Traceability Links
Features and Variants
Features
Feature Dictionary Model
Feature Dictionary View
Variants
Variant Management Model
Variant Planning View
Assigning Values to Features
Review Requirements
Reviewing Requirements and Checking Results
Configuring Rules for Review Requirements
Test Management
Introduction
Launching Apps
Checking Test Case Coverage
Creating and Managing Test Cases
Assigning Requirements to a Test Case
Creating and Managing Test Case Groups
Creating and Managing Test Plans
Creating Test Executions
Entering Test Case Results
Test Reports
Configuring Phases
Configuring Categories
Configuring Scopes
Customizing Fields
Customizing Sections
Assigning Sections to Objects
User Guide for Enterprise Product Structure
Product Explorer
User Interface Overview - Product Explorer
Product Explorer - Filter Bar Header
Product Explorer
Searching for Products
Setting a Thumbnail
Importing Products and BOMs
User Interface Overview - Import BOMs
Import BOMs - Filter Bar Header
Import BOMs - Content Area
Importing a BOM
Viewing Product Details
Assign a Product Version to a Collaboration
Product Structures
User Interface Overview - Product Structures
Product Structures - Filter Bar Header
Product Structures - Content Area
User Interface Overview - Structure Details
User Interface Overview - Product Structure Header
User Interface Overview - Component Details
Searching for BOMs
Setting a Thumbnail
Generating Visualizations
Viewing a 3D model
Selecting Components Using a 3D Model
Working in a 3D Viewport
Working with Products and Structures
Product Versioning
BOM Versioning
Managing Products in Folders
Managing Product Structures
Structure Editor Options
Editing a Product Structure
Viewing Component Details
Managing Product Configuration
Using Variant Matrix as Product Configuration
Using Parameter Effectivity as Product Configuration
Assigning a Variant Parameter Group
Assigning Parameter Values
Managing Product Variants for Parameter Effectivity
Managing Product Variants for Variant Matrix
Exploding Product Variants
Working with Structure Explosion
Creating an Early Product
Viewing Changes to Products and Product Structures
Viewing, Creating, and Maintaining Links for Products
Viewing, Creating, and Maintaining Document Links
Comparing Product Structures
Viewing Structure Comparison Results
Importing Product Structures from a CAD Authoring System
Task Monitoring
Managing Variant Parameters
Creating a Variant Parameter Group
Terminology
User Guide for Formulation
Working with Recipes
Creating a Recipe
Assigning a Product Category
Plant Dependency
Creating a Primary Output Specification within a Recipe
Editing a Recipe
Creating a Recipe Formula
Managing Process Instructions
Using Alternative Formula Items
Automatically Calculated Formula Item
Using Explosion Recipes
Scaling Quantities
Creating Recipe Alternatives and Versions
Contribution-Based Formulation
Managing Views
Checking Primary Output Limits
Checking Formula Calculations
Evaporation and Absorption Calculations in a Formula
Checking Recipe Calculations
Checking Recipe Consistency
Transferring to the Primary Output Specification
Comparing Recipes
Using Workflows for Recipes
Managing Recipe Documents
Assigning a Recipe to a Collaboration
Displaying Recipe Change Logs
User Guide for Insights
Insights Cards for Change Management
Insights Cards for Collaboration Information
Insights Cards for Specification Management
Insights Cards for Products
Insights Cards for Requirements Models
Insights Cards for Visualizations
User Guide for Product Handover
Business Process Flow of Product Handover
Personas and User Actions
Apps in Product Handover
Hand Over Engineering Bills of Material (EBOM)
Process Flow: Hand Over Engineering Bills of Material (EBOM)
Searching and Filtering
Creating a Handover
Handover Statuses
Planning and Publishing a Manufacturing Bill of Material (MBOM)
User Interface: Handover From Engineering BOM Planner Page
Legend
Planning Types and Planning Statuses
Restructuring of Target Nodes
Merge Components in the Target Panel
Converting Stock Items to Variable-Size Items
Loading BOM
Planning MBOM With Visualizations (MBOM Mode)
Propose Linking
Working With Propose Linking
Incorporating Changes
Updating a Handover
Deleting a Handover
Baselines
Process Flow of Using Baseline in Product Handover
How to Refer to a Baseline in the Handover Process (Source EBOM)
How to Create Baseline in the Handover Process (Target MBOM)
Usability Features
Display Log
Routing
User Interface: Routing
Assigning Routing
Planning MBOM With Visualizations (Routing Mode)
Allocating Components
Adding Components
Editing a Routing
Publishing a Routing
Deleting
Task Monitoring for Handovers
Hand Over of Recipe Formulation
Process Flow: Hand Over of Recipe Formulation
Searching and Filtering
Handover Activity Details Page
Creating a Recipe Handover
Recipe Handover Status
Planning and Publishing a Manufacturing Bills of Material
User Interface: Handover From Recipe to BOM Planner Page
Legend
Planning Types and Planning Statuses
Master Recipe
Deleting a Handover
Updating Handover Planning
Incorporating Changes
User Guide for Specification Management
Personas and User Actions
Hybrid Specification Management
Loading Specification Values from an SAP S/4HANA Specification
Transferring Specification Values to an SAP S/4HANA Specification
Working with Phrases
Phrases
Importing Phrases Using Microsoft Excel
Phrase Collections
Importing Phrase Collections Using Microsoft Excel
Working with Specifications
Creating Specifications
Using Workflows
Using Specification Templates
Editing Specifications
Mass Change of Specifications
Updating the Status of Multiple Specifications
Working with Mandatory Properties in a Specification
Using Specification Versions in Compositions
Finding Specifications
Using Filter Groups
Comparing Specifications
Comparing Compositions In Specifications
Assigning a Specification to a Collaboration
Managing Specification Documents
Glossary
User Guide for Visualization
Visualization
Getting Started with Visualization
Applications
Visualization Browser
User Interface Overview
Navigation Bar Functions
Importing a File
Working with Visualizations
Searching for Visualizations
Modifying the Projection Type for a 2D File
Opening the Visualization in a Viewer
Creating an Editable Visualization
Editing Visualizations
Deleting Visualizations
Copying Visualizations
Moving Visualizations to a Folder
Setting Access and Permissions
Sharing link of a Visualization
Viewing and Editing Details
Working with Folders
Requesting Anonymous Access
Supported File Formats
Restrictions
Cloud Authoring
Interacting with the Viewport
Keyboard Shortcuts
Searching for Objects Using Filters
User Interface Overview - Authoring
Viewport
Viewport Navigation
Authoring Safe Area
Camera Views
Global Actions
Layout Controls
Panels
Tool Assistant
Move Assistant
Rotate Assistant
Scale Assistant
Business Data Panel
ID Usages Panel
Note Assistant
Metadata Inspector
History
Animation Composition Panel
Navigation Bar
Tools Menu - Generic Options
3D Edit
3D Edit Context Menu
Animate
Animation Controls
Sequence Duration Window
Animation Actions Window
Sequence Settings Window
Annotate
Materials
Markers
Views and View Groups
View Properties Panel
User Interface Overview - 2D Authoring
Tools Menu - 2D
Global Actions - 2D
Panels - 2D Authoring
Properties Assistant
Image Sources Panel
Business Data Panel
Usage IDs
Create Ellipse Assistant
Create Circle Assistant
Create Rectangle Assistant
Create Square Assistant
Create Path Assistant
Working with 2D
Creating a 2D Drawing
Adding an Ellipse
Adding a Circle
Adding a Rectangle
Adding a Square
Adding a Path
Duplicating a Shape
Adding a Hotspot
Working with Hotspots
Creating Automatic Hotspots
Adding a 2D Image to a 2D Drawing
Adding Metadata in a 2D Drawing
Adding a Usage ID in a 2D Drawing
Using a Mapping to Add Metadata and Usage IDs to a 2D Drawing
Using Mapping to Add Metadata and Usage IDs to Multiple Hotspots
Managing Mapping Rules
Creating Dynamic Content
Working with PDF
Adding a Hotspot
Working with 3D
Creating a 3D Model
Working with Views
Opening the Gallery
Using the Gallery Context Menu
Working with View Groups
Creating a View Group
Creating a View
Activating a View
Managing Views
Applying the Active Camera to Selected Views
Deleting Views
Updating View Thumbnails
Working with Exploded Views
Creating an Exploded View
Moving Objects for an Exploded View
Selecting Objects for an Exploded View
Grouping Objects in the Explosion List
Managing View Generation Options for an Exploded View
3D Editing
Scene Objects
Selecting Objects
Showing and Hiding Objects
Isolating Objects
Deleting Objects
Setting Opacity for a Selected Object
Removing Objects from the Current Selection
Finding Selected Objects in the Structure Browser
Creating an Image
Transformation Operations
Moving Objects
Rotating Objects
Scaling Objects
Working with Metadata
Adding a Usage ID in a 3D Model
Using a Mapping to Add Metadata and Usage IDs to a 3D Object
Animation
Working with Sequences
Creating an Animation Sequence
Adding Keys to Your Sequence
Editing Existing Keys
Using the Animations Composition Panel to Create Grouped Sequences
Animation Associated with the View
Working with Sequences
Annotation
Adding an Annotation
Editing an Annotation
Resizing and Moving an Annotation
Deleting an Annotation
Materials
Searching for Materials
Changing the Material of an Object
Publishing Your Authoring and Making It Visible to Others
Discarding Your Changes and Abandoning Your Session
Cloud Viewer
User Interface Overview - Viewer
Searching for Objects Using Filters
Using Cross Sections
Using Markup
Opening the Views Gallery
Playing Your Views
Working with the Measurement Tool
Navigating a 360 Degree Panoramic View
Viewing a 2D Flat File
Viewing an ECAD File
Associations
Associate App
Creating a New Association
Creating an Association with an Existing Structure
Creating a New Association Manually
Importing from a CSV File
Generating Associations from Metadata
Importing from a Datasource
Generating Associations from Source Structure
Updating Associations
Manage Templates
User Interface Overview - Manage Templates
Viewer Template Details
Toolbar Settings
Viewport Settings
Layers Settings
Elements Settings
Filter Bar Settings
View Gallery Settings
Page Gallery Settings
Structure Browser Settings
Navigation Info Settings
Properties Panel Settings
Analytics Chart Settings
Analytics List Settings
Info Card Settings
Hotspots Settings
Markup Settings
Notification Settings
Card Templates Details
Token Substitution
Creating an Card Template Using Substitution
Dynamic Content Template Details
Manage Data Sources
User Interface Overview - Data Source
Creating a New Data Source
Task Monitoring
User Guide for Product Data Integration
Product Data Integration SaaS
Design Items Explorer
Searching for Design Items
User Interface Overview
Filter Bar Header
Content Area
Details View
Assigning a Design Item to a Collaboration
Integration to Authoring Systems
Common
Interface to AutoCAD
Interface to CATIA V5
Interface to EPLAN
Interface to Inventor
Interface to NX
Interface to PTC Creo
Interface to Solid Edge
Interface to SOLIDWORKS