527 - Managing Projects and ECOs in Solid Edge SP - Managing Projects and ECOs in Solid Edge SP...

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527 - Managing Projects and ECOs in Solid Edge SP Michael Rothe van Deventer, Product Manager, Solid Edge SP, Siemens PLM Software


Page 2 Siemens PLM Software

4th Generation VLC

courtesy of Edison2

527 - Managing Projects and ECOs in Solid Edge SP

Agenda

Who am I?

What you will learn

Solid Edge SP fundamentals

Projects

Change Management

Lifecycle Status

Demonstrations



About: Michael Rothe van Deventer

Michael Rothe van Deventer

Product Manager, Solid Edge SP

Siemens PLM Software

Michael Rothe van Deventer, Product Manager for Solid

Edge SP, has over 16 years of experience in data

management and PLM. Before joining the Velocity team as

the development manager for Teamcenter Express Michael

held a variety of positions in the Siemens PLM

organization. He currently leads the product management

of Solid Edge for SharePoint. Michael holds a Master’s

degree in Computer Science from the Technical University

of Ilmenau.



What you will learn

This session will demonstrate how to manage projects in Solid Edge SP, Solid

Edge for SharePoint, and utilize them to facilitate change management scenarios

for Solid Edge. Focusing on the web client application, we will learn how to relate

different engineering data using the concept of item containers and the pre-

configured web parts Solid Edge for SharePoint provides. We will conclude with

exploring related information to quickly analyze change impact.



What is …

Solid Edge SP

• A new SharePoint App for Solid Edge

users who are finding that as the

volume of their data grows, using

Windows folders and network drives is

limiting their ability to complete design

projects efficiently

• Built on 10 years of technical

leadership in SharePoint based CAD

file management with Solid Edge

Insight



Solid Edge SP A SharePoint app that simplifies your design world

• Multi-revision, multi-file part data model

• Each part revision is a collection of

closely related files:

• Solid Edge CAD file for 3D definition

• JT file for visualization and collaboration

• STEP/IGES file for import or export

• Word documents for specifications

Part – Part Revision – Document

Overcomes limitation of Windows

folders and SharePoint libraries

Easy to see all the documents and

revisions that define a design

100232 - Part

100232 – Part / A

100232 – Part / B

100232 – Part / C

100232_C.par

100232_C.dft

100232_C.docx

Complete design definition using a part data model



Solid Edge SP A SharePoint app that simplifies your design world

• Built-in ECR and ECO management

• Relation browser for dynamic

visualization of data relationships

• Web browser for easy access

• Product structure editor for easy

assembly configuration and BOM

reporting

Visual approach to managing complex data



Solid Edge SP Business Processes

Change

Management

Projects Documents Sandbox Purchased In-House

Search

Configuration

Carts

Landing Page

Design Data Business Process

Solid Edge SP utilizes the Microsoft SharePoint platform for

easy integration of Solid Edge data with key business

processes



Projects

Change Management

Solid Edge SP Built-in project & change management

• “Binder” concept for managing data related to a project

• Project definition can include references to any design

data

Simple task management & integration to SharePoint workflow

Quickly identify all the documents associated with an Engineering Change


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Solid Edge SP

Fundamentals



Solid Edge SP - Item

Collection of embedded content

Projects, ECOs, ECRs More than just a “thing”

SharePoint Folder

Collection of embedded content

And referenced content



Projects, ECOs, ECRs Comprehensive description

SharePoint Folder

Collection of embedded content Engineering Data



Projects, ECOs, ECRs Example

PRJ-0003

ECR-0003 ECO-0003

PRT-00086 / A ECO-0002

description.docx

Miscellaneous.zip

Budget.xslx



Projects, ECOs, ECRs Example

PRJ-0003

ECR-0003 ECO-0003

PRT-00086 / A ECO-0002

description.docx

Miscellaneous.zip

Budget.xslx



Projects, ECOs, ECRs Embedded Content (folder view)

(Sub-)Folder

Unique (project related) data are put into

the project while using the SharePoint

folder structure for overall organization

My Projects

PRJ-0003

description.docx

Miscellaneous.zip

Budget.xslx



Projects, ECOs, ECRs Referenced Content (relational view)

PRJ-0003

ECR-0003 ECO-00031

PRT-00086 / A ECO-0002

The Engineering Data relationship model as

well as the CAD Data relationship model are

combined and made available to a broader

community (outside of CAD).

“I need to be able to see the

design work that is associated

with a specific project …”



My projects

PRJ-0003

ECR-0003 ECO-0003

PRT-00086 / A ECO-0002

PRJ-08015

description.docx

Miscellaneous.zip

Budget.xslx

Projects, ECOs, ECRs Site layout



Projects, ECOs, ECRs Site layout


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Solid Edge SP

Projects



Project Data Organization Project Library

• All Projects reside in a project library

• SharePoint folder structure to organize and

categorize projects

• Content Browser web part presents hierarchical

list of projects

Quick overview of the project

hierarchy within the company or

department

Favorites

PRJ-0002-air inlet

Projects

Project Binders

Model W04

PRJ-0003-hook up

Misc.zip

PRJ-0003-2013 season

PRJ-0004-nose cone

PRJ-0005-front wing

Model W03

nose design



Project Data Organization Project Library

• Project Data can be referenced from many sites,

libraries, folders, etc.

• Need a way to bring this all together

Project Binder

Favorites

PRJ-0002-air inlet

Projects

Project Binders

Model W04

PRJ-0003-hook up

Misc.zip


PRJ-0004-nose cone

PRJ-0005-front wing

Model W03

nose design



Project Data Organization Referenced vs. Physical

PRT-00091-Bracket

PRT-00090-Guard

PRT-00092-Plate

Sbracvs.dft

sbracvs.asm

sbracvs.pdf

PRT-00091/A-Brac

In-House Purchased Documents Sandbox

Projects

Landing Page

Referenced

(“Binder”)

Physical Storage Location

(“Data”)

PRT-00086-Motor

PRT-00086/A-Moto

PRT-00087-Bracket

PRT-00088-Pin

PRT-00088/A-Pin

PRT-00088/B-Pin

PRT-00088/C-Pin

PRT-00094-Anchor

PRT-00095-Drum

PRT-00096-Fork

PRT-00097-Bushing

PRT-00098-Drum

PRT-00099-Grill

PRT-00100-Shim

Favorites

PRJ-0002-air inlet

Projects

Project Binders

Model W04

PRJ-0003-hook up

Misc.zip


PRJ-0004-nose cone

PRJ-0005-front wing

Model W03

nose design



Project Binders Easy to create

PRJ-0003



Project Binders Built-in properties

PRJ-0003



Project Binders Manage data by project

• A budget describing the project costs

could be put right inside the project

• Projects can include references

to any design data • Most typically a project will roll up

one or more change orders.

• It might also link in a key part or

assembly.

description.docx

Miscellaneous.zip

Budget.xslx

ECO-0003

PRT-00086 / A

ECO-0002

“Project Link”

PRJ-0003



description.docx

Miscellaneous.zip

Budget.xslx

ECO-0003

PRT-00086 / A

ECO-0002

PRJ-0003

Project Binders Lifecycle Status

Provides a viewpoint to quickly

understand the project status

• Projects are enabled to carry

a status

• Referenced project data is also

presented with its status

• Individual documents inside

the project inherit the project status • Or have a different status

“Project Link”



Projects Summary

• Project Library provides a quick overview of the project

hierarchy within the company or department

• Projects can include references to any design data always presents its latest version

• Projects are flexible and efficient Multiple projects can reference same data

No duplication of data between projects

Not limited by SharePoint directory structure

or Windows file system

• Relation Browser dynamically displays all the data

associated with projects so project status is clear to all.


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Demo

Projects


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Solid Edge SP

Change Management



SharePoint Issue List

Solid Edge SP Change Management

ECR

ECO

Sharepoint Workflow

Status

Simple task management &

integration to SharePoint workflow



Change Management ECR/ECO Library

• All ECOs/ECRs reside in a library

• SharePoint folder structure to organize and

categorize ECOs/ECRs

• Content Browser web part presents hierarchical

list of ECOs/ECRs

Quick overview of the Change

Management activities within the

company or department



ECOs / ECRs Easy to create

ECR-0006 ECO-0043



ECRs Simple data capture

• ECRs include references to the

design data in question • Most typically an ECR will reference

the part/assembly requested to

change.

• The Parts of course remain in their

existing location and are just linked

here for easy access

• A form describing the requested

change could be put right inside the ECR ECR-Form.docx

PRT-18023 / A

“ECR Link”

ECR-0006

• ECRs don’t carry a life cycle status



ECOs Straight forward change management

• ECOs can include references to

any engineering data • Most typically an ECO will roll up

one or more change requests.

• It might also link in the part or

assembly in question.

• A PCF could be put right inside the

project, providing 3D markups

describing the planned changes ECO-Form.docx

Markup.pcf

ECR-0005

PRT-30281 / F

ECR-0002

“ECO Link”

• ECOs carry a life cycle status

ECO-0003



ECOs Straight forward change management

• Multiple change orders/requests can

reference the same data

• No duplication

ECO-Form.docx

Markup.pcf

ECR-0005

PRT-30281 / F

ECR-0002

ECO-0003

Quickly understand the impact of

proposed design changes

PRJ-0008

“Where Used”

“We need to quickly identify all

the documents associated with

an Engineering Change”



Change Management Summary

• Change Management site provides a quick overview of

all ECRs and ECOs within the company or department

• The Relation Browser dynamically displays all the

data associated with ECRs and ECOs, so the impact

of proposed changes is clear to all.

• Designed to make change management easy



Change Management Example 1 (small shop)

• Issue is discovered with a Part Revision “123/A”

• Engineer creates “ECR-1”

• Engineer revises Part Revision “123/A”

• New Part Revision “123/B” is linked to “ECR-1”

• Engineer creates “ECO-1” and links the “ECR-1” to it

• Designer is manually assigned work to perform

• New Part Revision “123/B” is modified

• “ECO-1” is sent through workflow and approved

123 / A

ECR-1

123 / B

ECO-1



Change Management Example 1 (small shop)



• Engineer revises Part Revision “123/A”

• New Part Revision “123/B” is linked to “ECR-1”



• New Part Revision “123/B” is modified


In this process the change approval and the part revision

approval are performed together

(pre-requisite: Engineer can revise part)

ECR-1

123 / B

ECO-1



Change Management Example 2 (distributed decision makers)



• Part Revision “123/A” is linked to “ECR-1”




• Part Revision “123/A” is revised and modified

• Part Revision “123/B” is sent through workflow and approved

123 / A

ECR-1

123 / B

ECO-1



Change Management Example 2 (distributed decision makers)



• Part Revision “123/A” is linked to “ECR-1”




• Part Revision “123/A” is revised and modified


In this process the change approval and the part revision

approval are separate steps

(Engineer can only view parts)

123 / A

ECR-1

123 / B

ECO-1



Change Management Example 3 (project context)

• Engineer links “ECO-1” to project “PRJ-1”


• Part Revision “123/A” is revised

and new revision added to “PRJ-1”


123 / A

ECR-1

ECO-1

PRJ-1

123 / B



Change Management Example 3 (project context)

• Engineer links “ECO-1” to project “PRJ-1”


• Part Revision “123/A” is revised

and new revision added to “PRJ-1”

• Project “PRJ-1” is sent through workflow and approved

In this process the projects provides the context that captures

the entire approval process

123 / A

ECR-1

ECO-1

PRJ-1

123 / B


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Demo

Change Management


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Solid Edge SP

Lifecycle Status



Working

Sandbox

In Approval

Released

Obsolete

Change Management Life Cycle Status

Preconfigured!

In Review



Change Management Status Manager







Note: ‘View-Only’ doesn’t allow “Open”



Working

In Approval

Released

Change Management Ready-to-use Workflows

In Review

2-Step-Release



Released

Obsolete


Quick Obsolete



Working

Released


Quick-Release


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Demo

Run a workflow / Customize



Solid Edge University Solid Edge SP Test Drive

Experience Solid Edge SP for yourself! • Visit the SPLM Software booth in the River Center Lobby

• We will introduce you to Solid Edge SP and you can then

explore for yourself :

• Navigate a Solid Edge Assembly

• Create your own ECR, ECO or Project

• Edit a product structure

• Complete a short survey

• Your survey will be entered into a drawing for an Xbox

360 250GB with Kinect!

• Winner announced at wrap-up session Wed 26th June 4pm

Rules for the giveaway are available at:

http://www.plm.automation.siemens.com/en_us/campaigns/giveaways/seu_test_drive.shtml

Take a test

drive and win

an Xbox!

Test drive Solid Edge SP

You could win an Xbox 360 Solid Edge for Sharepoint


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Questions?

Thank you!

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