Using_PTC_Windchill_and_Creo_for_Creating_Customer-Driven_Product_Variants

Deep Dive into Using PTC

Windchill and PTC Creo for

Creating Customer-Driven

Product Variants

Vladimir Pezel

Solution Management Director

Boston, June 16, 2014

2 2

• Objective and Value

• Practice

• Call to Action

Using PTC Windchill and PTC Creo for Creating

Customer-Driven Product Variants

3

Objective

© 2014 PTC

Platform/Variant

Development can be

done with PTC tools

today!

4

Value for You

© 2014 PTC

Learn approaches and techniques

to apply in your company

• Become more efficient in managing platforms

and developing variant products

• Become more efficient in using PTC tools

5

What’s the Problem?

© 2014 PTC

We use separate BOMs for each Variant

• No Centralized Platform

Definition – Organize CAD, BOMs, Logic,

Digital-Mockup, Docs

• Variant Definition – ‘Save As’ to create separate

BOM for each variant

• Difficult to Validate and

Maintain – Not scalable

– Major update effort

6

What’s the Problem?

© 2014 PTC

Our Platform is in Creo • Platform contained in

Design Department – Sharing with enterprise?

• Different approaches to

capture optionality – Simp Reps, Interchange

Assemblies, Family

Tables…

• Disconnected from

BOM

• Disconnected from

Business Logic – Business logic is elsewhere

7

What could I do tomorrow?

© 2014 PTC

F o u r C o r n e r s t o n e s

o f P T C ’s P l a t f o r m

S o l u t i o n

Product Platforms Strategy

8 8


• Practice

• Call to Action



9

Platform/Variant Development Story(board)

Develop Configurable Product Architecture

Validate Configurable Platform

Create and Release Variants

Start

End

Define Configurable Logic

Develop Configurable Design

Product Architect

Engineering Manager

1.0

2.0

3.0

4.0

5.0


1.0

Define Configurable Logic 2.0

Develop Configurable Design 3.0


4.0

Create and Release Variants 5.0

10


Create Configurable Architecture Objects in Windchill

Create a Configurable Product object

Select Create CAD Document to create Configurable Product

CAD model simultaneously

If desired, classify the configurable module and

product part objects in Windchill by using PartsLink

Assign the configurable product CAD object template

You can simultaneously create Part

& its associated CAD Document

from New Part dialog

Note




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

11

Configurable Product Architecture Development

Define Modular Architecture Objects in Windchill

Create a Configurable Module object

Specify the configurable module template

Set Collapsible attribute as Yes. This ensures that the

configurable module will not create a new part in the structure during variant creation and thus

will be consistent with Creo Parametric behavior




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

12


New Configurable Product

Develop Configurable Platform Structure

You can create an Enterprise Product Architecture in the

Structure page directly




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

13

Completed configurable product structure with

corresponding CAD models


Develop Configurable Platform Structure




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

14


> Option: Selection made for a product capability, decided by the customer

> Choice: Value assigned to an option

> Rules: Control behavior of related Options and Choices

Capture various options, choices and their dependencies for a product family Develop Configurable

Product Architecture



Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

Effective

1/1/2014

7/1/2014

10/1/2015

15

Option Pool: a Comprehensive set of

Options Choices and rules that pertain to a number of

product families


Capture Options & Choices Information in Windchill

Option Set assigned to a particular product family

© 2014 PTC




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

Option Set: a collection of Options, Choices and rules that pertain to a particular

product family

16


Define Rules and Constraints Global rules against an

Option Pool

© 2014 PTC




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

Include rules

Local rules against an Option Set

17

Drive selection of target choices

when IF expression evaluates as true – Can refer to option choices from different option

pools

• Single condition – IF Capacity=725 THEN Counterweight=Yes

• Compound conditions in IF

statement – IF (Transmission=5SP AND TPMS=TPY)

THEN Exhaust=Chrome, Axles=CVL,

Alternator=100A

– Rule Operators Syntax

• AND Operator – “AND” “+” “&”

• OR Operator – “OR” “/” “,”

Option Choices Rules

Alternator 100A,

130A

Axles CVL

Lock-Diff

Bucket Capacity

625

725

625SN

Counterweight Yes

No

Exhaust FlBlk

Chrome

Fenders Full

Front Only

Hydraulics

2F

3F

3FJ

FTC

Language

EN

FR

RU

Mirrors Std.

Htd.

Tires 29RFS

875/65R

TPMS TPY

TPN

Transmission 4SP

5SP

Include/

Enable/

Disable/

Requires

IF?

Conditional Rules New Platform Structures Module

- Windchill 10.2 M010

THEN

18


New Conditional Rule

Define

Conditional Rules




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

IF Euro 3 or Euro 4

Include ISX15 and Diesel

Enable D32, D52

© 2014 PTC

19


20


Check for Duplicates

Audit Configurable Rules




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

Exclude rule in action!

Preview various rules

21

Apply Option choices to Module Variants


Apply Option and Choices to Product Data




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

Choose the Design Code that will bring this variant into the

configured structure

22


Assigned choices to Module Variants

Apply Option and Choices to Product Data




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

23


In earlier steps a configurable part structure is

created with associated ‘Owner’ Creo models, but

no CAD structure exists. In order to create a CAD

structure, user needs to perform Set for Build

Note

Perform Set for Build functionality to create a CAD structure

© 2014 PTC




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

24


© 2014 PTC




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

As Set for build action is performed, the status changes to

Completed.

CAD Structure after completing Build multi-level action

Click Build multi-level CAD structure icon for creating CAD structure as per part structure

25 © 2008 PTC


Notice that Creo CAD structure is created in Windchill without Creo

Parametric application

Configurable Product Creo model

Configurable Module Creo model

© 2014 PTC




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

26 © 2008 PTC


Assign a choice to include selected item

Assigned Choices to Module Variants in Creo Parametric model tree

If the Creo model is not uploaded in Windchill

or new in workspace then for that model

Options and Choices will not available for the

assignment. Good practice is to upload newly

created Creo models in Windchill and then

assign choices.

Note

Assigned option set from Windchill product

© 2014 PTC




Start

End



2.0

3.0

4.0

5.0

1.0

Design Engineer

27 © 2008 PTC


A Module Variant which have been

assembled utilizing a Fix constraint will

not be exploded in an Exploded View

Note

Explode View is useful during tagging the references

Note




Start

End



2.0

3.0

4.0

5.0

1.0

Design Engineer

Explode the View of Module Variants

Create Configurable Module

Tags capture interchangeable

references


references

28 © 2008 PTC





Start

End



2.0

3.0

4.0

5.0

1.0

Design Engineer

Create Configurable Module


references


references

29 © 2008 PTC





Start

End



2.0

3.0

4.0

5.0

1.0

Design Engineer

Create Configurable Assembly

Assemble Modules using only

interchangeable Tagged references

30 © 2008 PTC


Completed Configurable Product in Creo Parametric




Start

End



2.0

3.0

4.0

5.0

1.0

Design Engineer

31


Configurable Part product structure with associated CAD

models




Start

End



2.0

3.0

4.0

5.0

1.0

Design Engineer

32

Apply Option Filter


Filter Configurable Product Structure




Start

End



2.0

3.0

4.0

5.0

1.0

Design Engineer

Configuration Preview

Product structure filtered to show only those Parts

satisfying the options criteria.

33


34 © 2008 PTC


35 © 2008 PTC


Product or Module Variant can be created in Windchill by using Action

> Configure




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

Create a Variant Product Structure

36


37


38 © 2008 PTC


Check-out Configurable Product which does not have

an associated CAD model




Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

Combine Variant Product and Design for Release

39 © 2008 PTC


Perform Edit Association to associate Module Variant created in

Windchill and Product Variant created in Creo Parametric

Assign Owner type association





Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

40 © 2008 PTC


Check-in the new and updated objects in

Windchill

In order to pass the structure information from CAD to Part both

objects need to be checked-out

Note





Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

41 © 2008 PTC


Final Product Variant with associated Creo

model





Start

End



Product Architect

Engineering Manager

2.0

3.0

4.0

5.0

1.0

42 42


• Practice

• Call to Action



Get motivated to do it!

Learn it!

Go back home and try it!

l iveglobal.ptc.com

Date post:	15-Aug-2015
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Using_PTC_Windchill_and_Creo_for_Creating_Customer-Driven_Product_Variants

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