#SEU12
Michael Rothe van Deventer
Siemens PLM Software
Product Manager, Insight XT
Managing Projects and ECOs
in Insight XT
#SEU12
• Michael Rothe van Deventer
• Product Manager for Insight XT
• over 15 years of experience in data management and PLM
• held a variety of positions from software development to project
management and product development and currently leads the
product management of Insight XT.
• German
Presenter
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Insight XT Business Processes
Change
Management
Projects Documents Sandbox Purchased In-House
Search
Configuration
Carts
Landing Page
Design Data Business Process
Insight XT utilizes the Microsoft SharePoint platform for easy
integration of Solid Edge data with key business processes
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Projects
Change Management
Insight XT OOTB 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
Siemens Confidential
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Fundamentals
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Insight XT
Collection of embedded content
Projects, ECOs, ECRs More than just a “thing”
SharePoint Folder
Collection of embedded content
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Insight XT
Collection of embedded content
SharePoint Folder
Collection of embedded content
And referenced content
- Item
Projects, ECOs, ECRs More than just a “thing”
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Projects, ECOs, ECRs Complete description
SharePoint Folder
Collection of embedded content Engineering Data
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Projects, ECOs, ECRs Example
PRJ-0003
ECR-0003 ECO-0003
PRT-00086 / A ECO-0002
description.docx
Miscellaneous.zip
Budget.xslx
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Projects, ECOs, ECRs Example
PRJ-0003
ECR-0003 ECO-0003
PRT-00086 / A ECO-0002
description.docx
Miscellaneous.zip
Budget.xslx
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Projects, ECOs, ECRs Embedded Content (document library 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
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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 …”
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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
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Projects, ECOs, ECRs Site layout
Siemens Confidential
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Projects
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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
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Project Data Organization Referenced vs. Physical
Project Data can be referenced from many sites, libraries, folders, etc.
Need a way to bring this all together – Project Binder
Referenced
(“Binder”)
Physical Storage Location
(“Data”)
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Project Binders Easy to create
PRJ-0003
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Project Binders OOTB properties
PRJ-0003
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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
PRJ-0003
ECO-0003
PRT-00086 / A
ECO-0002
“Project Link”
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description.docx
Miscellaneous.zip
Budget.xslx
ECO-0003
PRT-00086 / A
ECO-0002
PRJ-0003
Project Binders Lifecycle Status
Provides another perspective to
quickly understand the project status
• OOTB 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”
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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.
Siemens Confidential
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Change Management
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SharePoint Issue List
Insight XT Change Management
ECR
ECO
Sharepoint Workflow
Status
What is it?
Simple task management & integration to SharePoint workflow
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• 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
Change Management ECR/ECO Library
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ECOs / ECRs Easy to create
ECR-0003 ECO-0003
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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-0003
• ECRs don’t carry a life cycle status
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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
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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”
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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
Siemens Confidential
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Lifecycle Status
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In Review
Working
Sandbox
In Approval
Released
Obsolete
Change Management Life Cycle Status
Preconfigured!
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Change Management Status Manager
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Change Management Status Manager
Note: ‘Read’ allows “Open”
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Change Management Ready-to-use Workflows
Quick-Release
In Review In Approval
Released
Obsolete
Sandbox
Working
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Change Management Ready-to-use Workflows
2-Step-Release
In Review In Approval
Released
Obsolete
Sandbox
Working
© Siemens AG 2012. All Rights Reserved.
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Change Management Ready-to-use Workflows
Quick Obsolete
In Review In Approval
Released
Obsolete
Sandbox
Working
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Change Management Workflow Customization
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Solid Edge University Insight XT Test Drive
Experience Insight XT for yourself! • Visit the SPLM Software booth in the Governor’s Foyer
• We will introduce you to Insight XT 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 13th June 4pm
Rules for the giveaway are available at:
http://www.plm.automation.siemens.com/en_us/campaigns/giveaways/seu_test_drive.shtml
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PRJ-0003
Working
In Review
In Approval
Released
Obsolete
Project Binders Lifecycle enabled