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
• Objective and Value
• Practice
• Call to Action
Using PTC Windchill and PTC Creo for Creating
Customer-Driven Product Variants
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
Develop Configurable Product Architecture
1.0
Define Configurable Logic 2.0
Develop Configurable Design 3.0
Validate Configurable Platform
4.0
Create and Release Variants 5.0
10
Develop Configurable Product Architecture
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
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
12
Configurable Product Architecture Development
New Configurable Product
Develop Configurable Platform Structure
You can create an Enterprise Product Architecture in the
Structure page directly
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
13
Completed configurable product structure with
corresponding CAD models
Configurable Product Architecture Development
Develop Configurable Platform Structure
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
14
Define Configurable Logic
> 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
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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
Define Configurable Logic
Capture Options & Choices Information in Windchill
Option Set assigned to a particular product family
© 2014 PTC
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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 Configurable Logic
Define Rules and Constraints Global rules against an
Option Pool
© 2014 PTC
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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
Define Configurable Logic
New Conditional Rule
Define
Conditional Rules
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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
Define Configurable Logic
20
Define Configurable Logic
Check for Duplicates
Audit Configurable Rules
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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
Define Configurable Logic
Apply Option and Choices to Product Data
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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
Define Configurable Logic
Assigned choices to Module Variants
Apply Option and Choices to Product Data
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
23
Develop Configurable Design
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
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
24
Develop Configurable Design
© 2014 PTC
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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
Develop Configurable Design
Notice that Creo CAD structure is created in Windchill without Creo
Parametric application
Configurable Product Creo model
Configurable Module Creo model
© 2014 PTC
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
26 © 2008 PTC
Develop Configurable Design
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
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
2.0
3.0
4.0
5.0
1.0
Design Engineer
27 © 2008 PTC
Develop Configurable Design
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
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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
Tags capture interchangeable
references
28 © 2008 PTC
Develop Configurable Design
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
2.0
3.0
4.0
5.0
1.0
Design Engineer
Create Configurable Module
Tags capture interchangeable
references
Tags capture interchangeable
references
29 © 2008 PTC
Develop Configurable Design
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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
Develop Configurable Design
Completed Configurable Product in Creo Parametric
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
2.0
3.0
4.0
5.0
1.0
Design Engineer
31
Develop Configurable Design
Configurable Part product structure with associated CAD
models
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
2.0
3.0
4.0
5.0
1.0
Design Engineer
32
Apply Option Filter
Validate Configurable Platform
Filter Configurable Product Structure
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
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
Validate Configurable Platform
34 © 2008 PTC
Validate Configurable Platform
35 © 2008 PTC
Create and Release Variants
Product or Module Variant can be created in Windchill by using Action
> Configure
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
Create a Variant Product Structure
36
Create and Release Variants
37
Create and Release Variants
38 © 2008 PTC
Create and Release Variants
Check-out Configurable Product which does not have
an associated CAD model
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
Combine Variant Product and Design for Release
39 © 2008 PTC
Create and Release Variants
Perform Edit Association to associate Module Variant created in
Windchill and Product Variant created in Creo Parametric
Assign Owner type association
Combine Variant Product and Design for Release
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
40 © 2008 PTC
Create and Release Variants
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
Combine Variant Product and Design for Release
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
41 © 2008 PTC
Create and Release Variants
Final Product Variant with associated Creo
model
Combine Variant Product and Design for Release
Develop Configurable Product Architecture
Validate Configurable Platform
Create and Release Variants
Start
End
Define Configurable Logic
Develop Configurable Design
Product Architect
Engineering Manager
2.0
3.0
4.0
5.0
1.0
42 42
• Objective and Value
• Practice
• Call to Action
Using PTC Windchill and PTC Creo for Creating
Customer-Driven Product Variants
Get motivated to do it!
Learn it!
Go back home and try it!
l iveglobal.ptc.com