Use a Change Order to Redline an Item Structure

Redlining is the process of marking modifications to an item or structure that must be approved to be implemented. This topic describes how to use a change order to redline an item structure.

To use a change order to redline an item structure:

  1. Use Navigator to go to the Product Development work area.

  2. From the Tasks panel tab, click Create Change Orders.

    • From the Change Type list, select a type of change order.

    • In the Name field, enter a name for the change order.

    • In the Description field, enter a brief description.

    • Click Save and Close.

  3. Click the Affected Objects side tab.

    • On the change order, click Select and Add to search for and add the affected object so that you mark it for modification.

    • Go to the Structure tab. From the results, select an item row.

    • Go to the X icon and select Withdraw to withdraw the item from the structure.

    • Click OK.

  4. Now you must add a new item to the Structure.

    • Click the Create icon.

    • Select a class from the Class list.

    • In the dialog, enter a name in the Name field.

    • Enter a description in the Description field.

    • Click Save and Close.

      You can view the saved modifications in the summary of changes.