Create an Item and Build an Item Structure

This topic covers how to create an item and build an item structure. A structure contains information on the parent item, components, and descriptive elements.

1. In the Product Development work area, create an item using the following steps:

   • From the Tasks panel tab, click Create Item.

   • In the Create Item dialog, select the class in which you want to create items.

     Note:

     • You can only select an item class for which you've been assigned privileges.
     • When you create an item in a child item class, the attribute values are applied only from the default template for the child class and not from the item class hierarchy.

   • Enter a name for the item and provide a brief description.

     The name and description can be generated automatically by configuring the item class.

   • Select the primary unit of measure for the item.

   • Enter the value for item attributes.

     Attributes and their values appear only if they're configured for the item class. You can use the predefined values or modify them.

   • Click Save and Close.

2. To copy existing items that you want to use for building the item structure, do the following:

   • From the Tasks panel tab, click Manage Items.

   • Enter a criteria to search for existing items and click Search.

   • In the search results page, select the items you want to add to the item you created. Note that you can use the control key to select multiple items.

   • Click Copy and click Done.

     The items are copied to the clipboard.

3. To build the item structure using the items you copied, do the following:

   • In the item that you created, click the Structure tab.

     Since you can no longer copy and paste directly from the source location to the target location, you must first copy the items to the clipboard.

   • Select the items from the clipboard and click the Paste icon. The items are pasted to the structure.

   • Click Save.

4. To create a new item and add it to the structure, do the following:

   • In the item that you created, click the Structure tab.

   • Click the Create icon.

   • In the Item Create dialog box, enter the details of the new item.

   • Click Save and Close.

5. To add an existing item to the structure, do the following:

   • In the item that you created, click the Structure tab.

   • From the Actions menu, click Select and Add.

   • Enter the criteria to search for the existing item and click Add.

   • In the Select and Add dialog box, select the item.

   • Click Apply and Close.