- Title and Copyright Information
- Get Help
- 1 Develop Products
- 2 Business Objects and Structures
- 3 Get Started
- Information Tiles on Product Development Overview Page
- Search
- Product Lifecycle Management Navigator
- Reports and Analytics
- Use the Item Audit Trail
- Audit Report on Change Orders
- How to Use Clipboard
- Use the Clipboard to Paste Items into a Change Order
- Use Tasks Panel to Manage Business Objects
- Use Reports and Analytics
- 4 Items and Documents
- Items and Documents in Product Development
- View Item and Document Details
- Find Attributes on Item Page
- Take Action on Items and Documents
- Review Item and Document Changes
- Lifecycle Phases in Product Development
- Considerations for Lifecycle Phases and Effective Dates
- How Item Grade is Calculated
- Configure Action Links to Items from Reports
- Generate Item Structure Report
- Considerations for Managing Flexfields in Items and Change Orders
- FAQs About Items and Documents
- Why can't I search for items across work areas?
- How do I set the parameters used to calculate Item Grade?
- What's the difference between the terms released and unreleased in the My Favorite Items information tile?
- What's the difference between an item and a manufacturer part?
- How do I configure the display of operational attributes in the Product Development work area?
- Update UOM Values After Creating an Item
- How can I quickly edit the details of an item attachment?
- How can I promote or demote an item's lifecycle phase?
- Can I change the lifecycle phase on an obsoleted item?
- Will attachments I add in Product Development show up in Product Information Management?
- 5 Documents
- 6 Quality Management in Items
- 7 Manufacturers and Manufacturer Parts
- Overview of Manufacturers
- Create a Manufacturer
- Create Manufacturer
- Create a Manufacturer Part
- Create Manufacturer Part
- Search for Manufacturers
- Search for Manufacturer
- Search for a Manufacturer Part
- Where Used
- Considerations for Managing AML
- Secure Access to Manufacturers
- Secure Access to Manufacturer Parts
- Create Manufacturer Part Using Save As
- Create OTBI Reports for Manufacturers and Items
- FAQs About Approved Manufacturers List
- 8 Structures
- Overview of Structures
- Create Structures
- Create an Item and Build an Item Structure
- Structure Details
- Rules About Item Structures
- Import an Item Structure
- FAQs About Structures
- How can I view the manufacturer parts used in an item structure?
- How can I view attachments for all the components of an item structure?
- How can I find out when the component is added and removed from the structure?
- Why can't I modify the structure?
- How can I reinstate a parent item in a structure that contains obsolete components?
- Can I use a replaced component in another item?
- How can I remove an obsoleted component from an item structure?
- How can I compare different revisions of the same item?
- How can I inform other users about my new item structure?
- In a structure, how can I view the items available in an item class?
- In a structure, how can I manage mismatches in lifecycle phase?
- Why can't I access the item structure and edit its AML and attachments?
- How can I update the effective date of a future-dated component through an import map?
- Can I modify substitute components?
- Why am I unable to view the Substitute For column in the structure details?
- 9 Change Management
- Overview of Change Orders and Change Requests
- Define a Change Order
- Create a Change Order and Submit it for Approval
- Manage Change Orders and Change Requests
- View and Edit Change Details
- Edit Released Engineering Items
- Modify Assignee
- Take Action on Changes
- Change Order Details Report
- Add or Remove Participants from Future Status
- Add or Remove Participants in Current Status
- Cancel Change Lines
- Move Change Lines
- Understand Role Expansion in Change Orders
- Edit Reference Designators on Changes
- Manage Tasks in Change Orders and Change Requests
- Secure Access to Changes
- View Change History
- Impact Analysis in Change Orders
- Change Order Notifications
- Notifications
- Publish Change Orders
- View Published Change Order Reports
- Use a Change Order to Redline an Item Structure
- Use a Change Order to Add a Manufacturer Part to an Item
- How Application Validates Change Assignee
- What actions can I take as an assignee on a pending change?
- How Revision is Calculated for Engineering Change Orders
- How Item Approval Privilege is Validated at Role Level
- FAQs About Change Management
- How do I add an item or document as an affected object?
- What's the difference between an affected object and a change line?
- How can I create a new change order based on an existing change order?
- What's the difference between Withdraw and Remove?
- How can I view the list of change orders that are on hold or canceled?
- How do I add items or documents to an existing change order?
- What's the difference between cancel and terminate actions in a change order?
- Why am I unable to modify the change order?
- Where can I approve or reject a change order?
- How can I edit a pending revision in the context of a change order?
- Why am I unable to edit the change order?
- Can I modify the find number when the item is on a change order?
- How can I find out who acted on a change order and the changes they made?
- Why did the change order approval prompt for a comment and password?
- How can I restart the change order workflow which is on hold when the approval is in progress?
- What's the difference between an engineering change order and change request?
- Why did the Scheduled change order get promoted automatically?
- Why did the change order fail on approval?
- Why am I unable to add or remove approvers during the change order approval?
- How can I add roles as approvers or reviewers while approvals are in progress?
- Why did the change order workflow restart automatically?
- How can I remove a participant from the change workflow?
- How can I do a bulk upload of change order attachments?
- Why am I unable to update the task status in the change order?
- How many objects can I add to a change order or new item request?
- Can I set a default priority for my change order or new item request?
- What actions can I take on a change order when it's in the Completed status?
- In a change type, can I configure additional controls for the Draft status?
- How can I know whether the entire change order (or new item request) was rejected or if a few items were rejected?
- How can I set the reason code field on a change as a required field?
- Where are the change header attributes and change descriptive flexfield attributes displayed?
- How do I know whether my approval is required or optional for a change order?
- Why should I claim the change order approval?
- Can I create a change order without adding affecting objects?
- Can I configure extensible flexfields for a change order?
- Why am I unable to edit the extensible flexfields on the change order?
- 10 Affected Objects and Redlines
- View Affected Objects and Change Operations
- Redlines in Change Orders
- Effective Date and Revision for Affected Objects
- Resolve Revision Conflicts
- FAQs About Affected Objects and Redlines
- 11 Workflows
- Workflows in Product Development
- Define a Workflow
- Review the Change Order Workflow
- Approve or Reject a Workflow
- Rejection Reasons for Workflows
- Terminate and Restart a Workflow
- Generate Change Approval Summary Using Generative AI
- FAQs About Workflows
- What's the difference between One and All in an Approval type status?
- How can I learn of problems with the statuses in my change order's workflow?
- Why is the change order workflow status in the wrong place in the order sequence?
- Why did the change order go back to the Open status when rejected from the Approval status?
- Why can't I promote or reschedule a change order I created using an import map?
- 12 Workflows—New
- 13 Relationships
- 14 Attachments
- 15 Roll Up Costs
- Overview of Cost Rollups in Product Development
- Display Costs in Product Development
- Business and Validation Rules
- FAQs About Roll Up Costs
- Can an item's material cost be edited, even if it is retrieved from costing?
- Can a cost be specific to a revision?
- Does costing capture revision specific costs of items?
- What happens if an item with a material cost becomes a structure?
- Can costs be redlined through a change order?
- What formula is used to calculate total cost?
- What happens if the Inventory Cost Organization of an item is changed to another organization?
- 16 Manage Objects from Supplier Portal
- 17 Analyze Objects with OTBI
- 18 New Item Requests