Perform Guided Task Flows to Create Common Structures in Bulk

You can create a common item structure across multiple organizations by using guided tasks. Select and start one of the guided tasks for common structures configured by your administrator.

Depending on the configuration of the guided task, once you've made your selections, the changes will be applied directly to the selected structures of the items in selected targeted organizations, structure names, and levels or added as affected items to the change order through the scheduled process for engineering and commercial item structures.

Here’s an example that shows how you can create a common structure for laptops.

1. Navigate to the Product Management work area.
2. In Actions, click Guided Tasks.
3. Search for and select one or more items you want to make common.
   • Select one or more items belonging to the organizations configured by your administrator. Note that Items will be filtered based on the organization selected in the configuration. For example, if you have authored your structure in Product Development, you can select the master organization for the common structure.
   • If the item has multiple item structure names such as Primary and Planning, then all those structures will be part of a common structure on target items.
4. Select target organizations, structure names, and levels you want to make common.

   Select one or all organizations configured by your administrator, followed by the levels you want to make common.

   The items will be filtered based on the configured target organizations, structure names, and structure levels. You can override the configured target organizations and choose other target organizations.

   Your administrators can configure three levels: All Levels, One Level or Specified Levels.

   For example, consider a scenario where you’re creating a common structure for laptops across organizations. Here are the details of the laptop.

   • Laptop2050 belongs to organization V1 and includes structures Primary and EBOM_KM.
   • Laptop2051 belongs to organization V1 and has only a Primary structure.
   • Target organization is M1 and all levels must be common.
5. Review and submit the task for creating common structures.

   You can view the summary of the selections from your previous tasks.

   You can view the following:

   • Item structure from the source organization being created as a common structure across the selected target organizations.
   • Structure names in which the item structure is being created as a common structure.
   • Number of structure levels being created as common: All, or Single Level, or Specified Levels. For example 1, 2, or 5.

   When you click the Done button, a scheduled process will be submitted to create common item structures.

   You can monitor the progress of the scheduled process.