#seu12 - 505 managing projects and ecos in insight xt - michael rothe van deventer
DESCRIPTION
This session will demonstrate how to manage projects in Insight XT and utilize them to facilitate Change Management scenarios for Solid Edge. Focusing on the web client application we will learn how to relate different engineering data using the concept of item containers and the pre-configured web parts Insight XT provides. We will conclude with exploring related information to quickly analyze change impact.TRANSCRIPT
#SEU12
Michael Rothe van Deventer
Siemens PLM Software
Product Manager, Insight XT
Managing Projects and ECOs
in Insight XT
#SEU12
• Michael Rothe van Deventer
• Product Manager for Insight XT
• over 15 years of experience in data management and PLM
• held a variety of positions from software development to project
management and product development and currently leads the
product management of Insight XT.
• German
Presenter
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 3
Insight XT Business Processes
Change
Management
Projects Documents Sandbox Purchased In-House
Search
Configuration
Carts
Landing Page
Design Data Business Process
Insight XT utilizes the Microsoft SharePoint platform for easy
integration of Solid Edge data with key business processes
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 4
Projects
Change Management
Insight XT OOTB project & change management
“Binder” concept for managing data related to a project
Project definition can include references to any design data
Simple task management & integration to SharePoint workflow
Quickly identify all the documents associated with an Engineering Change
Siemens Confidential
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Fundamentals
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 6
Insight XT
Collection of embedded content
Projects, ECOs, ECRs More than just a “thing”
SharePoint Folder
Collection of embedded content
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 7
Insight XT
Collection of embedded content
SharePoint Folder
Collection of embedded content
And referenced content
- Item
Projects, ECOs, ECRs More than just a “thing”
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 8
Projects, ECOs, ECRs Complete description
SharePoint Folder
Collection of embedded content Engineering Data
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 9
Projects, ECOs, ECRs Example
PRJ-0003
ECR-0003 ECO-0003
PRT-00086 / A ECO-0002
description.docx
Miscellaneous.zip
Budget.xslx
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 10
Projects, ECOs, ECRs Example
PRJ-0003
ECR-0003 ECO-0003
PRT-00086 / A ECO-0002
description.docx
Miscellaneous.zip
Budget.xslx
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 11
Projects, ECOs, ECRs Embedded Content (document library view)
(Sub-)Folder
Unique (project related) data are put into
the project while using the SharePoint
folder structure for overall organization
My Projects
PRJ-0003
description.docx
Miscellaneous.zip
Budget.xslx
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 12
Projects, ECOs, ECRs Referenced Content (relational view)
PRJ-0003
ECR-0003 ECO-00031
PRT-00086 / A ECO-0002
The Engineering Data relationship model as
well as the CAD Data relationship model are
combined and made available to a broader
community (outside of CAD).
“I need to be able to see the
design work that is associated
with a specific project …”
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 13
My projects
PRJ-0003
ECR-0003 ECO-0003
PRT-00086 / A ECO-0002
PRJ-08015
description.docx
Miscellaneous.zip
Budget.xslx
Projects, ECOs, ECRs Site layout
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 14
Projects, ECOs, ECRs Site layout
Siemens Confidential
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Projects
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 16
Project Data Organization Project Library
• All Projects reside in a project library
• SharePoint folder structure to organize and
categorize projects
• Content Browser web part presents hierarchical
list of projects
Quick overview of the project
hierarchy within the company or
department
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Siemens PLM Software Page 17
Project Data Organization Referenced vs. Physical
Project Data can be referenced from many sites, libraries, folders, etc.
Need a way to bring this all together – Project Binder
Referenced
(“Binder”)
Physical Storage Location
(“Data”)
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 18
Project Binders Easy to create
PRJ-0003
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 19
Project Binders OOTB properties
PRJ-0003
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Project Binders Manage data by project
• A budget describing the project costs
could be put right inside the project
• Projects can include references
to any design data • Most typically a project will roll up
one or more change orders.
• It might also link in a key part or
assembly.
description.docx
Miscellaneous.zip
Budget.xslx
PRJ-0003
ECO-0003
PRT-00086 / A
ECO-0002
“Project Link”
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 21
description.docx
Miscellaneous.zip
Budget.xslx
ECO-0003
PRT-00086 / A
ECO-0002
PRJ-0003
Project Binders Lifecycle Status
Provides another perspective to
quickly understand the project status
• OOTB projects are enabled to
carry a status
• Referenced project data is also
presented with its status
• Individual documents inside
the project inherit the project status • Or have a different status
“Project Link”
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 22
Projects Summary
• Project Library provides a quick overview of the project
hierarchy within the company or department
• Projects can include references to any design data always presents its latest version
• Projects are flexible and efficient Multiple projects can reference same data
No duplication of data between projects
Not limited by SharePoint directory structure
or Windows file system
• Relation Browser dynamically displays all the data
associated with projects so project status is clear to all.
Siemens Confidential
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Change Management
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 25
SharePoint Issue List
Insight XT Change Management
ECR
ECO
Sharepoint Workflow
Status
What is it?
Simple task management & integration to SharePoint workflow
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 26
• All ECOs/ECRs reside in a library
• SharePoint folder structure to organize and
categorize ECOs/ECRs
• Content Browser web part presents hierarchical
list of ECOs/ECRs
Quick overview of the Change
Management activities within the
company or department
Change Management ECR/ECO Library
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 27
ECOs / ECRs Easy to create
ECR-0003 ECO-0003
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 28
ECRs Simple data capture
• ECRs include references to the
design data in question • Most typically an ECR will reference
the part/assembly requested to
change.
• The Parts of course remain in their
existing location and are just linked
here for easy access
• A form describing the requested
change could be put right inside the ECR ECR-Form.docx
PRT-18023 / A
“ECR Link”
ECR-0003
• ECRs don’t carry a life cycle status
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Siemens PLM Software Page 29
ECOs Straight forward change management
• ECOs can include references to
any engineering data • Most typically an ECO will roll up
one or more change requests.
• It might also link in the part or
assembly in question.
• A PCF could be put right inside the
project, providing 3D markups
describing the planned changes ECO-Form.docx
Markup.pcf
ECR-0005
PRT-30281 / F
ECR-0002
“ECO Link”
• ECOs carry a life cycle status
ECO-0003
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Siemens PLM Software Page 30
ECOs Straight forward change management
• Multiple change orders/requests can
reference the same data
• No duplication
ECO-Form.docx
Markup.pcf
ECR-0005
PRT-30281 / F
ECR-0002
ECO-0003
Quickly understand the impact of
proposed design changes
PRJ-0008
“Where Used”
“We need to quickly identify all
the documents associated with
an Engineering Change”
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 31
Change Management Summary
• Change Management site provides a quick overview of
all ECRs and ECOs within the company or department
• The Relation Browser dynamically displays all the
data associated with ECRs and ECOs, so the impact
of proposed changes is clear to all.
• Designed to make change management easy
Siemens Confidential
© 2011. Siemens Product Lifecycle Management Software Inc. All rights reserved
Insight XT Lifecycle Status
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 34
In Review
Working
Sandbox
In Approval
Released
Obsolete
Change Management Life Cycle Status
Preconfigured!
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Change Management Status Manager
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Change Management Status Manager
Note: ‘Read’ allows “Open”
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Change Management Ready-to-use Workflows
Quick-Release
In Review In Approval
Released
Obsolete
Sandbox
Working
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Siemens PLM Software Page 38
Change Management Ready-to-use Workflows
2-Step-Release
In Review In Approval
Released
Obsolete
Sandbox
Working
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 39
Change Management Ready-to-use Workflows
Quick Obsolete
In Review In Approval
Released
Obsolete
Sandbox
Working
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 40
Change Management Workflow Customization
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 42
Solid Edge University Insight XT Test Drive
Experience Insight XT for yourself! • Visit the SPLM Software booth in the Governor’s Foyer
• We will introduce you to Insight XT and you can then
explore for yourself : • Navigate a Solid Edge Assembly • Create your own ECR, ECO or Project • Edit a product structure
• Complete a short survey
• Your survey will be entered into a drawing for an Xbox
360 250GB with Kinect! • Winner announced at wrap-up session Wed 13th June 4pm
Rules for the giveaway are available at:
http://www.plm.automation.siemens.com/en_us/campaigns/giveaways/seu_test_drive.shtml
© Siemens AG 2012. All Rights Reserved.
Siemens PLM Software Page 45
PRJ-0003
Working
In Review
In Approval
Released
Obsolete
Project Binders Lifecycle enabled