#SEU12 - 505 managing projects and ecos in insight xt - michael rothe van deventer

#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



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



Insight XT

Collection of embedded content

Projects, ECOs, ECRs More than just a “thing”

SharePoint Folder




Insight XT


SharePoint Folder


And referenced content

- Item

Projects, ECOs, ECRs More than just a “thing”



Projects, ECOs, ECRs Complete description

SharePoint Folder

Collection of embedded content Engineering Data



Projects, ECOs, ECRs Example

PRJ-0003

ECR-0003 ECO-0003

PRT-00086 / A ECO-0002

description.docx

Miscellaneous.zip

Budget.xslx



Projects, ECOs, ECRs Example

PRJ-0003

ECR-0003 ECO-0003

PRT-00086 / A ECO-0002

description.docx

Miscellaneous.zip

Budget.xslx



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



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 …”



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



Projects, ECOs, ECRs Site layout



Insight XT Projects



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



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”)



Project Binders Easy to create

PRJ-0003



Project Binders OOTB properties

PRJ-0003



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”



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”



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.



Projects Demo



Insight XT Change Management



SharePoint Issue List

Insight XT Change Management

ECR

ECO

Sharepoint Workflow

Status

What is it?

Simple task management & integration to SharePoint workflow



• 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



ECOs / ECRs Easy to create

ECR-0003 ECO-0003



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



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



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”



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



Change Management Demo



Insight XT Lifecycle Status



In Review

Working

Sandbox

In Approval

Released

Obsolete

Change Management Life Cycle Status

Preconfigured!



Change Management Status Manager



Change Management Status Manager

Note: ‘Read’ allows “Open”



Change Management Ready-to-use Workflows

Quick-Release

In Review In Approval

Released

Obsolete

Sandbox

Working




2-Step-Release


Released

Obsolete

Sandbox

Working




Quick Obsolete


Released

Obsolete

Sandbox

Working



Change Management Workflow Customization



Change Management Demo



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

#SEU12

Questions?

Thank You!





PRJ-0003

Working

In Review

In Approval

Released

Obsolete

Project Binders Lifecycle enabled



Project Binders Lifecycle Status

Working

In Review

In Approval

Released

Obsolete

PRJ-0003

#SEU12 - 505 managing projects and ecos in insight xt - michael rothe van deventer

Technology

project projects

department siemens ag

project project definition

engineering change siemens

ecrssite layout siemens

project status

referenced project data

project bindersmanage