Creating a Template

You can create a template to define the components such as name, description, and the type of template. This template is used for creating product data.

Before you begin: Required access roles:
  • Baseline: Owner
  • App-Specific: Template Administrator
See Also
Template Properties
Managing Sections
Creating a Report
  1. Do one of the following:
    • From the top bar, click > Specifications Administration > Create Template.
    • From the Compass:

    1. Click .
    2. From the list of apps, click Engineering BOM and Product Specification Management.
    3. From the navigation pane, click Specifications Administration > Templates > Create Template .

  2. Enter the following information:

    FieldDescription
    NameName of the template. If you do not want to use an auto-generated name, clear AutoName, and type in the name of the template.
    TitleThe title of the template.
    DescriptionA detailed description of the template. You can include the purpose of the template or other information to help the user determine its function.
    Type Click , and select the type for which the template is applicable.

    When you create a copy of a template, this field is read-only and retains the original type.

    For more information about selecting a type, see:3DEXPERIENCE Web Apps User's Guide: Selecting a Type.

    Policies

    Do one of the following:

    • Select the check box in the top row of the table of policies to associate all policies with the template.
    • Select the check box next to a policy in the table to select one or several policies to associate with the template.

    Change Template

    Displays the active change template.

    Note: This field appears only if Change Management is installed.

    To change this field, do one of the following:

    • Click Clear to delete the change template and type in another change template.
    • Click , to select a different change template.
    • When you enter the name, a list of choices is displayed, select the one of the options.
    Change Order

    Displays the active change order.

    Note: This field appears only if you install Change Management. The available fields depend on what you select in the Change Template field. You can also select Create New.

    Do one of the following:

    • Click Clear to delete the change order and to enter in another change order.
    • Click , to select a different change order.

    Available change orders are the ones that are attached to the change list. Create New appears for a completely new change order and attaches the change order to the change template.

  3. Click OK.
    The template is created.