Assigning Capable Resource References on First-Level Operations

You can create capable resource links with operations and attach documents to these links.

This task shows you how to:

Create Capable Resource Links
Attach Documents to Capable Resources
Manage Operation Steps
Copy Resources from Another First-Level Operation

Before you begin: Open data containing at least one process.

Tip: To display additional information in the panel, click Show Preferences

and select the following options:

Show Status Bar: Displays information about the objects, at the bottom of each panel section.
Show Advice Messages: Displays information about the actions, at the bottom of the panel.

Create Capable Resource Links

You can create a link between a capable resource and a first-level operation. Capable resources are reference resources that can be linked as primary or secondary for an operation.

Select a first-level operation, then from the Authoring section of the action bar, click Manage Capable Resources .
The Manage Capable Resources panel opens.
For primary resources:
1. In the Primary References section of the panel, click to search and add a resource reference.
  The Applicative Search is activated in the top bar and a small panel appears. For more information, see Using the Applicative Search.
2. Select one or more resource references from the tree or from the database.
The resource reference is added under the Primary References section of the Manage Capable Resources panel and a link is created between the workplan and the selected resource reference.
For secondary resources:
1. In the Primary References section of the panel, select a primary resource.
2. In the Secondary References section of the panel, click to search and add secondary resources in the context of an already existing primary resource.
  The Applicative Search is activated in the top bar and a small panel appears. For more information, see Using the Applicative Search.
3. Select one or more resource references from the tree or from the database.
The resource references are added under the Secondary References section of the Manage Capable Resources panel and links between the primary resource and the secondary resources are created.

Tips:

The symbol indicates the preferred resource.
Select a resource in the panel, then click to remove the resource.
Note: Deleting the occurrence of the resource in the tree has no impact on the resource reference link.
Use Reconnect Resource on Other Revision to reconnect the selected capable resource to a new revision of the resource even if it is not loaded in the session.
Click Attributes Manager to hide, show, and reorder attribute columns.
Click Filters Manager to filter content based on attribute value.

For more information about primary and secondary resources, see Primary and Secondary Resources.

Attach Documents to Capable Resources

You can attach documents to capable resources. This enables you to associate documents with operations, and facilitates collaboration between Resource Programmers and Process Planners when sharing documents such as tool paths, ISO codes, or machine instructions.

Before you begin: Add capable resource references to operations. For more information, see Create Capable Resource Links.

Select a first-level operation, from the Authoring section of the action bar, click Manage Capable Resources .
The Manage Capable Resources panel opens.
Select a primary or secondary resource.
Under the Associated Documents section, choose the type of document you want to attach:
- Add Documents Using PLM Search:
  Click this command to attach a document using the PLM chooser or to import a document from the hard disk drive.
  Note: When you select a document from the hard disk drive, a PLM document is automatically created and attached to the connection.
- Attach Published Documents:
  Click this command to attach a document already published by a Resource Programmer for the selected resource.
The document appears in the panel under the Associated Documents section. It is attached:
- For a primary resource, in context of the operation
- For a secondary resource, in context of the primary resource and the operation

Tips:

To download a document, right-click it in the panel and select Document > Download.
To remove a document, select it in the panel then click .
Click Attributes Manager to hide, show, and reorder attribute columns.
Click Filters Manager to filter content based on attribute value.

Manage Operation Steps

You can manage operation steps only on primary resources of first-level operations.

Select the first-level operation, then from the Authoring section of the action bar, click Manage Capable Resources .
In the Primary Resources section, select a primary resource, then click Manage Operation Steps .
The Manage Capable Resources panel is minimized and the Manage Operation Steps panel opens.
Note: Information about the selected first-level operation and primary resource appears at the top of the panel. Each row in the table corresponds to a step of the first-level operation. The operation steps follow the tree order and you cannot sorted them. Each column corresponds to a secondary resource linked to the selected primary resource of the first-level operation.
Refine the resource usages availability of operation steps by clicking a cell and choosing from the list:
- Step Only: The resource usage refinement is valid only for this step.
- Reservation: The resource usage refinement is valid for this step and the next ones.
  Note: If a step has several predecessor steps, then there is no refining and will be considered automatically available.
- Liberation: The resource usage refinement applied to this step is no longer valid for the next one.
Tip: Click the Reserve Resources From First Step check box to apply the refinement of the first operation step to all resources.
Optional: Attach documents on resource usages.
1. Select a cell.
  
  Tip: You can multiselect cells by pressing Ctrl + clicking them.
2. Under the Associated Documents section, choose the type of document you want to attach.
  A document icon is displayed in the corresponding resource usage cell. In addition, the document appears under the Associated Documents section. For more information, see Attach Documents to Capable Resources.
Optional: Define the position.

Important: If no resource usage is defined, you cannot change the position.
1. Click on the line of the operation step.
  The Define Position panel opens and the product build-up of the operation is displayed in the 3D area.
2. From the 3D area, click a resource and use the Robot to define the required position.
  In the table of the Resource Position section, new lines are created for each resource positioned.
3. From the table, define the Referential and the Applicability of the resource.
  For more information, see Applicability of Resource Positioning on Operation Steps.
4. Click OK to save your modifications.
  The Define Position closes, and the Manage Operation Steps panel is maximized.
  A position icon is displayed in the corresponding resource usage cell, and the button is replaced by a pen icon. Click the pen to edit the positions.
Close the Manage Operation Steps panel.
Your modifications are automatically saved.

Copy Resources from Another First-Level Operation

Select a first-level operation.
From the Authoring section of the action bar, click Manage Capable Resources .
The Manage Capable Resources panel opens.
Click Copy resources from another header operation and select the first-level operation with defined capable resources to be copied.
All primary resources with the corresponding secondary resources are copied to the first-level operation.
The information copied is the following: primary resources, secondary resources, connection attributes (as installed and customized attributes), documents, positions for the new primary resources.
Notes:
- There is no information copied at operation steps level.
- If the first-level operation you selected has already capable resources defined, then the copied one come in addition to the existing ones with no merge issue.
- If you copy a first-level operation of a workplan to a first-level operation of another workplan, only the capable resource references and associated documents are copied.
  Note: Resource usages are not copied because they depend on the capable resource structures associated to the workplan.