Authoring Section: Primary Area

The primary area of the Authoring section provides commands for creating and managing service items, systems, operations, and resources.

This page discusses:

Service Assembly
See Flyout for Creating Service Items.
Continuous Provided Material - Length
See Flyout for Creating Continuous Service Items.
Service Workplan
See Flyout for Creating Systems.
Header Operation
See Flyout for Creating Operations.
Create Text Instruction
See Flyout for Creating Instructions.
Area
See Flyout for Inserting Resources.
Create a Scope
See Flyout for Managing Scopes.
Assignment Manager
Manages assignments such as:
  • products to a selected item
  • items to a selected operation
  • resources and detailing task to a selected operation
  • operations and detailing tasks to a selected resource
  • requirements to a selected item or operation.
In the Assignment Manager panel, use the arrow buttons to assign or unassign PPR objects on the selected object.
See Managing Object Assignments.
Create Time Analysis
See Flyout for Managing Time Analysis on Operations.
Process Gantt
See Flyout for Gantt Charts and Balancing.
Create Precedence Link
See Flyout for Creating Precedence Links.
Create Product Flow
Creates a product flow between two systems, between two operations, or between a system and an operation.
A product flow is created from the first selected object to the second one.
See Creating a Product Flow.
PPR Spreadsheet Editor
Starts the PPR Spreadsheet Editor.
Lets you browse and edit the planning and simulation data in a spreadsheet view.
See Using the Spreadsheet.
3D View
Displays the 3D representation of the selected PPR object.

The 3D View lets you visualize:

  • The 3D representation of a product or resource
  • The build-up of an item, system or operation.

See Using the 3D View in Service Process Structure.
Manage Inconsistent Links Item - Product
See Flyout for Managing Inconsistent Links.
Relations
See Flyout for Managing PPR Data Display.
Manage Capable Resources
Manages links between capable resources and process or operations.
Select process and create a capable resource link using a resource reference.
See Assigning Capable Resource References on First-Level Operations.
Manage Resources Structures
Creates and manages the resource structures of the selected workplan or service workplan.

The Manage Resources Structures panel enables you to create the capable resources and assets structures of the selected workplan or service workplan.

See Create a Capable Resources Structure for a Service Workplan.
Documents
Allows you to attach or detach Attachments or Specifications to an object and preview them in another panel.
See, Social and Collaborative Apps | Enterprise Modeling and Execution | Document Management for Dashboard | Information Tabs | Attachments.
Enterprise Item Number on Items
Defines the Enterprise Item Number on items
Select an item to define the Enterprise Item Number.
See Specifying an Enterprise Item Number.

Flyout for Creating Service Items

Service Assembly
Inserts a Service Assembly.
Select a service item to create the Service Assembly as predecessor.
See Creating a Service Item.
Service Part
Inserts a Service Part.
Select a service item to create the Service Part as predecessor.
See Creating a Service Item.
Service Kit
Inserts a Service Kit.
Select a service item to create the Service Kit as predecessor.
See Creating a Service Item.
Existing Item
Inserts an existing item.
Select an item then select an existing item using the search box in the top bar.
See Inserting an Existing Service Item.

Flyout for Creating Continuous Service Items

Continuous Provided Material - Length
Inserts a Continuous Provided Material with Length magnitude.
Select an item to create the Continuous Provided Material as predecessor. Right-click to set a length.
See Creating Continuous Service Items.
Continuous Provided Material - Mass
Inserts a Continuous Provided Material with Mass magnitude.
Select an item to create the Continuous Provided Material as predecessor. Right-click to set a mass.
See Creating Continuous Service Items.
Continuous Provided Material - Area
Inserts a Continuous Provided Material with Area magnitude.
Select an item to create the Continuous Provided Material as predecessor. Right-click to set an area.
See Creating Continuous Service Items.
Continuous Provided Material - Volume
Inserts a Continuous Provided Material with Volume magnitude.
Select an item to create the Continuous Provided Material as predecessor. Right-click to set a volume.
See Creating Continuous Service Items.

Flyout for Creating Systems

Service Workplan
Inserts a Service workplan.
Select a parent in the service structure where you want to create the Service workplan.
See Creating a System.
Service Header Workplan
Inserts a Service header workplan.
Select a PPR Context where you want to create the Service header workplan taking into account that:
  • Service header workplans cannot be inserted under another parent and can only have service workplans as children.
  • You can link a Service header workplan to an asset structure, and create scope links between Service header workplans and Service items.
  • You cannot link a Service header workplan to a capable resource structure, a system output, and an origin.
  • You cannot create scope links between Service header workplans and Manufactured items.
  • You cannot create product flows between Service workplans inserted under a Service header workplan.
See Creating a System.
General System
Inserts a General system.
Select a parent in the system structure where you want to create the General system.
See Creating a System.
Existing Service Workplan...
Inserts an existing Service workplan.
Select a parent in the service workplan structure then select an existing Service workplan using the search box in the top bar.
See Inserting an Existing System.
Existing Service Header Workplan...
Inserts an existing Service Header Workplan.
Select a PPR Context then select an existing Service Header Workplan using the Search box in the top bar.
See Inserting an Existing System.
Existing System...
Inserts an existing system.
Select a parent in the system structure then select an existing system using the search box in the top bar.
See Inserting an Existing System.
Insert Options
Inserts a system/operation in a system/operation structure with product flow between the systems/operations.
In the System/Operation Insert Options panel, select a position in the system/operation structure where to insert the system/operation.
See Inserting a System or Operation Into an Existing Product Flow.

Flyout for Creating Operations

Header Operation
Inserts a Header operation.
Select a parent in the system structure where you want to create the Header operation.
See Creating Operations.
General Operation
Inserts a General operation.
Select a parent in the system structure where you want to create the General operation.
See Creating Operations.
Point Fastening Operation
Inserts a Point Fastening operation.
Select a parent in the system structure where you want to create the Point Fastening operation.
See Creating Operations.
Curve Fastening Operation
Inserts a Curve Fastening operation.
Select a parent in the system structure where you want to create the Curve Fastening operation.
See Creating Operations.
Loading Operation
Inserts a Loading operation.
Select a parent in the system structure where you want to create the Loading operation.
See Creating Operations.
Unloading Operation
Inserts an Unloading operation.
Select a parent in the system structure where you want to create the Unloading operation.
See Creating Operations.
Transfer Operation
Inserts a Transfer operation.
Select a parent in the system structure where you want to create the Transfer operation.
See Creating Operations.
Remove Material Operation
Inserts a Remove Material type operation.
Select a parent in the system structure where you want to create the Remove Material type operation.
See Creating Operations.
Existing Operation...
Inserts an existing operation.
Select a parent in the system structure then select an existing operation using the search box in the top bar.
See Inserting an Existing Operation.
Existing Operation as Copy
Inserts a copy of an existing operation.
Select a parent in the system structure then select an existing operation using the search box in the top bar.

A copy of the selected operation is inserted: it is prefixed with "prefix defined".

See Inserting an Existing Operation as Copy.
Insert Options
Inserts a system/operation in a system/operation structure with product flow between the systems/operations.
In the System/Operation Insert Options panel, select a position in the system/operation structure where to insert the system/operation.
See Inserting a System or Operation Into an Existing Product Flow.

Flyout for Creating Instructions

Create Text Instruction
Creates a text instruction using rich text content.
Note: See the Work Instructions User's Guide.
Create Data Collect Plan Instruction
Creates a work instruction that directs workers to provide information such as inventory tracking or defect counts.
Important: To access this command, you need to have the Work Instructions license.
Note: See the Work Instructions User's Guide.
Create Data Collect Checklist Instruction
Creates a data collect composed of boolean checks to be performed.
Important: To access this command, you need to have the Work Instructions license.
Note: See the Work Instructions User's Guide.
Create Sign Off Instruction
Creates a work instruction that requires a sign off as part of the work process.
Note: See the Work Instructions User's Guide.
Create Alert Instruction
Creates an alert work instruction whenever you want to warn workers about safety or equipment concerns in an operation.
Note: See the Work Instructions User's Guide.
Quick Edit
Edits a work instruction as part of the work process.
Note: See the Work Instructions User's Guide.

Flyout for Inserting Resources

Area
Inserts an Area resource, which is an organizational resource.
Select a parent in the resource structure where you want to create the Area resource.
See Inserting a Resource.
Manufacturing Cell
Inserts a Manufacturing Cell resource, which is an organizational resource.
Select a parent in the resource structure where you want to create the Manufacturing Cell resource.
See Inserting a Resource.
Robot
Inserts a Robot resource, which is a working resource.
Select a parent in the resource structure where you want to create the Robot resource.
See Inserting a Resource.
Worker
Inserts a Worker resource, which is a working resource.
Select a parent in the resource structure where you want to create the Worker resource.
See Inserting a Resource.
Transport
Inserts a Transport resource, which is a working resource.
Select a parent in the resource structure where you want to create the Transport resource.
See Inserting a Resource.
Conveyor
Inserts a Conveyor resource, which is a working resource.
Select a parent in the resource structure where you want to create the Conveyor resource.
See Inserting a Resource.
NC Machine
Inserts an NC Machine resource, which is a working resource.
Select a parent in the resource structure where you want to create the NC Machine resource.
See Inserting a Resource.
Industrial Machine
Inserts an Industrial Machine resource, which is a working resource.
Select a parent in the resource structure where you want to create the Industrial Machine resource.
See Inserting a Resource.
Inspect
Inserts an Inspect resource, which is a working resource.
Select a parent in the resource structure where you want to create the Inspect resource.
See Inserting a Resource.
Control Equipment
Inserts a Control Equipment resource, which is a working resource.
Select a parent in the resource structure where you want to create the Control Equipment resource.
See Inserting a Resource.
Logic Controller
Inserts a Logic Controller resource, which is a working resource.
Select a parent in the resource structure where you want to create the Logic Controller resource.
See Inserting a Resource.
Tool Equipment
Inserts a Tool Equipment resource, which is a non-working resource.
Select a parent in the resource structure where you want to create the Tool Equipment resource.
See Inserting a Resource.
Storage
Inserts a Storage resource, which is a non-working resource.
Select a parent in the resource structure where you want to create the Storage resource.
See Inserting a Resource.
Sensor
Inserts a Sensor resource, which is a non-working resource.
Select a parent in the resource structure where you want to create the Sensor resource.
See Inserting a Resource.
User Defined Resource
Inserts a User Defined resource, which is a non-working resource.
Select a parent in the resource structure where you want to create the User Defined resource.
See Inserting a Resource.
Manufacturing Product
Inserts a Manufacturing Product resource, which is a non-working resource.
Select a parent in the resource structure where you want to create the Manufacturing Product resource.
See Inserting a Resource.
Existing Product or Resource...
Inserts an existing product or resource.
Select a parent in the resource structure then select an existing resource or product using the search box in the top bar.
See Inserting an Existing Product or Resource.

Flyout for Managing Scopes

Manage Process Scopes
Creates, deletes, or reconnects a System-Item scope, a System-Workplan scope, or a Workplan-Item scope.
Right-click a system or a workplan to access the command from the context menu.
See Defining a System-Item Scope.


Manage Inconsistent Item-Product Scopes
Modifies or reconnects Item-Product scopes.
An inconsistent scope can be a broken scope or a resolved scope.
See Modifying or Repairing Item-Product Scopes.
Create Partial Item-Product Scope
Creates a partial Item-Product scope on the first upper Item-Product scope when creating an item.
The created partial scope link is used to define a context to build the engineering occurrences to be implemented.
See Creating a Partial Item-Product Scope.

Flyout for Managing Time Analysis on Operations

Important: The following commands are available when you install Time-Motion Study.
Create Time Analysis
Creates a time analysis that is attached to an operation.
Click Create Time Analysis and select a PPR Operation from the data tree. In the Time Analysis dialog box, provide a Title and Description as needed. Select type of Subsystem in the drop-down and click OK.
See the Time-Motion Study User's Guide.
Attach Existing Time Analysis
Attaches an existing time analysis to an operation.
Click Attach Existing Time Analysis and select the PPR operation. If time analysis is already attached, a dialog box appears. Click Yes to replace the existing time analysis. A message appears: Select or search an object or press ESC to exit.

In the search field, enter the initial characters of the time analysis name, and then click Search. The search results are listed. Select a time analysis.

See the Time-Motion Study User's Guide.
Edit Time Analysis
Changes specifications of a time analysis.
Click Edit Time Analysis and in the time analysis details, change accordingly.
See the Time-Motion Study User's Guide.
Delete Time Analysis
Deletes a time analysis.
Click Delete Time Analysis and select the time analysis or right-click the time analysis and select Delete.

To delete multiple time analyses, in a tree, press ctrl and select the time analyses, right-click, and then Delete.

See the Time-Motion Study User's Guide.

Flyout for Gantt Charts and Balancing

Process Gantt
Displays a tree view and a flow view of systems and operations, and provides information about systems, operations, parts, fasteners and resources.
Select a system.

The Gantt chart displays systems and their operations, and can be used to create operations and constraints between operations.

See Using the Process Gantt Chart.
Workload Balancing
Balances operations between systems using a bar chart.
Select a system.

A panel appears comprising a bar chart and a table showing system information and operations sequencing.

In the bar chart, drag and drop rectangles, which represent operations, to balance the workload between systems.

See Balancing Workloads on a Selected System.

Flyout for Managing PPR Data Display

Relations
Displays the selected object's relations with other objects in the current session.
The panel displays relations such as scope links, implement links, data requirements, precedence constraints, product flows, and time constraints.
See Listing Related Objects in the Relations Panel.
Tree Reordering
Reorders objects in the tree.
See Reordering Objects in the Tree.
Order by Sequence
Sorts operations and systems in the tree and Gantt chart by taking into account their sequencing.
Select a system (the root system, for example).

The structure of the selected system is reordered according to the begin times of the operations.

See Ordering by Sequence.
Filter PPR Content
Filters PPR content based on predefined configurations.
The PPR Configuration Filtering panel lets you filter content in root products, items, systems, and resources that have predefined configurations.
See Filter PPR Content Panel.