Part Series

Users who have the role of Part Family Coordinator or Leader can view and manage part series from the Master page. The page contains filters so you can limit the number of part family members shown. By default, all master parts are shown. Reference parts are shown only when the master part is expanded. Unassigned part family members appear at the bottom of the list.

  1. Access a part family's Properties page. For details, see Part Families.

  2. Click the Master category.
  3. To filter the list, select an option from the filter in the upper right of the page: Master, Reference, Unassigned, or All. The Master page refreshes to show the filtered items.

The Masters page contains the following columns:

This page discusses:

See Also
About Part Series

Columns

Column Description
Name Name of the part. This column contains highlighted links. Click any name in this column to view the Properties page for that object.


Image		 Click the icon to view properties of the part.
Title The title of the part.
Rev The part revision number or code specified when the part was created or revised.
Type The part type or subtype.
Description Details about the part.
State The current state of the part in its lifecycle.
Ref Type Values are: R (reference part), M (master part), or U (unassigned part).


(Open in new window}		 Open the part family in a new window.

Actions/Toolbar Commands

Select a part and click any of the following from the page Actions menu or toolbar to work with the part series:

Action Description
Assign as a New Master Assign an unassigned part family member as the master part. A confirmation message is shown. Click Done.The Masters page refreshes to show the Ref Type attribute for the selected part changed to M.
Unassign Master Change the master part to an unassigned part family member. A confirmation message is shown. Click Done. The Masters page refreshes to show the Ref Type attribute for the master part and its reference parts changed to U.
Add Reference to Master Assign a part family member to a selected master part. The Search page opens listing all unassigned parts of the current part family. Click a part, then click Done. If the part family member has specifications, a warning appears to alert you that its specifications will be disconnected. Click OK to assign the part to the master. The Masters page refreshes to show the Ref Type attribute for the part changed to R.
Remove Reference from Master Remove selected reference parts from their master part. A confirmation message is shown. Click Done to remove the parts. The Masters page refreshes to show the Ref Type attribute for the reference parts changed to U.