Creating a Part Specification

Part Specification is a type of specification intended for documents that are not CAD drawings, CAD models, drawing prints, or sketches. You can create a part specification and assign it to a part or create it in the database for later use.

Required Access Roles:

  • Baseline: Author or Leader.
  • App-specific : Design Engineer, Manufacturing Engineer, Senior Design Engineer, Senior Manufacturing Engineer.

After you create the part specification object, you can upload files to it if:

  • The specification is in the In Work state.
  • You are assigned to are have access to the same collaborative space in which the specification resides.

Before you begin: To assign the part specification to a part as you create it, the part must be in the In Work state.
See Also
Specification Properties
Editing Specification Details
  1. Do either of:
    • To add the part specification to the database to use later, click > Engineering > Specifications > Create Part Specification.
    • To assign the part specification to a part as you create it:
      1. Open the part.
      2. Select the Part Specs & Documents categorory.
      3. In the Specifications tab, click > Create New.
      See Specifications.
  2. In the Create Specification slide-in, enter details about the part specification:

    Field Description
    Type (required) Click and select Part Specification as the type.
    Name and AutoName Series (required) Either enter the part specification name or allow the system to generate it. Enter a unique name in the Name field. Otherwise, click AutoName and select an option from the AutoName Series list.
    Title Enter a title for the part specification.
    Collaborative Policy (required) To use a policy other than the default, click the arrow to select a different policy from the list. This is displayed only if more than one policy is available.
    Related Part If you are adding the specification to the database to use later, click to select the part to connect to the specification. Only parts that are in the In Work state are available. See Predefined Queries for details.

    If you are creating a specification from the part's specification tab, this field contains the part name and is read-only.

    Description Type details that describe the specification.

  3. Click OK.
  4. To upload and manage files, see File List for a Versioning Document.