Editing Specification Details

CAD models, CAD drawings, part specifications, and drawing prints are all specifications.

To edit specification details:

  • App-Specific roles: Users assigned to either the Manufacturing Engineer, Senior Manufacturing Engineer, Product Obsolescence Manager, Part Family Coordinator, Design Engineer, or Senior Design Engineer role can change basic details and attributes that are specific to a CAD model, CAD drawing, or drawing print.
  • Baseline roles:
    • An Author can edit specifications if the specification and associated part, if any, are both in the In Work state. The Author must also be connected to or assigned to the same collaborative state that contains the specification.
    • A Leader can edit specifications in that are in the In Work or Frozen state. The Leader must also be connected to or assigned to the same collaborative state that contains the specification.
    • The specification owner can edit the specification in any lifecycle state.

  • For customer-specific environment (CSE) roles, the specification cannot be updated beyond the In Work state.

Note: CAD drawings and CAD model specifications must be attached to a change order to be promoted.

Before you begin:

Access the Properties page for a specification. For details, see Specification Properties.

See Also
Creating a Part Specification
  1. From the page toolbar, click Edit Details.
  2. Make modifications, as required. The following can be changed:

    Field Description
    Title The common identifier for the specification.
    Design Responsibility

    Who owns the design responsibility for the part. The Organization is always based on the login credentials. To change it, you must change the login:

    1. Click > My Credentials
    2. Change the Organization
    3. Click OK
    4. Click on this field

    This is restricted to the organization to which you belong.

    Description You can add details to the description or replace the existing description.
    Collaborative Policy If you want 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 to the context user.

  3. Click Done.