Opening a Part

You can view the categories of information listed below for parts.

Required Access Roles:

  • App-specific: Any (with some exceptions).
  • Baseline: Any (with some exceptions).

Most users can view the categories of information for parts listed below. These are the exceptions:

  • Users who are outside the company (even within the same host company).
  • Users assigned either the Owner role or Public Reader role who are outside the organization in which the part belongs.
  • Users assigned the Contributor role who are outside the organization in which the part belongs while the part is in the Released state.
  • For parts that belong only to a private project, users who are not members of the private project.

Click the name of the part in the list.

Click to list the categories. Click to view the part structure. If you have only the Platform Contributor or Review and Approve license role, you see only Materials in the part structure list.

Note: You have the Platform Contributor license if you see Collaborative Business Innovator and Collaborative Industry Innovator in the list of My Roles when you open the Compass. The Review and Approve option cannot be selected as a role and does not show in any lists.

Depending on the type of part and the apps in use, you could see a subset of this list.

Category Name Page Tab Description For more information
{part name and revision} Properties Shows property details. Part Properties
Images Shows images assigned to the part. Images Page
Revisions Shows a list of revisions for the context part. Part Revisions
Customer Extensions Additional attributes for a requirement, specification, specification folder, chapter, comment, test case, or use case.
History Shows a log of all the actions that have occurred for the object. Viewing History for Content
Related Items Shows items related to the part such as specifications, reference documents, and markups. Related Items
Where Used Shows in which assembly the part is used. Finding Where a Part is Used
3DPlay If the part is associated with a 3D product, this tab displays a 3D representation of the part. Viewing EBOM Structures in 3D
{part name and revision}
Note: This page tab is included when Materials Compliance Management is installed.
Compliance Shows the properties related to materials compliance. Materials Compliance Management User's Guide: Compliance Properties
Engineering BOM EBOM Engineering bill of materials Part Bill of Materials
Where Used Shows in which assemblies the part is used. Finding Where a Part is Used
Markups Shows all markups connected to the part. Markups Related to a Part
Manufacturing BOM Plant Preferences View and edit engineering and manufacturing attributes for a specified plant for parts. Click on the page or see the Manufacturing BOM Management User's Guide
MBOM Plant Specifications The list of parts to be included when manufacturing an assembly.
MBOM Revisions If Manufacturing BOM Management is installed, shows part revisions related to the manufacturing process.
Where Used View parent assemblies in which a part is used.
Markups View all BOM and item markups related to the part
Equivalents Manufacturer Equivalents Shows information about a part’s list Manufacturer Equivalent Parts (MEPs). Equivalent Parts for a Specific Part
Locations - This category displays if the part is a manufacturer equivalent part. The manufacturing site that uses or will use the manufacturer equivalent part. MEP Locations
Change Management Change Order Shows change orders related to the context part Change Orders in My Changes
Change Request Shows change requests related to the context part. Change Requests Page
Change Action Shows change actions related to the context part. Change Actions Tab
Change Legacy If you have upgraded from an earlier release, this field shows all existing ECRs/ECOs Change Legacy Tab
Part Specs & Documents Specifications Shows all specifications connected to the part About Specifications
Reference Documents Shows documents connected to the part with the Reference Document relationship. Reference Documents
Associated Test Methods Shows a list of test methods associated with the part. See the Engineering BOM and Product Specification Management User's Guide.
Related Parts Alternate Parts Shows information about a part’s list of alternate parts Related Parts
Substitute Parts Shows information about a part’s list of substitute parts Related Parts
Spare Parts Shows information about a part’s list of spare parts Spare Parts
Make From Raw Materials Shows information about a part's list of raw materials, typically from a supplier company or vendor Raw Materials Parts for One Part
Derived From Shows parts derived from the context part About Derived Parts
Derived To Shows parts derived to the context part About Derived Parts
Lifecycle and Collaboration Review Lifecycle Shows information about an object’s state in its lifecycle, routes (tasks) involving the object, and approval signatures required for its movement through the lifecycle Production Phase Lifecycle
Tasks/Signatures Lists the tasks and sign-offs from any routes involving the part Tasks/Signatures Page Tab
Approvals Lists the approvals required for the part in all lifecycle states Approvals Page Tab
Route Shows routes for the part Routes Page and Routes Summary Page
Discussions Shows discussions for the part Discussions Page
Issues Shows issues related to the part if the part is connected to any items using the Classified Item relationship. Issues Summary/Issues Category
Subscribe Shows Subscription page Subscription Management
Sharing Assign ownership for parts to multiple Engineering BOM Management users with each user having their own level of security for that part. Sharing Page and About Multiple Ownership for Parts
Classification PowerView Classification BOM Classification attributes inherited by a part. Classification BOM is available only if Engineering BOM Management is installed. Click on the page or see IP Classification User's Guide : Working With Classifications
Classification If IP Classification is installed, lists classification attributes and formats.
Configuration Context -- Lists models that have structures that you can use to build effectivity expressions. Configuration Context
Manufacturing Details Manufacturing Responsibility If Manufacturing BOM Management is installed, shows plants that have manufacturing responsibility for the part. Click on the page or see the Manufacturing BOM Management User's Guide
Attachments - If RFQ Management is installed, shows attachments for the part. Click on the page or see the RFQ Management User's Guide