Creating a Variant

Product Managers and System Engineers can create a stand-alone variant, or create a variant in the context of another object, such as a model or model version.

Note: If you manually add a variant or variant value to a model version, then add it as a design variant to a logical feature, that variant or variant value is retained in the model version context even if the design variant is removed.

Required access role: Leader

  1. To create a variant, do one of the following:
    • To create a stand-alone variant:
      1. In the navigation pane, select Variants and Options > Variants.
      2. From the toolbar, select Create Variant .

      Or, from the top bar, click Add > Variant Management > Variants and Options > Create Variant.

    • To create a variant for a model version or a product line:
      1. Open the model version or product line.
      2. In the navigation pane, select Variants and Options.
      3. Select the model version or product line.
      4. From the toolbar, select Create Variant .
    • To create a variant for a model:
      1. Open the model.
      2. In the navigation pane, select Variants.
      3. From the toolbar, select Create Variant .
  2. Enter these details:

    Section Field Name Description
    Basics Name Enter a name or select AutoName to have the system generate a name for you.
    Type The default value is Variant. If your Business Administrator has created custom types, enter the new object type or click to select one.
    Description Enter a description for the new variant.
    Display Name The default text is the same name that was entered in the Name field. If you selected AutoName, you must enter a display name.
    Display Text Enter any text to be displayed in the product configuration.
    Owner Your user name is entered automatically. Click to select a different owner.
    Design Responsibility By default, the design responsibility is the context organization for the variant. Click to assign the responsibility for designing the variant to another organization.

    If you started this task from the context of another item, this field shows the design responsibility defined for that item; otherwise, this field is blank.

    Collaborative Space Select the collaborative space in which to create the variant.
    Policy By default, variants are created using the Perpetual Resource policy.
    Configuration Criteria Key-In Type

    Select the type of information that can be provided for the configuration criteria:

    • (blank)
    • Date
    • Input
    • Integer
    • Real
    • Text Area

    The key-in type enables user-defined values for configuration criteria. You can only use the key-in setting on leaf-level variants. Once a key-in type has been defined for a variant, its children can only be variant values.

  3. Click Apply to create the variant and continue creating more variants, or click OK if you are finished creating variants.
  4. If you are creating the variant for the model version or product line, edit any required column values, then click Save.