Compliance Portfolio

A compliance portfolio is a collection of parts used for environmental analysis and for reporting.. You can also maintain a portfolio of Manufacturer Equivalent Parts (MEPs).

The parts portfolio is a personal "set" that allows Compliance Reviewers to view a list of parts (typically assemblies) that need to be reported. The compliance portfolio provides the ability to quickly run compliance and exports on a selected set of parts. For example, the personal "set" can represent a list of assemblies for a specific program that must be tracked and analyzed on a daily basis.

Required access roles:

  • Baseline: , Reader
  • App-specific:Compliance Reviewer

To access this page:

  1. Make Materials Compliance Reporting the active app.
  2. In the navigation pane, click Compliance Portfolio.

This topic describes:

This page discusses:

See Also
In Other Guides
Page Toolbar Icons

Tabs

The Compliance Portfolio includes these tabs. The tabs only list those items that you explicitly add to the portfolio.

Tab NameFor More Information
PartsViews
Manufacturer Equivalent PartsViews

Views

You can use the menu to choose which view of the parts list you want to see. Each view shows a different set of columns depending on the intent of that view. When you select a view, you only see the columns for the data management options you use.

View NameDescriptionFor Column Information
Detailed ListThe default view that shows all details about the parts.Detailed List View
Express ListShows fewer details.Express List View

Actions/Toolbar Commands

ActionDescriptionFor More Information
Add Existing Adds one or more existing parts to the compliance portfolio.About Searches
Remove Removes selected parts from the portfolio.-

Compliance Commands

The menu includes these actions:

Action DescriptionFor More Information
Roll Up Compliance DataBrings selected part compliance values up to date based on changes to referenced objects in the part structure including enterprise parts, manufacturer equivalent parts, materials, substances, and compliance definitions.

Runs as a background job that recursively updates related objects to recalculate compliance data. The job completes when the selected parts and their subordinate objects are all up to date in terms of compliance data. Some actions cannot be performed on a part until its compliance data is rolled up.

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Reports Lists the reports you can run for the selected parts. Analyzing Reports