Creating a Product Line

Product Managers and System Engineers can create product lines. A new product line is created at the company level and sub product lines are created related to a parent product line.

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  1. To create a product line:

    1. View the list of product lines. See Product Lines List Page.
    2. On the toolbar, click Product Line > Create Product Line .

    To create a sub product line:

    1. View the list of product lines. See Product Lines List Page.
    2. Select the parent product line.
    3. On the toolbar, click Product Line > Create Product Line .

  2. Enter these details:

    Field NameDescription
    NameEnter the name of the new product line or select AutoName to automatically assign a name to this product line. The generated name uses this format: PL-<n>, where <n> is the next sequential number.
    TypeIf your company has defined custom type of product line, click to select the subtype.
    Marketing Name By default this field is populated with the same value as you entered in the Name field. If you selected AutoName for the product line, you must enter a marketing name.
    Marketing TextEnter the marketing text that describes the new product line.
    DescriptionEnter the details that describe the product line.
    Program

    This field only shows if Project Management is installed.

    Enter the name of the program or click to search for and assign a program.
    OwnerClick to search for and assign an owner. By default, the owner is defined as the person who is creating the product line.
    CompanyClick to search for and assign a different company or business unit as the owner of the product line. By default, the company is specified as your company.
    Design ResponsibilityEnter an organization name or click to search for and assign the design responsibility for the product line to a different organization. By default, the design responsibility is the context organization for the product line.

    If no design responsibility is defined, the product line is accessible by all of the company's Product Managers and System Engineers. If you select an organization that you do not belong to, you will not be able to access the new product line once it is created.

    The design responsibility must be assigned before the product line reaches the "Released" state.

    Collaborative SpaceSelect the collaborative space in which to create the product line.
    PolicySelect the policy that governs the product line's lifecycle. As installed, only the product line policy shows in the list. If your company defined additional policies, select one from the list.
    Brand Name

    This field only shows if Market Registration is installed.

    Enter a brand name for the medical product line.

  3. Click Apply to save this product line and continue creating product lines, or click OK to create a single product line.