Functionalities of the PLM system

 Understanding the basic functionalities of the PLM system


will allow users to adapt the application effectively.
1. Management of files’


6. Change Management
PLM System

2. Items Creation
3. Distribution management 4. Information search

7. Files transfer & conversions 8. Communication and management of tasks 9. Archiving & distribution of documentation

5. Product structures management & maintenance

1. Management of files’ status/states
 ... is able to automatically control the state of files

or file attachments and their lifecycle status.  Creation and updating files. ~ a user requests
Check out/Check in: file.

for a

~ the system verifies user privileges for approval. ~ the user checks out a file. ~ changes are made . ~ the file is then returned (checked in)

they becomes a new version or revision: PLM system keeps a history log to serve the following functions: . Items Creation  Items are created based on a certain workflow: When changes are made in documents.2.Viewing Copying ■ Changes ■ Commenting ■ ECR ■ ECO ■ Printing ■ .

 The product structure allows other related documentation to be enclosed with a document when a reference is needed. Distribution management  Approved documents are distributed in a process utilizing the relevant workflows.  This automatic distributions are done based on the processes/principles defined to the software.3. .

4. Information search  Planning engineers spend 15–40% of their working hours doing routine searches of the information and retrieving routine information. ~ attributes.  Facilitation of information search is through: ~classification of the information. . ~finding/analysis of information depends on: exactness of the metadata. definition/configuration of the system.

. and attribute information allow the following searches for information to be carried out in standard PLM systems: (a) What is the status of each drawing in a certain project? (b) What has changed in a certain document? Who made the change and when? (c) What changes have been made in documents related to a given project within the last two months? (d) List all the resistors used in production.(2)  Classification. Information search.. lifecycle phase. of which the resistance is greater than 5 Ω but less than 10 Ω. (e) List all allowed suppliers for 20-Ω resistor RES123456.4. .

5. structural presentation change management configuration management version management Product structures management .. one of the most important functions of the whole PLM system.  it provides the basis of many other basic system functions.. Product structures management & maintenance  .

.(2) • The product structure itself makes the presentation of the relationships between the separate parts of product and assemblies possible. • The product structure can be based on: • a generic product data model..O.. • a B.M. • a part list. (Bill of Materials). Product structures management & maintenance.5. .

~planners . etc. Product structures management & maintenance.(3) • The product structures can be viewed according to specific perspectives—e. engineering..5.. manufacturing. ~designers ~ derived from a single product structure to give several disciplinedependent views..g.

.. Product structures management & maintenance..(4) • Filtration/Filtering feature is used to facilitate the examination of large. complex product structures.5.

parts. • Using attribute information will help to clarify the information in the normal data fields and product structure. They are: (a) Individual product based information such as the serial number of a sourced component in a certain product (b) Generic – regarding generic products. . product.. Product structures management & maintenance.5. assemblage. use a suitable level of precision. (c) User-specific – remarks and notes.(5) • Maintaining information at too exact a level for complex products (with tens of thousands of parts) is not practical..

(6) Attribute information for the product structure .5.. Product structures management & maintenance..

Traceability ~ specific stages of changed items & documents can be tracked. It provides 3 important capabilities: Controllability ~ the change process takes place in a controlled manner.2 . Ver1. on completed/ forthcoming changes is emailed/notified.6.0 Ver1... Change Management • .   Visibility ~ info.1 Ver1.

~updated documents are recorded in the file vault and assigned automatically with new version numbers (via versioning) . Change Management: ECR/ECO/ECN ~publication of items to production.6.

Change Management: ECR/ECO/ECN…(2) Product structure and version history of the bicycle .6.

b) for CAD files: Fetch Convert Open ~the system converts a CAD file into a format readable to the user’s system. 16 . the following is executed: a) for documents: Fetch Open ~the system opens it in a suitable application. Files transfer & conversions • When a user seeks an item or a document. ~the system gives access to a document after user verification.7.

8. 17 . o system provides a communication forum for daily working. • All relevant team members are constantly and automatically notified of the events related to their tasks (as dictated by the workflow). Communication & management of tasks • This feature of the PLM system provides the context for collaboration in CE.

Archiving & Distribution of documentation • Legacy of paper drawings and documents could be electronically archived. 18 . Scanning ~paper dwg’s/doc’s are scanned using large scanner into suitable formats. Archiving ~scanned and saved dwg’s and doc’s are stored in electronic form in the vault.9.

Example of an Advanced Search 19 .

M. 20 .Example of Multi-Level B.O.

Example of a Workflow. 21 .

Example of a Classification scheme 22 .

Example of a document change 23 .

Example of Meta Data 24 .