PLM Lifecycle MGT - Final PDF

Managing Item Lifecycle
This presentation is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making a purchasing decision.
Terminology
Concept
1-2
An Item Lifecycle is a sequence of Phases (e.g.

Concept, Design, Prototype, Production,
Obsolescence)
Each phase represents a distinct stage in the
development lifecycle of the item.
Design
Prototype
PreProduction
Production
Retirement
Lifecycle Management - I
Track Items through their Lifecycle
The Lifecycle Management Thought

Process
WHAT ARE THE VARIOUS STAGES
THROUGH WHICH OUR PRODUCTS
Concept
Design
Prototype
Pre- Prod
Prod
Retire
EVOLVE/DEVELOP
DO DIFFERENT PRODUCTS/PRODUCT
GROUPS FOLLOW DIFFERENT
PRODUCT DEVELOPMENT CYCLES
DO WE NEED TO TRACK EVERY ITEM
THROUGH ITS PRODUCT
DEVELOPMENT CYCLE
ARE DIFFERENT CONTROLS REQUIRED
ON ITEMS AT DIFFERENT STAGES OF
THEIR DEVELOPMENT
Conce
pt
1-4
Design
Prototype
Pre- Prod
Prod
Retire
Scenario
Vision Engines has been flooded with customer

complaints on its new series of High Performance
Diesel Engines. Investigations have shown that the
Piston used in these engines has not undergone
prototype testing and pre-production validations.
To avoid recurrence of such problems, Vision Engines
has decided to track Engines and Engine Components
through all the phases of their product development
and establish correct item management policies in
each phase.
1-5
Lifecycle Management I
Demo
Item Lifecycle Tracking Flow
1-7
Create a new Diesel Engine Item
Favorites > Create Production Items > Select the catalog category ADS Diesel
Engines > Click on Continue button
1-8
Enter Number/Description
Provide Item Name and Description.

Note Current Status is Active
1-9
Enter Lifecycle details
Select the Lifecycle ADS Engine Lifecycle ;

Lifecycle phase defaults to ADS Concept
Item Status is automatically assigned as
ADS Design
Click on Continue
1-10
Review Item Information
Enter Attribute Information.

Click on Finish
1-11
Observe Item Lifecycle
Open the item workbench with the

new item > Click on Lifecycle Tab
Observe the Lifecycle Phases,
current phase and current Status for
new item
1-12
Observe the Status control for current phase
Click on the hypertext Status Attributes

Observe that only BOM Allowed is
enabled in the current phase
1-13
Change Item Phase
(N) Overview Region >

Click on the Change
Phase Button
1-14
Provide New Phase Information
New Phase is automatically selected

Select effective date as current date
Update the time to be a minute ahead
of the current time
Apply
1-15
Review and Implement Pending Changes
Pending Changes Tab > The

initiated phase change is
awaiting implementation
Click on Implement button
1-16
Observe the Phase Change
Item Phase is successfully

changed
Similarly, the item can be
progressed through its lifecycle.
We shall now progress the item to
the next phase which is prototype
1-17
Observe the Status control for the New phase
Hypertext Status Attributes

Observe allowed actions in
the prototype phase
1-18
Lifecycle Management I
Setups
Set Up Required
New Setups Required
Existing Data
Item Catalog
Category
ADS Diesel
Engine
Lifecycle Phases
ADS Engines Lifecycle
Item Statuses
1-20
Link Phase and Status

Link Lifecycle with
Item Catalog Category
Setup Server Timezone Profile
Time-zone Settings
Lifecycle
ADS Concept
ADS Design
ADS Prototype
ADS Pre-Production
ADS Production
ADS Retire
ADS Design
ADS Proto
ADS Prod
ADS Retire
Setup Flow
1-21
Define Lifecycle Phases
(N) From the Project

Billing Super
Responsibility > Setup >
System > Statuses
Status of Type Phase to
represent lifecycle
phases.
1-22
Create a New Lifecycle
(N) From the Project Super

Responsibility > Projects:
Setup > Lifecycles
(H) Lifecycles.
Click on the Create Lifecycle

Button
1-23
Add Lifecycle Phases
Provide Lifecycle Details (Name, Short Name and Description)
Ensure that Enable for Projects and Enable for Items are
checked
Enter the Lifecycle Phases sequentially
Click on the Apply button

1-24
Item Status
Item Status denotes the state of the item and defines
the eligible activities that can be performed on the
Item.
Status Attributes set for each item status control the
actions that can be performed on the item.
Status Attributes are
1-25
BOM Allowed
Build In WIP
Customer Orders Enabled
Internal Orders Enabled
Invoice Enabled
Purchasable
Stockable
Transactable
Define Item Status ADS Design
Setup Workbench > (T) Items > (ST)

Lifecycle Phases > (H) Create Item
Status
Create a New Status ADS Design
From Status Attributes Region, Check

BOM Allowed

1-26
Define Item Status
BOM Allowed
BOM Allowed, Build in WIP Allowed
All Status control attributes enabled
BOM Allowed
1-27
Link Lifecycle Phase and Item Statuses

Linking Item Statuses to a lifecycle phase enables
definition and control of the eligible activities that can
be performed on the item, in each phase of its lifecycle
Example In the design stage, I should be able to define bills for
the item, but should not be able to manufacture it.
In the Prototype stage, I should be able to make the
item but should not be able to order it.
In the production stage, all activities
should be permitted.
1-28
Assign Default Status to Design Phase
Setup workbench > (T) Items > (ST) Lifecycle Phases
Search by Phase, enter the string ADS%, Click on the Go Button
Click on the hyperlink for each Phase and proceed to assign the default status
Assign the Status ADS Design to the ADS Design Phase > Apply
1-29
Assign Default Status to Phase
1-30
Phase
Status
ADS Concept
ADS Design
ADS Design
ADS Design
ADS Proto
ADS Proto
ADS Pre-Prod
ADS Proto
ADS Prod
ADS Prod
ADS Retire
ADS Retire
Associating Lifecycles to Item Catalog

Categories
Associating a lifecycle with an item catalog category
makes the lifecycle available for all items in the item
catalog category.
Lifecycles are inherited down through the item catalog
category hierarchy
Multiple Lifecycles could be linked to a catalog
category
1-31
Assign Lifecycle to Item Catalog Category
Query for the catalog category ADS Diesel Engines from the setup workbench
From the vertical Sidebar, click on the lifecycles link
Click on Add
Select the ADS Engine Lifecycle and apply
1-32
Setup Site level Profile Server Time Zone
Login as Profileoptions ; Password sysadmin

Set the profile Server Time Zone to (GMT 06:00) Central Time
This is required since ADS Servers are at Austin (CT)
1-33
Setup Time-zone Preferences
Open any PLM page > Click on

hyperlink for preferences
Set the timezone preference to the
time-zone of your location
For the class, we shall set this to (GMT
8:00) Pacific Time
1-34
Verify Time-zone Settings on Desktop
Open up the Date and Time Properties for your PC

Verify that the time-zone matches with that set in the preferences and
matches the time zone of your location
For the class, this has to be set to Pacific Daylight Time
1-35
Exercise I
Vision Engines builds New Diesel Engines by developing the
Engineering concept into detailed product designs. It then
tests the prototype in WIP, performs pre-production
validations and then releases the diesel engines to production.
Upon its end-of-life, the diesel engine model is retired.
Vision Engines wants to track the Diesel Engines through all
stages of their development and establish suitable controls
such that bills of material are allowed throughout the lifecycle,
WIP jobs can be created during prototyping and production
and engines are orderable once they are in production. Upon
retirement, no actions are permitted.
Using the PLM Solution, how can we start to solve this
business Problem.
Once you have built the solution progress the item through to
its prototype phase and demonstrate the lifecycle controls.
1-36
Recap Questions
Vision Engines develops Diesel Engines through various stages such as Design,
Prototype and Production, and wants to track the items through all these stages.
How would Vision Engines configure the system to enable this tracking?
Vision Engines wants to ensure that the Diesel Engines cannot be ordered
during the Prototype Phase. How will it establish this control?
The product manager has updated the lifecycle phase for a Diesel Engine from
Design to Prototype. He now tries to implement the phase change, but finds that
the record is not getting updated and the phase change is not happening. What
would he need to check before implementing the phase change?
1-37
Lifecycle Management - II
Establish Lifecycle Policies for Item Information
Scenario
Vision Engines is observing an increasing occurrence

of engineers making ad-hoc changes to item
specifications, even after design freeze.
Vision Engines wants to build tight controls to
eliminate this practice?
1-39

Thought Process
Examples of Item
Information
Attributes
WHAT ELEMENTS OF ITEM
INFORMATION HAVE TO BE BROUGHT
UNDER CONTROL
Attachments
Associations
Structures
Concept
Design
Prototype
Pre- Prod
Prod
Retire
WHAT CONTROLS ARE REQUIRED BY

LIFECYCLE PHASE
1-40
1-41
Lifecycle Management II
Demo
Demo Flow
1-43
Create a new Diesel Engine Item
Favorites > Create Production Items > Select the catalog category
ADS Diesel Engines > Click on Continue button
1-44
Enter Number/Description
Provide Item Name and

Description.
Note Current Status is Active
1-45
Enter Lifecycle
Select the Lifecycle ADS Engine Lifecycle

Lifecycle phase defaults to ADS Concept
Item Status is automatically assigned as
ADS Design
Click on Continue
1-46
Enter Item Information details
Enter Attribute Information.

Click on Finish
1-47
Observe Item Lifecycle
Observe the Lifecycle Phases, current phase and current Status for the new item
1-48
Observe Change Order Policy
From Lifecycle Tab, select the Change Order Policy Sub-tab

Observe the established attribute controls in different lifecycle phases
1-49
Modify Diesel Engine Specs
From Item Specifications tab > Click on the hypertext ADS Diesel
Engine
Note how update button is available in this phase to directly update
any attribute value
1-50
Change Item Phase to Prototype
From Lifecycle Tab > Click on the

Change Phase Button
Proceed to change the phase, first
to Design and then to Prototype.
From pending changes region,
Implement the phase change each
time, to progress the item to
Prototype phase
1-51
Observe the Phase Change
Item Phase is successfully changed

Item Status also automatically changes to the default status of the new
phase
1-52
Modify Diesel Engine Specs
From Item Specifications tab > Click on the hypertext ADS Diesel Engine
Update button has disappeared. Attribute changes can be effected only through a
change order and has to pass through its approval process.
Click on the Create Change Order button to create a new change order for modifying
attribute values
1-53
Create New Change Order for Attribute Change
Select the Change Order Type

Click on the continue button
1-54
Enter Change Order header details
Enter Description
Click on Save and Continue
1-55
Open Change Order details
Click on the hypertext Item Attribute Changes

Click on the update button
1-56
Enter Attribute Values
Modify Torque rating to 250

1-57
Submit the Change Order
(T) Change Order > (ST) Overview

From Actions Lov, select Submit > Click on Go
Click on the hypertext on the Item Number to return to the item workbench
1-58
Review Item Attribute Values
(T) Item > (ST)

Specifications
Click on Hypertext Diesel
Engine Specs
System suggests that the
attribute Torque Rating
has pending changes
From view lov, select the change order number

created for attribute change and click on Go
Observe how current and new values are displayed
1-59
Promote Item Phase
Following the earlier steps, try to promote item to next phase > System
will not permit phase/status changes when there are pending changes
1-60
Review Change Order Policy
From Lifecycle Tab, select the Change Order Policy Sub-tab

Observe the established attribute controls in different lifecycle phases
1-61
Lifecycle Management II
Setups
Set Up Required
Existing Data
New Set up Required
Item Catalog
Category
Establish Attribute Control

Policies
Lifecycle
1-63
ADS Diesel
Engines
Establish Lifecycle change

Policies
ADS Engines
Lifecycle
Setup Flow
1-64
Establish Lifecycle Change Policy
Setup Workbench > Query the ADS Diesel Engines catalog

category
Hypertext Lifecycles > Opens the Lifecycle page
In the Change Policy region, proceed to update Policy for

Attributes.
Update > ADS Concept > Go > Add Another row

1-65
In the Attribute Group Field, select ADS

Diesel Engine Specifications
1-66
Set the Change Policy to Allowed for the ADS Concept and ADS
Design Phase
Set the Change Policy to Change Order Required for ADS Proto and
ADS Pre-Prod Phases
Set the Change Policy to Not Allowed for ADS Prod
Set the Change Policy to Change Order Required ADS Retire phase
Click on Apply Button
1-67
1-68
Attribute controls have thus been

established by lifecycle phase
Exercise II
Establish Lifecycle Policies for Item
Information
Engineers develop the Engine Specifications for the Diesel
Engines through the concept and design phases.
Once design freeze is completed, the Engines are moved to
prototype testing and pre-production validations. The
Engine Specs can still be changed, but this requires
approval from the Product Manager. Once the Engines are
released to Production, the Engine Specifications cannot be
changed.
business Problem.
Once you have built the solution, progress the item to
prototyping and demonstrate the lifecycle controls.
1-69
Recap Questions
The Product Manager wants to progress a diesel engine which is under a

pending change, from concept to design phase. What would happen if he tries to
update the item phase? What would he need to do to update the item phase?
How can Vision Engines ensure that design documents for Diesel Engines are
not modified without authorization beyond the design phase?
What are the various types of item information, on which Vision Engines can
configure lifecycle change policies?
Vision Engines has established change policies for the Diesel Engine
Specifications such that a change order would be required to modify the
specifications beyond the prototype phase. Vision Engines now wants to change
the policy and permit direct updates for the diesel engine specifications in the
prototype phase. How will Vision Engines accomplish this?
1-70
Lifecycle Management - III

Managing Product Lifecycle with Lifecycle
Tracking Project
Plan
Execute
Oracle
Project
Management
Control
1-71
Scenario
Vision Engines develops high performance and
specialized electric engines, to custom designs. The
product development typically involves executing a
large number of activities over long lead-times.
Vision Engines is faced with frequent cost and time
over-runs while developing the custom engines. It
needs to establish tight monitoring and control
systems to remain competitive in this segment.
1-72
Managing Product Lifecycle with Projects

Thought Process
WHAT ITEMS NEED TO BE TRACKED

USING PROJECTS
DO WE HAVE STANDARD TEMPLATE

FOR CREATING THE PROJECT
HOW DO WE REPORT PROJECT PROGRESS
1-73
IS THE PROJECT CREATED FIRST OR

THE ITEM
HAVE WE EXECUTED SIMILAR PROJECT

BEFORE
HOW DO WE QUALIFY RESOURCES FOR

THE PROJECT
Lifecycle Management III

Demo
Managing Product Lifecycle with

Lifecycle Tracking Project
Demo Flow
1-75
Create a new Electric Engine
Favorites > Create Engineering Items > Select the catalog category
ADS Electric Engines > Click on Continue button
1-76
Create Item : Enter Number/Description
Provide Item Name and Description; Note Item Status is Active

1-77
Enter Lifecycle details
Select Lifecycle
Lifecycle phase defaults
Item Status Changes
Click on Continue
1-78
Review Item Information
Define Attribute Values

Click on Finish
1-79
Review New Electric Engines Lifecycle
From Lifecycle tab,

observe the associated
lifecycle phases, current
phase and status of the
new item.
1-80
Associate Lifecycle Tracking Project
1-81
Associate New Lifecycle Tracking Project
Click on Associate New Project

Button
1-82
Select Template
Select the Template ADS Electric Engine Lifecycle Template'

Note - The Lov only displays the template with the same lifecycle as linked to
the item catalog category under which the item has been created
Click on the Continue button
1-83
Enter Lifecycle Tracking Project Details
Enter Project Number, Name, Project

Manager, Project Start and Project
Finish Dates
Click on Finish Button > Wait till the
project is created
Click on Home to return to the Portal
Page
1-84
Examine Item Project Association
Perform a Simple Search for the new item > Open the Item workbench
From the lifecycle page, observe that the new project created has now been linked as the
lifecycle tracking project
There is a one-to-one relationship between the item and its lifecycle tracking project
Observe that the Change Phase button is no longer available on this PLM page
Click on the Project link to examine the Project Details
1-85
Examine Workplan Details
From workplan tab, Click on Show workplan details

Notice the Lifecycle and current phase of the project are same as that of the item.
The phase controls for the item now reside with this tracking project
1-86
Update Project Progress
Scroll down to display the Work

Breakdown Structure
Click on Update Progress Icon against
Concept Task
1-87
Update Project Progress Preview Progress

Summary
Summary page shows up current

progress status for the top task
Estimated and Actual dates are rolled
up from the lower tasks
1-88
Update Project Progress for Sub-Task
Hypertext Subtasks > Subtasks are

displayed
Click on Update Progress Icon for one
of the sub-tasks
1-89
Update Project Progress Enter Actual Dates
Enter the Task Progress details

Update actual Start and Finish dates
for this task. The progress reported
will roll up to the top task
1-90
Update Project Progress Enter Task and

Progress Status for Sub-Task
Click on the Progress Report Link

Enter task status as completed
Click on Recalculate and Continue Updating Button
System confirms that changes are saved
Click on hyperlink on Task 1 (Concept) to return to the
concept task.
1-91
Update Project Progress Enter Task and

Progress Status for Concept Task

Enter task status as completed
1-92
Update Project Progress Enter Percent

Complete for Concept Task
Click on the Summary Link

Enter physical Percent Complete as 100
Click on Recalculate and Continue Updating Button
System confirms that changes are saved
Click on hyperlink on Task 2 (Design) to update progress for design task
1-93
Update Project Progress for Design Task

Enter task status as In Progress
Click on Submit
1-94
Promote Lifecycle Phase to Design
From current phase lov, select the current

phase as ADS Design
Click on Update Current Phase > Click on Yes
in the confirmation page
Current phase now stands updated
Click on Home link to return to the portal page
1-95
Monitor Project Updates from PLM
Perform a Simple Search for the new item >

Open the Item workbench
From the lifecycle page, observe the lifecycle
and project details
1-96
Lifecycle Management III

Setups
Managing Product Lifecycle with Lifecycle Tracking

Project
Set Up Required
New Set up Required
Existing Data
Item Catalog Category

Lifecycle
1-98
Create new Project

Template
Link Lifecycle to Item
Catalog Category
New Concepts
Lifecycle Tracking Project

Standardizes product development process
Provides visibility
Centralized resource management
Reduce product risk by tracking schedule slippage and
budget over-runs
1-99
Setup Flow
1-100
Create New Project Template
1-101
Project Super User > Projects: Setup > Project Templates > Select
Comp Component Lifecycle Templ (T, Computer Com Lifecycle) >
Click on the Duplicate button
Enter Template Information
Enter Template Number, Template Name

Add the Product Manager as the Project Manager
Click on Finish button
1-102
Modify Template Update Quick entry

information
Scroll down the template definition page to the Quick Entry Region
Add Quick Entry fields for Project Start Date and Project Finish Date
1-103
Modify Template Add Team Members
Setup Options Region > Setup > Project > Team

Members
Click on Update Icon
1-104
1-105
Click on Add Team

Members Link

and Assign Project Role
Add the Design Engineer and provide

him with the the Project Role
Engineer
Enter a Start Date
Click on Apply
Click on Project Template Setup
breadcrumb link
1-106
Modify Template Update Lifecycle
1-107
Setup Options Region > Workplan > Workplan Information

Modify Template Update Lifecycle and

Current Phase
Enter Structure Name as ADS Engine Lifecycle

Change the Lifecycle to ADS Engines Lifecycle
Select Current Phase as ADS Concept
Accept remaining defaults and click on Apply
1-108
Modify Template Update Work

Breakdown Structure
1-109
Setup Options Region > Workplan > Work Breakdown Structure

Modify Template Update Task
For the Concept Task, click on the Update Icon
1-110
Modify Template Update Task - Add

Phase and Task Manager
Add Task Manager

Link Phase
Click on Save
From Vertical side bar, proceed to update remaining tasks
1-111
Modify Template Update Tasks
From Actions Lov, Select Update Tasks

Click on Go
1-112
Modify Template Update Task Dates
Click on Expand All link

Update the Scheduled Start and Finish Dates for lowest node tasks
After all dates are entered, select the Apply and Continue Updating Option and
click on Go
Will get a message that Your changes have been saved
Template updates are now complete
Click on the Home link to return to the portal page
1-113
Query for the catalog category ADS Electric Engines from the setup
workbench
1-114
From the vertical Sidebar, click on the Hypertext Lifecycles
Click on Add Button

1-115
Select the ADS Engine Lifecycle
1-116
Exercise 3
Managing Product Lifecycle with Lifecycle
Tracking Project
Vision Engines receives a contract from the Rail Road
company to supply 6000 KW Electric Engines, and desires
to manage the product development lifecycle.
They would like to define and track all the activities involved
in the product development through Design, Prototype,
Production and Service Phases
They would like to establish tight controls over cost, effort
and resources involved in the product development.
business Problem.
Once you have built the solution process the item through
its lifecycle and promote it from the Design to Prototype
Phase.
1-117
Recap Questions
What are the some of the benefits, that Vision Engines would derive by using
Oracle Projects to manage item lifecycle?
When trying to create a lifecycle tracking project for a new electric engine, the
product manager did not find any suitable templates available for copying the
project from? What could have possibly gone wrong?
The Product manager wants to progress the Electric engine from Design to
Prototype phase, but finds that the Update Phase button is not available on the
ltem Lifecycle page? How will the Product Manager progress the item?
The Product Manager was trying to link an existing project to manage the
lifecycle of the Diesel Engine? He could not find any project for association?
What could have gone wrong?
The Product Manager wants to manage the Product lifecycle for a new Electric
Engine and a new Diesel Engine, using a single lifecycle tracking project? Is this
possible?
When updating progress, the task manager found that he could not enter actual
start and actual finish dates for the concept task? What is he doing wrong?
1-118

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Managing Item Lifecycle

An Item Lifecycle is a sequence of Phases (e.g.

Track Items through their Lifecycle

The Lifecycle Management Thought

Vision Engines has been flooded with customer

Track Items through their Lifecycle

Item Lifecycle Tracking Flow

Create a new Diesel Engine Item

Provide Item Name and Description.

Enter Lifecycle details

Select the Lifecycle ADS Engine Lifecycle ;

Review Item Information

Enter Attribute Information.

Observe Item Lifecycle

Open the item workbench with the

Observe the Status control for current phase

Click on the hypertext Status Attributes

Change Item Phase

(N) Overview Region >

Provide New Phase Information

New Phase is automatically selected

Review and Implement Pending Changes

Pending Changes Tab > The

Observe the Phase Change

Item Phase is successfully

Observe the Status control for the New phase

Hypertext Status Attributes

Track Items through their Lifecycle

ADS Engines Lifecycle

Link Phase and Status

Define Lifecycle Phases

(N) From the Project

Create a New Lifecycle

(N) From the Project Super

Click on the Create Lifecycle

Add Lifecycle Phases

Provide Lifecycle Details (Name, Short Name and Description)

Enter the Lifecycle Phases sequentially

Click on the Apply button

Define Item Status ADS Design

Setup Workbench > (T) Items > (ST)

Create a New Status ADS Design

From Status Attributes Region, Check

Click on the Apply button

Define Item Status

Link Lifecycle Phase and Item Statuses

Assign Default Status to Design Phase

Setup workbench > (T) Items > (ST) Lifecycle Phases

Search by Phase, enter the string ADS%, Click on the Go Button

Assign Default Status to Phase

Associating Lifecycles to Item Catalog

Assign Lifecycle to Item Catalog Category

From the vertical Sidebar, click on the lifecycles link

Select the ADS Engine Lifecycle and apply

Setup Site level Profile Server Time Zone

Login as Profileoptions ; Password sysadmin

Setup Time-zone Preferences

Open any PLM page > Click on

Verify Time-zone Settings on Desktop

Open up the Date and Time Properties for your PC

Establish Lifecycle Policies for Item Information

Vision Engines is observing an increasing occurrence

Establish Lifecycle Policies for Item Information