Organizing and Optimizing your Business with PLM

Create and organize an assembly by clearing the work area, assembling parts into a bill of materials, and nesting subassemblies, then modify and view part details using tabs and attachments.

Customize bill material attributes in the bill of materials by adding fields such as cost and description in the admin tab, then save and view changes.

Customize tabs on the part details page in PLM by adding a new tab, renaming it (for example resistor), and using page 3 with private attributes and voltage data.

Create a list for items and set up a new class in PLM by configuring item type, data, and a dropdown list, then customize class attributes and lifecycle.

link items page attributes to bill of materials in PLM using drag-and-drop to sync current inventory, weight, and color, enabling updates and export or import to Excel.

Export a bill of materials from PLM so non-PLM users can view it in an Excel sheet. Use the import tool with saved mappings, customize columns, and export with delimiters.

Import a multilevel bill of materials from Excel into PLM, map part numbers to descriptions, add cost data, and assign items to assemblies for a smooth import.

Customize and create workflows in plm using admin tools, name steps like submit, pending, review, and release with auto promote, then assign pm approval to parts.

Learn how to modify a released item in a PLM workflow by releasing revisions, creating a new ECMO for modifications, and updating attachments while preserving previous revisions.

Learn how to redline a bill of materials within a released assembly by adding and removing parts, adjusting quantities, and comparing revisions in the redlines tab.

Explore how to compare item revisions in PLM and view the redlined bill of materials to see added or removed parts, such as revision b in prototype.

Create and customize life cycles in the PLM system, assign them to a part class, define phase names and types, save changes, and prepare to move parts through phases.

Explore how product life cycles guide organizing and optimizing your business with PLM, from concept and prototype through growth, maturity, and decline, balancing development costs and cash flow.

Create and customize a new manufacturer in plm, add contact details such as phone and address, and tailor manufacturer attributes to improve data management.

Create a new manufacturer part by selecting McMaster-Carr, entering the exact part number, and adding it to the bill of materials and related assemblies with notes.

Create and attach a supplier using the new objects and supplier tabs, drag-and-drop to link Mauser with manufacturers and parts, then save and review connections.

Navigate the admin tab to create and modify users, assign groups and roles, set password change at next login, adjust expiration, and manage import/export data for your PLM workflow.

Learn to create and customize roles and groups in PLM, assign roles to users, and control permissions like discover, read, and export data within a shop group.

Explore the final bells and whistles of PLM, including help and manuals, language options, and reports on pending engineering change orders awaiting approval, plus quick search for parts.

Prepare for the PLM certification exam by reviewing admin, material, and item attributes, creating custom lifecycles and workflows, assembling parts and documents, and generating SEO-ready scios for release.