Organizing and Optimizing your Business with PLM

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.

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.

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.

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.

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.