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#SEU12 - 505   managing projects and ecos in insight xt - michael rothe van deventer
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#SEU12 - 505 managing projects and ecos in insight xt - michael rothe van deventer

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This session will demonstrate how to manage projects in Insight XT and utilize them to facilitate Change Management scenarios for Solid Edge. Focusing on the web client application we will learn how …

This session will demonstrate how to manage projects in Insight XT and utilize them to facilitate Change Management scenarios for Solid Edge. Focusing on the web client application we will learn how to relate different engineering data using the concept of item containers and the pre-configured web parts Insight XT provides. We will conclude with exploring related information to quickly analyze change impact.

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  • 1. Managing Projects and ECOsin Insight XTMichael Rothe van DeventerSiemens PLM SoftwareProduct Manager, Insight XT #SEU12
  • 2. Presenter• Michael Rothe van Deventer• Product Manager for Insight XT• over 15 years of experience in data management and PLM• held a variety of positions from software development to project management and product development and currently leads the product management of Insight XT.• German #SEU12
  • 3. Insight XT Business ProcessesInsight XT utilizes the Microsoft SharePoint platform for easyintegration of Solid Edge data with key business processes Business Process Design Data Landing Page Projects In-House Purchased Sandbox Documents Carts Change Management Search Configuration © Siemens AG 2012. All Rights Reserved. Page 3 Siemens PLM Software
  • 4. Insight XTOOTB project & change management Projects  “Binder” concept for managing data related to a project  Project definition can include references to any design data Change Management  Simple task management & integration to SharePoint workflow  Quickly identify all the documents associated with an Engineering Change © Siemens AG 2012. All Rights Reserved.Page 4 Siemens PLM Software
  • 5. Insight XT Fundamentals © 2011. Siemens Product Lifecycle Management Software Inc. All rights reservedSiemens Confidential
  • 6. Projects, ECOs, ECRs More than just a “thing” SharePoint Folder Insight XTCollection of embedded content Collection of embedded content © Siemens AG 2012. All Rights Reserved. Page 6 Siemens PLM Software
  • 7. Projects, ECOs, ECRs More than just a “thing” SharePoint Folder Insight XT - ItemCollection of embedded content Collection of embedded content And referenced content © Siemens AG 2012. All Rights Reserved. Page 7 Siemens PLM Software
  • 8. Projects, ECOs, ECRs Complete description SharePoint Folder Engineering DataCollection of embedded content © Siemens AG 2012. All Rights Reserved. Page 8 Siemens PLM Software
  • 9. Projects, ECOs, ECRsExample ECO-0003 ECR-0003 ECO-0002 PRT-00086 / A PRJ-0003 description.docx Budget.xslx Miscellaneous.zip © Siemens AG 2012. All Rights Reserved.Page 9 Siemens PLM Software
  • 10. Projects, ECOs, ECRsExample ECO-0003 ECR-0003 ECO-0002 PRT-00086 / A PRJ-0003 description.docx Budget.xslx Miscellaneous.zip © Siemens AG 2012. All Rights Reserved.Page 10 Siemens PLM Software
  • 11. Projects, ECOs, ECRsEmbedded Content (document library view) Unique (project related) data are put intoMy Projects the project while using the SharePoint folder structure for overall organization (Sub-)Folder PRJ-0003 description.docx Budget.xslx Miscellaneous.zip © Siemens AG 2012. All Rights Reserved.Page 11 Siemens PLM Software
  • 12. Projects, ECOs, ECRs Referenced Content (relational view) ECO-00031 ECR-0003“I need to be able to see thedesign work that is associated ECO-0002with a specific project …” PRT-00086 / A PRJ-0003 The Engineering Data relationship model as well as the CAD Data relationship model are combined and made available to a broader community (outside of CAD). © Siemens AG 2012. All Rights Reserved. Page 12 Siemens PLM Software
  • 13. Projects, ECOs, ECRsSite layout My projects ECR-0003 ECO-0003 ECO-0002 PRT-00086 / A PRJ-08015 description.docx Budget.xslx PRJ-0003 Miscellaneous.zip © Siemens AG 2012. All Rights Reserved.Page 13 Siemens PLM Software
  • 14. Projects, ECOs, ECRsSite layout © Siemens AG 2012. All Rights Reserved.Page 14 Siemens PLM Software
  • 15. Insight XT Projects © 2011. Siemens Product Lifecycle Management Software Inc. All rights reservedSiemens Confidential
  • 16. Project Data Organization Project Library • All Projects reside in a project library • SharePoint folder structure to organize and categorize projects • Content Browser web part presents hierarchical list of projects Quick overview of the project hierarchy within the company or department © Siemens AG 2012. All Rights Reserved.Page 16 Siemens PLM Software
  • 17. Project Data Organization Referenced vs. PhysicalProject Data can be referenced from many sites, libraries, folders, etc.Need a way to bring this all together – Project Binder Referenced Physical Storage Location (“Binder”) (“Data”) © Siemens AG 2012. All Rights Reserved.Page 17 Siemens PLM Software
  • 18. Project Binders Easy to create PRJ-0003 © Siemens AG 2012. All Rights Reserved.Page 18 Siemens PLM Software
  • 19. Project Binders OOTB properties PRJ-0003 © Siemens AG 2012. All Rights Reserved.Page 19 Siemens PLM Software
  • 20. Project Binders Manage data by project• Projects can include references to any design data ECO-0003 • Most typically a project will roll up ECO-0002 one or more change orders. “Project Link” • It might also link in a key part or PRT-00086 / A assembly. PRJ-0003 description.docx• A budget describing the project costs could be put right inside the project Budget.xslx Miscellaneous.zip © Siemens AG 2012. All Rights Reserved. Page 20 Siemens PLM Software
  • 21. Project Binders Lifecycle Status• OOTB projects are enabled to carry a status ECO-0003 ECO-0002• Individual documents inside “Project Link” the project inherit the project status • Or have a different status PRT-00086 / A• Referenced project data is also presented with its status PRJ-0003 description.docx Provides another perspective to Budget.xslx quickly understand the project status Miscellaneous.zip © Siemens AG 2012. All Rights Reserved. Page 21 Siemens PLM Software
  • 22. Projects Summary• Project Library provides a quick overview of the project hierarchy within the company or department• Projects can include references to any design data  always presents its latest version• Relation Browser dynamically displays all the data associated with projects so project status is clear to all.• Projects are flexible and efficient  Multiple projects can reference same data  No duplication of data between projects  Not limited by SharePoint directory structure or Windows file system © Siemens AG 2012. All Rights Reserved. Page 22 Siemens PLM Software
  • 23. Projects Demo © Siemens AG 2012. All Rights Reserved.Page 23 Siemens PLM Software
  • 24. Insight XT Change Management © 2011. Siemens Product Lifecycle Management Software Inc. All rights reservedSiemens Confidential
  • 25. Insight XT Change Management What is it? Simple task management & integration to SharePoint workflow Status Sharepoint Workflow ECO ECRSharePoint Issue List © Siemens AG 2012. All Rights Reserved. Page 25 Siemens PLM Software
  • 26. Change Management ECR/ECO Library • All ECOs/ECRs reside in a library • SharePoint folder structure to organize and categorize ECOs/ECRs • Content Browser web part presents hierarchical list of ECOs/ECRs Quick overview of the Change Management activities within the company or department © Siemens AG 2012. All Rights Reserved.Page 26 Siemens PLM Software
  • 27. ECOs / ECRs Easy to create ECR-0003 ECO-0003 © Siemens AG 2012. All Rights Reserved.Page 27 Siemens PLM Software
  • 28. ECRs Simple data capture• ECRs include references to the design data in question PRT-18023 / A • Most typically an ECR will reference the part/assembly requested to “ECR Link” change. • The Parts of course remain in their existing location and are just linked here for easy access ECR-0003• A form describing the requested change could be put right inside the ECR ECR-Form.docx• ECRs don’t carry a life cycle status © Siemens AG 2012. All Rights Reserved. Page 28 Siemens PLM Software
  • 29. ECOs Straight forward change management• ECOs can include references to any engineering data ECR-0005 • Most typically an ECO will roll up ECR-0002 one or more change requests. “ECO Link” • It might also link in the part or PRT-30281 / F assembly in question.• A PCF could be put right inside the ECO-0003 project, providing 3D markups ECO-Form.docx describing the planned changes Markup.pcf• ECOs carry a life cycle status © Siemens AG 2012. All Rights Reserved. Page 29 Siemens PLM Software
  • 30. ECOs Straight forward change management“We need to quickly identify all PRJ-0008the documents associated with ECR-0005an Engineering Change” ECR-0002 “Where Used” PRT-30281 / F• Multiple change orders/requests can reference the same data• No duplication ECO-0003 ECO-Form.docx Quickly understand the impact of Markup.pcf proposed design changes © Siemens AG 2012. All Rights Reserved. Page 30 Siemens PLM Software
  • 31. Change Management Summary• Change Management site provides a quick overview of all ECRs and ECOs within the company or department• The Relation Browser dynamically displays all the data associated with ECRs and ECOs, so the impact of proposed changes is clear to all.• Designed to make change management easy © Siemens AG 2012. All Rights Reserved. Page 31 Siemens PLM Software
  • 32. Change Management Demo © Siemens AG 2012. All Rights Reserved.Page 32 Siemens PLM Software
  • 33. Insight XT Lifecycle Status © 2011. Siemens Product Lifecycle Management Software Inc. All rights reservedSiemens Confidential
  • 34. Change Management Life Cycle Status In Approval In Review Released Working Obsolete Preconfigured! Sandbox © Siemens AG 2012. All Rights Reserved.Page 34 Siemens PLM Software
  • 35. Change Management Status Manager © Siemens AG 2012. All Rights Reserved.Page 35 Siemens PLM Software
  • 36. Change Management Status Manager Note: ‘Read’ allows “Open” © Siemens AG 2012. All Rights Reserved.Page 36 Siemens PLM Software
  • 37. Change Management Ready-to-use Workflows Quick-Release In Review In Approval Released Working Obsolete Sandbox © Siemens AG 2012. All Rights Reserved.Page 37 Siemens PLM Software
  • 38. Change Management Ready-to-use Workflows 2-Step-Release In Review In Approval Released Working Obsolete Sandbox © Siemens AG 2012. All Rights Reserved.Page 38 Siemens PLM Software
  • 39. Change Management Ready-to-use Workflows Quick Obsolete In Review In Approval Released Working Obsolete Sandbox © Siemens AG 2012. All Rights Reserved.Page 39 Siemens PLM Software
  • 40. Change Management Workflow Customization © Siemens AG 2012. All Rights Reserved.Page 40 Siemens PLM Software
  • 41. Change Management Demo © Siemens AG 2012. All Rights Reserved.Page 41 Siemens PLM Software
  • 42. Solid Edge University Insight XT Test DriveExperience Insight XT for yourself!• Visit the SPLM Software booth in the Governor’s Foyer• We will introduce you to Insight XT and you can then explore for yourself : • Navigate a Solid Edge Assembly • Create your own ECR, ECO or Project • Edit a product structure• Complete a short survey• Your survey will be entered into a drawing for an Xbox 360 250GB with Kinect! • Winner announced at wrap-up session Wed 13th June 4pm Rules for the giveaway are available at: http://www.plm.automation.siemens.com/en_us/campaigns/giveaways/seu_test_drive.shtml © Siemens AG 2012. All Rights Reserved. Page 42 Siemens PLM Software
  • 43. Thank You!Questions? #SEU12
  • 44. © Siemens AG 2012. All Rights Reserved.Page 44 Siemens PLM Software
  • 45. Project Binders Lifecycle enabled Released In Approval Obsolete In Review PRJ-0003 Working © Siemens AG 2012. All Rights Reserved.Page 45 Siemens PLM Software
  • 46. Project Binders Lifecycle Status Released In Approval Obsolete In Review PRJ-0003 Working © Siemens AG 2012. All Rights Reserved.Page 46 Siemens PLM Software