BOM and Configuration

Management Best Practices

Jeff Zemsky
Product Management Director, PTC

November 19th, 2014

Agenda

• Challenges in Virtual Design and BOM

– Benefits and value
– Challenges

• Solutions for creating the EBOM

– How to get there
– Bottom up/Top Down
– Improvements in working with BOM and CAD
• Find Number/Line #
• Revise
– 3rd Party enhancements
• Solidworks
• Autocad Blocks
• Inventor
– ECAD BOM generation updates

©2014 PTC Proprietary and Confidential Subject to Change 2

Global Product Development
Solution Scope
GLOBAL PRODUCT DEVELOPMENT
DOCUMENT MANAGEMENT
– Document Management
– Engineering Calculation
Management
MECHANICAL CAD
DATA MANAGEMENT
– MCAD Data Management
– MCAD Library Management
– Managing Component Families
– Large MCAD Assembly
Management
ELECTRONIC CAD
DATA MANAGEMENT
– PCB Design Data Management
– ECAD Library Management
CHANGE MANAGEMENT
– Standardized, automated
change mgt.
– Integrated, x-discipline change
mgt
– Integrated product issue mgt
– Deviation / Waiver Management
CONFIGURATION
MANAGEMENT
– Product config lifecycle mgt
– Integrated,cross-discipline BOM
– Product config sharing to
enterprise
– Basic BOM Creation
CLASSIFICATION AND REUSE
– Classification Taxonomy
Analysis & Definition
– Classification Administration
– Component Classification &
Search
© 2014 PTC
DESIGN COLLABORATION
– ECAD/MCAD Collaboration
– Top Down Design
– Efficient Multi-MCAD Co-Design
– Context Based Large Assembly
Design
SECURED DIGITAL
COLLABORATION
– Advanced IP protection
– Content Protection
EXTERNAL COLLABORATION
– Distributed Collaboration
– Traceable product data sharing
– Partner Change Management
Practice Groups
(Set of Best Practices recommended
to be deployed together)
• Best Practice 2
• Best Practice 3
3
Challenges in Virtual Design
and BOM

©2014 PTC Proprietary and Confidential Subject to Change 4

The Evolution of Product Configuration
Interface
standards

BOM

Mfg
Configuration 1 Instructions
Dimensions

Configuration 2
©2014 PTC Proprietary and Confidential Subject to Change 5
Challenges in working with BOM and CAD

Reduce time spend on Non-Value-Added Activities

Non-Value-Added Activities:
– These activities:
• Take the engineer or designer out of their design flow
– Examples are:
• Too many disparate tasks in aligning the product configuration
– Manually keeping virtual designs and BOMs synchronized takes extra
work
– Extra work is needed by Supply Chain and Manufacturing to ensure
they have the correct data
• The enterprise cannot access information related to the BOM
such as the correct CAD easily
• Remembering different workflow paths depending upon working
with parts or CAD

Value-Added Activities:
– Value-added activities:
• Enable the team to focus on meeting the requirements of the
customer.
• Let the designer and engineer focus on the product and the
customer, not the tool
©2014 PTC Proprietary and Confidential Subject to Change 6
Solutions for creating
the EBOM

©2014 PTC Proprietary and Confidential Subject to Change 7

Key Concept - What is a Product Structure or BOM?

• Contains the historical, current and planned information that supports the
design, planning, production, and support of your products.
– How they are designed
– How they are built
– History of decisions

• Provides the basis for the product

architecture & downstream needs
– Basis for modularity and configurability
– Leverage for manufacturing and service

• Structured set of related information

– Parts
– CAD, Documents, Requirements
– Changes
– Viewables
– AVL/AML
– …
PTC Confidential © 2012 Forward Looking Information - Subject to Change 8
Options to create the BOM

Create in • Full BOM creation and editing environment

Product • Direct editing of BOM components and
Structure attributes
Browser • Create and manage related data
• Use with creating new and evolving existing

• Best for loading/updating of large sets of parts and

Import structures
from • Can be utilized when the product objects and
Excel structures are defined externally to Windchill
• Use with creating new and evolving with CAD as
starting point

• Supports existing CAD driven design practices

Model where structures match closely with the CAD
driven environment
product • Can be utilized “top-down” where associations
structure occur to pre-existing Parts
• Use with new or existing – particularly when getting
data from partners

• Best when designs have common objects and structures

Save-As • Use to evolve existing designs and to copy overloaded
products to create new similar family

©2014 PTC Proprietary and Confidential Subject to Change 9

Model driven Product Structure

Bottom Up
• Goal -
– Deliver more flexibility to user working with product structure
driven from CAD data
– Enable user outside of CAD tools to work with CAD driven
product structure

• Propagate attributes from CAD to BOM

• Support differences in structures

– Gathering parts
– Bulk items
– Quantity differences
– Parameter driven part creation capabilities

• Support hybrid – drive bottom up and top down

– Create and insert CAD from part structure

©2014 PTC Proprietary and Confidential Subject to Change 10

Editing model Driven Product Structure Model
driven
product
Gathering Parts structure

• Purpose Toggle
– Handing assemblies that are for modeling only gathering part
on/off
– Elevating its children in the BOM

• Product Structure
– Identified with special part icon
– Controlled by Part attribute
• Edit Common Attributes toggle on/off
– Ability to initially set using CAD attribute

• BoM reports
– Excluded from BOM reports Toggle
– Children of gathering part maintained gathering part
on/off
– Children elevated up a level in BoM
Sub-asm_1 excluded
children comp_3.prt &
comp_4.rt elevated
to 1stst level

© 2013 PTC Proprietary and Confidential Subject to Chagne 11

Editing model Driven Product Structure Model
driven
product
What’s modeled isn’t always exactly what you want structure

• Changing Quantities
– Including for CAD built
occurences

• Adding non-modeled items

– Bulk items

© 2013 PTC Proprietary and Confidential Subject to Chagne 12

 Top Down Design driven

Challenge: Avoid gridlock while developing complex, multi-disciplined products

Create or reuse existing part and
• Goal - associated CAD structures

– Proactively plan and architect products to

support top-down, concurrent, team-based
development.

• Capabilities:
– Simultaneously create or reuse existing part and
associated CAD structures
– Create and validate conceptual design structures Capture Design Intent

in PLM
– Create or reuse skeletons to drive design intent
(i.e. interfaces, keep out areas, etc.) in CAD
– Concurrently design subassemblies in CAD and
synchronize updates with associated product
structures Communicate Design
Intent

©2014 PTC Proprietary and Confidential Subject to Change 13

Streamlining working with BOM and CAD

Reduce time spend on Non-Value-Added Activities

• Improvements in working with BOM and CAD
– Find Number/Line #
– Revise

Value-Added Activities
– Part to Flexible CAD mapping

Spend more time on

– Mass Change

• 3rd Party enhancements

– Solidworks
– Autocad Blocks
– Inventor

• ECAD BOM generation updates 50%

20%

©2014 PTC Proprietary and Confidential Subject to Change 14

BOM Creation Improvements in Windchill 10.2 M020

CAD driven product structure improvements

• New “All Models” option to Auto Relate Derived Drawings to Parts
– Operation > Auto Associate > Auto Relate Drawings To Parts
– For All association types between models and (WT)Parts, models drawing will be auto related to
the (WT)Part

• Build Parts at the time of Associating to a CAD Document

– New preference when enabled to allow automatic building on associate action
• Operation > Auto Associate > Build Part After Associate = (Yes/No)
– Part iterated and structure updated
©2014 PTC Proprietary and Confidential Subject to Change 15
Revise Only CAD Document in Windchill 10.2 M020

• In previous releases revising the CAD document would break it’s

relationship to the Part its related to.

• In 10.2 M020 a new preference has been added:

– Carry Forward Content Association for CAD Document Revise
Revise CAD Document ONLY
• Enables the new Revision to be related to the existing part

• Let’s look at a simple example

A.1
A.1

A.1
Note: CAD Doc A.1’s
info page changed
with no history on the A.1
CAD Doc.
B.1
©2014 PTC Proprietary and Confidential Subject to Change 16
Windchill Workgroup Manager Windchil10.2 M010

Ability to drive Windchill Find Number or Line Number from CAD BOM
 CAD BOM attributes can be mapped to Windchill Part ‘Line
Number’ and ‘Find Number’ fields via Windchill Preferences.

 Supported for Creo & Autodesk Inventor at 10.2 M010.

ERP

©2014 PTC Proprietary and Confidential Subject to Change 19

Managing in Creo

Designated Component Parameter to manage Find/Line numbers

Supports usage of Integer or

String attributes*
Display and manage values in
Assembly model tree

Designated Parameter
mapped to Windchill attribute

©2014 PTC Proprietary and Confidential Subject to Change 21

Managing in Creo

Display of Find Number on Creo Drawings Find numbers and

corresponding balloons
Set component parameter to
driven from assembly
display in drawing table
parameter

Configure BOM Balloon for

table to utilize same
component parameter

©2014 PTC Proprietary and Confidential Subject to Change 22

Ability to drive Windchill Find Number or Line Number
from CAD BOM
Managing and Maintaining the values with Creo

Edit Values

Propagated to drawings

Edit Values

Build

©2014 PTC Proprietary and Confidential Subject to Change 24

Then End Result

Drawing and Windchill BOM are in Sync

©2014 PTC Proprietary and Confidential Subject to Change 25

Windchill Workgroup Manager 10.2 M030

Improve Build Process to Create a Single Uses Link for Flexible Components
 Currently, 2 CAD Doc associated with the same Part AND both CAD Docs are
assembled into the same CAD model, result in build process creates 2 usage links to
the same Part.

Qty.
Rocker Assy
Spring 1
Spring 1

Cap 2
Spring
Rocker 1
Spring-Compressed

Spring-Extended
10.2 M030+
 This causes problems with the BOM – Quantity calculations,
propagating BOM info to ERP systems, allocation of Line
Qty.
Number.
Rocker Assy
 From 10.2 M030 this scenario will create a single usage link to Spring 2
the Part. Cap 2
Rocker 1
 This is a general enhancement to the Part build process (not
CAD specific). 26
Mass Change – Windchill 10.2 M030

Capabilities
- Provide the ability to update the CAD
structure when changing the Part structure
- Capability includes Replace, Insert and
Remove
- Location and other information now
preserved when Replace action is done
- Enhanced feedback on Mass Change
Preview step
- Mass WIP actions on Change tables,
Folders and Search

Benefits
- Reduced overhead & time on reflecting a
part change to its multiple parent part
structure and the associated CAD
structure
- Reduced overhead on locating replaced
parts to correct position. Location
information is preserved after Mass
Change
- Improve user satisfaction on daily
operations © 2014 PTC Proprietary & Confidential Forward looking information subject to change without notice 27
 Third Party MCAD enhancements

©2014 PTC Proprietary and Confidential Subject to Change 28

 Windchill Workgroup Manager 10.0 SolidWorks

Support SolidWorks “Exclude from BOM” when creating Windchill BOMs.

Excluded
Excluded part
part is
is
shown in Model
shown in Model
Structure
Structure but
but not
not in
in
the
the Windchill
Windchill BOM.
BOM.

PTC©2014 PTC Proprietary

Confidential and Confidential
© 2012 Forward Subject to-Change
Looking Information Subject to Change 29
Windchill Workgroup Manager 10.2 AutoCAD

Windchill BOMs from AutoCAD Blocks

 Generate Windchill Part structures from

AutoCAD “Blocks”.

 Configuration file filters which blocks are

exposed to Windchill as Parts.

 See movie on PTC Learning Exchange:

Creating Windchill Bills of Materials fro
m AutoCAD Blocks

©2014 PTC Proprietary and Confidential Subject to Change 30

Windchill Workgroup Manager 10.2 M010 Autodesk Inventor

Windchill Part structure to support the following Inventor BOM Features

 Phantom: Items marked as Phantom in the Inventor BOM can be configured to utilize
Windchill’s Phantom Assembly infrastructure (Phantom Assembly Override Attribute Name)

 Reference: Items marked as Reference in the Inventor BOM are omitted from the Windchill
Part BOM (Part Structure Override Attribute Name).

©2014 PTC Proprietary and Confidential Subject to Change 31

ECAD BOM generation enhancements

©2014 PTC Proprietary and Confidential Subject to Change 32

ECAD BOM in Windchill

Part Occurrence
ECAD Assembly data
Part

Quantity, RefDes

Bare Board Part

©2014 PTC Proprietary and Confidential Subject to Change 33

ECAD BOM Generation in Windchill 10.2 M020

• .csv file import

• PTC Windchill Workgroup Manager

for ECAD
– BOM is optional during ECAD Check-In
• Derived from Board or Schematic
• BOM parts are auto associated to CAD doc
– Variant BOM or custom BOM?
• Hooks

• BOM Attribute Map

– Linked to ECAD document in Windchill
– Enables custom map of BOM columns from
ECAD to Windchill attributes

©2014 PTC Proprietary and Confidential Subject to Change 34

BOM generation enhancements

• Simplify the creation BOM attribute mappings for ECAD easier for the end
users.
– A user currently is not able to easily create a CSV file to load into the UI without
knowing the pvecad2pvsd command line arguments, neither is a user able to
manually enter values in the UI.

• Provide an option to have a design level BOM Attribute Mapping file.

• Deliver BOM checking and visualization

Solution:
• BOM Attributes Mapping
– Ability to select an ECAD Design item such as a project file or board file when executing
the Load action in BOM Attributes Mapping Editor. The WWGM shall execute the
pvecad2pvs utility in the background. The resulting CSV file shall be loaded and the end
user shall be able to select the design attributes in the UI as implemented today.
• System or Design level
• BOM Report

©2014 PTC Proprietary and Confidential Subject to Change 36

BOM generation enhancements

Select design file for BOM Attribute mapping input

©2014 PTC Proprietary and Confidential Subject to Change 37

MPMC Improves Development Productivity Using PTC Creo and PTC Windchill
Initiatives
• Knowledge capture and reuse
• Improve design reuse rate
• Reduce design changes
Millennium Power Manufacturing (Shanghai) Corp. (MPMC) is a high-tech
enterprise which integrates the research, development, assembly, production,
sales and service of energy-saving and environment-friendly Diesel Generator
Sets Trailer Lighting Towers and Movable New-energy Lighting Towers.
Products independently researched and developed by MPMC include: Open-
type Diesel Generators, Silent Diesel Generator Sets, Soundproof Diesel
Power Generations, Containerized Diesel Generator Sets, Trailer Diesel
Generator Sets, Mobile Power Stations, Movable Power Plants, High-voltage
Diesel Power Generations, Gas Generator Sets, Diesel Powered Mobile
Lighting Towers, Movable Solar LED Light Towers and Solar Pumps.
Solution Results
• Establish a product development • Product development productivity
platform based on PTC Creo and PTC improved by 50%
Windchill
• Parts reuse improvement of 80%
• Standardize product design processes
and methods based on PTC Creo and • Design changes were reduced by
PTC Windchill PDMLink 60%
• Setup product parts library based on
PTC Creo and PTC Windchill
PDMLink
©2014 PTC Proprietary and Confidential Subject to Change 39
Continue to drive BOM and whole product definition

Summary
Manage Configurations
Manage Product
• Create BOM definition for the whole product Data
& Changes

– Relate CAD, visualization, documents, etc.

– Leverage in downstream needs such as manufacturing
planning and service

• Increase value added time

– Drive CAD to BOM and BOM to CAD
– Enhancements for BOM and CAD interaction

• Broaden the BOM definition beyond ECAD

– ECAD BOM generation updates

©2014 PTC Proprietary and Confidential Subject to Change 40

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