Transcript BOM and Configuration Management Best Practices

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
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Global Product Development
Solution Scope
GLOBAL PRODUCT DEVELOPMENT
DOCUMENT MANAGEMENT
– Document Management
– Engineering Calculation
Management
CHANGE MANAGEMENT
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MECHANICAL CAD
DATA MANAGEMENT
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MCAD Data Management
MCAD Library Management
Managing Component Families
Large MCAD Assembly
Management
Standardized, automated
change mgt.
Integrated, x-discipline change
mgt
Integrated product issue mgt
Deviation / Waiver Management
CONFIGURATION
MANAGEMENT
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Product config lifecycle mgt
Integrated,cross-discipline BOM
Product config sharing to
enterprise
Basic BOM Creation
ELECTRONIC CAD
DATA MANAGEMENT
– PCB Design Data Management
– ECAD Library Management
CLASSIFICATION AND REUSE
– Classification Taxonomy
Analysis & Definition
– Classification Administration
– Component Classification &
Search
© 2014 PTC
DESIGN COLLABORATION
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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
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The Evolution of Product Configuration
Interface
standards
BOM
Dimensions
Configuration 1
Mfg
Instructions
Configuration 2
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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
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Solutions for creating
the EBOM
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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
–
–
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–
Parts
CAD, Documents, Requirements
Changes
Viewables
AVL/AML
…
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Options to create the BOM
•
•
•
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Create in
Product
Structure
Browser
Full BOM creation and editing environment
Direct editing of BOM components and attributes
Create and manage related data
Use with creating new and evolving existing
•
Import
from
Excel
•
•
•
Model
driven
product
product
structure
structure
Save-As
•
•
•
•
Best for loading/updating of large sets of parts and
structures
Can be utilized when the product objects and
structures are defined externally to Windchill
Use with creating new and evolving with CAD as
starting point
Supports existing CAD driven design practices
where structures match closely with the CAD
environment
Can be utilized “top-down” where associations
occur to pre-existing Parts
Use with new or existing – particularly when getting
data from partners
Best when designs have common objects and structures
Use to evolve existing designs and to copy overloaded
products to create new similar family
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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
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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
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Editing model Driven Product Structure
Gathering Parts
• Purpose
– Handing assemblies that are for modeling only
– Elevating its children in the BOM
Model
driven
product
structure
Toggle
gathering part
on/off
• 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
– Children of gathering part maintained
– Children elevated up a level in BoM
Toggle
gathering part
on/off
Sub-asm_1 excluded
children comp_3.prt &
comp_4.rt elevated
to 1st level
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Editing model Driven Product Structure
What’s modeled isn’t always exactly what you want
Model
driven
product
structure
• Changing Quantities
– Including for CAD built
occurences
• Adding non-modeled items
– Bulk items
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Top Down Design driven
Challenge: Avoid gridlock while developing complex, multi-disciplined products
Create or reuse existing part and
associated CAD structures
• Goal – 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
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
Capture Design Intent
Communicate Design
Intent
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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
Part to Flexible CAD mapping
Mass Change
Spend more time on
Value-Added Activities
–
–
–
–
• 3rd Party enhancements
– Solidworks
– Autocad Blocks
– Inventor
• ECAD BOM generation updates
50%
20%
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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
– Viewable representation available on Part
– CAD document check-in (iteration) not required
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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
CAD Doc.
A.1
B.1
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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
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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
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Managing in Creo
Display of Find Number on Creo Drawings
Set component parameter to
display in drawing table
Find numbers and
corresponding balloons
driven from assembly
parameter
Configure BOM Balloon for
table to utilize same
component parameter
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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
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Then End Result
Drawing and Windchill BOM are in Sync
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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
Spring-Compressed
Spring
1
Spring
1
Cap
2
Rocker
1
Spring-Extended
10.2 M030+
 This causes problems with the BOM – Quantity calculations,
propagating BOM info to ERP systems, allocation of Line
Number.
Qty.
Rocker Assy
 From 10.2 M030 this scenario will create a single usage link to
the Part.
 This is a general enhancement to the Part build process (not
CAD specific).
Spring
2
Cap
2
Rocker
1
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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
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operations
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Third Party MCAD enhancements
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Windchill Workgroup Manager 10.0 SolidWorks
Support SolidWorks “Exclude from BOM” when creating Windchill BOMs.
Excluded part is
shown in Model
Structure but not in
the Windchill BOM.
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and Confidential
Subject to-Change
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Confidential
© 2012 Forward
Looking Information
Subject to Change
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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 from
AutoCAD Blocks
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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).
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ECAD BOM generation enhancements
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ECAD BOM in Windchill
Part Occurrence
data
ECAD Assembly
Part
Quantity, RefDes
Bare Board Part
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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
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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
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BOM generation enhancements
Select design file for BOM Attribute mapping input
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MPMC Improves Development Productivity Using PTC Creo and
PTC Windchill
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: Opentype 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.
Initiatives
Solution
Results
• Knowledge capture and reuse
• Establish a product development
platform based on PTC Creo and PTC
Windchill
• Product development productivity
improved by 50%
• Improve design reuse rate
• Reduce design changes
• Standardize product design processes
and methods based on PTC Creo and
PTC Windchill PDMLink
• Parts reuse improvement of 80%
• Design changes were reduced by
60%
• Setup product parts library based on
PTC Creo and PTC Windchill
PDMLink
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Continue to drive BOM and whole product definition
Summary
• Create BOM definition for the whole product
Manage Product
Data
– Relate CAD, visualization, documents, etc.
– Leverage in downstream needs such as manufacturing
planning and service
Manage
Configurations &
Changes
• 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
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