Initial Exercises—Design Project Delivery Product 1

Initial Exercises

Purpose: The purpose of these initial exercises is that the instructor will use them for demonstrating the basic functionality in designing a project delivery product, which entails:

IMPORTANT
These Initial Exercises are intended for instructor use.

If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity.  If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site. 

Registering a Delivery Project 

Purpose: The purpose of this exercise is to introduce you to the basic functionality of registering a new delivery project.
Prerequisites:
The delivery project must exist as a project in IFS/Project and connected to the project site.

Windows:
Projects
Delivery Projects

Steps: To complete this exercise, perform the following steps in the sequence shown.

  1. Open the Projects window.
  2. Query (F3) for project PD–00 (Project Delivery Template Project) and verify that the project exists.
  3. Open the Delivery Projects window.
  4. Register (F5) the same delivery project at site 1.
  5. In the Project ID field, enter PD–00 and site 1.
  6. Try to save the record. Note that you will get an error message informing you that the delivery project already exists. If it does not exist, you will be allowed to save the changes and a new delivery project would have been registered.

Creating Project Product Structure

Purpose: The purpose of this exercise is to introduce you to the basic functionality of creating a project product structure.
Prerequisites:
Project items composing the project product structure must exist engineering parts in IFS/PDM-Configuration.

Windows:
Project Item
Project Item/Consist Of
Project Product
Project Product/Items

Steps: To complete this exercise, perform the following steps in the sequence shown.

  1. Open the Project Item window.
  2. Query (F3) for project PD–00 (Project Delivery Template Project) and part 20-100 (Engine 1600).
  3. To attempt to copy either a standard or project structure into the project product structure, click the Consist Of tab, and right-click and then click Copy. Notice that this option appears dimmed because the part definition for part 20–100 has already been approved and realized, i.e., the part has now the status Realized. If it was in status Defined, you would be able to copy either a standard or project structure into part 20–100's structure.
  4. Check the next level structure of part 20–120 by selecting it and right-clicking and then click Next Level
  5. Return to the parent project item by right-clicking and then click Previous Level
  6. Open the the Project Product window and query (F3) for the same project PD–00.
  7. On the Items tab, check that the items listed reflect the product structure built in the Consist Of tab in the Project Item window.

Monitoring All Parts in the Project Product Structure

Purpose: The purpose of this exercise is to introduce you to the basic functionality of monitoring all parts in the project product structure.

Windows:
Project Product
Project Product/PartDefinition
Project Product/Items

Steps: To complete this exercise, perform the following steps in the sequence shown.

  1. Open the Project Project window.
  2. Query (F3) for project PD–00 (Project Delivery Template Project).
  3. On the Part Definition tab, check the parts listed and verify that the part revisions and item occurences are correct.  
  4. On the Items tab, select the row containing the top part 20–100 (Engine 1600), and right-click and then click Project Item Navigator.
  5. Try to right-click and then click Expand and Collapse in the navigator.

Connecting Requirement Activities 

Purpose: The purpose of this exercise is to introduce you to the basic functionality of connecting requirement activities to the project product structure.
Prerequisites:
Project activities to be connected to the project specific project items must be registered for the project, while standard planned project items must have been specified with the corresponding Std Planned Item checkbox.

Windows:
Project Navigator
Project Navigator/Activity
Project Product
Project Product/Items

Steps: To complete this exercise, perform the following steps in the sequence shown.

  1. Open the Project Navigator window.
  2. Query (F3) for project PD–00 (Project Delivery Template Project).
  3. In the Project Navigator, click activity 1010 under sub project 10. 
  4. On the Activity tab, click the Details tab and make note of the activity sequence number. 
  5. Close the Project Navigator window.
  6. Open the Project Product window, and query for the same project. 
  7. On the Items tab, select part 20–110 (Engine Block 1600).
  8. In the Activity Seq field, confirm that this activity sequence number is the same number you made note of in step 4. Check also that the activity can be connected in this field by selecting it from the List of Values.

Approving Project Part Definition and Project Items 

Purpose: The purpose of this exercise is to introduce you to the basic functionality of approving the project product structure by approving the project part definition and project items.
Prerequisites:
The project must be approved first in IFS/Project.

Windows:
Projects
Project Product
Project Product/Items
Project Product/Part Definitions

Steps: To complete this exercise, perform the following steps in the sequence shown.

  1. Open the Projects window.
  2. Query (F3) for project PD–00 (Project Delivery Template Project).
  3. In the Status field, verify that the project's status is Approved.
  4. Open the Project Product window and query (F3) for project PD–00.
  5. On the Items tab, check the status of each project item in the Status field. 
  6. On the Part Definition tab, select any item and right-click and then click Approve Part Definition. Notice that this option appears dimmed because the part definition for the part has already been approved.

Note: These initial exercises are connected to the initial exercises found in the second main process in Project Delivery, called Project Part Procurement Preparation.