Entering Document Survey and Requirements—Exercises
IMPORTANT |
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. |
Basic Data Setup
Document Class and Document Requirements
Purpose: The purpose of this exercise is to set up the
basic data required for manually entering a document survey and document
requirements.
Windows:
Document Basic
Document Basic/Document Classes
Document Basic/Document Requirement
- If you have not already done so, create the following
document class, as shown below, substituting
your initials for XX:
Doc Class |
Description |
XX–DC001 |
Engine document 001 |
- If you have not already done so, create a new document requirement, as
shown below, substituting your
initials for XX:
Doc Reqmt ID |
Description |
XX–DR001 |
Engine document requirement 001 |
- Connect the XX–PD001 document class to the the document requirement
- Save your changes.
General exercise for Document
Basic
Required Data
Creating a Project Product Structure
Purpose: The purpose of this exercise is to familiarize
you with the data that must be in place before you can do the the exercises
below.
- Create a project product structure.
- Save your changes.
General exercise for Creating
Project Product Structures
Main Exercises
Purpose:
The purpose of this exercise is to enter a document survey and connect some
documents to a project item used in the project product structure.
Windows:
Project Product
Project Product/Items
Project Item/Total Doc. Survey
Project Item/Total Doc. Req.
- Open the
Project Product window and query for your project
XXPD–01.
- On the
Items
tab, select the row containing part 20–10XX (Engine 1600) and go to
Attachments panel.
- On the Attachments panel, click
Document Requirements.
- Add a document requirement by right-clicking and then clicking Copy
Requirements.
- In the dialog box that opens, click List and click the document
requirement ID XX–DR001 you
created in the previous exercise, and then click OK. Note that this document requirement has the document class
XX–DC001,
which you connected to it in the exercise above.
- You can manually add a document class to a document requirement from the
List of Values. Try to do this and select the same document class XX–DC001. What happens when you try to save it?
- Click the
Documents
link.
- Create a new document by right-clicking and then
clicking New.
- In the dialog box that opens, click List and click the document class
XX–DC001 you created above,
type the title "Document for Special Engine", and then click OK.
- Check the result. Note that you can also manually insert an existing document by
right-clicking and then clicking Attach.
- Open the
Project Item window and query for your project
XXPD–01 and
part 20–10XX.
- Click the
Total Doc. Survey and
Total Doc. Req. tabs and
verify that they display what you just connected in
steps 4–9.