PLM - Executing Design to Production Flow
Demo Script (Internal)
Table of Contents
PLM - Executing Design to Production Flow [EDUPLM05] 15-Aug-2005 (1)
PLM - Executing Design to Production Flow (1)
Create and update Lifecycle Tracking Project (3)
Update Item Catalog Category (6)
Set Timezone and Territory Preference (7)
Update System Profile Value – MO Operating Unit (8)
Scenario (10)
Initiate Product Development Activities (13)
New Item Definition Flow (17)
Perform Requirement Analysis (32)
Progressing Item through its Lifecycle (45)
Manage Item Lifecycle with Oracle Projects (46)
Define Engineering Bills with Product Workbench (50)
Link CADView-3D Model (57)
Flowchart (60)
PLM - Executing Design to Production Flow
Document Control
Objective
NEW - Draft The objective of this demo is to feature PLM to demonstrate a Design to Production Business Flow for Aerospace and Defense. The flow will demonstrate how PLM can be used for executing and managing Product Development Activities in A&D. The flow will track the progression of two new products – A next generation combat vehicle and a next generation combat aircraft, being built to customer requirements, along their lifecycle. The flow will demonstrate how PLM is used to - Collaboratively analyze and detail Customer Requirements - Collaboratively design and detail the Items based on the requirements and specifications - Capture all item information with the use of User defined attributes - Manage Product Lifecycle with integration with Oracle Projects
What's New?
This script has not been through the internal ADS review process. Make sure to review the script prior to the demo. If you find problems with the script please contact the script author.
The PLM Content for A&D has been newly built out in 11510 R2. The flow features the execution of a Design to Production Cycle typical to New Product Development in the A&D Industry. The flow is also applicable to new product introduction and development processes in Industrial Manufacturing sectors.
The flow features the Product Workbench. The Product Workbench is the new feature launched with the 11510 R2 release that permits an intuitive and graphical BOM Designing. Oracle Product Workbench allows you to manage product information including product structures/bills of material, components, attributes and documents. Oracle Product workbench provides vastly improved performance and usability features like drag & drop, redlining/markup with a familiar Microsoft? Windows interface.
Pitfalls
Document potential pitfalls using instructor text. Try to put most of the pitfalls within the actual text of the Kernels. For example: a bug, gotcha, or common user error, per specific task. Use this section sparingly.
Assumptions
Complete only if the combination of documents assembled herein requires unique setup, in addition to that documented in the navigation documents. For example: Item Attributes, System Profile Options.
Related Business Flows (Optional)
PLM – Design to Production Walk-Through
Related Documents
https://www.doczj.com/doc/c42978950.html,/demodocs >Reference Materials Folder > Fundamentals Pre Demo Steps
Create and update Lifecycle Tracking Project
Create and update Lifecycle Tracking Project We have pre-seeded the lifecycle tracking project for this demo flow. You may however choose to create your own lifecycle project for the customer demo. You may also want to create a new lifecycle project, if you have already used the pre-seeded projects for a
previous demo.
The Projects we have pre-seeded for this demo flow are –
-Combat Vehicle
-Project Number : N12002-04-R-M300
-Project Name : Adv Combat Vehicle, US Marine
-Combat Aircraft
-Project Number : N10050-05-R-M210
-Project Name : Adv Combat Aircraft, US Marine
In case you to create your own project for the demo you will need to use it in place of the above pre-seeded project all through the flow illustrated in this demo doc.
1. Login as PJM
?
2. Create Lifecycle Project (Optional)
?On the Portal Page of PJM, select the Project Tab.
?(N) Favorites > (H) Create Project
?
?(B) Continue
?
?(B) Finish
?(H) Home
3. Assign Team Members
?(N) Favorites > (H) Project List
?
Project Home Page Opens up
?(T) Project > (ST) Setup > (N) Other Project Setup > (H) Team Members The following team-members should already be assigned to the Project –
-Stern, Mr. Frank: He is assigned the Project Manager Role
-Williams, Steve : He is assigned the Project Administrator Role
-Robinson, Mary : She is assigned the Engineer Role
-Patel, Ravi : He is assigned the Engineer Role
The team member assignment defaults from the Project Template. In case you donot
find team-members assigned, then assign the team members as listed above.
4. Update Scheduled Start and Scheduled Finish Dates for Tasks
?(T) Workplan > (N) Actions > Update Current Working Version > (B) Go
?(H) Expand All > This expands all the tasks in the workplan
?Enter appropriate values for Scheduled Start Date, Scheduled Finish Date and Planned Effort for the lowest level tasks
You may choose to do this for all the tasks, or you might consider updating this just for the lowest tasks under Proposal Review
?(B) Review and Publish Workplan
5. Update a few tasks to be in Progress
?(T) Workplan > (N) Workplan region > Click on the (+) Sign against Outline Number 0 Top Tasks are displayed
?Click on the (+) Sign against Outline Number 1 which is the top task …Proposal Review (Proposal)?
Sub Tasks for Proposal Review are displayed
?Bring the cursor on Task 1 - …Proposal Review (Proposal)? > (I) Update Progress
?(H) Progress Report
?
?(B) Submit
?Update the Progress for all the Sub-Tasks of the …Proposal Review (Proposal) as above.?(H) Home
Update Item Catalog Category
Update Item Catalog Category Update the Item Catalog Category to enforce automatic Item Numbering 6. Update Item Catalog Category
?From Portal page of PJM, (T) Select the Product tab
?(N) Favorites > Setup Workbench
?
?(B) Go
Item Catalog Category is displayed as a hyperlink
?(H) Click on the Item Catalog Category hyperlink
?From the Vertical Side bar (N) Create item > (H) Number Generation ?(B) Update
?Item Numbering > Sequence Generated > (B) Go
?
?(B) Apply
?(H) Home
Set Timezone and Territory Preference
Set Timezone and Territory Preference
In the flow, you will be setting the item status for the newly created item from PLM. You need to ensure that the Time-zone and Territory settings for the PLM User, on your instance, matches your local time-zone and territory
7. Set Time Zone and Territory Preference
?(N) Favorites > Item Simple Search
?(H) Preferences
?
?(B) Apply
?(H) Home
Update System Profile Value – MO Operating Unit
Update System Profile Value – MO Operating Unit We shall update the MO Operating Unit for the Responsibility …Development Manager?. The profile value defaults to Vision Operations from the site level, and is to be set to Vision
Project Manufacturing USD.
Important – Once demo is over, reset the profile to its original value, which is blank
8. Set MO Operating Unit Profile Value at Responsibility level
?(T) Select Welcome tab on portal page of PJM > (N) Applications Navigator > System Administrator > Profile > (H) System
Find System Profile Values Form opens up.
?
?(B) Find
?
?(I) Save
?(I) Close Form
?(N) File > Exit Oracle Applications
9. Logout
?(H) Logout
Important – Once demo is over, reset the profile to its original value, which is blank
If Pre Demo Steps complete, goto task #10. Otherwise, goto task #1.
Begin Demo
Scenario
Scenario
Vision Aerospace and Defense has been invited by the Military to bid for the development and supply of a next generation series of light Advanced Combat Vehicle with Infra Red Stealth Capabilities and high speed.
The Engineering team at Vision is tasked with developing the items conceptually, review and respond to the proposal and upon bid acceptance, design the item for production.
Vision Aerospace and Defense has to design the Combat Vehicle according to the contract deliverables and specifications.
The general contract deliverables for the combat vehicle are –
Air droppable; Crew 2; Reliable tracked suspension; Amphibious and able to operate in any environment; Lightweight but extremely survivable; Small dimension and low profile;
Radar, infrared, vibration, and advanced infrared stealth; Maximum land speed at least 80 mph; Automatic turret loading and targeting; Main target gun: electromagnetic; Secondary gun: flexible smart ammunition gun; Extremely low maintenance and very intuitive to learn requiring minimal training.
The combat vehicle specifications requested is –
-Vehicle Length In Feet: 27
-Vehicle Width In Feet: 8
-Vehicle Height In Feet: 7
-Vehicle Ground Clearance In Feet: 2
-Vehicle Ground Pressure In Lbs/Square Inch: 950
-Vehicle Weight In Lbs: 50000
-Vehicle Speed - Maximum (mph): 80
-Vehicle Speed - Cross Country (mph): 50
-Vehicle Speed – 10% Grade (mph): 65
-Vehicle Speed – 60% Grade (mph): 50
-Vehicle Acceleration, 0-20 MPH (mph): 5
-Vehicle Range (miles): 500
-Vehicle Vertical Obstacle (feet): 6
-Vehicle Power to Weight Ratio: 20
-Vehicle Trench Crossing - Maximum (feet): 9
-Vehicle Engine Specs: 2000 HP Gas Turbine Engine
-Vehicle Transmission Specs: Hydro-kinetic Transmission, 5 Forward and 2 Reverse Speeds
-Vehicle Primary Weapon: Electromagnetic main gun, auto-loading and auto-targeting
-Loaders Weapon: 7.62mm M240 Machine Gun on Skate Mount
-Vehicle Ammunition Storage: 75 loads kinetic energy, 50 multi-purpose smart rds, 2000 rds 20mm, 5,000 rds 7.62
-Vehicle Electronics and Crew Cooling Specs: 26K BTU/Hr
-Vehicle Armor: Able to withstand multiple direct hits from 120mm anti-reactive armor rounds and sabot rounds at 1000 meters
-Vehicle Fire Suppression: Automatic fire detection / suppression
-Vehicle Terrain Capabilities: All terrain
-Vehicle Day/Night/Weather Specs: All weather day/night with infrared stealth
-Vehicle Crew Count: 2
Vision Aerospace has also been invited to bid for the development and supply of a next generation series of Advanced Combat Fighter Aircraft having increased range and arrested landing capabilities.
General Aircraft Requirements:
Advanced Combat aircraft capable of joint service roles in the areas of air superiority, combat air support, strike capability, long and short range, stealth and survivability. The aircraft must maintain weight requirements but efficient in operations required across joint services, carrier operations and STOVL requirements. The aircraft should be equipped with Advanced Radar, infrared, threat detection and management, fire control, payload flexibility, Electronic Countermeasure, battle space management, supercruise without afterburner; and improved powerplant management. The aircraft should be capable of arrested landing. Conditioned based maintenance support for life cycle management of the aircraft for depot and forward deployed support.
Combat Aircraft contract specification and performance requirements:
-Airframe Length - Feet/Meters: 62.08/18.9
-Airframe Wingspan - Feet/Meters: 44.5/13.56
-Airframe Height - Feet/Meters: 16.67/5.08
-Airframe Wing Area - Square Feet: 840
-Airframe Horizontal Tailspan - Feet/Meters: 29/8.84
-Aircraft Crew Count: 1
-Aircraft Speed – Cruise/Supercruise (Mach): 1.5/1.8
-Aircraft Ceiling – Feet/Kilometers: 50,000+/15+
-Powerplant Thrust – Pounds/Kilograms: 30,000/14,000
-Powerplant Specs: 55P-F0222-100-38T, Turbofan, Engine, SP38T
-Aircraft Range – Nautical Miles/Kilometers: 2700/4810
-Aircraft Combat Radius – Nautical Miles/Kilometers: 1000/1780
-Aircraft Maximum Takeoff Weight – Pounds/Kilograms: 38,000/17,000
-Aircraft Day/Night/Weather Specs: All weather day/night
-Aircraft Primary Gun: M20Z4, 20MM Cannon
-Aircraft Mission Profile Loadout Specs: Air to Air Missiles, Air to Ground Missiles, Conventional and Laser Guided Bombs, Electronic Countermeasures, External Fuel Tanks
-Aircraft Detection/Radar Signature Specs: Classified
-Aircraft Primary Radar Specs: Classified
The flow will demonstrate how Vision Aerospace will use Oracle PLM Solution to analyze customer requirements and design the Product Structure. The flow will track the progression of the item through its lifecycle.
The following flow elements will be demonstrated -
-Analyze and detail Customer Requirements
-Collaboratively design and detail the Assembly based on the requirements and specifications
-Capture item specifications and characteristics with the use of User defined attributes
-Manage Product Lifecycle using Oracle Projects
Initiate Product Development Activities
Initiate Product Development Activities
Frank Stern is in charge of new product development at Vision Aerospace. Frank is apprised of the new military requirements. He now needs to initiate the requirement analysis, which will form the basis for a bid/no-bid decision. Once a bid decision is taken, detailed designing of the product can be initiated.
The requirement analysis will be performed on a high level conceptual item, which is
created in PLM as a place holder for product and engineering data and would include
specifications, relationship to the project, BOM structures, etc.
Frank will initiate the creation of the high level conceptual item from the New Military Project.
Frank begins by previewing the project and examining the workplan to review the tasks that are currently under progress. He then creates an action tasking Steve Williams, the Head of the Engineering Division, to create the High Level Conceptual Item.
10. Login as Project Manager, Frank Stern (PJM)
?
11. Preview the Lifecycle Tracking Project
?From the Portal page of PJM, (T) Select the Product tab
?(N) Favorites > (H) Project List
?
Project Home Page opens up. Scroll the page to preview its details.
?(N) Phases
The Phases region displays the lifecycle phases linked to the Project. It also displays the It also shows Task Status, Progress Status and the Scheduled Start and End Dates for
the Lifecycle Phase Tasks.
The Lifecycle phases are indicative of the lifecycle of the Product being developed
under the project.
12. Preview the Team Members
?(T) Project > (ST) Setup > (N) Other Project Setup > (H) Team Members
The following team-members are assigned to the Project –
-Stern, Mr. Frank: He is assigned the Project Manager Role
-Williams, Steve : He is assigned the Project Administrator Role
-Robinson, Mary : She is assigned the Engineer Role
-Patel, Ravi : He is assigned the Engineer Role
The team members are defaulted from the Project Template. They will be the chief
actors in the Product Development Flow.
13. Preview the Workplan
The Project Workplan or work breakdown structure (WBS) details the activities to be
carried out in each phase of the product. A lifecycle can be linked to the workplan to
bring the project under lifecycle control. Each lifecycle phase is linked to an appropriate top task, to establish the framework for lifecycle control. Once the top task for a
lifecycle phase is completed, the current phase can be promoted to the next phase. This
will also promote the phase of the item being controlled by this lifecycle tracking
project.
?(H) Show Workplan details
The lifecycle and current lifecycle phase is displayed. The current phase is Proposal
Review.
?(N) Workplan region> (I) Click on the (+) Icon against Outline Number 0 Top Tasks for the workplan are displayed. Observe how the top tasks are configured
according to the lifecycle progression of the project.
?(I) Click on the (+) Icon against Outline Number 1 which is the top task …Proposal Review (Proposal)?
Sub Tasks for Proposal Review are displayed
?(N) From View lov > Select …Progress? > (B) Go
Displays the progress status for workplan tasks. The tasks for Proposal Review are
currently in progress
?(H) Expand All to display the complete work breakdown structure
14. Create a Design Review Document
? (T) Control > (N) From Create Lov, Select …Design Review? > (B) Go ?
? (B) Apply
Design Review document is created and displayed. ? Note the Design Review Document Number 15. Create an Action
? (I) Update Details
? (H) Actions > (B) Create Action
Frank will now create an action that will task the design and engineering team to create the high level conceptual item based on the customer requirements ?
?
?(B) Apply
The Action is now displayed on the Design Review page.
?Note the Action Number
16. Logout as PJM
?(H) Logout
New Item Definition Flow
New Item Definition Flow
We have seen how the Project Manager, Frank Stern, initiates the design review. His action triggers a notification to the engineering team tasking them to create a high level conceptual item based on customer requirements.
Steve Williams, who heads the design and engineering team at Vision Aerospace, gets the notification and proceeds to review the customer requirements. Steve queries the database for similar items that could be used as a base to build the new conceptual item in PLM.
The new item will be a placeholder for product and engineering data to include
specifications, relationship to the project, BOM structures, etc. The item would be defined collaboratively, with the engineering and manufacturing teams taking part in the item
definition process.
Let us examine the New Item Definition Process -
17. Login as Engineering Manager, Steve Williams (PLMMGR)
?
Steve begins his day by reviewing his worklist. He sees the action notification and proceeds to review it
18. Review action notification
?(N) Worklist Portlet region > (H) Click on the action notification, for the Design Issue action created in the previous section
The action notification is displayed on the worklist portlet. The notification will bear a
subject …Action #: Design Iss #: Date (Project Name, project Number) as signed to you.
Note: In case the notification is not visible on the worklist, then, retrieve it from the
Notifications Page on the Favorites portlet.
?(N) Favorites > (H) Notifications > View > To do Notifications > (B) Go ?Scroll the notification and review the notification details.
The action notification displays Project details, issue details, action details and the
action request.
Steve notes the action request tasks him to review and analyze the customer
requirement and build the high level conceptual item.
?(H) Home
19. Select Organization
?(N) Favorites > Change Organization > (I) Quick Select > PM – Vision Project Mfg 20. Perform Advanced Search
Steve examines the Customer requirements. Steve proceeds to search the database to find items with similar design and specifications.
Steve makes use of the advanced parametric search, which helps to quickly verify if an Item already exists that has sufficient equivalent functionality so that it can be 're-purposed' as a 'base' for the creation of the new Item.
?(N) Favorites > Item Advanced Search
?
?(B) Go
?
The Search Criteria Lov is populated with criteria for performing advanced search for
items defined in this catalog category. Steve can choose from seeded criteria or on the
fly, personalize the search to define his own search criteria.
?Enter the search criteria
You can now refer back to the scenario page and note down some of the attributes from the specification table provided there, to use to perform the search. Steve searches for
similar items on the following criteria; he selects the attribute, chooses the operator and