Tutorial: Teamcenter Folders and Reviewing an Assembly

Post-pandemic work flexibility and remote work arrangements aren’t just buzzwords anymore. Working from home has become “the new normal” for many professionals and while we all welcome more flexibility, it also brings about new challenges.  How can you collaborate, connect and work effectively with your team when you’re not physically together? – These developments make an adaptable PLM solution more important than ever. This is where Teamcenter comes into play (you can read more about this modern day-team solution). With that being said, join us for part II of our expert Craig’s Teamcenter series. In this latest blog, he’ll be reviewing assembly in Teamcenter and illustrate utilizing Teamcenter folders to organize and share assemblies.

We will cover the following:

• The advantage of Teamcenter Folders
• Making a nested Teamcenter Folder Structure
• How other users can find your folders
• Copy/Paste a Teamcenter folder into your Home Folder [or other location]

Without further ado, let’s get started!

Advantages of Teamcenter Folders

Teamcenter Folders are more powerful organizational tools than ones in Windows/Share drives.

The key differences:

• They do not affect or control the data within them
• Folder contents are actually links to the original data (Like bookmarks are to a webpage)
• You can create nested folder structures that are searchable
• And the most important: Windows Folders duplicate data, Teamcenter Folders do not!

Making a Hierarchy Folder Structure in Teamcenter

Let’s assume your design looks like this in NX…

But it looks like this in Teamcenter…

Teamcenter Folders are for organizing data in a familiar context.

Next, find DC0022207 in your list and then View Properties.

Now you can copy/paste the Object information. This saves you typing in the next step, making the new folder.

Stand on where you want to make the new folder……Road Bike Assembly in this example.

File > New > Folder

And copy/paste the View Properties information into the Create Folder panel.

Note: in this example we moved the Itemid to the end.

Some reviewers prefer Name/Number format.  Or use as-is.  Your choice!

Next, use Cut/Paste to place items into the folders.

About 45 minutes later, our Teamcenter Folders for the Road Bike Assembly will look like this:

Each sub-assembly may be expanded — see next image.

Our Teamcenter folders are now set up, and available for any reviewer to parse.

In utilizing folders in an organization, certain practices make for better results:

• Folders should have meaningful and appropriate naming, and this should be applied consistently
• Existing naming procedures should be followed
  • Design Review XXX-Date, Concept Assembly Project YYY…..
• Folder organizations work best for hierarchy structured assemblies

Here’s a helpful checkpoint for you: go back and go over a design you did 1, 2 or 5 years ago.  Can you find all the data for it? Teamcenter folders will help here!

#Conclusion

To summarize, we see that Teamcenter Folders look and function much like our OS ones, however, they are much more powerful. Items may be referenced into many Teamcenter folders and if there is a change the folder contents update automatically. In the next session, our fictitious persona Mike Manager will use this folder structure and review Ed Engineer’s models/drawings. Stay tuned!

Does your company have an effective PLM solution in place? Without a plan to easily capture, manage, verify, and search the entire product lifecycle, companies risk the success of their products and – what’s becoming a regular trend – the possibility of a recall.

Interested in how Teamcenter can help your organization? Get in touch with one of our experts. If you’re already a Teamcenter user and looking to grow your skills – hey, we’ve got classes for that. Click to access our course schedule.

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