Add reference documents to Process Planning for BTO/BTS/CTO

You add reference documents to an object so that they can be attached to operations. You use reference documents for any files that require a separate life cycle.

Note

From a Teamcenter perspective a reference document is an item type, not a dataset.

Documents may contain requirements, change notices, design information, descriptions, reports, procedures, or other content, depending on your industry and system configuration.

Procedure

1. Choose Home from the global navigation bar.

2. Click the Create Document tile.

3. In the Add panel, type a Name.

4. (Optional) Type meta data in the following fields:

   Description
   
   
   Document Title
   
   
   Document Author
   
   
   Document Subject
   

5. (Optional) In the Workflow field, click the drop-down arrow and select a template.

6. Under File Attachments drop a file.You can also click Choose file and navigate to the file you want to upload into Process Planning for BTO/BTS/CTO.

7. (Optional) Under Projects, click Add Project, then search for and select the owning project to assign to the document.

8. Click Close.