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Reporting > Work instructions authoring > Authoring a process plan with work instructions > Planning processes

Clone processes and operations

If you have authored a process or operation, you can use that process or operation as a template to create a new process.

Note

When you clone a process, Teamcenter settings determine whether consumed parts and assigned resources are copied to the new process. Contact your Teamcenter administrator with questions about cloning rules in your environment.

Procedure

  1. If you have not done so already, search for and open an existing work package that contains processes and operations, and navigate to the Work Instructions Authoring or Process Planning page.

  2. If you are on the Work Instructions Authoring page, do the following.

    In the Process tab or panel, select a process or operation.

    In the Editor tab, next to the process or operation name you just selected, click More  → Add Clone .

  3. If you are on the Process Planning page, in the Process panel, select the process or operation beneath which you want to create the clone and click More  → Add Clone .

  4. In the Add Clone dialog box, in the search box, search for the process or operation that you want to clone.

  5. From the results list, select a process or operation.

  6. (Optional) Click Revision Rule, and select an option from the list.

    Note The default revision rule is Latest Working.

  7. Click Clone.

    If you are on the Work Instructions Authoring page, the cloned process or operation appears at the bottom of the Editor tab and the Process tab. If you are on the Process Planning page, the cloned process or operation is added to the structure beneath the process or operation you selected in steps 2 or 3. Tip If cloning rules in your environment copy all objects associated with a process, objects associated with the cloned process are displayed in the Parts tab in the information panel at the bottom of the page.

Source: https://docs.sw.siemens.com/en-US/doc/282219420/PL20251212545240207.xid2214895/xid1855269 · retrieved 2026-07-11