Configure work package structures

You can edit the configuration of each structure in a work package. You can save structure configurations on the Manage Work Package page, or any other task page that is defined for your work package.

Restrictions and limitations

You cannot define a structure by variant rules or expansion rules if the structure contains Product Configurator-authored variants.

Procedure

1. If you have not done so already, search for and open an existing work package or navigate to the Process Planning or Work Instructions Authoring page. The current structure configuration is reflected in the configuration header.

2. (Optional) Do any of the following to edit the configuration structure:
   
   To show or hide structure occurrences that are excluded by applied effectivity, select or clear the Show occurrences excluded by effectivity check box.
   
   To show or hide structure occurrences that are excluded by applied variants, select or clear the Show occurrences excluded by variant check box.
   
   (BOP configuration only) To show or hide BOP structure occurrences based on the effectivity of assigned occurrences as they are defined in their structure of origin, select or clear the Show excluded assignments check box.
   
   Caution Do not select or clear a check box and then immediately select an End Item from the Units section of the Configuration panel.

3. (Optional) Change the configuration by modifying:

          The revision rule in the REVISION group.
        
        
          The effectivity in the DATE or UNITS groups.
          Your Teamcenter administrator
            decides which type of effectivity is available. For the end date, you can select
              UP (all future dates) or SO (stock out).
          
            
              Date-based effectivity displays structure data relevant to a
                specific past or future date, or range of dates. Part revisions and their
                related operations often have effectivities that determine when they are used in
                production.
            
            
              Unit-based effectivity displays structure data relevant to a
                specific unit number, such as unit 1, or range of units, such as 1-20.
            
          
          Note 
            
              
                Before you can use date-based or unit-based effectivity,
                  your organization must create revision rules that reference date or unit
                  effectivity. If you are not able to use unit-based effectivity, contact your
                    Teamcenter administrator.
              
              
                An *end item* is a final combination
                  of consumed end products, component parts, and materials that are hidden in
                  the EBOM and MBOM because they are not currently of interest in the
                  manufacturing process, usually because they are preassembled by a third party.
                  To change an end item in the UNITS
                  group, select a defined end item, use the Search tab to locate the end item, or select the Palette tab and select the end item from the
                  resulting CLIPBOARD, FAVORITES, or RECENT group. The end item is applied to the structure.
   

4. (Optional) To define the structure by a variant rule, perform the following actions in the VARIANT section of the panel.
   To set the end item for the variant, click the Saved Variant object.
   The Effective Variant For panel is displayed.
   
   
   Select the Search tab, then type part of the end item name and click Search. You can use wildcard characters in your search. For example, type *MBOM_Easy* to search for an end item named MBOM_Easy_Navigation.
   Teamcenter Easy Plan returns a list of objects that match the search criteria. Note You can also select the Palette tab and select the end item from the resulting CLIPBOARD, FAVORITES, or RECENT group.
   
   
   
   
   Select the end item for the variant from the list.
   
   Click No variant rule and select the variant rule you want to apply.
   Teamcenter Easy Plan refreshes and displays the structure based on the new configuration.

5. (Optional) To define the structure by an expansion rule, in the EXPANSION group, select new or different expansion rules.

6. (Optional) To save your changes to your work package, rather than apply them locally and lose your settings the next time you open the package, select the Save this configuration to the Work Package check box. Note
   If your administrator has set the value of the preference EP_ShowSaveConfigtoWorkPackageOption to true, the Save this configuration to the Work Package check box is not available.

7. Click one of the following buttons.

      Configure All—Applies the
        same configuration to all structures that are currently in the work package and are
        opened. 
      Configure—Applies the configuration only to the selected
        structure. For example, if you are working in the Plant BOP Configuration panel, this
        selection only configures the plant BOP.
    
    
      Easy Plan closes the Configuration panel, and your changes are reflected in the configuration header.
      Note 
        Unless you saved your configuration changes to the work package, you
          can revert all work structure configurations to the previously saved configuration by
          selecting Reset All Configuration
          .