Edit object properties in Microsoft Excel

You can export properties from a process area or a target bill of materials, such as a manufacturing BOM (MBOM), to a Microsoft Excel (.xslm) spreadsheet file. You can then modify the properties in Excel and import the file back in to update the original structure.

Procedure

1. If you have not done so already, search for and open an existing work package that contains processes and parts and do one of the following:

          Select the work package and in the TASKS list, click the BOM
              Alignment
             task.
        
        
          Navigate to the Process Planning or Work Instructions Authoring page.
   

2. Do one of the following:

          If you are working in the BOM
              Alignment page, in the target panel, select the structure that
            contains the properties that you want to modify in Excel.
        
        
          If you are working in the Process Planning or Work Instructions Authoring page, in the Process tab or panel, select the process that contains the properties that you want to modify in Excel.
   

3. Do one of the following:

          If you are working on the BOM
              Alignment page, in the target BOM toolbar, select Excel Round-trip
             → Export to
              Excel
            .
        
        
          If you are working in the Process Planning or Work Instructions Authoring page, in the Process toolbar, select Show Menu
             → Excel Round-trip
             → Export to Excel
            .
   

4. In the Export To Excel dialog box, do the following.

        In the SETTINGS group, select the Allow Structure Changes in Excel check box  to make line properties editable in Excel.
        
          Note 
            The Include ID as Hyperlink and Include Outline Numbers check boxes, if displayed, are not functional.
            
          
        
      
      
        In the PROPERTIES group, do one of the following.
            
              From the Template list, select an Excel template.
            
            
              Select Customize and select a specific property that you want to review or modify from the list.
              (Optional) Select a property and from the SELECTED PROPERTIES toolbar, do any of the following.
              
                    
                      
                        
                      
                      
                        Move Up
                      
                      
                        Move the selected row up in the list for quicker
                          access in the future.
                      
                    
                    
                      
                        
                      
                      
                        Move Down
                      
                      
                        Move the selected row down in the list for quicker
                          access in the future.
                      
                    
                    
                      
                        
                      
                      
                        Add
                            Properties
                      
                      
                        Add additional properties to be edited in Excel by
                          clearing any check boxes that you do not want to include from a list
                          of all available properties and then clicking Add.
                      
                    
                  
            
          
      
      
        Ignore the Run in Background
             check box, it is not functional.
      
      
        Click Export.
        
          In your browser download location, an .xlsm file is generated.
   

5. Navigate to the file location and open the file in Excel.

6. Edit and modify properties as needed.

      Warning 
        Although you can delete an object by deleting a row in Excel, restructure the order of objects by cutting and pasting lines in Excel, or add a new object by copying and pasting a line and defining a unique ID and name for the new line in the Tc_ObjectID and Revision Name columns, these actions may yield unexpected results and are not recommended.
   

7. Save and close the Excel file.

8. Do one of the following.

          From the MBOM toolbar, select Excel Round-trip
             → Import Changes
            .
        
        
          From the Process toolbar, select Show Menu
             → Excel Round-trip
             → Import Changes
            .
   

9. In the Import Changes dialog box, click Choose File, navigate to, select, and import the Excel file.

10. Select the Overwrite Conflicts check box and then click Import. The process structure is updated with your modifications.

11. Close the Import Changes dialog box.