Use Planning Assistant to create and assign MBOM and BOP

    structures

You can load a specification template that instructs Microsoft Copilot Planning Assistant to create an MBOM structure from an existing EBOM, as well as to generate a BOP structure.

The Planning Assistant can also assign parts from the engineering bill of materials (EBOM) to the new manufacturing bill of materials (MBOM), and assign parts in the MBOM to operations in the bill of procedures (BOP).

Prerequisites

You must have an EBOM to serve as the structure source for the MBOM, and a

specification template

.

Procedure

1. On your Home page, create a work package.

2. On the Manage Work Package page, in the EBOM group, click Add .

3. Search for and select an existing EBOM and then click Add Product.

4. Click Copilot . Copilot displays in a new panel.

5. In the Copilot panel, click Planning Assistant .
   In the Follow-Up Prompts list, all associated tasks for the loaded work package are displayed.

6. To create an AI-generated MBOM from your EBOM, do the following.

                    In the Follow-Up Prompts list,
                        do one of the following. 
                    
                            
                                Define a new prompt by typing a query and
                                    clicking the arrow .
                            
                            
                                Select an existing MBOM specification
                                    template file that defines both the MBOM structure to be
                                    created and details on how parts from the EBOM should be
                                    assigned to the MBOM structure.
                            
                        Copilot reports that a setup file has been added
                            for your selection.The Follow-Up Prompts list now displays
                            all tasks defined in the specification file you selected.
                
                
                    Review the AI-generated summary and risk assessment,
                        and then click the prompt result you prefer, to create an MBOM template.
                    
                
                
                    In Copilot, expand and review
                        nodes in the structure preview.
                    Note 
                            To remove unwanted lines from the list, select
                                them and click Delete
                                , or close Copilot and modify the
                                specification file.
                        
                
                
                    Click Proceed.
                
            
            Copilot executes the plan and generates the MBOM template within the
                    work package that is loaded. In the Manage Work
                        Package page, the MBOM is added to the
                        MBOM group.
   

7. To assign parts from the EBOM to the MBOM, do the following.
   
   With Copilot still active, in the Tasks list, click BOM Alignment .
   
   On the BOM Alignment page, in the Copilot panel, select an appropriate task to assign parts from the EBOM to MBOM.
   
   Review the plan summary, risk assessment, and payload.
   
   Click Proceed. Copilot executes the plan and assigns the parts from the EBOM to the MBOM.

8. To generate a BOP, do the following.

                    Navigate back to the Manage Work Package page
                        and if necessary, reactivate Copilot and Planning Assistant.
                
                
                    In the Follow-Up Prompts list,
                        select an appropriate BOP creation task.
                    
                        The Copilot Al analyzes task details to formulate a plan for BOP
                            generation. 
                    
                
                
                    Review the Generated Plan.
                    Note 
                            To remove unwanted lines from the list, select
                                them and click Delete
                                , or close Copilot and modify the
                                specification file.
                        
                
                
                    Click Proceed.
                
            
            The generated plan is added to the current work package, and is
                    displayed in the Process section of the
                        Manage Work Package page.
   

9. To assign MBOM parts to the BOP operations, do the following.

                    With Copilot still active, navigate to the Process
                            Planning task page.
                
                
                    In the Copilot panel, select an appropriate task
                        to assign parts from the MBOM to the BOP.
                
                
                    Review the plan summary, risk assessment, and payload.
                
                
                    Click Proceed.
                    Copilot executes the plan and assigns the parts from the MBOM
                            to the appropriate operations in the BOP.