Part Planner menus

Menu command	Purpose
File→New→Process	Creates a new process under the selected line in the structure pane or as a new root process.
File→New→Operation	Inserts a new operation under the selected line in the process structure.
File→New→Activity	Creates an activity under the selected item in the process structure.
File→New→Workarea	Adds a work area to the plant structure.
File→New→From Template→Process From Template	Creates a new process from an existing one.
File→New→From Template→Operation From Template	Creates a new operation from an existing one.
File→New→From Template→Workarea From Template	Creates a new work area from an existing one.
File→New→From Template→Item From Template	Creates a new item from an existing one.
File→New→From Template→Activity From Template	Creates a new activity from an existing one. This command is only available if you have an activity selected in the Activities view, or in the Activities section of the Time view.
File→New→Standard Text→Standard Text Library	Creates a standard text library that you can use to manage text and symbol building blocks to create textual work instructions. A standard text library is a structure comprised of standard text folders and standard text elements nested under the folders.
File→New→Standard Text→Standard Text Folder	Creates a standard text folder that helps you manage the structure of a standard text library.
File→New→Standard Text→Standard Text Element	Creates a standard text element that is one of the building blocks used to create textual work instructions. Standard text elements are stored in a standard text library.
File→New→Item	Creates a new item under the selected item in the product structure or as a new root product.
File→New→Part	Creates a new part.
File→New→Form	Attaches a form to an object in the structure context. This menu command is available only if the attachments pane is open.
File→New→Folder	Attaches a folder to an object in the structure context. This menu command is available only if the attachments pane is open.
File→New→Dataset	Attaches a dataset to an object in the structure.
File→New→BOM View Revision	Creates a new BOM view revision for the selected line.
File→New→Item Element	Creates objects to represent design or manufacturing features that are not defined as part of the physical structure in the BOM. Features are implemented as item elements, sometimes called general design elements (GDEs).
File→New→Connection→ Non-Revisable	Creates a new nonrevisable Tc Link connection (for example, connection or datum point connection).
File→New→Connection→ Revisable	Creates a new revisable Tc Link connection (for example, connection or datum point connection).
File→New→Collaboration Context	Creates an empty collaboration context.
File→New→Structure Context	Creates an empty structure context.
File→New→Configuration Context	Creates an empty configuration context.
File→New→Workflow Process	Creates a new workflow process with attachments, an associated process template and the ability to assign tasks to specific users.
File→New→URL	Attaches a URL to an object in the structure context. This menu command is available only if the attachments pane is open.
File→New→Envelope	Allows you to attach an envelope to an object in the structure context. This menu command is available only if the attachments pane is open.
File→Save As→Item(Revision)	Creates a new item revision of the selected line.
File→Save As→BOM View(Revision)	Creates a new BOM view revision of the selected item.
File→Open	Opens the selected object.
File→Open With	Allows you to select with which tool an object is opened.
File→Revise	Revises the selected item.
File→Open By Name	Open a product, process, work area, collaboration context, or structure context by name or ID.
File→Most Recently Used Structures	Displays a list of structures that you recently closed. Use this as a way to quickly open desired structures.
File→Print	Views, prints, or saves information about the currently selected structure.
File→Print...	Views, prints or saves properties, textual information, graphics or information associated with the selected item.
File→Define Configuring Structures	Enables you to specify which open structure configures a process structure.
File→Close	Closes the current application, in this case, Part Planner.
File→Unload All	Removes all structures from the collaboration pane and structure panes.
File→Exit	Ends your session.
Edit→Cut (Ctrl+X)	Marks the selected lines for removal and copies their contents to the clipboard. Cut lines are only removed once pasted elsewhere in the product structure.
Edit→Copy (Ctrl+C)	Copies the selected lines to the clipboard.
Edit→Paste (Ctrl+V)	Pastes item revisions from the clipboard as components of the selected lines.
Edit→Paste Substitute	Pastes item revisions from the clipboard as substitutes of the selected (assembly) lines.
Edit→Paste Special	Pastes components on the clipboard to the selected assembly (line).
Edit→Replace	Replaces the selected line with the item revision or item element on the clipboard.
Edit→Replace...	Opens a dialog box where you can type the item identifier of the component to replace the selected line.
Edit→Split Occurrence	Splits a line that represents several occurrences into two branches. The new branch and the original (changed) branch initially have the same notes, variant conditions, and other data, but you can subsequently modify them independently.
Edit→Insert Level	Creates an item and inserts it in the current structure as a new level below the selected line. The number of relative occurrences of the children is preserved.
Edit→Delete	Deletes a single item or an item and all its children. Optionally, you can also remove any associated referenced objects. This command permanently removes any selected item from the structure and the database.
Edit→Remove	Removes the selected lines from the structure. The lines removed by this method are not placed on the clipboard.
Edit→Notes	Views and edits all occurrence notes for the selected line.
Edit→Properties	Views and edits all properties of the selected line.
Edit→Purge	Permanently removes old versions of a dataset from the database. You can select whether to purge all old versions or specific versions of a dataset.
Edit→Latest	Displays the latest versions of all datasets in a selected folder. The Latest menu command updates all version-0 datasets to reference the latest saved version in the database. This feature is useful in a network environment when multiple users are working on the same dataset.
Edit→Change Ownership	Changes ownership of one or more objects. Using the Explore Selected Components option, you can select component objects and attachments, such as datasets, forms, and part files for ownership change.
Edit→User Setting	Changes your group, role or volume assignments, also your application logging and journaling options.
Edit→Options	Changes user interface settings that affect all applications.
Edit→Assign Resource	Assigns resources to a selected process or operation.
Edit→Variant Condition	Creates a variant condition on the selected line.
Edit→Toggle Precise/Imprecise	Changes the precision of the selected assembly (line).
View→Refresh Window	Reads information from the database and updates the information displayed in the application.
View→Refresh Current Structure	Updates information in the currently open and active structure. If you add datasets to an object in a different application (for example, My Teamcenter), use this menu command to update the Attachments view.
View→Show Connected Lines	Shows or hides all lines that are connected by the selected connection.
View→Access	Views, changes, and/or applies access permissions for a selected object.
View→Named References	Views, opens, imports, or exports the named references of a selected dataset. You can use the function buttons in the dialog box to cut or copy a selected reference to the clipboard and paste references from the clipboard.
View→File	Shows the audit file for the selected structure or assembly.
View→Pack/Unpack→Pack	Packs the selected lines so that all lines with the same item revision and find number are displayed as a single line. The actual quantity of lines is appended to the node.
View→Pack/Unpack→Pack All	Packs all packable lines in the displayed structure.
View→Pack/Unpack→Unpack	Unpacks the selected packed lines so that they are displayed as separate lines, one for each occurrence.
View→Pack/Unpack→Unpack All	Unpacks all lines in the displayed structure.
View→Expand Options→Expand	Expands the substructure immediately below the selected lines.
View→Expand Options→Expand Below	Expands the complete substructure below the selected lines.
View→Expand Options→Expand Below...	Expands the substructure below the selected lines to a user-selected level. You can also collapse an expanded substructure when you choose this command (hide certain child lines).
View→Expand Options→Expand to Type	Expands the substructure below the selected lines to a user-selected type.
View→Collapse Below	Collapses the complete substructure below the selected lines (hide all child lines).
Tools→Check-In/Out→ Check-Out	Checks a selected component out of the database.
Tools→Check-In/Out→Check-In	Checks a selected component into the database.
Tools→Check-In/Out→Cancel Check-Out	Reverts checkout procedure.
Tools→Check-In/Out→Transfer Check-Out	Transfers a selected, checked-out component to another user.
Tools→Check-In/Out→ Notification List	Views or edits the list of users who are informed if the selected component is checked in or checked out.
Tools→Check-In/Out→ Check-Out History	Views the history of check out actions for the selected component.
Tools→ID Display Rule→View/Set Current	Views the ID display rule currently applied to the selected structure or set a different ID display rule.
Tools→ID Display Rule→Modify Current	Modifies the ID display rule currently applied to the selected structure.
Tools→ID Display Rule→Create/Edit	Creates a new ID display rule or modify an existing ID rule.
Tools→Project→Assign	Assigns the selected structure to a predefined project.
Tools→Project→Remove	Removes the selected structure from a project to which it is assigned.
Tools→Revision Rule→View/Set Current	Views or sets the revision rule for the currently displayed structure.
Tools→Revision Rule→Set Date/Unit/End Item	Sets the date, unit number, or end item to configure the structure, if the current rule allows.
Tools→Revision Rule→Set Override folder	Sets an override folder to override item revisions that would otherwise be selected by other criteria.
Tools→Revision Rule→Modify Current	Modifies the current revision rule and apply the modified rule to the current structure. You can save the change if you have write access to the original rule.
Tools→Revision Rule→Create/Edit	Creates or edits a revision rule.
Tools→Effectivity→Occurrence Effectivity	Views, edits, creates, or copies occurrence date effectivity data for the occurrence of the selected line, or for multiple lines. You must have the appropriate permissions to create or edit effectivity data.
Tools→Effectivity→Revision Effectivity	Allows you to view, edit, create, or copy effectivity data for the item revision of the selected line. You must have the appropriate permissions to create or edit effectivity data.
Tools→Effectivity→Effectivity Mapping	Allows you to view, edit, create, or copy effectivity mapping for an end item. Effectivity mappings are needed if you implement nested effectivity.
Tools→Variants→Configure Variants	Configures or edits a variant structure for the selected top-level module.
Tools→Variants→Only Configure Root	When on, displays options only for the top-level module, regardless of the line selected. Set to off to configure the structure for a lower level module.
Tools→Variants→Search	Searches for an existing variant item.
Tools→Variants→Count Modules	Counts the modules defined for the selected variant structure.
Tools→Variants→Unlink Variant Item	Unlinks a variant item from the generic module item to make changes.
Tools→Variants→Update Variant Items	Manually updates variant items. If you make structural changes to a generic item and create a new item revision, Teamcenter does not automatically propagate such changes to each associated variant item. You must make such changes manually.
Note The Incremental Change menu commands only appear if you set the Incremental_Change_Management preference to true.
Tools→Incremental Change→Display Icons	Customizes how incremental change icons are displayed and the contexts in which you want to see icons.
Tools→Incremental Change→Add	Retrospectively creates an add change and attaches it to the active incremental change.
Tools→Incremental Change→Remove	Retrospectively creates a remove change and attaches it to the active incremental change.
Tools→Incremental Change→Delete on Object	Establishes a delete change to the attachment.
Tools→Incremental Change→Create on Object	Establishes a create change to the attachment.
Tools→Incremental Change→Remove Changes	Removes (undoes) changes on the active incremental change.
Tools→Incremental Change→Incremental Change Baseline	Revises the parent assembly to create an incremental change baseline.
Tools→Incremental Change→Edit Attachment	Edits an attachment (dataset or form) and track the changes with the active incremental change.
Tools→Incremental Change→Split	Splits some of the changes from the active incremental change into another existing incremental change.
Tools→Accountability Check→Check	Allows you to compare two structures and view the differences (that is, how one structure uses objects compared to the other structure). This submenu is active when two structure panes are visible.
Tools→Accountability Check→Clear Display	Removes color highlights created by the accountability check.
Tools→Accountability Check→Select Unused	Runs the accountability check and shows all occurrences in the source pane that do not match an occurrence in the target pane in an occurrence group.
Tools→Accountability Check→Select Completely Used	Runs the accountability check and shows all occurrences in the source pane that match more than one occurrence in the target pane in an occurrence group.
Tools→Accountability Check→Select Overused	Runs the accountability check and shows all occurrences in the source pane that match a corresponding occurrence in the target pane in an occurrence group.
Tools→Accountability Check→Partial Compare Results	Displays all properties that were included in the partial compare criteria that you set in the Partial Match Options pane when running an accountability check.
Tools→Repair Broken Links	Identifies broken links and searches for possible repair candidates.
Tools→Multi-Site Collaboration	Controls the data shared with participating sites in a distributed network. Multi-Site Collaboration allows you to publish and unpublish objects.
Tools→Graphical BOM Compare	Compares two revisions of a part or assembly and examine the difference in the Viewer pane.
Tools→Resequence structure	Reorders the process to reflect a change in the process step numbers.
Tools→Update Flows	Updates PERT flows according to the find number of the selected component's children, or in the case of multiple selections, of the selected components.
Tools→Import→Objects	Imports objects into the database using various import formats.
Tools→Import→From PLMXML	Imports a PLM XML file into the database.
Tools→Import→Remote	Imports a structure from a remote site in a Multi-Site Collaboration environment. Search for the remote object in My Teamcenter.
Tools→Export→Objects	Exports the selected structure and its attachments in PLM XML format to a selected export directory. You must choose the appropriate transfer mode for the destination system.
Tools→Export→To PLMXML	Exports the selected structure and its attachments in PLM XML format to a selected export directory. You must choose the appropriate transfer mode for the destination system.
Tools→MES→Release to MES	Creates a work package to send to an external manufacturing execution system (MES).
Tools→MES→Validate for MES	By default, checks that all data has a released status. You can add custom validation checks to suit your business needs.
Tools→MES→Launch MES Web Page	Opens the Teamcenter Web Browser that displays MES information.
Tools→Send Data To	Sends selected data to an external application using an application interface object. Your Teamcenter administrator uses the Business Modeler IDE application to create new application interface types associated with a specific application. Each of these types are available in the Send Data To dialog box.
Tools→Send Additional Data To	Sends additional data to a running session of the application launched using the Send Data To menu command.
Tools→Address List	Displays lists of users who participate in workflow processes.
Tools→List Substitutes	Adds or removes substitute components or set the preferred substitute.
Tools→Manage Global Alternates	Shows a list of the global alternates available for the selected line. The preferred global alternate is indicated by an asterisk (*).
Tools→Intermediate Data Capture	Saves the current structure configuration to a PLM XML format that you can browse and compare against existing structures.
Tools→Baseline	Copies work-in-progress (WIP) item revisions. During the development of a product design, you may need to share such copies of your working design with other users at the same or different sites. You can also save your design for future reference.
Tools→Generate 3D PDF Report	Creates an interactive 3D documentation report that derives directly from process data stored in the database. The report is in PDF format and contains process information and 3D data.
Tools→Link/Associate→Link To Manufacturing Process	Enables you to share an operations across top levels to two process plans.
Tools→Link/Associate→Link As Required	Links product items that are required to carry out an operation. This menu command is available only on operations. The Link as Required relationship does not add an occurrence below the operation, unlike when you assign a product item as MEConsumed.
Tools→Link/Associate→ Associate Product As Target	Associates a product to a process so that when opening one, the other opens automatically. You can turn this behavior off using the MSE_load_related_product_process_plant preference.
Tools→Link/Associate→ Associate Workarea	Associates a work area to a process so that when opening one, the other opens automatically. You can turn this behavior off using the MSE_load_related_product_process_plant preference.
Advanced→Connect	Connects two selected lines with a revisable or nonrevisable connection.
Advanced→Disconnect	Disconnects the currently selected line with a revisable or nonrevisable connection to another line.
Advanced→Generate Portfolio	Creates a portfolio to hold manufacturing documentation.
Advanced→Organization	Displays your Teamcenter organizational structure including the groups in your enterprise, the roles in each group, and the users assigned to each role. Organization Management Using Groups, Roles, and Users explains how a user with dba privileges creates and manages the information displayed in the organization chart.
Note The Graphics menu appears only if you open the Graphics view.
Graphics→Selection→Select All	Selects all the objects displayed in the viewer.
Graphics→Selection→Select None	Clears any objects currently selected in the viewer.
Graphics→Selection→Reverse Selection	Selects all objects not selected in the viewer, while simultaneously unselecting any objects currently selected in the viewer.
Graphics→Selection→Define Selection Filter	Sets the object and/or occurrence types you want to hide from display in the Graphics view.
Graphics→Selection→Apply Selection Filter	Filters the objects and occurrence types that you specified in the Visualization Filter dialog box from view in the Graphics view.
Graphics→Visibility→View Selected	Blanks and unblanks objects loaded in the viewer. Note The term loaded refers to an object whose JT file has been loaded in the viewer. A loaded object may or may not be visible, depending on whether it is blanked or unblanked.
Graphics→Visibility→Blank Selected	Makes any objects selected in the viewer invisible.
Graphics→Visibility→Blank All	Makes all objects in the viewer invisible.
Graphics→Visibility→Unblank All	Makes all objects loaded in the viewer visible.
Graphics→Visibility→Reverse Blank All	Makes any currently visible objects invisible, while simultaneously making visible any loaded objects that are currently invisible.
Graphics→Visibility→Unload Selected	Unloads any objects selected in the viewer.
Graphics→Visibility→Define Visualization Filter	Allows you to select object types to permanently hide from display in the viewer.
Graphics→Visibility→Apply Visualization Filter	Turns on the visibility filter that you specified using the Graphics→Visibility→Define Visualization Filter menu command.
Graphics→Visibility→Blank All By Type→	Hides objects in the viewer based on their types.
Graphics→Visibility→Display All By Type	Displays objects in the viewer based on their types.
Graphics→Edit Color/Translucency	Modifies the color, transparency, and shine of selected objects in the viewer. These settings only apply to the currently loaded objects. The next time the edited object is loaded, the settings revert to the default color and translucency.
Graphics→Insert	Allows you to insert JT, stereolithography (.stl) and VRML (.wrl) files as reference graphics.
Graphics→Insert→Insert from File	Inserts a reference graphic from the operating system, using the Open by Name dialog box.
Graphics→Insert→Insert from Clipboard	Inserts a reference graphics object from the clipboard. Note Only item revisions (not items) can be displayed as reference graphics.
Graphics→Views→View Control	Creates, edits, and displays standard views, using the Rotate and Standard Views dialog boxes.
Graphics→Draw Children	Displays the components of a subassembly. You can also access this command if you right-click in the BOM.
Graphics→Show Subcomponents	Breaks down solids in the corresponding monolithic JT files and make the subcomponents independently controllable. This function is only available for only leaf and unpacked BOM line nodes.
Graphics→Hide Subcomponents	Removes all merged subcomponents and the one-level tree from the tree. You can load or unload the monolithic JT file related to this structure line node in the normal way.
Graphics→Export 3D File	Exports the current visible objects to a STEP or VRML file.
Graphics→Replace JT File	Replaces the JT file that represents an item revision. You can choose a replacement file from one of the JT files associated with the current structure line item.
Graphics→Clearance→ Preferences	Sets clearance analysis and preferences.
Graphics→Clearance→ Toggle Results Window	Shows clearance results in a separate window.
Graphics→Transformation→ Temporary Transformation	Repositions or scales objects in the viewer. These transformations are not saved in the database.
Graphics→Transformation→ Persistent Transformation	Repositions objects in the viewer window and saves the transformations in the database.
Graphics→Preferences	Sets clearance analysis and general viewer preferences.
Graphics→Performance	Sets rendering, culling, and general performance preferences.

The following menu commands are shown in the view menu of the primary structure views.

Menu command	Purpose
Show Graphics	Opens the Graphics view that displays visualization data associated with the selected structure. The Graphics view remains associated with the primary view from which it is opened.
Show Information	Displays configuration information about the open structure.
Revision Rule	Views or sets the revision rule on the currently selected line.
Variant Rule	Views, sets, saves, and loads the variant option values for the selected line.
Set Date/Unit/End Item	Sets the date, unit number, or end item to configure the structure, if the current rule allows.
Find in Display	Searches for an object in the currently displayed structure.
Search by ID in context	Searches for absolute occurrences using the identifier assigned in the ID In Context column of the property table.
Apply Occurrence Type Filter	Adjusts the display to show only the objects that you select using the Select Occurrence Type Filters command. This gives you a more compact and tidy view of very large structures.
Select Occurrence Type Filters	Chooses which objects are visible in the structure. Select the object types that you want to see.
Show Unconfigured Variants	Shows lines that are hidden because they are configured out using variants and options.
Show Unconfigured Changes	Shows lines that are configured out because an incremental change associated has an effectivity on it and the lines are not currently effective.
Show Unconfigured by Occurrence Effectivity	Shows lines that are configured out because they have an occurrence effectivity associated with them and the lines are not currently effective.
Show Unconfigured Assigned Occurrences	Shows lines that are configured out because they are assigned occurrences that are configured out for any reason in the original structure.
Define Configuring Structures	Enables you to specify which open structure configures a process structure.
Save as New Structure Context	Saves the selected structure as a new structure context.
Set In Context	Enables you to set the currently selected structure as the context for additional information set on child objects. For example, you can add an occurrence note to a child line in the structure that is only pertinent in the context of the currently selected structure line.
Unload	Unloads the current structure.