Project menu
The project menu is located at the top right-hand side of the screen.
Figure 69. Project Menu
Make comparison
To compare breakdown versions and baselines click on the compare icon in the project menu. The opened form will allow a user to choose two versions or two baselines from the dropdown list; note that in order to compare baselines both baselines must have the same root.
Figure 70. Version and baseline comparison tab
Select the values and click on the OK button. The Result of the comparison is displayed in a separate "Diff" window as shown below in Figure 71. This window is divided into four main sections:
Two Product breakdown windows: Show the two baselines or versions that are compared. The breakdown identifications are placed on top of each window.
List of differences: This summarizes the differences between the two breakdowns.
Details: The detailed description of a selected row in the list of differences.
Note: Baselines with only a subset of the complete project breakdown can only be compared against other baselines of the same branch – one cannot compare them with the entire structure.
Figure 71. Version comparison window
Baselines
Baselines are a method of versioning the breakdown structure. A baseline is a tagged version of the entire breakdown or of a branch of the breakdown. To manage previously created baselines, click on the baseline icon in the project menu. The baselines form lists baselines and allows the user
- to display and browse a baseline in the breakdown structure pane,
- to export a baseline as an EDMtruePLM specific ISO 10303-239 P21 file including all files and a separate reference data P21 file (for details of the contents of the resulting zip-file, see chapter 4.1.5 "Download STEP pack") and
- to delete baselines.
Figure 72. Baseline tab
Search
Three search methods are available for finding breakdown elements / nodes and documents in the breakdown structure. There is a "Quick search" for nodes and more detailed search specifications for nodes and for documents. A search will be executed on the selected product breakdown version. So, if you need to search within a specific version of the breakdown, you must select the version first. Start search by the search icon in the project menu at the top right corner, as shown below. The system allows 'wildcard' search for all three types of searches.
Figure 73. Search tab
Breakdown element
"Quick search" finds breakdown elements / nodes based on the following filters. As its name indicates it is quicker than "Node search", but not as sophisticated.
Figure 74. Quick Search
"Node search" offers additional filters (see Figure 75). For large data sets it is time-consuming.
Figure 75. Node search
The different "Node search" tabs are explained in the following bullet points.
General tab:
All filter items in this tab are system properties of breakdown elements.
Name: Enter breakdown element name. The following wildcards may be used in the text field.
@ - Matches any letter
^ - Matches any upper-case letter
? - Matches any character
& - Matches reminder of string
# - Matches any digit
$ - Matches a substring terminated by a space character or end-of-string
- Matches any number of characters
\ - Begins a pattern escape sequence
! - Negation character (used with the other characters).
Description: a string within the node property "Description".
Type: one of an enumerated list of element type values can be selected. If no type is specified, all types of elements will be returned.
Project phase: one of an enumerated list of phase values.
Date tab:
All filter items in this tab are system properties of breakdown elements.
Created after: Search for nodes created after the given date.
Created before: Search for nodes created before the given date.
Edited after: Search for nodes modified after the given date.
Edited before: Search for nodes modified before the given date.
User tab:
All filter items in this tab are system properties of breakdown elements.
Created by: Search for nodes that were created by the selected user.
Edited by: Search for nodes that were last modified by the selected user.
Metadata tab:
The filter items in this tab are user-defined properties of breakdown elements. Several properties may be included in the same filter pattern.
Property name: The name of a user-defined property.
Property value: The value of the given property; for string type properties wildcards may be used.
Add: Apply the given property name and value pair to the search. After the first property name and value pair others may be added; all such filter pairs are joined by a logical "AND".
Data files
Use the document search form shown in the two figures, below, to find documents in the breakdown structure. The form consists of five tabs, which are explained in the following sub-sections.
Searches are done on the selected product breakdown version. So, if you need to search within a specific version of the breakdown, select that version first.
Figure 76. Document search 1
Figure 77. Document search 2