Generating a Tech Pack from the Line Sheet

You can generate a tech pack from several places in PTC FlexPLM. To generate a tech pack from the Specifications Summary or Materials Page, see Generating a Tech Pack from the Specifications Summary or Materials Page.

Generating a tech pack from the line sheet is the most effective way to generate specifications for multiple products. From the main Actions list, select Generate Product Tech Packs or click the generate tech pack icon

on the line sheet. The Select Pages window appears. When you are finished selecting your options, click Select. The system generates a tech pack based on the criteria you have selected.

The PDF icon on the Line Sheet Viewer is used to export the line sheet, not specifications or BOMs. For more information, see Exporting the Line Sheet Viewer.

The Specification Components Available section of the Select Pages window includes the general types of available components, such as BOMs, constructions, image pages, and measurements. Selecting any or all of the available components selects all of the components for that component type, for all products selected.

• From the Tech Pack Request Type list, select Development or Production.

• Optionally, select the Include Child Specifications and Documents and Include all owned Product variation information for BOM reports checkboxes.

• The Sizing section allows you to select the sizes that you want to include in the tech pack. Select the All checkbox to include all sizes in the table, or select the checkbox above the size column to include individual sizes.

• Under Available Components, double-click the components to include in the tech pack or select the components and click Add. Selected components appear in the Chosen box. To remove a component, select it and click Remove or double-click it. Only those components in the Chosen box appear in the tech pack. The order in which the components are exported can be controlled by the order in which you select them. You can also use the arrows to the right of the Chosen box to modify the order.

• Optionally, select the Include Secondary Content for All Documents checkbox.

• Under Available Reference Documents, double-click the reference documents to include in the tech pack or select the documents and click Add. Selected documents appear in the Chosen box. To remove a document, select it and click Remove or double-click it. Only those documents in the Chosen box appear in the tech pack. The order in which the documents are exported can be controlled by the order in which you select them. You can also use the arrows to the right of the Chosen box to modify the order.

Press CTRL to select multiple components, and press SHIFT to select a range of components.

When you select BOMs in the Available Components field, the system uses a view to generate the tech pack based on the value you select from the Tech Pack Request Type list.

• Optionally, select the Include All CAD Documents checkbox.

• Optionally, select the Include All Parts checkbox.

The Page Options and Reports section allows you to control the layout of the tech pack, which BOM and measurements reports are exported, and how they are exported.

The BOM: Single BOM report is not available when generating a tech pack from the line sheet, due to the iterative nature of this report.

Under Available Reports, double-click the reports you want to include in the tech pack or select the reports you want and click Add. Selected reports appear in the Chosen box. To remove a report, select it and click Remove or double-click it. Only those reports in the Chosen box appear in the tech pack. The order in which the reports are exported can be controlled by the order in which you select them. You can also use the arrows to the right of the Chosen box to modify the order.

Press CTRL to select multiple reports, and press SHIFT to select a range of reports.

For information on the contents of these reports, see Reports.

To save the resulting ZIP file as the primary content of an associated specification document, select the Document Vault checkbox. For more information, see Saving Tech Pack Output as Associated Documents.

In the specification chooser window, you can list specifications for products by doing one of the following:

• Entering a specification name, product name, or sourcing configuration name (or search string) in any one of the Criteria fields, and then clicking Search.

• Clicking Search (searching for all specifications on the line sheet, without criteria)

The Search Results for Specification window returns all specifications on the line sheet matching your criteria (or all specifications, if no criteria were selected). From this list, select the specifications that you want to export to the tech pack by selecting the checkbox to the left of the specification you want to export. You can select all specifications by selecting the All checkbox in the header row.

You can click Show Criteria to view the search criteria you entered previously. You can also click Modify Search to change the search criteria, and Show Images to view thumbnails.

• Click Save to save the file with the default file name and to the default location. You can also enter a new file name and specify a new file location by selecting from the Save in list.

• Click Open. The system opens a Windows Explorer window where you can open the file in PDF format.

You might have to disable all pop-up blockers to view the tech pack.

The File name field defaults to the name generated by PTC FlexPLM, which follows the following format, and contains information descriptive of the tech pack that has been generated: ProductSpec_ProductName_SpecName_UserName. The last three components of the file name are variable depending upon the tech pack and who generated it.