Generating a Tech Pack from the Specifications Summary or Materials Page

You can generate a tech pack from several places in PTC FlexPLM. To generate a tech pack from the line sheet, see Generating a Tech Pack from the Line Sheet.

Do one of the following:

• Click the generate tech pack icon

on the specifications Summary page. This is the most effective way to export an entire specification.

• Select Generate Tech Pack from the Actions list on the specifications Materials page. To see this menu option, you must select items in the product section at the top of the page.

Your system must be configured to launch a tech pack. If not, clicking this icon generates a PDF of the information on the Materials page.

The Create Tech Pack window appears. When you are finished selecting your variations, components, layout, reports, and views, click Select. The system generates a tech pack based on the criteria you have selected.

The Variation Options section of the Select Pages window allows you to select colorways and destinations to include in the tech pack.

The out-of-the-box property setting selects all colorways by default. Two separate property settings control whether or not all sizes and all destinations are initially selected.

Select an entire variation by selecting the All checkbox that corresponds to that variation (colorway or destination). Select individual colorways and destinations by selecting the corresponding checkboxes.

The Specification Components Available section allows you to select available components on the specification that you want to include in the tech pack. Components include BOMs, constructions, image pages, and measurements. If a component, such as a cover page, is not included in the specification, then it is not available for selection.

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

In the Available Components section, 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.

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

You must select at least one component to produce a report.

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.

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.

The Page Options and Reports section of the Select Pages window allows you to control the layout of the tech pack. You can also determine which BOM and measurements reports are exported, and how they are exported.

• For Page Options, enter a numerical value for both the Number of Colorways per page and the Number of Sizes per page fields.

• 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.

• Specifications with two-dimensional sizing display an additional option. You can specify which variation of the size category you want to use in the reports by selecting either size1 or size2 from the On Size Reports use size1 or size2 values list.

To generate a tech pack asynchronously, select the Generate Tech Pack in Background checkbox.

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.

You can either open the ZIP file, or extract all the files from the ZIP file. The ZIP file contains one PDF for each specification you selected.

• 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.