Creating a Variance

Data Management Capabilities > Managing Change > About Variances > Creating a Variance

Creating a Variance

You can create a variance in the following ways:

• Select New > New Variance from the actions menu on the information pages of objects that can be changed, such as parts and documents.

• Select New > New Variance from the toolbar or row action menu of the Folder Contents table, available from Products

, Projects

, or Libraries

• Select New Variance from the toolbar of the Variances table.

The New Variance window divides the creation of a variance into the following steps:

If your site has security labels enabled, you may see the Set Security Labels step. For more information about setting security labels, see Setting Security Labels while Creating an Object

In the event that the context is not known, you may have a Set Context step preceding the following steps:

1. Set Attributes—Identifies the variance and description attributes.

2. Define Impact—Specifies the business impact of the variance; including corrective action, effect on cost, effect on schedule, and effect on support.

3. Select Affected End Items— Identifies the end items that are affected by the change request. If the selected object is a part that is an end item, the part is automatically listed in the Affected End Items table. Also, if the change request is created without selecting any objects, the end item of the product is assumed to be a default affected end item and will be automatically included in the Affected End Items table.

4. Select Affected Objects—Identifies the affected local objects such as parts, documents, and other changeable and external objects that are involved with the variance. Initially, the objects that were used to launch the variance are selected.

For each affected object in the table, you can specify the number of units that will be approved for the variance. Optionally, as configured by a preference, you can specify a supporting effectivity statement for parts, further documenting the objects affected by the variance.

5. Set Attachments—Manages associated file and URL attachments. Attachments in the context of the variance can be added, updated, deleted, or viewed.

6. Select Associations—Identifies associated process and reference objects.

Steps do not necessarily need to be completed in the order in which they are listed. You may navigate to any step for which the link is enabled.