Creating a CDRL or SDRL
You can create a new CDRL or SDRL package from the Packages table, which appears on the Packages page for each application context. You can also create a package from the Add to Package window, which is available when the Add to Package action is selected from the actions menu of an object.
The New Package window divides the creation of a new package into the following steps:
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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.
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1. Set Attributes
a. If there are multiple package types available to you, you can select one from the Type list. Depending on your selection, the steps on the New Package window may change. Choose CDRL or SDRL from the Type list. If you are creating a package or technical data package, see Creating a Package. If you are creating a replication package, see Creating a Replication Package.
b. Depending on your settings, you may be able to select a domain for the package. A domain is an administrative area that defines a set of policies, such as access control, indexing, and notification. Packages, like folders, are associated with a domain and are subject to the access control policies defined for the domain. To select a domain other than the default setting, click Find.
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When selecting a domain, you will not be able to view its policies. To view the access policies, navigate to the Policy Administration utility.
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c. Depending on your settings, you may be able to select an organization identifier for the package, such as a CAGE code or DUNS number. Click the find icon 
to select the organization identifier.
to select the organization identifier.| | The display of organization information and its format depends on your system configuration. As CDRL and SDRL packages are only available in Windchill Aerospace & Defense CDRL/SDRL, CAGE Code, and Unincorporated Change, the format is assumed to be CAGE Code. |
d. In the Package Attributes section, complete the applicable fields.
Attribute | Description |
|---|---|
Number | Set the unique identifier for the CDRL or SDRL. Depending on your site configuration, the number may be automatically generated. The number can be up to 32 characters. |
Name | Specify a name for the CDRL or SDRL. |
Description | Write a short description of the CDRL or SDRL. The description cannot exceed 4000 characters. |
2. Set Contract Details
Fill in the applicable fields.
Field | Description |
|---|---|
Contract Line Item Number | Enter the contract line number that requires the delivery of the CDRL or SDRL. |
Category | Select a category for the CDRL or SDRL. Available options include Configuration Management, Provisioning, Technical Manual, or Technical Data Package. |
System/Item | Enter the name of the system or item being acquired that this CDRL or SDRL data supports. |
Contract Number | Enter the contract number for which the CDRL or SDRL is being submitted. |
Contractor | Enter the name of the company submitting the CDRL or SDRL. |
3. Set Data Item Details
Fill in the applicable fields.
Field | Description | ||
|---|---|---|---|
Data Item Number | Enter the number assigned to the data item. | ||
Title of Data Item | Enter the title of the data item. | ||
Subtitle | Enter the subtitle of the data item. | ||
Authority | Enter the number that defines content and format requirements. This may be a Data Item Description (DID) number, military specification number, military standard number listed in DoD 5010.12-L (AMSDL), or a one-time DID number. | ||
Contract Reference | Enter a reference to the tasking in a contract that generates a requirement for the data item, such as a Statement of Work. | ||
Requiring Office | Enter the name of the technical office responsible for ensuring adequacy of the data item. | ||
DD 250 Requirement | Select a requirement for inspection and acceptance of the data item by the government. Options include: DD, DS, LT, NO, SD, SS, and XX. | ||
Approval Code | Select an approval requirement for the draft. A draft must meet this requirement before a final data item can be prepared. Options include: A, AD, AN, D, N, or N/A. | ||
Distribution Statement | Select a requirement for a contractor to use when marking a distribution statement on the data. Options include: A, B, C, D, E, F, or X. | ||
Frequency | Select the desired interval between the data item deliveries. Options include: 1TIME, 2TIME, ANNLY, AP, ASREQ, BI-WE, DAILY, DFDEL, MTHLY, ONE/P, ONE/R, QRTLY, R/ASR, RQ, SEMIA, or WEKLY. | ||
As of Date | Enter the date, or number of days relative to the frequency, as of which the collection of data for this CDRL or SDRL will be cut off. | ||
Date of First Submission | Enter the date on which the first submission of this item is required. | ||
Date of Subsequent Submission | Enter the date on which subsequent submissions are required. | ||
Due Date | Enter the date on which the data item is due.
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Submitted Date | Enter the actual date on which the data item was submitted. | ||
Approval Date | Enter the actual date on which the data item was approved. | ||
Remarks | Enter any additional or clarifying information about this CDRL or SDRL. |
4. Add Content
| | This step is only available if you launched the New Package window from the Packages table. Launching the New Package window from the Add to Package window allows you to finish adding content once the package is created. |
The Add Content step allows you to add relevant objects to your CDRL or SDRL and configure your Collection Options. For more information about this step, see Adding Content to a Package.
5. Set Attachments
The Set Attachments step allows you to attach content items that are meaningful in the context of the package. For more information, see About Attachments.
6. Click Finish to complete the creation of the new CDRL or SDRL.