About Importing Redline Product Data from Excel
You can import product data with open redlines from a Microsoft Excel file. To import redline product data, use the Import from Redline Spreadsheet action described in How to Import Redline Product Data from Excel. Before importing, see the information in Considerations for Importing Product Data.
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For best results, import a spreadsheet originally exported from the corresponding action.
• Use the Export Importable Spreadsheet action to initially create the spreadsheet for Import from Spreadsheet.
• Use the Export Redline Importable Spreadsheet action to initially create the spreadsheet for Import from Redline Spreadsheet for the same change notice.
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For more information on Import from Spreadsheet, see About Importing Product Data from Excel.
You can import the following type of product data using the Import from Redline Spreadsheet action:
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Type
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Example
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• modifications to existing redline parts
• out-of-the-box and site-defined attributes
• supplier and manufacturer parts
• engineering materials
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A component engineer receives a spreadsheet from a vendor with updated redline part data. The spreadsheet contains modifications to the existing redline parts (for example, changes to the environmental regulatory compliance data). When the component engineer imports the spreadsheet, a new version of each redline part is created and updated with the new attribute values.
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• part usage for modeled, global, and local attributes
• adding, removing, or replacing parts in a BOM
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A design engineer may need to send a design to an external manufacturing partner for review. The design engineer exports the structure with an open redline to a spreadsheet and sends it to the manufacturing partner. The manufacturing partner reviews the spreadsheet and sends it back to the design engineer. The design engineer can import the modified redline spreadsheet back in Windchill PDMLink, after reviewing and approving the changes, to update the redline structure.
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A design engineer exporting and importing a structure with an open redline may also want to include the substitutes for the parts in the redline structure.
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For more information, see the following topics: