• Click 
View Information of a Product Hierarchy node in the Folders page to open the information page.
View Information of a Product Hierarchy node in the Folders page to open the information page. View Information of a Product Hierarchy node in the Folders page to open the information page.Action | Description | ||
View Information | Opens the information page of the selected object. | ||
Check In | Checks in the selected object. This action is available only if you have permission to update the structure, and it is currently checked out. For more information, see Checking In an Object. | ||
Check Out | Checks out the selected object. This action is available only if you have permission to update the structure, and it is currently checked in. When an object is checked out, this action is disabled and the Check In and Undo Checkout actions are enabled. For more information on the check out action, see Checking Out an Object. | ||
Check Out and Edit | Checks out the selected object and opens the Edit Service Product Hierarchy window. This action is available only if the service product hierarchy is currently checked in. Using the Edit Service Product Hierarchy window, you can make the changes to the service product hierarchy and check it back in, or alternately save the changes without checking in. For more information on editing service product hierarchy, see Editing a Service Product Hierarchy. | ||
Undo Checkout | Releases the reservation on a checked out object without saving any changes. No new iteration is created. You can only undo the checkout of an object that you previously checked out. For more information on the undo checkout action, see Undoing a Checkout. | ||
Edit | Opens an edit window for the service product hierarchy, allowing you to modify certain attributes. | ||
Edit Common Attributes | Opens an edit window for the service product hierarchy, allowing you to modify certain attributes. | ||
Revise | Opens the Revise window, in which you can create a revision of the structure. For more information on using this window, see Revising an Object. Use the buttons in the window to collect any objects that are related to the structure and include them in the Revise action. | ||
New | The following actions are available in the drop-down menu: • New Change Notice — Displays the New Change Notice window, allowing you to create a change notice for the selected service product hierarchy. For information, see About Change Notices. • New Change Request — Displays the New Change Request window, allowing you to create a change request for the selected service product hierarchy. For information, see Creating a Change Request. • New Problem Report — Displays the New Problem Report window, allowing you to create a problem report for the selected service product hierarchy. For information, see Creating a Problem Report. • New Defect — Opens the New Defect window, allowing you to create a defect for the selected service product hierarchy. For more information, see Creating a Defect. • New Variance — Opens the New Variance window, allowing you to create a deviation or waiver for the selected service product hierarchy. A deviation is a request to depart from design specifications for parts not yet produced. A waiver is a request to accept produced parts that do not conform to design specifications. For more information, see Creating a Variance. • New Promotion Request — Opens the New Promotion Request window, allowing you to create a promotion request for the selected service product hierarchy. A promotion request is a formal request to change the state of an object. For more information, see Create a Promotion Request. • New Review — Opens the New Review window, allowing you to validate a process or product. For more information, see About Design Reviews. • New Part Configuration — Opens the New Part Configuration window, allowing you to create a new part configuration from the service product hierarchy. The configuration specification used for the part configuration depends on whether you have viewed the structure table in the part information page. If you have never viewed the Structure table for the part, the latest configuration specification is used; otherwise, the configuration specification set when you last viewed the structure table is used. For more information, see Creating a New Part Configuration. • New View Version — Opens the New View Version window, allowing you to capture a version of a service product hierarchy with a specific view. For more information, see Creating New View Version. This action is available only for a service product hierarchy that is checked in. • New One Off Version — Opens the New One Off Version window, allowing you to create a service product hierarchy version that reflects a part modification However, this version is not included in the main version sequence. • New Configuration Context — Opens the New Configuration Context window, allowing you to create a new configuration context from a service product hierarchy. A configuration context is a filtered selection of parts within a product’s part structure. It enables you to work on subassemblies and components of a known product configuration that are relevant to a specific design task. For more information, see Creating a Configuration Context. | ||
Rename | Opens the Rename window, which enables you to rename all versions of a selected object.
For more information, see Renaming an Object This action is only available for a checked in object. | ||
Set State | Changes the life cycle state of an object – for example, from In Work to Released. For more information, see Setting the State of an Object. | ||
Export | Compresses the content and metadata of an object into a JAR file to move the information to another site or portal. The JAR file resides on your local file system prior to being moved. For more information, see About Export and Import. | ||
Export Importable Spreadsheet | Opens the Export Importable Spreadsheet window, which enables you to export data of a selected object to Microsoft Excel spreadsheet. For more information, About Exporting Data to Excel. | ||
Delete | Opens the Delete window, which enables you to delete an object and its iterations and revisions. For more information, see Deleting an Object. This action is only available for a checked in object. | ||
Reassign Life Cycles | Reassigns a life cycle template or sets the initial life cycle state for an object. For more information, see Reassigning Life Cycles. | ||
Reassign View | Opens the Reassign View window that allows you to assign the service product hierarchy to a different view.
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Add to | Provides a submenu for the following actions: Add to Baseline — Opens the Add to Baseline window, enabling you to add the most recent version of an object to a baseline. You can add one or more selected objects plus collected objects to an existing baseline or a new baseline you create. For more information, see Adding Objects to a Baseline. Add to Managed Collection — Opens the Add to Managed Collection window, enabling you to add an object to a managed collection. For more information, see Add to Managed Collection. Add to My Notebook — Opens the Add to My Notebook window, enabling you to add an object to your notebook in the selected folder. For more information, see Linking to Objects from the Notebook. Add to Package — Opens the Add to Package window, enabling you to add an object to a package. For more information, see Adding Content to a Package, Technical Data Package, CDRL Package, or SDRL Package. Add to Project — Opens the Add Objects to a Project window. Then you can share or check out a selected object. You can also share or check out other related objects that have been gathered in a collector. For more information, see Adding PDM Objects to a Project.
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Edit Access Control | Opens the Edit Access Control window, which enables you to manage access control permission for the associated object. For more information, see Managing Data Security. | ||
Subscribe | Displays the Subscribe window to create a subscription for receiving emails about changes to a selected part or parts list. See Subscriptions for details on subscriptions. | ||
Manage Applicability | Opens the Manage Applicability window, which enables you to manage expressions and service effectivity of an object. For more information, see Managing Service Effectivity. |
to collect the related CAD/Dynamic documents.