WBS Flat View - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
2020 (10.0)

The WBS Flat View section in the middle of the screen provides a set of functionalities to work on the WBS/BOM in an easy manner. The main purpose of this section is to provide a spreadsheet type of utility where you can work on a bigger part of the tree. Unlike the tree view section where the add/edit/delete operations can only be done for one node at a time, this section allows the user to create several nodes or tree branches, modify the names of several nodes, and delete several nodes in one operation. You can type in the name of a parent node and then sub-nodes of this parent node in multiple levels in one row, to create a branch in the tree.

To display WBS nodes in the flat view, select the Flat View check box on top.

Select the Selected Node view option from the radio group to display only the selected WBS node with its sub-nodes, or select Full Tree to display all nodes of the tree.

For more information about the Drag and Drop check box and the other core workflow screen features, read Core Workflow Screens.

The TSQ Required indicator is set by the software. It indicates if for the selected node a TSQ (transfer site quantities) job must be performed, because the node has positions with site quantities (issue/reserved) in a lower issue status than the highest issue status at this node. You can also find this indicator on window 2 on the multi and single position view tabs.

The flat view is sorted in ascending order, using all the WBS structure levels according to the hierarchy, starting with level 1, level 2, and so forth. The order sequence is displayed in the Ordered by field.

To enlarge the flat view section, you can use the Show/Hide BOM Tree button to hide the tree view section, and the Show/Hide Property Window button to hide the node properties section. If you use both buttons, the screen looks like that shown in the picture below.

Use the buttons again to unhide the tree view and node properties sections.

If the ZB_BOMHIER project default is set to N, which means the project uses a fixed node type hierarchy defined on B.10.07, the node types are displayed as column labels as shown in the picture above. If ZB_BOMHIER is set to Y, the columns will be labeled with ‘Level 1’, ‘Level 2’, and so forth, reflecting the node level in the hierarchy.

The flat view is limited to a node type hierarchy of ten levels maximum.

You can include the following additional fields in the flat view:

Discipline - Discipline of the last displayed node in the row.

Object Code - Object Code of the last displayed node in the row.

Released - Released indicator that shows if the last displayed node in the row is locked/released.

Issue Status - Issue status of the last displayed node in the row. If the Issue Status field is displayed and the associated positions have different issue statuses, the node will be displayed multiple times, once for each assigned issue status.

List Status - List status of the last displayed node in the row. If the List Status field is displayed and the associated positions have different list statuses, the node will be displayed multiple times, once for each assigned list status.

The selected node is displayed with a light blue background color.

Selected nodes from queryable disciplines are displayed in red. These nodes cannot be changed or deleted.

Add Node

New nodes can be added to the WBS tree from the flat view. This operation is supported only when the ZB_BOMHIER project default is set to N and a strict node type hierarchy is maintained by the WBS tree. You can type in the name of the new node in a blank field and save by clicking the Save button. This will create a new node under the node shown in the field on the left. The picture below shows how to create the new sheet 102 under the line LAB01.

While creating the node, the values for the other node properties are assigned automatically as follows:

Node Type - This is the type of the column as represented by the caption of the column.

Short Description and Description - This is set as the node name.

QTY Factor - Set to 1.

The first column in the flat view represents the nodes at the root level of the tree. If you enter a new name in the first column, this will create a new root node. If the ZB_1MSTR project default is set to Y, the existing root node name will be copied to a new record.

Edit Node Name

The flat BOM view only allows editing the name of the node. In the case of a locked/released node, this node name cannot be changed.

Delete Node

This operation enables the user to delete a particular node from the BOM tree. It should be noted that when you delete a node, all the nodes under the node that you chose to delete will also be deleted. In order to delete a node from the flat BOM view, just delete the entry from that field. For example, to delete the node 206 displayed in the picture below, delete the entry from the SHEET field and save.

Add/edit/delete node is not possible in the flat view if the Issue Status or List Status field is included in the flat view configuration. Nodes from queryable disciplines cannot be updated or deleted. To add new rows or nodes in the flat view, all hierarchy levels must be present in the flat view. If not all levels are displayed, you cannot add new nodes.

Pop-up Menu

With a right mouse-click in any field of the flat view section, you open the pop-up menu displayed below.

Add Field, Remove Field, Set Column Spacing, and Order by this field ASC/DESC are standard core workflow commands. For more information, read Core Workflow Screens.

BOM Procedures/Macros, List Download, and Attach Documents are described in WBS Tree View.

With Add This Field in Order By ASC/DESC, you can add the selected field to the order by list to include it in the sorting criteria, displayed in the Ordered by field.