From this tab, you can access the Assemblies Dashboard.
Under Admin > Company > Project Roles > Assemblies > Dashboard, the following permissions now display.
Attachments - When checked the project role can add an attachment to an assembly.
Delete - When checked the project role can view the Delete column and delete assemblies.
Edit Assembly Properties - When checked the project role can edit the Status of the assembly and any editable properties in custom reports.
Modify Packages - When checked the project role can add/remove assemblies to/from a package.
View - When checked the project role can view the Assemblies > Dashboard, including Attachments.
The Assemblies Dashboard displays assemblies filtered by Project, Model, Division, Package, and Status. The list can be further filtered by column filters or sort options. Each assembly displays information including a link to packages that contain the assembly. Each assembly can be expanded to display its child parts.
Project - Select one project or the ALL PROJECTS option. Note: Loading 100 assemblies will take about 15 seconds.
Model - Select one model or the ALL MODELS option within the selected project. Note: Loading 100 assemblies will take about 15 seconds.
Division - Filter the list to one or ALL Divisions.
Package - Filter the list to one package or Unspecified for all packages.
Clear Cached Calculated Field Values and Reload Data Table button - When User A loads the Assemblies Dashboard page for the first time, if there are any calculated fields in the report, they are cached. As a result, the next time any user loads the page the cached data will be retrieved faster than the original load. Cached data is purged and cached either manually using the Clear Cached Calculated Field Values and Reload Data Table button or automatically. Note: The same button is also implemented on the Packages Dashboard.
Assemblies Dashboard calculated cached values are automatically purged when:
any type of assembly modification is made such as editing parts in the assembly
using a field that is a total value from all parts in the assembly
a Field references a Part property or another Field value, and they are modified
Assembly Report - The Default Assembly Report includes the fields and functionality described below. Users can configure a custom assembly report. For the custom assembly report to display in the drop-down list, its Item Type = Assembly and the checkbox for Assemblies Dashboard must be checked. See the Reports (Admin) article for more information.
Expand / Collapse - Expand to view the assembly’s parts. Collapse to hide the assembly’s parts.
Assembly Name - The Assembly Name column displays the assembly name, a link to edit the assembly name, and a link to the Assemblies > Viewer tab. For edit assembly name permission, check Edit Assembly Properties under Admin > Company > Project Roles > Assemblies > Dashboard.
Assembly Name - Displays the assembly name.
Assembly Viewer Link - Click the assembly link icon to open the assembly in the user's default Assemblies tab.
Packages - The Packages column displays the name(s) of the package(s) that contain the assembly, an Add/Remove option, and a link to the package’s viewer. For Package edit permission, check Modify Packages under Admin > Company > Project Roles > Assemblies > Dashboard.
Packages names - If the assembly is included in one or more packages, the package(s) name(s) will display.
Package open - To open the package in a separate window, click the link icon associated with the package, and the user’s default Packages tab will open.
Add/Remove Assembly To/From Package - Click any package name to display the Packages dialog to add the assembly to a different package or remove the assembly from a package.
Add - To add the assembly to a package, click the drop-down and select the package. Packages that an assembly cannot be added to due to rules (Ex. Package must be in a "Can Package" tracking status or the assembly can only be added to a Package in a Package Category once) are disabled.
Remove - To remove the assembly from a package, click the x associated with the package.
Attachments - When checked the project role can add an attachment to an assembly.
Delete - When checked the project role can view the Delete column and delete assemblies.
Edit Assembly Properties - When checked the project role can edit the Status of the assembly and any editable properties in custom reports.
Modify Packages - When checked the project role can add/remove assemblies to/from a package.
View - When checked the project role can view the Assemblies > Dashboard, including Attachments.
Parts - Displays the number of parts included in the assembly.
Hours - Displays the number of actual assembly hours entered while updating the assembly’s tracking status. Actual hours can be manually entered while using the Update Tracking Status dialog. This prompt displays:
On the Assemblies > Dashboard tab when the tracking Status is updated within the Assembly Report.
On the Packages > Viewer > Actions > Tracking tab when an assembly is selected.
Status - The Status column displays the tracking status of the assembly. To modify the Status:
Click the link to display the Update Assembly Tracking Status prompt.
User - Displays the name of the user who last updated the assembly’s tracking status.
Date-Time - Displays the date-time the assembly’s tracking status was last updated.
Attachments (Displays on custom report too) - Click the assembly’s Upload Attachment button to attach a file to the assembly. For attach a file permission, check Attachments under Admin > Company > Project Roles > Assemblies > Dashboard.
Delete (Displays on custom report too) - Click the Delete button to be prompted to delete the assembly. The parts will be disassociated from the assembly but will retain their current tracking status. For Delete assembly permission, check Delete under Admin > Company > Project Roles > Assemblies > Dashboard.
Sort - The list of assemblies can be sorted by Assembly Name, Packages, Parts, Hours, Status, User, or Date-Time.
Part Report - The Default Part Report includes the following fields and functionality. Users can configure a custom part report. The custom part report will display in the Part Report drop-down when the report Item Type = Part and the checkbox for Assemblies Dashboard is checked.
Quantity (Displays on custom report too) - Displays the quantity of parts in the assembly. Since the default report does not include any merge or totaling options, the quantity will always be 1.
Description - Displays the part description.
Assembly Name - Displays the name of the assembly for which the part is included.
Hours - Displays the number of actual part Hours entered while updating the part’s tracking status. Actual hours can be manually entered during the Update Tracking Status prompt. This prompt displays:
On the Assemblies > Dashboard tab when the tracking Status is updated within the Assembly Report.
On the Packages > Viewer > Actions > Tracking tab when an assembly is selected.
Status - Status includes the part's current tracking Status name and color. Click the Status name to change the tracking status with the Update Part Tracking Status prompt (see above).
Note: If the tracking status for parts in an assembly are updated, the assembly status will display the lowest STRATUS.Part.TrackingStatusIndex number among its associated parts. For example, if there are 5 parts in an assembly where the tracking status for 1 part is Issued for Fabrication (STRATUS.Part.TrackingStatusIndex = 6) and 4 parts are Cut (STRATUS.Part.TrackingStatusIndex = 7), then the assembly tracking status will be Issued for Fabrication.
Sort - The list of parts can be sorted by Description, Assembly Name, Hours, and Status.
Filter - The list of parts can be filtered by Description, Assembly Name, Hours, or Status. When set, a filter is used until the user changes it. In this example, the parts table is filtered by Status = Issue for Fabrication. Notice that assembly WS-6-ROOF-0003 (bottom assembly) does not have any parts in this tracking status so only the filter displays.
In-Grid editing on the Assemblies Dashboard makes editing faster.
Edit Existing Data and Import - To edit existing assemblies for import, edit any data value except Id. All Assembly Names must be unique. When done Click the Import CSV button.
Add a New Row - To add a new row:
Add the data, make sure the Assembly Names are unique, and leave the Id blank.
Click Import CSV. The new rows will display.
Click the CSV button to export the table and the new rows will have been assigned an Id.
Duplicate Id - Copy a row, change the Name to a unique value, but duplicate an Id.
The row will be imported, however it will replace the row that previously had the Id.
After clicking CSV to export, you’ll see that TA-HNG-000111111 which had the duplicate Id was overwritten to TA-HNG-000111122 and takes over the Id.