Creating and editing roll-ups
Roll-ups are created with a unique name and VPE. The VPE determines the base currency for the roll-up. For more information on VPEs, see Selecting a virtual production environment (VPE) on page 1.
To create a roll-up
1 Select File > New Roll-up. The New Roll-up window is displayed.
2 Enter the Name for the new roll-up.
3 To accept the default scenario name for the new roll-up, proceed to the next step. If you want to create a scenario with a different name, enter it in the “Scenario name:” field. Note that the “Scenario name:” field cannot be blank. For more information about scenarios, see Working with scenarios on page 1.
4 Click OK. An empty roll-up is displayed. The roll-up is also added to the Open Items tab in the navigation pane.
To add a component to a roll-up
1 Double-click the roll-up in the navigation pane.
2 Add components to the roll-up by:
• Dragging a component from the navigation pane to the roll-up. The Choose Action window is displayed. Select Add to Roll-up and click OK.
• Selecting Edit > Add > Component(s) to display the Search window. Enter search criteria in the filter fields and click Find. The list of components that match the filter criteria is displayed. Select the component(s) from the list and click OK. The official scenario for each component in an assembly is used for costing by default. To use a different scenario for costing, select that specific scenario, rather than the part itself, in the Search window. For more information, see Using the Search tool on page 1.
• Selecting Edit > Add > New. You can create and add either a new part, assembly, or roll-up to the active roll-up on the fly. The new component is added to the bottom of the list of roll-up components.
• Right-clicking an existing roll-up within the active roll-up and selecting Add > Component(s) or New to access the same menus described in the previous two bullets. The existing or new components are added to the selected roll-up.
The Status column shows the status of a component’s costing:
• Green — costing completed successfully
• Yellow — costing succeeded with a warning
• Red — costing failed
• Asterisk (*) — unsaved changes; to save the changes, right-click the component and select Save
As soon as you add a component to a roll-up, the roll-up shows in the Roll-ups subfolder of the Where Used folder for this component.
To copy a roll-up table
1 Double-click a roll-up in the navigation pane.
2 In the roll-up tab, select Edit > Copy Table. The table is copied to the clipboard. You can paste the table into another application such as Microsoft Excel.
To define roll-up properties
1 Double-click a roll-up in the navigation pane.
2 In the roll-up tab, select Edit > Properties. The Property Editor is displayed.
3 You can edit the following properties:
• Enter a description for the roll-up in the Description field.
• Uncheck the No Cost Target checkbox and enter the target cost for the roll-up in the Roll-up Target Cost field.
• Select the department that produced the roll-up from the Source drop-down list.
• Select the level of cost estimate from the Level drop-down list.
4 You can edit the following VPE information:
• To select a user-defined VPE, check the User-Defined checkbox, enter the VPE name in the VPE field and select VPE Type and VPE Currency.
• To use a pre-defined VPE, clear the User-Defined checkbox and select a VPE from the VPE drop-down list. VPE Type and VPE Currency are filled in automatically.
5 Click Done.
To edit a component quantity for a roll-up
1 Double-click a roll-up in the navigation pane.
2 Right-click the component you want to edit and select Edit Quantity. The Edit Quantity window is displayed.
3 Enter new quantity. If you enter 0, the component will be removed from the roll-up.
4 Click OK. The costs are updated to reflect the new quantity. Red up arrows indicate values that went up, green down arrows indicate values that went down.
To remove a component from a roll-up
1 Double-click a roll-up in the navigation pane.
2 Right-click the component you want to delete and do one of the following:
• Select Remove.
• Select Edit Quantity and enter 0.
The Confirm Delete window is displayed.
3 Click OK.
To edit a roll-up
1 Double-click a roll-up in the navigation pane.
2 In the roll-up table, select a component and edit the Manufacturing Process as desired. New cost reflecting the changes is calculated. Red up-arrows indicate values that went up, green down-arrows indicate values that went down. An asterisk appears next to the component’s name to indicate that there are unsaved changes.
3 To save the changes, right-click the component and select Save.
To view last saved values
In the roll-up tab, select View > Saved Values. The last saved values for the components are displayed without losing any unsaved changes. You cannot edit the saved values.
To view current values
In the roll-up tab, select View > Current Values. The changes that have been made since the values were saved are displayed. You can continue editing the current values.
To view roll-up components
Double-click a roll-up component in the roll-up table or in the navigation pane to open it in a new tab.
To save a roll-up as a scenario
1 Right-click a roll-up in the navigation pane and select Save as Scenario. The Save As window is displayed.
2 Enter the Name and Description (optional) for the new scenario.
3 Click OK.
4 The roll-up is saved as a locked (uneditable) scenario. It captures a static version of the roll-up components and costs for later analysis. Once a scenario is created, it appears in the Scenarios folder in the navigation pane. For more information, see Working with scenarios on page 1.