Creating and editing dynamic roll-ups

Dynamic roll-ups are created with a unique name and VPE. The VPE determines the base currency for the Dynamic roll-up. However, a Dynamic roll-up can include components from multiple VPEs. For more information on VPEs, see Selecting a virtual production environment (VPE) on page 1.

To create a dynamic roll-up

1 Select File > New Dynamic Roll-up. The New Dynamic Roll-up window is displayed.

2 Enter the Name for the new Dynamic roll-up.

3 To accept the default scenario name for the new dynamic 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.

Note: Dynamic roll-ups cannot have multiple scenarios like parts, assemblies, cost comparisons, and roll-ups do.

4 Click OK. The Dynamic Roll-up window is displayed.

The left-hand column in the Dynamic Roll-up window contains Dynamic Roll-up Criteria, which function as search filters. (Search filters are explained in Using the Search tool on page 1.)

The Preview button executes the search and returns the components found by the entered search criteria.

5 Selecting OK will create the Dynamic roll-up with the specified search criteria. The roll-up is also added to navigation pane > Open Items > Roll-ups.

To edit a dynamic roll-up

1 Double-click the roll-up in the navigation pane.

2 In the Dynamic roll-up tab, select Edit > Edit Query.

The Query Editor window opens. The Query Editor is identical in function to the Dynamic Roll-up window.

3 Edit your Dynamic Roll-up Criteria to refine your search.

4 Preview and select OK to return the updated list retrieved by your new criteria.

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 update dynamic roll-up components

There are two ways to refresh the components returned in an open Dynamic roll-up:

• Close and reopen the Dynamic roll-up

• In the Dynamic roll-up tab, select Edit > Edit Query and select OK in the Query Editor.

To copy a dynamic roll-up table

1 Double-click a Dynamic 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 dynamic roll-up properties

1 Double-click a Dynamic roll-up in the navigation pane.

2 In the Dynamic 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 Target Cost 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 in a dynamic roll-up

1 Double-click a Dynamic roll-up in the navigation pane.

2 In the Dynamic 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 Dynamic 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 Dynamic 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 dynamic roll-up components

Double-click a Dynamic roll-up component in the Dynamic roll-up table or in the navigation pane to open it in a new tab.