Customizing fields on the Cost Guide

System Administrators can customize the organization of Production Scenario tab of the Cost Guide.

This enables you to design a more efficient and user-friendly panel. For example, if your company:

  • Has a User Defined Attribute that is directly related to the Process Group, then that UDA can be moved directly below the Process Group input.

  • Has many related inputs, then they can be put into their own group, with any name of your choosing.

  • Does not use target costs or target mass, then those inputs can be removed from the screen.

  • Always uses the material from the CAD model, then the material selection field could be removed.

 

Configuration capabilities include

  • Rename the Out-of-box  group headers 1.1 Basic Options, 1.2 Company-Defined Attributes, and 1.3 Targets.

  • Remove group headers.

  • Define new group headers.

  • Remove any fields other than Process Group and Digital Factory.

  • Move fields to any location

Note: aPriori enforces that “Process Group” and “Digital Factory” appear above their dependent inputs (“Material”, “Process Routing”, “Volume”, and “Batch Size”). The order of other dependent fields is not enforced. You must consider these dependencies when configuring the view to make the behavior as clear as possible to users.

Changes made to the Cost Guide may cause changes to organization of the items on tabs in the Cost Object Info window. Fields will not change tabs in the Cost Object Info window: any attribute that exists by default in Cost Guide sections 1.1 (Basic Options) or 1.3 (Targets) out of the box will always appear on the Cost Object Info Production Info tab, and anything that appears by default in section Cost Guide 1.2 (Company-Defined Attributes) will continue to appear on the Cost Object Info Administrative Info tab. However, if you hide a field in the Cost Guide, it will also no longer display in the Cost Object Info window. And if you move a field up or down in the Cost Guide, its relative position to its neighbors will also change in the Cost Object Info window.

Customize fields on the first tab of the Cost Guide

  1. On the Dialog Views window, select Cost Guide from the drop-down list.

  1. To rename a field or group header, select it in the Displayed Fields column and edit the Display Name field in the Column Properties section at the bottom of the window.

    Note: Do not change the display name of UDAs here, since the change will not be reflected elsewhere (such as in the BOM Loader, Bulk Costing, Part Details, and so on.) You should only change UDA display names in the UDA definition. See Managing user defined attributes for details.

  1. To delete a group header, select it in the Displayed Fields column and click the red on the Column Group Controls section near the bottom of the window.

    Note: The deleted group’s members remain. You should manually move them to other groups.

  2. To hide fields or groups of fields, select one or more fields and/or group headers in the Displayed Fields column (use the Shift and Ctrl keys to expand your selection).

    Note: You cannot select “Process Group: or “Digital Factory”. Click the left arrow ( ) in the center of the window to move the item(s) out of the Displayed Fields column. Note that if you hide a group header, all of its members also are hidden.

  3. To define a new group header, click the green “+” icon ( ) in the Column Group Controls section near the bottom of the window. Enter a name in the resulting Add Group dialog box, then click OK.

  4. To move fields or groups within the Cost Guide, select one or more fields and/or group headers in the Displayed Fields column (use the Shift and Ctrl keys to expand your selection). Click the up and down arrows (,) at the right of the column to move the item(s). Group headers (and their members) will move above or below the adjacent group. Individual fields will move up or down within their current group. To move a field to a different group, select the target group from the Parent Group drop-down menu at the bottom of the window.

  5. When you finish, click File > Publish Changes from the System Administrator menu bar or click PublishIcon in the tool bar to save your changes. You do not need to restart aPriori to see your changes.

Managing permissions

Permissions are a key feature of aPriori Access Control. For information about this topic see Permissions.