Creating and editing roll-ups

Roll-ups are created with a unique name and Digital Factory. The Digital Factory determines the base currency for the roll-up. For more information Digital Factories, see Selecting a Digital Factory.

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. Use the default scenario name or 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

  4. Click OK.

    • An empty roll-up is displayed.

    • The roll-up is also added to the Open Items tab in the navigation pane.

Add a component to a roll-up

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

  2. Add components to the roll-up:
    • Drag a component from the navigation pane to the roll-up.
    • Select Edit > Add > Component(s) to display the Search window.
      1. Enter search criteria in the filter fields and click Find. The list of components that match the filter criteria is displayed.
      2. 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.
      3. 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.
    • Select Edit > Add > New. You can create and add either a new part, assembly, or roll-up to the active roll-up on. The new component is added to the bottom of the list of roll-up components.
    • Right-click an existing roll-up within the active roll-up and select Add > Component(s) or New to access the same menus previously described. The existing or new components are added to the selected roll-up.

The Status column shows the status of a component’s costing:

  • Select Edit > Add > New. You can create and add either a new part, assembly, or roll-up to the active roll-up on. The new component is added to the bottom of the list of roll-up components.

  • Right-click an existing roll-up within the active roll-up and select Add > Component(s) or New to access the same menus described 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

When you add a component to a roll-up, the roll-up is visible in the Roll-ups subfolder of the Where Used folder for this component.

Copy an entire 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.

Copy a section of a roll-up table

  1. Select one or more rows of interest in the Rollup (using mouse Click, Ctrl-Click or Shift-Click actions).

  2. Copy the data using either Ctrl+C keyboard shortcut or by selecting Copy from the right-mouse menu.

  3. Paste the copied data into the document editor (e.g., Excel, Notepad, etc.) using the Ctrl + V or by selecting Paste from the right-mouse menu.

Define roll-up properties

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

  1. In the roll-up tab, select Edit > Properties. The Property Editor is displayed.

  2. You can edit the following properties:

    • Enter a description for the roll-up in the Description field.

    • Deselect the No Cost Target checkbox and enter the target cost for the roll-up in the Roll-up Target Cost field.
    • Select the source that produced the roll-up from the Source drop-down list.
    • Select the category of cost estimate from the Level drop-down list.

  1. You can edit the following Digital Factory information:

    • To select a user-defined Digital Factory
      • Check the User-Defined checkbox
      • Enter the Digital Factory name in the Digital Factory field
      • Select Digital Factory Type and Digital Factory Currency.
    • To use a pre-defined Digital Factory
      • Clear the User-Defined checkbox
      • Select a Digital Factory from the Digital Factory drop-down list. Digital Factory Type and Digital Factory Currency are filled in automatically.

  2. Click OK.

Edit a component quantity for a roll-up

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

  1. Right-click the component you want to edit and select Edit Quantity. The Edit Quantity window is displayed.

  2. Enter new quantity. If you enter 0, the component removed from the roll-up.

  3. 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.

Remove a component from a roll-up

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

  1. 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.

  1. Click OK.

Edit a roll-up

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

  1. 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, and green down-arrows indicate values that went down. An asterisk appears next to the component’s name to indicate that there are unsaved changes.

  2. To save the changes, right-click the component and select Save.

View last saved values

  • To view 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.

Save a roll-up as a scenario

  1. Right-click a roll-up in the navigation pane and select Save as Scenario to open the Save As window.

  2. Enter the Name and Description (optional) for the new scenario.

  3. Click OK.

    • 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.

    • When a scenario is created, it appears in the Scenarios folder in the navigation pane. For more information, see Working with scenarios.

Cutting, copying, and pasting between roll-ups

You can cut, copy, and paste components from one rollup to a new or existing roll-up. This enables you to create alternative groupings of components for analysis purposes, or to dynamically organize product costs as the product structure evolves.

Cut or copy a component to another roll-up

  1. Open a rollup and select one or more components that you want to cut or copy. Use Ctrl + click to select multiple components.

  1. Right-click and select Cut or Copy from the context menu.

  2. Right-click the destination roll-up in the active roll-up tab or open the destination roll-up tab.

  3. Right-click and select Paste from the context menu.