Static Roll-ups

A static roll-up is created by searching aP Pro for components (parts, assemblies or other roll-ups), and selecting which of these components to add to the roll-up. You can edit this roll-up, including creating components and adding them to the roll-up.

Tip: See also the Perform Static Roll-ups aP Academy training course.

Dynamic or Static Roll-up?

To choose when to use a Dynamic Roll-up or a Static Roll-up, typically:

  • Use Static Roll-ups to give you a greater level of manual control over the contents in a roll-up. Also, you can create a part from scratch using static roll-ups.

  • Use Dynamic Roll-ups when you are working as part of a larger team, all of whom may be working on the same project and updating the contents of the roll-up. This allows you to see the latest version of your roll-up on a dynamic basis.

See Dynamic Roll-ups for more details.

Create Roll-ups

Create a New Roll-up

  1. Select File > New Roll-up:

  2. Enter the roll-up name, scenario name and a description for the new roll-up.

    In the Scenario Name field, use the default scenario name, or enter a new name to create a scenario with a different name. For more information about scenarios, see Work with Scenarios

  3. 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

To add components to the roll-up, you can:

  • Drag a component from the navigation pane to the open roll-up.
  • Select Edit > Add > Component(s)... to display the Search window, then.
    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.
      By default, the official scenario for each component in an assembly is used for costing. To use a different scenario for, select that specific scenario, rather than the part itself, in the Search window.
  • Select Edit > Add > New to create and add a new part, assembly, or roll-up to the active roll-up, including virtual components (see Add Virtual Components to an Assembly). The new component is added to the bottom of the list of roll-up components.

Tip: 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.

Costing Components

Before you can analyze (cost) a roll-up, each component must be costed.

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

  • Green: costing completed successfully
  • Yellow: costing succeeded with a warning
  • Red: costing failed
  • Grey: not initialized
  • Asterisk (*): unsaved changes; to save the changes, right-click the component and select Save

To cost a virtual component, double-click on the entry in the list, to open it in a separate tab, then click the cost button and enter cost information manually in the Cost Summary tab:

Click Save to save this information, then close the tab. The roll-up includes the new cost information.

Edit Static Roll-up Properties

See Edit Roll-up Properties.

Edit Roll-ups

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.

Edit or Remove a Component

  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. Enter 0 to remove the component.

  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.

View Roll-up 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.

Copy Roll-ups

Copy a Roll-up

To 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.

  3. The table is copied to the clipboard. You can paste the table into another application such as Microsoft Excel.

Tip: You can also copy a section of a roll-up table: select rows of interest, then copy-and-paste those rows.

Copy a Roll-up Component

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.

  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.

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 Work with Scenarios.