Add markup comments to requirement objects

You can add markup comments to requirement specifications, requirements, paragraphs, and custom notes using Microsoft Office Word as the interface to the content of the requirement objects. This is known as live Word. This functionality differs from adding markup comments to Word documents that are stored in Teamcenter and may be related to requirement objects or other objects. Adding markup comments to Word documents includes additional features to enhance the content review process, such as using roles and applying disposition comments and status.

Note: For Systems Engineering requirement structures, markups are supported only for the body text property.

Caution: Siemens Digital Industries Software does not support markups when different Office versions are used. For example, if a markup comment is created in Microsoft Office 2010, it may not open correctly in Microsoft Office 2013.

Procedure

1. From the Requirements view, select the requirement to which you want to add markup comments.

2. Click Export objects to Word.

3. In the Export to Word dialog box, select Export for Markup, and click OK.

   If the Teamcenter Login dialog box appears, log on to Teamcenter.

   The document opens with live Word, which means when you edit requirements, you are immediately updating the content stored in Teamcenter.

4. In live Word, click Markup on the Teamcenter tab.

   The Teamcenter Markup Manager pane appears. If the document has no existing markup comments, the comment details list appears in the lower pane with instructions in the text box. If the document has markup comments, they appear in the comment details list.

   Tip: If you have the document open while others are adding markup comments, click Load to see the new markup comments.

5. Select the text in the Word document that you want to mark up with a comment.

6. Do one of the following:

   • If the document has no existing markup comments, delete the instruction text in the text box.
   • If the document has existing markup comments, right-click anywhere in the details list, and choose Create new markup.

7. Type your comment in the blank text box.

8. To add the comment to the document, click next to the text box. To cancel the new comment, click next to the text box.

9. To save the comments to Teamcenter, click Save/Extract in the Teamcenter Markup Manager pane. The markup comments are saved to Teamcenter.

   Note: Although the markups are displayed in the document, the Teamcenter Markup Manager pane does not show the markups immediately after you click Save/Extract. To see these markups in the Teamcenter Markup Manager pane, close the document, reopen it, and click the Markups button in the Teamcenter tab of the Office ribbon.

   Note: If multiple users are marking up the same document concurrently and an error message appears indicating the base dataset is checked out by another user or is out of date, contact your administrator to review the ITEM_relation_types_update_lmd preference.

10. To save any other changes you make to the document, click Save on the Word toolbar.

11. In the Save dialog box, click OK.

12. Close the document.

Related Topics

• Overview of conducting content reviews