Manually update an aligned design structure without setting a change context

When an engineering BOM, that is, Usage BOM or Assembly BOM is updated, you must analyze the impact of the engineering changes on the corresponding design structure. Subsequently, you must update the design structure so that the design occurrences are correctly aligned with the part occurrences.

To update the aligned design structure manually, perform a two stage guided update.

Procedure

1. Open your design structure and engineering BOM side by side in the alignment view.

2. Select the innermost modified part assembly and click Align > Guided Update.

   This is called as bottom-up approach while updating the corresponding design structure. Perform level-by-level updates until you reach the top product.

   The Guided Update panel opens in Design Part Alignment mode. The panel shows the context of the alignment, that is, the design and part level that are selected for alignment, along with the direction of alignments from the design structure. The direction is shown using an arrow in the alignment context.

3. (Optional) Select the Show Alignment Status option to see alignments as they are done.

4. (Optional) Select the Show Redlines option to see the changes in the structure.

5. Ensure the BOM Updates option is selected.

   The BOM Updates option is selected by default and allows for structure modifications along with alignments. If you turn off this mode for part-design alignment, you cannot activate it again for part occurrence-design occurrence alignment after part-design alignments are complete.

6. Review the required changes in the Guided Update panel.

   In the Guided Update panel, all the required changes are listed. At the selected level, only its first-level modified parts are shown in the panel.

   The part assembly on which you initiate a guided update is shown in focus mode, while the rest of the assemblies are grayed out.

7. (Optional) Select the All Levels option if you want to do part-design alignments on all the structure levels for the selected context.

   Only part-design alignments can be done at all levels at the same time. No matter the status of the All Levels option, part occurrence-design occurrence alignments are always performed level by level.

   The panel displays various filters, for example, Matches, Add New, Remove, and Replace. Each filter shows the count of the parts that it matches. The filter selections do not impact the alignment operation. By default, the panel selects the filters on which your action is requested.

8. (Optional) Select one or more filters to see the respective parts and their possible alignments.

9. Review the possible alignments and available actions in the panel.

   The panel shows the possible alignments, along with different actions you can take and information about each action. Select each part from the panel to highlight it within the structure.

   You can take the following actions:

   • Align — Align the design and part. Select a part from the existing list. Preferred designs appear at the top, separated from the rest of the structure.
   • Defer — Take action at a later stage.
   • Modification Actions: Add, Remove, Replace, Modify — For the Add action, you can add a new design or search for an existing design for alignment. If you do not add it manually, the alignment process adds it for you.

10. Click Update Design Part.

    Your part and design alignments are updated. If you have deferred any alignments during the design-part alignment stage, those are shown in the panel as one more chance to align them else the panel goes into BOM Alignment mode for design occurrence-part occurrence alignment with the initial context node in focus. The panel again shows the context, direction, and filter tiles for design occurrence-part occurrence alignment with possible matches based on your design-part alignment.

11. Verify the alignments.

    If you have deferred any alignments during the design-part alignment stage, now in occurrence alignment you get another chance to perform those alignments. It is recommended to perform maximum possible alignments without deferring them. At this stage if you decide to perform alignments, both design-part and occurrence alignments are done simultaneously.

    If multiple parts with different IDs need to be aligned with one design, for example, a part manufactured in different materials but with the same design, the panel lists all the relevant parts in a single row as a comma-separated list. It also shows the corresponding prospective design occurrence for alignment.

12. Click Next to initiate part occurrence-design occurrence alignment for the next level under the selected context.

13. Continue to verify the alignments and update until all the levels are part occurrence-design occurrence aligned.

Your engineering BOM and design structure alignments are updated.

What to do next

Perform an alignment check to verify if the design structure is updated and aligned correctly.