TeamcenterKnowledge

Structure Management on Active Workspace ─ Usage

Export a structure to Excel

Teamcenter

Teamcenter

Restrictions and limitations

Procedure

  1. Select the structure elements to be exported and click Excel Round-trip > Export to Excel . The Export to Excel panel is displayed.
  2. (Optional) In the Settings section, select any of the following check boxes: Allow Structure Changes in Excel: Selecting this option allows external users to modify the structure in Excel. Include ID as Hyperlink: The Object ID column and the link to the object are exported to Excel. You can click the link and open the object in Teamcenter. Include Outline Numbers: The numbers denoting the hierarchy are exported to Excel.
  3. From the Template list in the Properties section, select a template or select Custom. If you select a template from the list, you can export the structure elements into a specified template format. If a template is not available, contact your administrator. If you select Custom from the list, you can select the columns that are exported to the Excel. Do one of the following: Select a saved column arrangement. Select one or more columns in the Available Columns list on the left. Then click to add the selected column(s) to the Displayed Columns list. Select one or more columns in the Displayed Columns list on the right. Then click to remove the selected column(s) from the list. You can also choose to move a column up or down the list.
  4. (Optional) Select the Run in Background check box. If you select this option, you receive an alert when the export process is complete.
  5. Click Export. The export process begins, and a progress bar indicates that the process is still running.
  6. Open the exported Excel and make the required changes to the properties listed, and save the Excel. Note If no objects match the criteria in the Excel template, a blank Excel sheet appears. Caution Do not alter these columns in the Excel sheet: TC_ObjectType, TC_ObjectID, and ID. One exception to altering TC_ObjectType is creating a new object in the structure.
  7. (Optional) To create a new object in the structure: Open the Excel sheet and insert a new row using the Excel insert feature. Indicate the object type to be created in the TC_ObjectType column, ensuring that the TC_ObjectID column is left blank. (Optional) To adjust the parent or outline level, use the Excel grouping feature. Save the changes to the Excel file.