TeamcenterKnowledge

Structure Management on Active Workspace ─ Usage

Export a structure to Excel for round-trip editing

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Teamcenter

Procedure

  1. Select a structure element 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 one of the following options. Select All Levels to export all levels of the structure to Excel. Select Levels, and then enter the number of structure levels to be exported to Excel. Click the Include ID as Hyperlink check box to include a hyperlink in the Object ID column in the exported Excel file. You can click the hyperlink to open the object in your active Teamcenter session. You must be logged into Teamcenter for the hyperlink to function.
  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. Selecting a template ensures that all required columns are included in Excel. Templates define the structure and required columns to be exported. Available templates are configured by your administrator based on your organization's business requirement. 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. When using the Custom option, ensure you include the required properties for successful round-trip import. Do one of the following: Click to select a saved column arrangement. Saved column arrangements are custom column configurations that you previously saved for reuse. 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 columns from the list. You can also choose to move a column up or down the list. The dynamic compound properties cannot be exported.
  4. (Optional) Select the Run in Background check box. If you select this option, the export runs in the background, allowing you to continue working in Teamcenter. You receive an alert notification when the export process is complete.
  5. Click Export. Note If no objects match the criteria in the Excel template, a blank Excel sheet appears.

Results

What to do next

You can add and remove rows for the elements, modify property values, and update relationships in the exported Excel. Do not add or delete the columns, as this may cause import errors. After you finish the modifications, the Excel can be imported back to Teamcenter.

Guidelines for editing a round-trip Excel file

Teamcenter

Structural modifications

  • You can add new and existing elements to the structure and make structural changes.
  • You can remove the existing elements from the structure.
  • You can update the element properties.
  • You can update the item revision properties.
  • You can replace an existing item with another item.
  • Suppose that an Excel file does not have any parts in an assembly, and then that Excel is imported back into Teamcenter. In such a case, no parts are removed from that assembly in Teamcenter. In other words, do not remove all child elements from the structure or a subassembly. Retain at least one child element.

Column management

  • Do not add or remove columns from a round-trip Excel file.
  • The TCUID column is hidden. If the TCUID column is not hidden for some reasons in the exported Excel, do not edit its values. Teamcenter exports this column as an internal identifier for the exported objects.

Adding objects

  • To add a new object to the structure, add a new row to the exported file and ensure that the TCUID column is blank if it is visible.
  • If you add a new item, ensure that you add its type in the Type column and all other required properties.
  • If you want to add an existing item to the structure, enter its key fields (for example, ID).

Macro requirements

Do not turn off the macro while opening the Excel file for editing. This action ensures that any copied lines do not carry forward the TCUID value from the original lines.

Note

The paste operation cannot be undone using Ctrl+Z when the macro is present. The newly pasted row can be deleted, or its contents can be deleted.

Copy and paste operations

If you copy or cut and paste lines in a structure, ensure that the TCUID column is blank in the pasted lines. These operations are treated as separate remove and add operations, rather than move operations.