Create a structure rollup report template

To define the standard content of structure rollup reports, you create templates in the rich client.

To create a template, you must be a member of an appropriate group. Also, to create, edit, or delete a Site template, you must be a member of the DBA group. To create, edit, or delete a Group template, you must be a member of that same, specific group. You can create, edit, or delete your own user templates.

Note

A member of the DBA group can create, edit, or delete group or user templates if bypass is turned on.

To create a structure rollup report template:

Procedure

1. In the rich client, open Structure Manager.
2. Choose Tools→Rollup Reports→Templates.
3. In the Roll Up Template Manager dialog box, optionally select an existing template in the Templates list to use as the basis of the new template.

You can select only from the templates that your group has permission to modify.

4. Enter the template name or change the name of the preloaded template. The template name must be unique within the group.
5. Enter a template description, which Teamcenter uses as the name of the rollup dataset, for example, <Item_ID> <Rev_ID> <RT_name> <RT_date> <RT_Mass Total>.
6. Check one of the Scope options to indicate which users have access to the template—Site, Group, or User.
7. Enter a delimiter character to use between data fields if this report is exported to a text file or to an Excel file.

The default delimiter character is a tab, which works correctly in the case of a text file. However, in the case of an Excel file, you must change the delimiter character to a comma (,). If you do not do this, the data columns do not display correctly in Excel.

8. Add or delete Summation, Center of Mass, and Moments/Products calculations for any relevant structure line property.
9. Add or delete any other properties to include in the rollup report in the Reference box. Referenced properties are not included in rollup calculations.
10. Click OK or Apply to save the new template in the database.

Caution

While creating a rollup report template, if you specify Pack Count (bl_pack_count) as a summation property, you get correct rollup results for the occurrences only with unpacked structure elements. Therefore, you must unpack the structure elements and then generate a rollup report to get the correct number of occurrences.