Drawings in COSMO Project Manufacturing

Drawings are the engineering documents for an item (CAD, PDFs, specs). Multiple drawings are grouped as a Drawing Set. While maintained mainly on the item, Drawing Sets can also be merged via BOMs/Routings and Document BOMs.

When you create Project Budget Calculation lines, the Drawing Set is assigned. It then transfers to downstream documents/objects like purchase lines, production orders (line/components/routing), assembly, service, and construction.

Note

Only drawings with valid statuses per setup are transferred. Depending on the process, drawing sets are either merged (additive) or reassigned from the source item.

A Drawing Set is the collection of all relevant item drawings captured on your project budget lines. It is propagated through project, procurement, and downstream manufacturing, assembly, service, and construction flows based on the active process and source context.

Drawing Status

If Status Check = Show Error or Confirm Individually in the Product Data Management Setup page, then the Use in Project checkbox must be selected for the applicable Drawing Status so that drawings can be used in project budget and project procurement contexts.

To add a drawing to an item

Drawings can be added directly to the item or in the Drawings page.

If adding the drawing directly to an item:

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Items, and then choose the related link.
  2. Create an item or open an existing item.
  3. On the Related menu, choose Item > Drawings.
  4. Choose the New action.
  5. In the Type Code field, enter the type of drawing.
  6. In the Description field, enter a description of the drawing.
  7. In the Status Code field, enter the status of the drawing.
  8. In the Starting Date and Ending Date fields, enter valid period of the drawing.
  9. To add the drawing:
    1. In the Details FactBox, choose the Picture drop-down arrow and then choose the Import action.
    2. On the Select a picture to upload page, then do one of the following steps to upload the picture file:
      • Drag the file from File Explorer on your device to the dialog box.
      • Select the click here to browse link, find the file, and then select Open.
  10. To attach a document:
    1. In the Attachments FactBox, choose the Documents drop-down arrow and then choose the Upload files action.
    2. On the Select files page, do one of the following steps to attach the document:
      • Drag the file from File Explorer on your device to the dialog box.
      • Select the click here to browse link, find the file, and then select Open.
  11. To link to a URL:
    1. In the Attachments FactBox, choose the New Line (+) icon on the Links section.
    2. In the Add a link page, enter the URL and a description.

If using the Drawings page:

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Drawings, and then choose the related link.
  2. Choose the New action.
  3. In the No. field, enter the item number this drawing relates to or enter a unique code for adding the drawing to items using the Assign to Items action.
  4. In the Type Code field, enter the type of drawing.
  5. In the Description field, enter a description of the drawing.
  6. In the Status Code field, enter the status of the drawing.
  7. In the Starting Date and Ending Date fields, enter valid period of the drawing.
  8. To add the drawing:
    1. In the Details FactBox, choose the Picture drop-down arrow and then choose the Import action.
    2. On the Select a picture to upload page, then do one of the following steps to upload the picture file:
      • Drag the file from File Explorer on your device to the dialog box.
      • Select the click here to browse link, find the file, and then select Open.
  9. To attach a document:
    1. On the Details FactBox, choose the Documents drop-down arrow.
    2. Choose the Upload files action.
    3. On the Select files page, do one of the following steps to attach the document:
      • Drag the file from File Explorer on your device to the dialog box.
      • Select the click here to browse link, find the file, and then select Open.
  10. To link to a URL:
    1. In the Attachments FactBox, choose the New Line (+) icon on the Links section.
    2. In the Add a link page, enter the URL and a description.

To add a drawing to multiple items

After creating the drawings in the Drawings page, you can assign the drawings to multiple items using the Assign to Items action.

  1. On the Drawing Card, choose the Assign to Items action on the Home menu.
  2. In the Items page, choose the item(s) to assign the drawing to.
  3. Choose the OK button.

To add/update drawings in project budget/procurement lines

Drawings can be added/updated in all Project Budget/Procurement lines with Type = Item using the Add Project Drawings action, accessed from the Tell Me feature.

Important

When project drawings are added, existing drawing assignments on Item-type project budget and procurement lines are replaced with the current item drawing set.

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Add Project Drawings, and then choose the related link.
  2. In the No. field, enter the number of the project and then choose the OK button to add the drawings now or the Schedule button to add the drawings at a later time.

All project budget/procurement lines with Type = Item that have drawings will be updated with the current drawings.

Drawing Sets

When there are multiple drawings for an item, you can add the drawings to a drawing set. When the item is added to a Project Budget Calculation line, either manually or via the Expand BOM or Transfer Lines to Project Budget actions, the attached drawings are transferred as well.

When the Expand BOM function is run, drawing sets assigned to routings are transferred to the corresponding Work Center and Machine Center lines.

  1. On the Item Card, choose Item > Drawing Set on the Related menu.
  2. In the Drawing No. field, enter the drawing.
Note

For Work Center and Machine Center types, you can view and edit Drawing Sets directly on the project line. When Type is set to Item, Work Center, or Machine Center, the Drawing Set action is enabled on the line.

Drawings assigned to drawing sets are accessible for the:

  • Project Budget Calculation line by choosing Line > Drawing Set on the Related menu.
  • Project Processing Procurement line by choosing the Drawing Set action on the Related menu (subject to line type and number conditions).

Drawing Set FactBox

Drawings assigned to drawing sets are visible in the Drawing Set FactBox. It also shows the drawing status for the selected project line. This FactBox is available on the following pages:

  • Project Budget Calculation
  • Project Planning and Processing
  • Project Processing Procurement
  • Version Project Budget Calculation

Drawings in project budget, project procurement, and version project budget lines are included in drawing and item search document entry collection. For more information, see Search for Drawings or Items.

See Also

Drawing Statuses
Drawing Types
Drawings


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