CIR Desktop Manual for Engineering

CIR Desktop Manual for Engineering C. Mavis Date: September 2009

Table of Contents • CIR Work flow…………………….page 3 • Initiating a CIR…………………….page 4 • Processing a CIR…………………page 7 • Updating part details…………….page 11 • Submitting a CIR………………….page 14 • Checking CIR Status……………..page 15 • Approving a CIR…………………..page 17 • Cancelling a CIR…………………..page 19 • Creating reports in Windchill…...page 21

CIR Work Flow

Initiating a CIR To create a new Cost Information request.Log into Windchill and select PCS -> Create PCS Cost Information Request. Note: CIR’s should be written for new components and engineering changes only. Capacity studies should not be done through a CIR. If a study occurs and a capacity tool is needed, then a CIR can be issued.

Initiating a CIR Fields with ‘*’ are required Lesson Learned: Once a ‘Summary Title’ is added and saved, this cannot be changed or a new CIR number will be issued.

Initiating a CIR Choosing a Cost Type: Refined vs. Estimate Choosing refined: • Routes CIR directly to purchasing and/or the assembly plant • Should be done if quoting a new component, process, or engineering change Choosing estimate: (Recommended for directional decisions) • Routes CIR directly to finance • Can be used for cost estimates and general costing information

Processing a CIR Default team can be changed by clicking here

Processing a CIR – Updating Team Team members can be updated by either choosing Remove or Add for each Role *The team can be permanently updated by contacting your program manager and requesting the update.

Processing a CIR Processing a CIR NOTE: Once all part numbers are entered into the CIR, drawings and distribution can be added by clicking ‘Update Part Detail’ DO NOT ATTACH DRAWINGS HERE! This area is where the final summary is to be attached. Click ‘Add Plan Part’ to add part numbers

Processing a CIR – Add Part Numbers Add part number Add part numbers to the CIR just as you do an ERD Drawings and supplier distribution is added later in the process Add change description

Updating the Part Detail Volume defaults to Program Management input data, engineering responsible to verify Engineering to verify if commodity for each part is accurate If no, engineering can override. You can also contact a PRA to have it permanently updated ‘Legacy’ parts must be updated to correct commodity

Updating the Part Detail FPV, Option 1 total and option 2 total are automatically calculated based on input Update quantity per vehicle here Update a second option to be quoted here.

Updating the Part Detail Insert responsible plant and response due date here. Note: Responsible plant includes TRW Midland Attach all part drawings here. Each part detail requires it’s own attachments. If plant input is needed, add it here

Submitting a CIR Once all part details are updated, CIR is ready to submit From the header page, click on ‘Submit All’ and CIR is routed acccordingly

Checking CIR status CIR Status can be checked at any time by clicking ‘TRACR History’ on the front page

Checking CIR status If complete date shows ‘Not Completed’, the owner has not yet submitted their response The creator is responsible for CIR status and follow-up Task owner shown here Completion status shown here

Approving a processed CIR Once a CIR has gone through the system and responses are attached, Engineering will receive a task to approve in their work list If the CIR was completed properly, the response should be attached to the header page Financial summary attached here Plant response attached here

Approving a processed CIR Review the analysis attached by Finance and either approve or reject the CIR Choosing Accept: Sends an FYI to the team to notify them the CIR is closed Choosing Redefine: Sends the CIR back to Finance for better definition

Cancelling a CIR Engineering has the ability to cancel a CIR at any stage of the process Cancelling a CIR will cancel the full request, to cancel only select part details within a CIR see next pages Click here to cancel

Cancelling a Part Details within a CIR If a part detail is cancelled, the system will notify Purchasing, plant personnel and cost Analyst Click here to cancel a single part detail at any time

Creating Reports from Windchill Reports can be generated for all CIR’s and ERD’s that have been written/approved by you Click here for CIR reports Click here for ERD reports

Creating Reports from Windchill From this screen you can choose which type of report you wish to generate (ie ERD, GI, DEV)

Creating Reports from Windchill Enter the date in which you would like to report to start Choose this option in order to sort the generated report

Creating Reports from Windchill The generated report lists all documents in which there was a task assigned. The report can be filtered by any of the below categories to help sorting.

Creating Reports from Windchill To generate a report by platform, choose ‘Search on Platform’ from the Windchill home page Enter either the project number or platform ID you wish to generate a report for

Creating Reports from Windchill Choose the appropriate platform from the search Choose the type of document you wish to generate a report for. (Note: TRACRs will generate a CIR report)

Creating Reports from Windchill Once generated, the report can be filtered as shown in the previous slide

System Support Contacts • Programming/System – Akwasi Agyekum, Ken Corrion • Engineering – Joe Connor, Carol Mavis • Purchasing – Sarah Pochinco, Avelino Salceda • Finance – Mike Deming

CIR Desktop Manual for Engineering