Adding Part Families to Design Files

Audience

Standard User

Purpose

Part Families and Parts within a Design File is to standardize how product items and materials are organized and governed, linking every Part to a logical family to streamline planning, scheduling, and tooling flow while reducing setup and production costs.
This structure enables controlled, permissioned or ERP‑driven part creation; ensures each Part can be consistently referenced across CQ records (e.g., CAPA, Change Order, Complaints, Inspection, Nonconformance); and preserves end‑to‑end traceability, regulatory compliance, and efficient product lifecycle management from design through manufacturing and support.

Prerequisites

Installed Package(s): CQ Core, CQ Design Extension & CQ Process Extension

Optional Extension Packages: myCQ & CQ PLM

Product: CQ Design

Function: Organization

Permissions: CQ Base User PSG, CQ Design Owner PSG, and CQ Design Team Member PSG

A Part Family & Part must exist before a user can add a Part Family or Part to the system. Part Families and Parts make up the Products that can be associated with CQ records and are managed by CQ Administrators. Please see your CQ Administrator if no Part Families or Parts are listed under the Design File record.

Instructions

Part Family

From the Design File record, Product tab, Parts Families section, click the Add button.

part families design file.PNG — Example Part Family

Select the Part Family.
Click the Save button or Save & New for additional Part Families.

Parts

From the Design File record, Product tab, Parts section, click the Add button.

Select the Part.
Click the Save button or Save & New for additional Parts.

Expected Outcome

Parts Families

The Parts Families are added in the Design File record.
Edit and Delete options are available from the drop-down arrow at the end of each Part Family row.
Click View All to see all Part Families.

Parts

The Parts are added in the Design File record.
Edit and Delete options are available from the drop-down arrow at the end of each Part row.
Click View All to see all Parts.

Next Steps

Troubleshooting

Nothing to select (empty picklists): If no Part Families or Parts appear under the Design File, it’s typically because they haven’t been set up or exposed by your CQ Admin yet.