Part Design

Purpose

The design and development phases are crucial in the product lifecycle management. A product needs to go through design, research and development. Design focuses on creating a user-centric experience, while development brings the product to life by implementing the design. These phases also allow for iterative improvement and alignment with the product strategy. Once a product is found to be feasible and potentially profitable it is produced, promoted and sent out to the market. CQ PLM is integrated with CQ Design through Design Files.

Prerequisites

Installation Package: CQ PLM Extension - Winter 2025

Product: Product Quest

Function: Standard Parts

User Profile: Standard User

Permissions: CQ Base User PSG and CQ PLM Creator PSG and CQ Design Owner PSG

Approvers: NA

Steps

Creating Design Files

A new Design File record needs to be created to compile and organize the elements and documentation involved in a Design Project.

1. From the App Launcher, search for CQ Design.

2. From the App Launcher, search for Design Files to open the tab or select the Design Files tab if displayed; if not displayed, click the More tab and then select Design Files.

3. From the Design Files tab, select + New Design File from the drop-down arrow or click the New button.

4. Enter the Title.

5. Stage defaults to Pre-Production; leave as is.

6. Optionally, enter the Description.

7. Optionally, select Org. Division, Org. Business Unit, Org. Region, and Org. Site information.

8. Optionally, select Department responsible for the Design File.

9. Click the Save button or Save & New for additional Design Files.

Managing Product References

Part Families and/or Parts can be referenced in the Design File record. 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 and/or Parts are listed under the Design File record. 

Parts Families

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

2. Select the Part Family from the drop-down arrow.

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

Parts 

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

2. Select the Part.

3. Click the Save button or Save & New for additional Parts.

Parts and BOM Components (Current Revision)

Accessing Design Files

Once the Design File is created in CQ Design, it automatically gets linked to the CQ PLM, Parts.

1. From the Part record, Design tab, Design Files section, click the Design File hyperlink to access the Design File record.

2. See CQ End User Guide - Design Files for information on Managing Design Files.

Expected Outcome

Design Files

• The Design File record is created and assigned a unique number.

• The Owner of the Design File record defaults to the User who created it.

• The Design File record is in the Pre-Production Stage.

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.

Accessing Design Files

• The Design File record is linked.

Troubleshooting

• Check back for new articles

Optional Configurations

• NA

Additional Resources

ComplianceQuest

• NA

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