5.1 Watchlist & Projects

5.1.1 Watchlist and Project position list

5.1.1.1 Function

You can navigate to your watch list with the corresponding link in the right corner above at any time. In the watch list you can find your products, that you have added to the list so far. Your watch list ist available during your whole session.

If you would like to save your list permanently in order to edit it later or reuse it for another puprose, you can save it as so called project after having logged in. The watch list corresponds to the position list of a project. The description provided in this help chapter is valid for both watch list and project position list. A project has available further functionalities which will be explained in the chapters after this one.

The project list menu offers several functions:

Functions of the toolbar

• Create a new list position (Siemens product or third party material)
• Copy selected list positions
• Delete selected list positions
• Refresh the check of the configuration of selected products
• Send to Industry Mall
• Adaption of the view settings of the list
• Search in list function

(You can select more than one product with CTRL or SHIFT)

Functions of the context menue

• Configuration of the actual position
• Detail view of the actual position
• Copy of the actual position
• Delete of the actual position
• Refresh the check of the of the actual position
• Send to Industry Mall
• Product website of the actual position
• Service and support-page of the actual position

Functions of the list menue

• Clear the current list
• Create a new project position list
• Save the current lsit
• Send to Industry Mall
• Upload of product postions via Bulk upload
• Various Export

In the column State you can see the configuration state of every product in your list. There are following states:

•   Not yet verified - automatically upladed, not yet edited products get this state



•   Verified, ok - the according product is correctly and completely configured



•   Not complete - the according product is not completely configured



•   Incorrect - the according product is not correctly configured



•   Third party - It is not about a Siemens product

5.1.1.2 Export

On the right side of the list menu there is the category ,Export' where you are able to get the output in different formats:

• PDF-File
• Printer
• CSV-File
• Word-Document
• Excel-Table
• Eclass

Click on the format you would like to have to export your list.

5.1.1.3 Manual Entry

Adding a product manually to your project list you can choose between adding a siemens product and a third party material. To add a new product you have to enter at least the mandatory fields.

Hit the button Add to add the product to your list.

While adding a Siemens product, you can work with wildcards. If you only know a part of a product number or if you like to view all products with a certain base product number enter this number by using an asterisk (*) as a wildcard. In the case of a complete product number you may substitute unknown parts for which you have no information about by using the point (.) as a wildcard.

5.1.1.4 Calculation

In the heading ,Positions' you can define the quantity. Furthermore, you can customize the factors of the G-price, the SE-price and the K-price. The prices generated by the factors you inserted are in the column next to the factor. You find the final prices considering the factors at the bottom of the list.

5.1.1.5 Settings

You can personalize the display of information in the corresponding dialog by clicking on View/Settings.

Following options for your personal display settings for the list are available:

• Number of lines - view - Select how the list content should be displayed
• Columns in the lists - Select which columns should be displayed by default

5.1.2 Project administration

The project section offers you functionalities to administrate your projects. The project administration shows - similar to the product and project list views - an overview of your already saved projects. Each project can be loaded to the project list view, edited, deleted or copied. Furthermore you are able to create new project via the menu.

A project contains a list of your collected products ("positions") at least. It can also be extended with partner data and commercial conditions and be used as a quotation.

Via the project administration menu and the context menu of each project you can reach following features:

• Create a new project
• Load the selected project
• Copy selected projects
• Delete selected projects from the project administration list
• Full-text search in the whole project administration

You have basically two options to save your products permanently:

Option 1:

• - Create a new project via the menu entry   Projects of the project administration
• - Load the recently created project to the project list view with the function Load project
• - Search and configure your designated products
• - Add the products to the project
• - Save the project

• - Search and configure your designated products (without preloading a project)
• - Save the project -> a new project is generated automatically
• - Please at least assign a name and then save your project

Having loaded a project the following menu on the right side will offer you functionalities to take actions on your project:

• The function "Close" gives you the possibility to exit the actual project and work with an unsaved position list.
• A new project can be created with the function "New".
• The function "Save as" creates a copy of the actual project under a new name.
• The function "Export" offers the download and print of a project in different data formats like PDF or Excel, e.g. the whole project can be exportet as a quotation or the positions list only can be exported.

You have the alternatives to save the list not yet saved as project or to empty it with "Clear".

5.1.3 Project data

You can add administrative data to each project, like project name oder description. Creation and changing date will be logged automatically.

5.1.4 Partner data

5.1.4.1 Creation and Administration

The partner adressess that are already created are shown in a table. To edit a partner address please use the functions edit, copy and delete in the context menu. The last two actions may be used in the menu-bar, too.

The function NEW helps you creating a new partner address. A modal window opens for both new and edit in which the data can be edit.

5.1.4.2 Usage in a project

You can specify the editor of the project and the customer for the project within the partner data.

This two partner data will be added by using the addresses saved as templates. With the function "Assign" the saved templates per partner type will be offered to be added to the project.

5.1.5 Text data

5.1.5.1 Creation and Administration

The textes that are already created are shown in a table. Each text is specificated with regard to its content with the text-type, e.g. delivering time. With this specification the text can be used within a project.
To edit a text please use the functions edit, copy and delete in the context menu. The last two actions may be used in the menu-bar, too.

The function new helps you creating a new text. A modal window opens for both new and edit in which the data can be edit.

5.1.5.2 Usage in a project

The text data defines which texts will be shown on the Quotation-Export (PDF) and in which order. The possible text categories are shown.

The creation or change of a text is handled in a modal dialogue. First you can specify the position where the text shall be displayed. Then the text can be added manuelly or text templates which has been saved under this category can be used. Such a template can be copied and adapted for the acutel project.

5.2 Bulk upload

With this special function you are able to check several product numbers at once and add these products to the watch list or project position list . Instead of verifying each product number in the Configuration separately you just create a text file (data format .txt.) and upload it.

This list may contain several positions but has to be structured in the following way to guarantee a correct handling:

The columns have to be separated by a tabulator. This column structure is obligatory, whereas at least the following language dependent columns need to be specified for an error-free upload:

Pos. -> Part number -> Option -> Text -> Quantity/Unit -> Tag-ID

This structure has to be separated with tabulators (->). All the rows containing product numbers you intend to verify need to be build up like this structure. The head column must be included as well as the first column in the file.

If there are several options please separate them with a "+". If the option needs a text, you have to put this text into curly braces "{ }" and put the option and a colon followed by a space ": " in front of the text. If there are different options, their curly braces need to be separated from each other by a blank.

If there are no additions and/or texts necessary for a number please leave this columns empty and continue with the input for the position, whereas this information too can be left blank. That means only information regarding the quantity and the order number of the product is mandatory and therefore must be specified in each row.

If you already have created a project list and intend to recreate this list afterwards *, you can use as well the bulk upload functionality. Therefore please make an excel download of your created project list. A comment on this you find in the description for the watch list or project position list .

* As a registered PIA Life Cycle Portal user you can permanently save your project lists. Further information about the registration process you get in the chapter Account

5.3 Industry Mall

In the catalog and ordering system for Siemens' automation and drive solutions you'll find everything you want to know about our range of products ? and a lot more ? round the clock. From intelligent tools for straightforward product and system configuration to software downloads and documentation. To ensure that you can make the most of all aspects of our Industry Mall, a registration is necessary.

This is the reason why you can call this important portal by clicking on the link provivded in the PIA Life Cycle Portal.