Managing Fusion 360 Workflow

January 12, 2022 Tim Strandberg

If you're acquainted at all with the Autodesk Fusion 360 modeling / render / animation / simulation / manufacturing and drawing platform, you quickly get the idea that Fusion 360 can be a lot of things to a lot of people with very differing interests.  When you include additive manufacturing, nesting and generative design as Fusion 360 extensions you quickly realize that Fusion 360 is a very comprehensive package.  In short, extensions allow you to customize your Fusion 360 experience to match your needs.

Today I'm going to give you a brief exposure to another, perhaps little known extension called the "Fusion 360 Manage Extension".  Many of you may already be familiar with the cloud based Fusion 360 Manage Product Lifecycle Management software, (formerly known as PLM360).

PLM software allows us to not only manage metadata, but also manage processes that are necessary to bring products to market in a timely and profitable manner.

While Fusion 360 Manage can be configured to manage virtually any process, Fusion 360 Manage Extension provides some much needed functionality to the Fusion 360 modeling toolset.

While Fusion 360 is my go to tool for designing parts and assemblies, it does come up short when trying to manage the data behind the models.  

According to a survey performed by Tech-Clarity, on behalf of Autodesk, 57% of companies have issues with Change Management and Product Release cycles.  Typically, companies are so focused on getting product out the door that these important processes fall by the wayside, and as many manufacturers can attest, errors, omissions and lack of oversight management can eat you alive.

Even where companies have processes in place to handle these issues, nearly a third of those interviewed still reported issues with Design Review, Signoff responsibility and the Release process in general.

As a Fusion 360 user you're aware that Fusion 360 keeps track of versions, but not revisions.   When you add the Fusion 360 Manage Extension you get the advantages of a PLM system all in the design environment you're used to working in.

Through an integration between Fusion 360 , Fusion Team and Fusion 360 Manage, you get the best of both worlds.   Now Fusion 360 users as well as  anyone within your organization with access to Fusion Team can access 3D models views, important metadata, and most importantly Revision Control  for Fusion 360 content.  This feature takes the concept of collaboration to the next level.

Fusion Team members, including those not in a typical CAD Engineering role, can participate in activities such as product management and change control. Now purchasing and manufacturing no longer have to hope and pray they have the latest greatest design.

Fusion 360 Manage Extension employs a feature known as "instant on".  This means that once you secure licensing for the extension, (can be purchased through the Fusion 360 extension manager), Autodesk with "provision", or turn on access to your new environment.  Best of all it's ready to start using immediately!

Let's take a look at some of the major features in the Manage Extension. When you launch Fusion 360 you'll notice immediately that you have more functionality available.

Notice there is a new way to access Projects and Models as well as a link to Process.  You can navigate to specific models and start to gather information even before you open the file.

  1. Open the file right from the Overview panel
  2. See that the part has been assigned an Item number
  3. The lifecycle in PLM is currently Pre-Production  (prototype)
  4. Current Revision
  5. Current state in the change order workflow
  6. Change Order controlling this item
  7. "T" has this part reserved and it is currently under edit
  8. Flag icon indicating that the model represents a "milestone" version

We can also see that the component is used in one other document and that it has one drawing.  You may notice that the Item Number and Change Order are hyperlinks and will navigate the user directly to that item in the process environment.

Metadata can be embedded into the components by filling out the component properties.

This data will be automatically pushed over to the Process side once an item number is assigned.  When the Manage Extension is enabled, a new Manage panel appears as well has a "Home" button that toggles between the dashboard and design environments. 

On the manage tab there are 3 new buttons:  To assign an item number simply select components and click the button.

As mentioned before, this Item Number is a hyperlink to the process side. 

 

 

On the process side, (in the Designs workspace), the data that we populated in Fusion 360 is automatically pushed across when the item is created.

Also, notice in the header bar at the top how it shows the item is "Linked" back to the model editor.

 

 

 

 

 

 

 

I mentioned the Designs workspace, and I should explain a little about the Process side of this equation.  The Process side is actually hosted in the cloud in a light-weight version of Fusion 360 Manage.  Autodesk calls this cloud environment a "tenant".  The tenant contains three workspaces, Designs, Drawings and Change Orders.

The Designs workspace utilizes the Autodesk Forge viewer to view the models.

Drawings may be viewed just as easily.

 

 

 

 

 

 

 

 

There are two remaining "major" features that need to be showcased here; Change Orders and the Dashboard.

Change orders are are what help us keep our sanity when sorting out which designs are still under development and which have been released to manufacture as well as which Revision is the latest.

We can implement Change Orders either from the Fusion 360 Design canvas which automatically adds the component to the change order, or we could start a new Change Order from the Process side and manually add components.  

To create a Change Order from Fusion 360, we utilize the buttons on the new Manage panel.   A quick release publishes the item directly into Pre-Production, (some call this a Prototype), and sets its revision to "1".  This Pre-Production item can then be revised as many times as required, (2, 3, 4, etc.), until you're ready to release to Production at which time it will switch to Revision "A".  Further revisions increment on an alpha scheme.

When we choose the Release with Change Order option Fusion 360 presents a dialog so we can fill out details for the change order.

Notice that we've preset who the required approvers will be as well as details about the release process.

We can also set persons to act as Reviewers so they can add feedback, but don't have any responsibility in actually approving the Change Order.

Additionally, the system automatically tracks cycle time information as the change order progresses through its workflow.

The change order workflow is configurable and can be as simple or complex as you require.  Here is the standard out-of-the box workflow.
 
Additionally, you can add things such as a required timeline, or attach ancillary documentation such as assembly guides or maintenance instructions.
 
When any event happens within the workflow of the change order that I need to act upon, Fusion 360 Manage Extension notifies me via email.
 
In my mind, perhaps one of the most important features of the entire system is the main dashboard. The dashboard provides a quick look at what's going on with my designs and makes me instantly aware of any responsibilities I may have.
 
The dashboard can provide insight into the overall health of the Engineering process through the use of charts, allowing management to quickly pick out any issues or trends.
 
My Outstanding Work lets me know at a glance if I've got anything to approve or review.  As the timeline grows closer to the due date, the flags change color from green to orange to red for critical items.
 
I know this is a lot of information and possibly new concepts for you to think about all compiled into a single article.  I would be happy to discuss your exact needs and how Fusion 360 Manage Extension could benefit your company.
 
For further information reach out to your sales representative or you may contact us here.
 

About the Author

Tim Strandberg

PLM Solutions Consultant<br><br>Tim focuses on business process management consulting, product lifecycle planning, and system to system integration.

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