Planning an APQP/PPAP
This content was translated using artificial intelligence. To request a review, please email documentacao_se@softexpert.com.
Prerequisites
- Access the Management > APQP/PPAP Planning (AP003) menu.
- Type of APQP/PPAP previously configured.
- Items registered in SoftExpert PDM.
- Optional: Registered APQP/PPAP templates and registered teams.
Presentation
APQP/PPAP planning is the stage in which the initial information for the study is defined, as well as the activities, responsibilities, deadlines, and forms that make up the product quality plan.
This phase is essential for correctly structuring the APQP/PPAP, ensuring that all necessary steps for product development and approval are planned, organized, and controlled.
In SoftExpert APQP/PPAP, planning can be done manually, using pre-registered templates, or through integration with the SoftExpert Project component, increasing the flexibility and standardization of the process.
Planning APQP/PPAP
1. Access the Management > Planning menu (AP003).
2. Click the Plan button to create a new APQP/PPAP.
3. Select the APQP/PPAP Type, which will determine the identification rules, attributes, and revision control.
4. Select one of the creation options:
- Blank APQP/PPAP : creates a plan without predefined activities.
- Create from a template : imports the activities and settings from a previously registered template.
5. On the APQP/PPAP data screen, enter an Item, Customer, Responsible Party, and Team, as well as other identification fields and the record status.
6. In the Activities section, add forms manually or in batches and define, for each activity:
- Planned start and end dates.
- Responsible for execution (user, team, or script).
- Approval configuration, when applicable.
7. Use the Gantt chart shown next to the list to visualize and adjust the activity plan.
9. After completing the initial planning, save the APQP/PPAP file to enable the remaining sections of the record.

Planning APQP/PPAP for project
In addition to planning using the APQP/PPAP component, it is possible to create APQP/PPAPs integrated into SoftExpert Projects:
1. In the SoftExpert Project component, enable integration with APQP/PPAP for the project type.
2. Register a project using the configured type and, in the general data, specify the APQP/PPAP type, the item, the revision, and the client.
3. In the project's Gantt chart, add the activities and associate the APQP/PPAP forms in the corresponding column.
4. While the project is in the planning phase, the APQP/PPAP will also remain in that phase. When the project is sent for execution, the APQP/PPAP will automatically be sent for execution.
- The plan can be adjusted while APQP/PPAP is in the planning stage.
- Activities, responsibilities, and deadlines can be added, changed, or removed as needed.
- Using templates and integrating them with projects increases standardization and reduces initial setup time.



