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CAD document functionality is only available in Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK.
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Icon | Workspace Designation |
![]() | Active Workspace on Primary server |
![]() | Active Workspace on an additional server |
![]() | Inactive Workspace or workspace viewed in a standalone browser |
![]() | Active Locked Workspace on Primary server |
![]() | Active Locked Workspace on an additional server |
![]() | Inactive Locked Workspace |
Image | Status | Description |
![]() | Checked out by you | Indicates you have an iteration of the object checked out, that is, you are making modifications with the intent of checking in an updated iteration of the object. |
![]() | Iteration is checked out by another user | Indicates that someone else has an iteration of the object checked out. |
![]() | A different iteration is checked out | Indicates that another user has a different iteration of the same object checked out. |
![]() | A different iteration is checked out by you | Indicates that you have a different iteration of the same object checked out. |
![]() | Pending change | (Windchill PDMLink only) Indicates that a revision has been proposed to a released version of the object. The pending change indicator provides advanced warning, so that proper planning can take place. |
![]() | Checked out to a project | (Windchill PDMLink or Servigistics Arbortext Content Manager only) Indicates that the object has been checked out to a project from PDM, resulting in the creation of a project-specific version of the object. Objects checked out to a project can still be modified in PDM. |
![]() | Checked-out from PDM | (Windchill ProjectLink only) Indicates that the object has been checked out from PDM to the project, such as during the Add to Project operation. Objects checked out from PDM are locked in their original location, and a project-specific version of the object is created in the project. |
![]() | Shared from PDM | (Windchill ProjectLink only) Indicates that the object is being shared from PDM. Shared objects are readable in the project and are viewable by members of that project. |
![]() | Shared to ProjectLink | (Windchill PDMLink or Servigistics Arbortext Content Manager only) Indicates that the object is being shared with a project. When an object is shared to a project, the owner of that object can still modify it within PDM. |
![]() | On the information page of a non-latest iteration, there is a Go to Latest link to the left of the Actions menu that takes you to the information page of the latest iteration. |
![]() | The availability of these options depends on the status of the object as well as your access to it. For example, if an object is checked-out, the Check Out action is not available, but Check In and Undo Check Out appear in the actions list. |
Action | Description | ||
Open in <CAD application> > | Opens the object in its native authoring application. | ||
Open in > | Presents the default representation of the object (if the object does not have a default representation, the action is visible but disabled) | ||
> | Presents the Add to Workspace window (for eligible objects). | ||
> | Presents the Add to Baseline window | ||
> | Presents the Add to Managed Collection window | ||
> | Presents the Add to Package window | ||
> | Presents the Add to My Notebook window | ||
Build Associated Part | Initiates a build of the owner-associated part’s structure and attributes, as well as its child parts that are out-of-sync with their CAD documents. | ||
Add to Project | (When running Windchill ProjectLink with Windchill PDMLink) Presents the Add Objects to a Project window. (Not applicable for dynamic documents.) | ||
Check Out | Presents the Check Out and Add to Workspace window | ||
Check In | Presents the Check In window | ||
Upload | Presents the Upload window | ||
Undo Check Out | Presents the Undo Check Out window | ||
Edit Attributes | Presents the Edit Attributes window (Not available from the information page of an object viewed in the context of a project. Not applicable to dynamic document iterations; for example, workspace versions) | ||
Edit Attachments | Presents the Edit Attachments window | ||
Revise | Presents the Revise window | ||
Save As | If selected from the commonspace information page, presents the commonspace version of the Save As window, to create new object based on the current object (not applicable for dynamic documents) If selected from the workspace information page, presents the Workspace Save As window. | ||
Edit Access Control | Presents the Edit Access Control window, allowing the setting of ad hoc access permissions. | ||
Edit Security Labels | Presents the Edit Security Labels window, allowing the viewing and changing of security label values | ||
Export from Workspace | Presents the Export from Workspace window | ||
Move | Presents the Move window, allowing you to specify a new location for the object | ||
Rename | Presents the Rename window | ||
Delete | Presents the Delete window, allowing you to delete the object from the database | ||
Auto Associate | (Windchill PDMLink or Windchill ProjectLink only) Presents the Auto Associate window, allowing you to automatically find or create parts for the CAD document. (Not applicable for dynamic documents) | ||
Edit Association | (Windchill PDMLink or Windchill ProjectLink only) Presents the Edit Associations window, allowing you to create and modify the association of CAD documents and parts. (Not applicable for dynamic documents) | ||
> | Presents the New Problem Report window, allowing you to create a problem report | ||
> | Presents the New Change Request window, allowing you to create a change request | ||
> | Presents the New Variance window, allowing you to create a variance | ||
> | Presents the New Change Notice window, allowing you to create a change notice | ||
> | Presents the New Promotion Request window, allowing you to create a promotion request | ||
> | Presents the New Interference Detection Definition window, allowing you to create an interference detection definition | ||
Set State | Presents the Set State window, allowing you to set a life cycle state | ||
Promote | Presents the New Promotion Request window | ||
Subscribe | Presents the Subscribe window, allowing you to request notice of events that affect the object | ||
Copy | Places a copy of the object on the clipboard | ||
Compare Content | If the object is an ECAD CAD document, opens Creo View ECAD compare with the current object populated as the first object for comparison. You can search to find a second object for comparison. | ||
> | After you find a database object for comparison, presents the Comparison Options window to select object qualities to compare, followed by a Comparison Report | ||
> | Presents the Compare CAD Document to Part window. For more information, see Comparing CAD Document Structure to Part Structure. | ||
Reassign Life Cycles | Presents the Reassign Life Cycle window, allowing you to reassign a life cycle or set a starting life cycle state for an object | ||
Associate Distribution Targets | Presents the Find Distribution Targets window, allowing you to search for and select the distribution targets that are to be used when publishing an object to an ERP system. | ||
Send To Distribution Target | Presents the Send To Distribution Target window, allowing you to publish the object to an associated distribution target.
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![]() | Administrators may have modified the tabs that are viewable to you. |
Tab | Description |
Details | Contains some basic information about the CAD document, including a thumbnail graphic and object attributes, according to the layouts specified at your site. Typically, the Details tab lists system attributes. See Object Attributes for a list of common attributes available in Windchill. |
Structure | The Structure tab on an assembly CAD document’s information page presents a view of CAD structure that comprises the assembly and actions for investigating and editing that structure. For more information, see Viewing Structure Information. |
Content | Displays tables listing the primary content, attachments (secondary content), and any representations or annotations of the CAD document. |
Related Objects | Displays tables that list other objects that the current CAD document is related to. For more information, see Related Objects Information Tables. By default, the following tables can appear: • Where Used—Lists the current CAD document and any parent assemblies in which it is a member. For more information, see Viewing Where Used Information • Related Parts—Displays part objects associated to the CAD document and indicates the association type • References—Lists other CAD or dynamic documents that the CAD document references • Referenced By—Lists other CAD or dynamic documents that the CAD document is referenced by • Source and Image — Lists source and image files (for example, Translated Image Models or TIMs) that are related to the CAD document by using heterogeneous design. For more information, see Source and Image CAD or Dynamic Documents. • Distribution Targets: Lists the distribution targets the CAD document can be published to. |
Changes | (Available for changeable objects, when change management is enabled) The Changes tab by default displays the following tables that provide information regarding any change processes in which the CAD document is involved: • Issues and Variances • Change Requests • Affected by Change Notices • Resulting from Change Notices For more information, see Change Information Tables |
Traceability | (Available if Windchill Requirements Management is installed. The Traceability tab by default displays the following tables: • Upstream Traceability • Downstream Traceability |
History | Available on the commonspace information page only. Displays the Version History table and Timeline. |
Attribute | Description |
Number | The number of the CAD document |
Name | The name of the CAD document |
File Name | The CAD file name that is the primary content of the CAD document |
Version | The revision and iteration of the CAD document |
State | The life cycle state of the CAD document |
Last Modified | The date and time that the CAD document master was most recently modified |
Modified By | The name of the user that last modified the CAD document master |
Description | The description note on the CAD document iteration |
Type | If the CAD document is a subtype, displays the "Display Name" of the subtype |
Document Category | The category and subcategory of the primary content of the CAD document |
Location | The current database storage location (context and folder) of the CAD document |
Created On | The date and time that the CAD document master was created |
Created By | The name of the user that created the CAD document master |
Authoring Application | The CAD tool in which the CAD file was created |
Missing Dependents | Indicates whether all dependents of the CAD document were checked in or not. (Value: True or False) |
Generic | Will be true if the object is generic of a family table |
Instance | Will be true if the object is instance of a family table |
Incomplete Object | Will be true if the object is a ‘ghost’ object (that is, has incomplete dependencies) |
Document Subcategory | Indicates the subcategory of the CAD document |
Checkin Comments | Displays the check-in comment of the iteration |
Context | Indicates in which context the object resides |
Life Cycle Template | Indicates the life cycle template being used for the CAD document |
![]() | When viewing an information page in the embedded browser in Creo Parametric or the Windchill Workgroup Manager, a PTC Creo View viewable of a CAD document is displayed. Creo View installation is required to display the thumbnail image from the embedded browser. If Creo View is not installed, instead of an image, a link to the Creo View installation utility is provided in the viewing area. |
![]() | A shared object has additional primary attributes, as follows: • PDM Checkout Status—Whether the object is checked-out from PDM. • Checkout PDM Version—Version of the object checked-out from PDM • Resulting PDM Version— Version of the object when sent to PDM from a project |