• Welcome to the Digital Performance Management 9.6 Help Center
• Release Notes for Digital Performance Management 9.6
  • What’s New in Digital Performance Management 9.6.0
  • Fixed Issues in DPM 9.6.0
  • Known Issues in DPM 9.6.0
  • Database Schema Changes in DPM 9.6.0
  • Deprecated Content in DPM 9.6.0
• Getting Started with DPM
  • DPM System Requirements
  • Deploying DPM
    • DPM Deployment in the PTC Cloud
    • DPM Customer Deployments
  • Upgrading DPM
    • Upgrading DPM in the PTC Cloud
    • Upgrading DPM Customer Deployments
  • Initial DPM Administration Activities
  • Setting Up Data Automation
    • Storing and Forwarding Data
    • Rollover Counters
  • Making DPM Available to Users
• DPM Overview
  • Navigating DPM
  • Date and Time Formats in DPM
  • Time Zones
  • Time Calculations in DPM
  • Glossary
• Production Dashboard
  • Pacemakers
  • Production Blocks
  • Manual Data Entry and Automated Data Entry
  • Setting the Work Center
  • Starting Production
  • Entering Production Count for the Current Production Block
  • Entering Loss Events for the Current Production Block
  • Using the Event Log
    • Collapsed Event Log View
    • Expanded Event Log View
    • Filtering the Expanded Event Log
  • Editing Loss Events
  • Deleting Manually Entered Loss Events
  • Production Block Completion
  • Stopping Production
  • Time Loss Accounting for a Closed Production Block
    • Adding and Removing Production Count in Time Loss Accounting
    • Adding Loss Events in Time Loss Accounting
    • Editing Loss Events in Time Loss Accounting
    • Deleting Loss Events in Time Loss Accounting
  • Entering Historical Scrap Events
  • Splitting Automated Loss Events
• Performance Analysis
  • Bottleneck
    • Filtering Bottleneck
    • Bottleneck Analysis Chart
  • Waterfall
    • Filtering Waterfall
    • Time Loss Waterfall Chart
      • Examples: Time Included in the Planned Production, Unscheduled, and Overtime Bars
    • Loss Reason Pareto Charts
    • Trend Analysis Chart
    • Viewing the Event Log
  • Navigating Between Charts
  • Showing Data for an Average Week
  • Viewing and Creating Actions from Waterfall, Pareto, and Trend Charts
  • Viewing Loss Insights
    • Loss Insights
    • Scenario Details
• Action Tracker
  • Filtering Action Tracker
  • Creating an Action
  • Viewing an Action
  • Editing an Action
  • Adding and Editing Tasks
• Scorecard
  • Filtering Scorecard
  • Metrics List
  • Viewing Individual Metrics
    • Trend Chart for a Metric
    • Hierarchy Breakdown of a Metric
  • Understanding the Percent Change
• Administration
  • Equipment Management
    • Equipment List
      • Equipment Details Page
        • List View Tab
        • Reason Trees Tab
        • Shifts Tab
        • Site Configuration Tab
        • Job Orders Tab
        • Production Settings Tab
          • Changing a Pacemaker
        • Materials List Tab
          • Adding a Material to a Work Center
          • Editing a Material in a Work Center
          • Selecting the Ideal Cycle Time from the Historical Cycle Times List
        • Demand Settings Tab
          • Editing the TAKT Value
          • Resetting TAKT Values
          • Entering or Editing Total Demand
        • Machine Code Settings Tab
          • Reassigning a Reason Code
  • Factory Definition
    • Reason Trees
      • Creating a Reason Tree
      • Viewing a Reason Tree
      • Editing a Reason Tree
      • Enabling and Disabling Reason Trees
      • Assigning Reason Trees to Equipment or Materials
      • Unassigning Assignments from a Reason Tree
      • Creating a Reason Code
      • Editing a Reason Code
      • Enabling and Disabling Reason Codes
    • Materials
      • Creating a Material
      • Viewing a Material
        • Reason Tree Assignments Tab
          • Unassigning Reason Tree Assignments
        • Demand BOM Tab
          • Viewing and Navigating the Demand BOM
          • Adding a Material to the Demand BOM
          • Editing the Quantity for a Material in the Demand BOM
          • Deleting Materials from the Demand BOM
        • Demand Tab
          • Viewing Where a Material is Used in Other Material’s Demand BOMs
          • Editing the Independent Demand for a Material
        • Demand Allocation Tab
          • Allocating Demand for a Material
          • Manually Adding Work Centers for Allocation
          • Deleting Manually Added Work Centers
        • Selecting a Demand Window
      • Editing a Material
      • Enabling and Disabling Materials
      • Assigning a Reason Tree to a Material
    • Site Demand
      • Creating a Demand Window
      • Editing a Demand Window
      • Duplicating a Demand Window
      • Deleting Demand Windows
    • Metrics
      • Viewing a Metric
        • Metric Correlation
        • Metric Roll-Up Behavior
      • Calculation Tab
      • Target Definition Tab
      • Status Threshold Tab
  • Operations
    • Shifts and Calendars
      • Shift Schedules
        • Creating a Shift Schedule
        • Viewing a Shift Schedule
        • Editing a Shift Schedule
        • Creating a Shift
        • Editing a Shift
      • Calendars
        • Creating a Calendar
        • Viewing a Calendar
        • Editing a Calendar
        • Assigning a Calendar to Equipment
        • Unassigning a Calendar from Equipment
        • Editing a Calendar Day
        • Adding a Calendar Day
        • Removing a Calendar Day
        • Assigning Shift Schedules to Calendar Days
        • Unassigning Shift Schedules from Calendar Days
      • Understanding Shift Instances
    • Job Orders
      • Creating a Job Order
      • Viewing a Job Order
      • Editing a Job Order
      • Duplicating Job Orders
      • Assigning Equipment to Job Orders
      • Job Orders Status
  • Time Loss Analytics
    • Area Settings
      • Viewing Area Settings
      • General Tab
      • Pipeline Scheduling Tab
        • Creating a Schedule
        • Creating a Manual Push
        • Editing a Schedule
        • Deleting a Schedule
      • Features Tab
        • Feature List
    • Defaults
  • Configuring Bottleneck Analysis
    • Configuring Bottleneck Analysis with TAKT Only
    • Configuring Bottleneck Analysis with Work Center Demand
    • Configuring Bottleneck Analysis with Material Demand
• Customization
  • Replacing Modular Mashups
    • Action Tracker Modular Mashups
    • Bottleneck Analysis Modular Mashups
    • Performance Analysis Modular Mashups
    • Production Dashboard Modular Mashups
  • Using Secure Expressions in Custom Mashups
  • Customizing the DPM Menu
  • Changing User Interface Strings
  • Creating a Building Block
    • Building Block Examples
  • Customizing Services
  • Adding Custom Properties to Data Model Entities
    • Including Custom Properties in a Mashup
  • Adding Custom Entities to the Data Model
  • Duplicating Building Block Entities
  • Customization and Upgrade
  • ThingView Widget
    • Creo View WebGL Extension Overview
    • Configuring Your ThingWorx Server to Work with the ThingView Widget
    • Configuring the ThingView Widget
      • ThingView Widget: Properties
      • ThingView Widget: Events
      • ThingView Widget: Services
      • Working with the ThingView Data Property
      • Working with the ThingView SelectedParts Property
    • ThingViewControls User Interface
    • Using the Dragger to Transform or Rotate Parts
    • Navigation Modes for 3D Models
      • Using Mouse Buttons in CreoView Navigation Mode
      • Using Mouse Buttons in Creo Navigation Mode
      • Using Mouse Buttons in CATIA V5 Compatible Navigation Mode
      • Using Mouse Buttons in Explore Navigation Mode
      • Using Touchscreens to Navigate 3D Models
• Building Blocks
  • Building Block Design Patterns
    • Standard Design Pattern
    • User Interface Design Pattern
    • Abstract and Implementation Design Pattern
  • Building Block Naming Conventions
  • Building Block Customizations and Upgrades
  • Understanding Namespaces, Access Modifiers, and Their Customization Impact
  • DPM Building Block
    • Implementation Model (DPM Building Block)
    • Database Schema (DPM Building Block)
    • Configurations (DPM Building Block)
    • Key Services (DPM Building Block)
    • Post-Deployment Steps (DPM Building Block)
  • Solution-Specific Building Blocks
    • Action Building Block
      • Implementation Model (Action Building Block)
      • Database Schema (Action Building Block)
      • Configurations (Action Building Block)
      • Key Services (Action Building Block)
      • Available Permissions (Action Building Block)
      • Post-Deployment Steps (Action Building Block)
    • Action Tracker Building Block
      • Implementation Model (Action Tracker Building Block)
      • Database Schema (Action Tracker Building Block)
      • Configurations (Action Tracker Building Block)
      • Key Services (Action Tracker Building Block)
      • Post-Deployment Steps (Action Tracker Building Block)
      • Mashups in Action Tracker
        • Modular Mashups in Action Tracker
          • Action Task Collection Mashup
          • Add Action Mashup
          • Detail Trend Chart Mashup
          • Edit Action Mashup
          • Grid Mashup
          • Trend Chart Mashup
        • Other Mashups in Action Tracker
          • Actions List Mashup
          • Edit Action Loss Category Popup Mashup
          • Main Frame Mashup
          • Set Baseline Selection Popup Mashup
    • Administration Building Block
      • Implementation Model (Administration Building Block)
      • Database Schema (Administration Building Block)
      • Configurations (Administration Building Block)
      • Key Services (Administration Building Block)
      • Post-Deployment Steps (Administration Building Block)
    • Bottleneck Analysis Building Block
      • Implementation Model (Bottleneck Analysis Building Block)
      • Database Schema (Bottleneck Analysis Building Block)
      • Configurations (Bottleneck Analysis Building Block)
      • Key Services (Bottleneck Analysis Building Block)
      • Post-Deployment Steps (Bottleneck Analysis Building Block)
      • Mashups in Bottleneck Analysis
        • Modular Mashups in Bottleneck Analysis
          • Bottleneck Mashup
          • Bottleneck Cycle and OEE Trend Mashup
          • Bottleneck Details Mashup
          • Bottleneck Trend Mashup
          • Empty Bottleneck Mashup
          • Empty Details Mashup
          • Work Center Additional Details Mashup
          • Work Center Details Mashup
        • Other Mashups in Bottleneck Analysis
          • Analysis Mashup
          • Analysis Header Mashup
    • Bottleneck Building Block
      • Implementation Model (Bottleneck Building Block)
      • Database Schema (Bottleneck Building Block)
      • Configurations (Bottleneck Building Block)
      • Key Services (Bottleneck Building Block)
      • Post-Deployment Steps (Bottleneck Building Block)
    • KPI Analysis Building Block
      • Implementation Model (KPI Analysis Building Block)
      • Database Schema (KPI Analysis Building Block)
      • Configurations (KPI Analysis Building Block)
      • Key Services (KPI Analysis Building Block)
      • Post-Deployment Steps (KPI Analysis Building Block)
    • Operation KPI Building Block
      • Implementation Model (Operation KPI Building Block)
      • Database Schema (Operation KPI Building Block)
      • Configurations (Operation KPI Building Block)
      • Key Services (Operation KPI Building Block)
      • Key Properties (Operation KPI Building Block)
      • Post-Deployment Steps (Operation KPI Building Block)
      • Additional Automation Information (Operation KPI Building Block)
      • Database Availability Loss and Its Implications
    • Performance Analysis Building Block
      • Implementation Model (Performance Analysis Building Block)
      • Database Schema (Performance Analysis Building Block)
      • Configurations (Performance Analysis Building Block)
      • Key Services (Performance Analysis Building Block)
      • Post-Deployment Steps (Performance Analysis Building Block)
      • Mashups in Performance Analysis
        • Modular Mashups in Performance Analysis
          • Capacity Panel Mashup
          • Empty Details Mashup
          • Empty Loss Event Details Mashup
          • Empty Waterfall Mashup
          • Event Log Mashup
          • Loss Event Details Mashup
          • Pareto Chart Mashup
          • Time Loss Panel Mashup
          • Trend Chart Mashup
          • Waterfall Chart Mashup
        • Other Mashups in Performance Analysis
          • Analysis Mashup
          • Analysis Header Mashup
    • Production Dashboard Building Block
      • Implementation Model (Production Dashboard Building Block)
      • Database Schema (Production Dashboard Building Block)
      • Configurations (Production Dashboard Building Block)
      • Key Services (Production Dashboard Building Block)
      • Automation Support (Production Dashboard Building Block)
      • Post-Deployment Steps (Production Dashboard Building Block)
      • Granting User Permissions for Editing and Deleting Loss Events
      • Mashups in Production Dashboard
        • Modular Mashups
          • Add Loss Event By Categories Mashup
          • Collapsed Event Log Mashup
          • Expanded Event Log Mashup
          • Job Order Summary Mashup
          • Material Panel Mashup
          • No Event Logs Mashup
          • Production Accounting Mashup
          • Production Entry Mashup
        • Other Mashups in Production Dashboard
          • Add Historical Scrap Event Entry Mashup
          • Loss Entry Mashup
          • Split Automation Event Mashup
          • Time Loss Accounting Mashup
          • Update Loss Event Mashup
    • Scorecard Building Block
      • Implementation Model (Scorecard Building Block)
      • Database Schema (Scorecard Building Block)
      • Configurations (Scorecard Building Block)
      • Key Services (Scorecard Building Block)
      • Post-Deployment Steps (Scorecard Building Block)
    • Time Loss Analysis Building Block
      • Implementation Model (Time Loss Analysis Building Block)
      • Database Schema (Time Loss Analysis Building Block)
      • Configurations (Time Loss Analysis Building Block)
      • Key Services (Time Loss Analysis Building Block)
      • Available Permissions (Time Loss Analysis Building Block)
      • Post-Deployment Steps (Time Loss Analysis Building Block)
      • Mashups in Time Loss Analysis
    • Time Loss Building Block
      • Implementation Model (Time Loss Building Block)
      • Database Schema (Time Loss Building Block)
      • Configurations (Time Loss Building Block)
      • Key Services (Time Loss Building Block)
      • Post-Deployment Steps (Time Loss Building Block)
      • Adding Additional Features for Calculating Insights
  • Domain-Specific Building Blocks
    • Job Order Building Block
      • Implementation Model (Job Order Building Block)
      • Database Schema (Job Order Building Block)
      • Configurations (Job Order Building Block)
      • Key Services (Job Order Building Block)
      • Post-Deployment Steps (Job Order Building Block)
    • Manufacturing Model Building Block
      • Implementation Model (Manufacturing Model Building Block)
      • Database Schema (Manufacturing Model Building Block)
      • Configurations (Manufacturing Model Building Block)
      • Key Services (Manufacturing Model Building Block)
      • Post-Deployment Steps (Manufacturing Model Building Block)
      • Equipment Selector Mashup
    • Material Master Building Block
      • Implementation Model (Material Master Building Block)
      • Database Schema (Material Master Building Block)
      • Configurations (Material Master Building Block)
      • Key Services (Material Master Building Block)
      • Post-Deployment Steps (Material Master Building Block)
      • Specifying a Unit of Measure (UOM) Conversion Expression
    • Metric Building Block
      • Implementation Model (Metric Building Block)
      • Database Schema (Metric Building Block)
      • Configurations (Metric Building Block)
      • Key Services (Metric Building Block)
      • Post-Deployment Steps (Metric Building Block)
    • Reason Code Building Block
      • Implementation Model (Reason Code Building Block)
      • Database Schema (Reason Code Building Block)
      • Configurations (Reason Code Building Block)
      • Key Services (Reason Code Building Block)
      • Post-Deployment Steps (Reason Code Building Block)
      • Default Reason Types, Reason Categories, and Reason Trees
      • Providing Translations for Customer-Created Reason Code Names and Descriptions
    • Shift Building Block
      • Implementation Model (Shift Building Block)
      • Database Schema (Shift Building Block)
      • Configurations (Shift Building Block)
      • Key Services (Shift Building Block)
      • Post-Deployment Steps (Shift Building Block)
      • Additional Information (Shift Building Block)
    • State Machine Building Block
      • Implementation Model (State Machine Building Block)
      • Database Schema (State Machine Building Block)
      • Configurations (State Machine Building Block)
      • Key Services (State Machine Building Block)
      • Post-Deployment Steps (State Machine Building Block)
      • Example State Machine (State Machine Building Block)
    • Status Building Block
      • Implementation Model (Status Building Block)
      • Database Schema (Status Building Block)
      • Configurations (Status Building Block)
      • Key Services (Status Building Block)
      • Post-Deployment Steps (Status Building Block)
    • Work Instructions Building Block
      • Implementation Model (Work Instructions Building Block)
      • Architecture (Work Instructions Building Block)
        • Service Layers Overview
        • Job Order Manager and Shapes
        • Connection to Database (PostgreSQL and MSSQL)
        • Integration with Windchill MPMLink—Converter and Integration Runtime
        • Service Interaction Example
      • Database Schema (Work Instructions Building Block)
        • Database Schema High-Level Overview
        • Job Order Schema
          • Job Order Properties
          • Job Order Dependency Properties
          • Job Order Material Requirement Link Properties
          • Job Order Material Requirement Properties
          • Job Order Personnel Requirement Properties
          • Job Order Processing Resource Requirement Properties
          • Job Order Work Definition Link Properties
        • Work Definition Schema
          • Work Definition Properties
          • External System Properties
          • Work Definition Control Characteristic Properties
          • Work Definition Control Characteristic Response Properties
          • Work Definition Dependency Properties
          • Work Definition Illustration Properties
          • Work Definition Link Properties
          • Work Definition Metadata Properties
          • Work Definition Material Specification Properties
          • Work Definition Material Specification Instance Properties
          • Work Definition Material Specification Link Properties
          • Work Definition Personnel Specification Properties
          • Work Definition Processing Resource Specification Properties
          • Work Definition Related Document Properties
        • Processing Resource Schema
          • Processing Resource Properties
          • Processing Resource Class Properties
          • Processing Resource-To-Class Link Properties
        • Material Definition Schema
          • Material Class Properties
          • Material Class Link Properties
          • Material Definition Properties
          • Material Definition Link Properties
          • Material Definition-To-Class Link Properties
          • Material Lot Properties
          • Material Lot Link Properties
          • Material Sublot Properties
          • Material Sublot Link Properties
        • Personnel Schema
          • Person Properties
          • Personnel Class Properties
          • Person-To-Class Link Properties
      • Key Services (Work Instructions Building Block)
        • Enumeration Management Thing Shape Services
        • Job Order Manager Thing Shape Services
        • Job Order Management Thing Shape Services
        • Material Management Thing Shape Services
        • Personnel Management Thing Shape Services
        • Processing Resource Management Thing Shape Services
        • Work Definition Connector Thing Shape Services
        • Work Definition Converter Thing Shape Services
        • Work Definition Management Thing Shape Services
      • Importing Data into the Work Instructions Building Block
        • Converting Process Plans from Windchill MPMLink
          • Configuring a Connection to Windchill for Process Plan Conversion
            • Configuring the MPMLink OData Connector
            • Configuring the MPMLink Work Definition Converter
            • Configuring the Content Proxy Media Entity
            • Configuring the Integration Runtime
            • Configuring the Work Instructions Building Block for Session User (Windchill Authentication)
          • Using Navigation Criteria in Process Plan Conversion
            • Baseline Navigation Criteria Examples
            • Date Effectivity Navigation Criteria Examples
            • Life Cycle Navigation Criteria Examples
            • Options Navigation Criteria Examples
            • Part Tag Navigation Criteria Examples
            • Serial Effectivity Navigation Criteria Examples
            • Specifying a Saved Filter ID as Navigation Criteria
            • Retrieving Values from Windchill for Navigation Criteria
              • Retrieving Navigation Criteria for Saved Filters
              • Retrieving Baseline ID Values
              • Retrieving an EffectiveContext Value
              • Retrieving Life Cycle State Values
              • Retrieving Options Values
            • Creating Your Own Navigation Criteria Example
          • Supporting Windchill Custom Attributes
          • Custom Mapping Services
          • Windchill REST Services Domains Used in Process Plan Conversion
      • Using the Production Order Manager — Example
      • Linking a Job Order to Equipment
      • Linking Work Definitions to a Job Order
      • Cloning and Caching Work Definitions
        • Using Work Definition Metadata
        • Configuring External Systems
        • Adding Custom Entities to the Cloning Services
      • Setting and Using Work Definition Execution Statuses
      • Updating Material Use Values
      • Delete Behavior
    • Work Master Building Block
      • Implementation Model (Work Master Building Block)
      • Database Schema (Work Master Building Block)
      • Configurations (Work Master Building Block)
      • Key Services (Work Master Building Block)
      • Post-Deployment Steps (Work Master Building Block)
  • Common Building Blocks
    • Base Building Block
      • Implementation Model (Base Building Block)
      • Database Schema (Base Building Block)
      • Configurations (Base Building Block)
      • Key Services (Base Building Block)
      • Available Permissions (Base Building Block)
      • Post-Deployment Steps (Base Building Block)
      • Solution Master Mashup
      • Configuration Tables from the PTC.Base.ConfigManagement_TS Thing Shape
    • Database Connection Building Block
      • Implementation Model (Database Connection Building Block)
      • Database Schema (Database Connection Building Block)
      • Key Services (Database Connection Building Block)
        • Action Service Caller Thing Shape Services
        • Database Thing Shape Services
        • Database Management Thing Shape Services
        • Historical Data Management Thing Shape Services
        • On-Action Processor Thing Shape Services
        • Post-Action Handler Thing Shape Services
        • Pre-Action Validator Thing Shape Services
      • Pre-, On-, and Post-Action Event Dispatching and Validation
      • Logging Historical Data
        • Configuring What Historical Data is Logged
        • Historical Data Database Schema
        • Historical Data Properties
        • Historical Data Action Types
        • Querying the Historical Data Database Table
        • Purging the Historical Data Database Table
      • Database Activities
        • Adding or Removing Foreign Keys
        • Adding or Removing Indexed Fields
        • Setting the Delete Behavior with Foreign Keys
        • Synchronizing the Database Information and the Database Schema
      • Using JSON Filters in Query Services
      • Localization of Database Strings Using Database Tables
    • Default Configuration Building Block
      • Implementation Model (Default Configuration Building Block)
      • Database Schema (Default Configuration Building Block)
      • Configurations (Default Configuration Building Block)
      • Key Services (Default Configuration Building Block)
      • Post-Deployment Steps (Default Configuration Building Block)
      • Additional Information (Default Configuration Building Block)
    • Model Management Building Block
      • Implementation Model (Model Management Building Block)
      • Database Schema (Model Management Building Block)
      • Configurations (Model Management Building Block)
      • Key Services (Model Management Building Block)
      • Available Permissions (Model Management Building Block)
      • Post-Deployment Steps (Model Management Building Block)
    • User Management Building Block
      • Implementation Model (User Management Building Block)
      • Database Schema (User Management Building Block)
      • Configurations (User Management Building Block)
      • Key Services (User Management Building Block)
      • Available Permissions (User Management Building Block)
      • Post-Deployment Steps (User Management Building Block)