Welcome to PTC Orbit Help Center
Release Information
Release Notes
What's New
What's Enhanced
Known Issues and Limitations
Feature Progression
Getting Started with PTC Orbit
System Requirements
Language and Privacy
Roles and Actions in PTC Orbit
Common Workflows in PTC Orbit
Organization setup for PTC Orbit
Asset Lifecycle: from Onboarding to Service
Data Quality: from Ingestion to Clean Records
Service Execution: from Alert to Resolution
AI-driven Insights: from Data to Decisions
PTC Orbit for Administrators
Installation and Configuration
Configuration of Roles and Groups
Automatic Role Assignment
Creating Roles
Assigning Users to a Role
Creating Groups
Assigning Users to a Group
Creating Permissions
Configuration of List Views
List View Filters
Creating and Modifying List Views
Adding Columns to Multiple List Views
Removing Columns from Multiple List Views
Exporting List View Data
Configuration of Forms
Creating Forms
Configuring Form Layout
Dashboard Configuration
Creating a Chart
Chart Type and Purpose
Creating a Dashboard
PTC Orbit for Implementers
ServiceMax Core Integration with PTC Orbit
Configuring Data Connectors for ServiceMax Core Integration
Configuring Data Sync Processors
Tenant Provisioning and Operationalization
Setting Up Data Sync
Configuring Full Sync Orchestration Pipeline
Configuring Incremental Sync Orchestration Pipeline
Syncing CSV Files from AWS S3
Syncing JSON Files from AWS to Snowflake
Importing Pre-Built Pipelines
Promoting Pipelines from Sandbox to Production
FAQ and Troubleshooting
PTC Orbit for End Users
Get oriented
Application Navigation
Global Search
Using Global Search
App Notifications
Managing App Notifications
Dashboards
Manage assets
Assets
Asset List View
Launching the Asset List View
Setting an Asset View as the Default View
Managing the Asset View Column Display
Asset Group View
Asset Location View
Asset Map View
Creating Asset Record
Products
Accounts
Govern data quality
Scores
Creating Score
Data Foundry
Matching Rules
Pre-Configured Matching Rules
Creating Matching Rule
Activating or Deactivating a Rule
Updating a Matching Rule
Deleting a Matching Rule
List View Controls for Matching Rules
Matching Data Review
Reviewing Matching Data
List View Controls for Matching Data Review
Execute service
Work Orders
Pending Items
Creating Work Order for a Pending Item
Campaigns
Creating a Service Campaign
Creating a Revenue Campaign
Changing Campaign Status
Analyze and predict
AI Hub
Navigating Through AI Hub
Managing Recent History and Favorites
Generating Charts using Prompts
Customizing a Generated Chart
3D Product Explorer
Interacting with the 3D Model on the Canvas
Navigating the Product BOM and Controlling Part Visibility
Identifying Spatially Linked Components for a Selected Part
Viewing Part Details and Product Information in the 3D Explorer
Managing the 3D Explorer Layout
Demand Forecasting
Viewing and Filtering Demand Forecasts
Creating a Demand Forecast Using the AI-Assisted Builder
Creating a Demand Forecast Manually
Configuring the Demand Forecast Generator
Editing an Existing Demand Forecast
Deleting a Demand Forecast
Frequently Asked Questions
Automation in PTC Orbit
Scheduled data ingestion
Scheduling a Data Source
Editing a Scheduled Job
Running a Scheduled Job Manually
Data sync pipelines
Campaign-driven work generation
IoT alert-to-action pipeline
Automated data quality enforcement
AI-assisted automation
Event-driven notifications
Choosing the right automation approach
Troubleshooting automation
PTC Orbit Reference
Objects and Fields
Roles and Actions in PTC Orbit
Permissions Reference
Integration Endpoints
Glossary