Welcome to PTC Orbit Help Center
PTC Orbit is a cloud-based platform that unifies asset data from ServiceMax Core, Windchill, and other sources. Use this Help Center to learn how to manage assets, run campaigns, forecast demand, and configure the application.
PTC Orbit is a cloud-based application designed to aggregate asset-related information from multiple sources. It displays this data with accuracy in a unified format, creating a unified profile of an asset that can be utilized by various business personas to meet their specific requirements.
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Comprehensive 360° Asset Visibility
Gain a unified, accurate profile of every asset by aggregating data from multiple sources like ServiceMax Core and Windchill.
• Flexible Views: Visualize assets the way you work using List, Group, Location, and Map views.
• Hierarchical Navigation: Drill down into asset details through intuitive account, site, and building hierarchies to locate equipment quickly.
• Global Mapping: Track asset distribution geographically with interactive clusters and critical status indicators.
Data Integrity and Governance
Ensure your business runs on clean, reliable data using the Data Foundry module.
• Automated Matching Rules: Prevent data clutter by automatically identifying and grouping duplicate records from external systems.
• Survivorship Logic: Automatically retain the "most trusted" data points when merging records to create a single source of truth.
• Data Review: A dedicated staging area to validate flagged records before they sync to production, ensuring only high-quality data enters your workflows.
Maintenance Performance Dashboard
Analyze maintenance effectiveness across your entire install base using a dedicated dashboard built for reliability engineers and asset managers.
• KPI Cards: View summary metrics for maintenance volume, cost, and effectiveness at a glance.
• Geographic Heatmap: Identify regional patterns in service activity and asset risk using an interactive map.
• Product Risk List: Rank products by failure frequency, repair cost, and downtime to prioritize maintenance investment.
• AI-Powered Filtering: Type a plain-text query to filter the entire dashboard instantly, without navigating dropdown menus.
Actionable Insights and Scoring
Move from reactive to proactive maintenance with advanced analytics and scoring models.
• Asset Scoring: Define custom formulas to calculate risk, health, and opportunity scores, such as Failure Risk, Sustainability Score, based on weighted factors.
• Interactive Dashboards: Monitor KPIs, asset health trends, and open work orders through customizable charts and visualizations.
• AI Hub: Use natural language to query your data, such as Show me assets with high failure risk in Boston, and generate instant visualizations.
• Demand Forecasting: Predict future service workload using AI-assisted or manual forecasting based on historical work order patterns, enabling data-driven staffing, budget planning, and resource allocation across regions.
• 3D Product Explorer: Render interactive 3D models of Windchill products directly within PTC Orbit, navigate the Bill of Materials, perform spatial parts searches, and support remote diagnostics without switching to an external CAD tool.
Proactive Service Operations
Streamline service delivery and capitalize on business opportunities.
• Service Campaigns: Standardize and automate recurring maintenance or inspections across large volumes of assets, ensuring compliance and reducing administrative overhead.
• Revenue Campaigns: Drive growth by launching targeted initiatives for upgrades, renewals, or cross-selling opportunities directly linked to customer accounts.
• IoT Integration: Manage Pending Items such as IoT alerts and operator requests directly within the platform, converting critical alerts into work orders instantly.
• Work Order Management: Track, filter, and manage all asset-related work orders by priority, status, assigned technician, and schedule using Admin Presets and customizable list views, ensuring timely execution and complete service history visibility.
Automation and Data Pipelines
Reduce manual effort by automating recurring data and service operations.
• Scheduled Data Ingestion: Configure pipelines that pull asset and work order data from external systems on a recurring schedule.
• IoT Pipeline: Automatically route IoT sensors into PTC Orbit and view them in list to take decisions.
• Automated Data Quality: Apply matching rules and survivorship logic on a schedule to keep your data clean without manual intervention.
• Event-Driven Notifications: Trigger in-app notifications when records change, thresholds are exceeded, or campaign actions are due.
Tailored User Experience
Deliver the right information to the right people.
• Role-Based Access: Configure specific roles, such as Asset Manager, Field Technician, to ensure users see only the data and tools relevant to their job.
• Customizable Interface: Administrators can design bespoke Forms and List Views to control exactly how data is presented, filtered, and edited for different teams.
• Persona Hubs: Jump directly to a role-specific guide for Service Managers, Technicians, Executives, Dispatchers, and Asset Operators.
Additional Resources
• New to PTC Orbit? Start with Getting Started with PTC Orbit.
• For release highlights and known issues, see PTC Orbit Release Notes.
• For step-by-step workflows, see Common Workflows.
• For administrator configuration, see PTC Orbit for Administrators.
• For integration and pipeline setup, see PTC Orbit for Implementers.
• For automation capabilities, see Automation in PTC Orbit.
• For end-user feature guides, see PTC Orbit for End Users.