Windchill supports the concept of role-based home pages, which allow you to create profiles for user groups that control how the application appears to users, based on their role within the system. Profiles turn the role-based home page components on and off. These components provide quick access to the most commonly needed areas of the system, and are configured by administrators.

The following components are available:

The role-based home page dashboards include a number of lists and a pie chart. You can select the information displayed and how it is grouped by making selections from the lists and clicking Run. The system updates the pie chart for that dashboard, giving you visibility to grouped and filtered data sets with minimal clicks.

You can hover over sections of the pie chart to view summary information about that section. Clicking a pie section takes you to the line sheet or search results represented by the selected data.

If you have configured the Vendor Portal, you can also use the role-based home pages for your vendor users. Perform the same types of configuration steps outlined in this document to define additional layouts for the various profiles (roles) that your vendor users would play in the system. Role-based home pages can provide vendors with quick access to various system objects including seasonal products, RFQs, order confirmations, and samples.

You can select different role-based home page layouts by selecting from the Profiles list on the home page. If cookies are enabled in your browser, the system stores your profile selection, and automatically loads it the next time you log on to the system.

You can configure filters for each role-based home page component; other aspects are hard-coded and cannot be changed. Filter configuration is discussed in the next section.