Site Tab
The Site tab is the default tab that is displayed in the side navigation bar when you enter the system. It contains six sections, which are initially collapsed.
Click a section name or the expand icon
to expand that section to display its contents. Click the section name or the collapse icon
to hide the contents.
Some sections contain subsections, such as the My Seasons section. Subsections can be expanded or collapsed in the same way you would expand or collapse a section.
My Work
Click My Work to expand the My Work folder where you can view your checked-out items and your work items.
My Work displays the following information:
• Checked-out items—Click My Checked-Out Items to view those items that you currently have checked out of the system. When you check out an item, other users are unable to perform edits or updates to it. Similarly, you cannot update those items checked out by other users.
The My Checked-Out Items page groups checked out items together in sections by type, such as BOMs, constructions, measurements, and so on. You can click the name of any item to go to that View or Details page.
Select the corresponding checkbox for any item and click Check in to check the item back into the system. You can also select the All checkbox for any section to select all checkboxes in that section, and click Check in to check in all items of that type.
• Work items—Click the category to display work items currently assigned to you. Your tasks are grouped in folders according to status.
Status Color | Task Status |
Red  | Late |
Yellow  | Due within a week |
Green  | Upcoming |
Within each status, tasks are grouped by both season and object, such as product or document. The names of the tasks assigned to you are displayed next to quick access icons. Clicking the name of the task takes you to your work list, where you can mark tasks as complete, either individually or as a group.
Select an item under Products or Colorway to access the line sheet.
◦ You can edit the line sheet, perform a mass change, and perform all other standard actions in the line sheet.
◦ To view workflow tasks, click (View Process).
◦ To complete workflow tasks, select the checkboxes next to the tasks and click Submit Work.
Click Refresh to update your work list to include any changes since the last time you clicked Refresh.
| If the My Work section contains no work items, then there are currently no workflow tasks that require your attention. |
Favorites
The
Favorites section contains those seasons, products, materials, and documents that you have marked as favorites using the add to favorites icon
. Favorites are grouped into sections by type.
• Click the expand icon
to view each list of favorites.
• Click the name of a season to view the Line Sheet Viewer page for that season.
• Click the name of a material or document to view the Details page for the individual object.
• Click the product name to view the Summary page. Additionally, clicking the name of a product takes you to the Product tab in the side navigation bar.
To remove items from your Favorites list, select the corresponding checkboxes for those items you want to remove and click Remove.
My Seasons
The My Seasons section contains a list of your seasons, an Actions menu, and the Concepts, Development, and Reports sections.
After selecting a season from the menu, you can make a selection from the Actions menu:
• View—View the Details page for the season.
• Update—Update information for the season on the Update Season page.
• Create Product—Create a new product for the season on the Create New Product page.
• View Line Sheet—View the line sheet for the season on the Line Sheet Viewer page.
• Delete—Delete the season.
You can access the Concepts and Development pages and Reports section for that season.
• Concepts—Allows you to view season concept information. Click Details, Inspirations, Palette, or Silhouettes to view the corresponding page for that season.
Inspiration pages can be added using PTC FlexPLM or the Inspiration Board app. To update information on an inspiration page, from the Actions menu, select Update.
◦ Items created with PTC FlexPLM appear in PTC FlexPLM for editing.
◦ Items created with the Inspiration Board app appear in the app for editing.
• Development—Allows you to view season development information. Selecting Planning, Line Sheet, Line Boards, Calendar, or Dashboards takes you to the corresponding page for that season.
• Reports—Displays a list of custom reports created by the administrator.
Libraries
The Libraries folder contains a list of the object libraries to which you have access. Click Libraries to expand the section to display all libraries.
Click a library name to view that library’s page. All libraries enable you to search for objects within the library, and some libraries also allow you to create new objects. Available information and the page layout vary depending on the library you select.
Reports
The Reports section displays all system reports that you are authorized to run. Click the report name to view the report. If you do not see the name of a report, then you do not have access to that report.
Administrative
The items in the Administrative folder allow members of the list administrators group to configure, implement, and manage the PTC FlexPLM system.
To determine user groups who have access to administrative functions, administrators must review the settings in the lcs.properties file.
Access to individual administrative functions can be blocked for individual or groups of users. Even if you have access to the Administrative folder, you might not have access to all of the out-of-the-box functions.
