Out-of-the-box Project and Program Templates
When Windchill ProjectLink is installed, the following templates are loaded:
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Template Name
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Description
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|---|---|
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General
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Sample templates that can be used to create a general project or program.
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|
Design
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A sample template that can be used to create a design project.
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Manufacturing
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A sample template that can be used to create a manufacturing project.
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Custom
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A sample template that can be used to create a custom project.
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The project and program templates can define the same basic information that is discussed in Context Administrative Items. However, the out-of-the-box templates define only the following:
• Context structure
• Context environment
• Context participation
The following tables describe the items that are defined in the templates.
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Project and program plan definition information is included in each template.
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Context Structure
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|---|---|---|---|---|
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General
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Design
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Manufacturing
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Custom
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|
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Folder structure
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General
|
Analysis
Contracts
Designs
General
Plans
Prototypes
Specifications
Standards
|
Analysis
Contracts
Designs
General
Plans
Specifications
|
Changes
Contracts
Designs
General
Installation
Plans
Prototypes
Specifications
|
|
Context Environment
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||||
|---|---|---|---|---|
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General
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Design
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Manufacturing
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Custom
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|
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Discussion topics
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General
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Analysis
Design
General
Manufacturing
Specifications
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Design
General
Manufacturing
Quality
Specifications
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Changes
Contract
Design
General
Manufacturing
Quality
Specifications
|
|
Notebook template
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Documents
General
Links
Parts
|
Documents
General
Links
Parts
|
Documents
General
Links
Parts
|
Documents
General
Links
Parts
|
|
Context Participation
|
||||
|---|---|---|---|---|
|
General
|
Design
|
Manufacturing
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Custom
|
|
|
Project or program team roles
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Guest
Members
Project or Program Manager
Collaboration Manager
|
Consultant
Designer
Guest
Manufacturer
Members
Project Manager
Collaboration Manager
|
Engineer
Guest
Manufacturer
Members
Production Planner
Project Manager
Purchasing Agent
Quality Engineer
Supplier
Collaboration Manager
|
Customer
Engineer
Guest
Members
Project Manager
Quality Engineer
Supplier
Collaboration Manager
|
|
Template Plan Objects
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|---|---|---|---|---|
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General
|
Design
|
Manufacturing
|
Custom
|
|
|
Milestones
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Project or Program Start
Project or Program Finish
|
Project Start
Contract Signed
Specifications Approved
Design Approved
Prototype Approved
Design ReleasedProject Finish
|
Project Start
Contract Signed
Specifications Approved
Design Approved
Testing Complete
Prototype Approved
Production Part Approved
Production Initiated
Project Finish
|
Project Start
Contract Signed
Specifications Approved
Design Approved
Testing Complete
Prototype Approved
Production Part Approved
Production InitiatedProject Finish
|
|
Deliverables
|
Project or Program Start
Project or Program Finish
Scope
Post Mortem
|
Project Start
Contract Signed
Specifications Approved
Design Approved
Prototype Approved
Design Released
Project Finish
Scope
Contract
Specification
DraftDesign
Prototype
Final Design
Post Mortem
|
Project Start
Contract Signed
Specifications Approved
Design Approved
Testing Complete
Prototype Approved
Production Part Approved
Production Initiated
Project Finished
Scope
Contract
Specification
Draft Design
|
Project Start
Contract Signed
Specifications Approved
Design Approved
Testing Complete
Prototype Approved
Production Part Approved
Production Initiated
Project Finish
Scope
Contract
Specification
Draft Design
|