Quick Reference for Menus, Icons, and Symbols

Integration with Other Applications > Creo Parametric – Windchill Integration > User > Quick Reference for Menus, Icons, and Symbols

Use the following tables as a quick reference for menu commands, action icons, and status symbols used in Creo Parametric with Windchill.

File Menu Selections
	Add allows you to add objects to your workspace. Remove allows you to remove selected objects from the workspace. New allows you to create a new CAD document, graphics dynamic document, or part; or to create a new revision of a selected object. Open allows you to open a selected CAD document’s Creo Parametric file or to open a Creo View representation of a selected object. Check In begins the check-in process for selected objects. Check Out begins the check-out process for selected objects. Undo Check Out removes the check-out status on a selected object and discards any local modifications. Lock allows you to make a selected workspace object read-only. Unlock removes the read-only status from a selected object. Rename allows you to change the name of selected workspace objects (only if the object has never been checked in). Save As allows you to save a copy of a selected object as a new workspace object (not committed to commonspace until checked in). Upload places a selected local object in the server-side workspace. Update compares workspace objects with the workspace configuration specification and replaces the workspace version with a version available on the server, if appropriate. Export List to File allows you to export the workspace Object List to a file in one of the following formats: CSV, HTML, TEXT, XLS, XLSX, XLS Report, XML.

File Menu Selections

Add allows you to add objects to your workspace.

Remove allows you to remove selected objects from the workspace.

New allows you to create a new CAD document, graphics dynamic document, or part; or to create a new revision of a selected object.

Open allows you to open a selected CAD document’s Creo Parametric file or to open a Creo View representation of a selected object.

Check In begins the check-in process for selected objects.

Check Out begins the check-out process for selected objects.

Undo Check Out removes the check-out status on a selected object and discards any local modifications.

Lock allows you to make a selected workspace object read-only.

Unlock removes the read-only status from a selected object.

Rename allows you to change the name of selected workspace objects (only if the object has never been checked in).

Save As allows you to save a copy of a selected object as a new workspace object (not committed to commonspace until checked in).

Upload places a selected local object in the server-side workspace.

Update compares workspace objects with the workspace configuration specification and replaces the workspace version with a version available on the server, if appropriate.

Export List to File allows you to export the workspace Object List to a file in one of the following formats: CSV, HTML, TEXT, XLS, XLSX, XLS Report, XML.

Edit Menu Selections
	Attributes begins the process of editing attributes for checked-out, selected objects. Edit Association allows you to manually edit the association of objects. Auto Associate begins the process of automatically finding or creating parts to be associated with selected CAD documents. Set State allows you to set a life cycle state for a selected object.

Tools Menu Selections
	Import to Workspace allows you to bring objects into the workspace from a local directory. Export from Workspace allows you to export workspace objects to a target directory. Synchronize refreshes workspace objects to reflect changes made on the server (for example, a name change).

Workspace Actions Menu Selections
	Activate allows you to make an inactive workspace active (embedded mode only). Event Management opens the Event Management window for the server with which you are working. Frame commands allow you to apply, lock, or purge frames. Edit Preferences opens the Edit Workspace Options window to view or edit your workspace configuration specification. Delete Workspace allows you to delete the current inactive workspace.

Workspace Actions Menu Selections

Activate allows you to make an inactive workspace active (embedded mode only).

Event Management opens the Event Management window for the server with which you are working.

Frame commands allow you to apply, lock, or purge frames.

Edit Preferences opens the Edit Workspace Options window to view or edit your workspace configuration specification.

Delete Workspace allows you to delete the current inactive workspace.

Workspace Action Icons --	Toolbar and Row Actions

Remove from Workspace	Update	Add to Workspace
Upload	Auto Associate	Find in List
Check In	New Revision	Open Information page (row action)
Check Out	New Part	Open in Creo Parametric (row action)
Undo Checkout	New CAD Document	Open in Creo View (row action)

Share Status
Shared to a project (for Windchill PDMLink only)
Shared from PDM (for Windchill ProjectLink only)
Checked-out from PDM (for Windchill ProjectLink only)

General Status

Locked (Object is read only. Only applicable to objects in the local cache).

The Lock command is available in the Windchill Workgroup Manager client user interface. To lock an object, select the object and click File > Lock. The object becomes read-only, and is marked as such by a status icon

in the General status column. To unlock a locked object, click File > Unlock. The Check Out command automatically removes the lock from an object. command.

Checked out by you

Checked out by you in another workspace (seen in the workspace and action pages accessed in the context of a workspace)

New locally

Checked out by another user

Checked-out to a project (for Windchill PDMLink only)

Another Iteration is checked out by you

Another Iteration is checked out by another user

Local Workspace Status
Modified locally

Modified Status
Modifications Need to be Uploaded
Modifications uploaded
Modified and not eligible for upload

Out of Date Status
Out of date - Modified by you
Out of date - Modified by another user

Out of Date with Workspace Configuration
Out of date with Workspace configuration - Modified by you
Out of date with Workspace configuration - Modified by another user

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