Windchill Help Center – 11.1 M010
What’s New
Windchill
11.1 F000
Deployment and Configuration
Windchill 11.1 F000 Content Overview
Preferences and Properties
Support Changes: Browser Support
Support Changes: Database Support
Support Changes: Windows Server 2016
Support Changes: Platform Support
Support Changes: Third Party Technology Stack
Support Changes: Web Server and Servlet Engine Support
Secure Communication between Windchill and Databases using JDBC over SSL
Setting Uniqueness Level for Windchill Objects
Windchill Business Reporting: Cognos Version Update
Windchill License Management
Windchill Service Information Manager — S1000D Module: Windchill License Group and Usage Reporting Support
Windchill Service Information Manager — S1000D Module: Dependency in Installation Process
Windchill Service Information Manager — S1000D Module: Addition of WinDUs
Windchill Service Information Manager — S1000D Module: Lifecycle and Workflow Improvements for DMs and ICNs
Quality Management System: Updates to Installing Quality Solutions
End User
Advanced Logic Feature for Configurable Parts in Part Structure Browser
Create Augmented Reality Experience for your Design in Windchill
Change Management: Change in Association Mode
Change Management: Impact Association
Change Management: Rich Text Editor
Change Management: Support Optional Review for Multiple Participants
Electronic Signature: Java Applet Removal
Options and Variants: Merging Option Sets Action
Language Configuration for Windchill User Interface
Life Cycle Template Administration: Java Applet Removal
Live Charting Retired
Product Family
Quality Management System: Support for eMDR HL7 R2
Relationship Explorer Retired
Security Labels Change History Table
Service Structures: Auto Populate Nested Groups or Sections
Service Structures: Managing Part Associated Documents
Service Structures: Open Graphic Information Element in Creo Illustrate
Service Structures: Support for Documents and Graphic Information Elements
Service Structures: Textual and Graphic Information Elements Report
Service Translation: Custom Hook to Pre-populate Target Language
Service Translation: Enable Descriptive File Names
Service Translation: Filter criteria to Translation documents
Service Information Manager: Support for Part Document Filters
Windchill MPMLink: Associating a CAD Document to a Standard Control Characteristic
Windchill MPMLink: Control Characteristics Tab in MPMLink Browsers
Windchill MPMLink: Incremental Loading in MPMLink Browsers
Windchill MPMLink: Manufacturing Associative Part Structure Browser Enhancements
Windchill MPMLink: Support for Standard Operations in MPMLink
Windchill MPMLink: Standard Procedures Tab in Process Plan Browser
Product Family: Display Health Status and Deadline calculation for Members of the Variant Baseline
Windchill ProjectLink: Move or Copy Plan Activities
Windchill REST Services: REST APIs
Windchill Service Information Manager — S1000D Module: Changes to Preferences Organization
Windchill Service Information Manager — S1000D Module: S1000D Part Attributes Limited to Some Part Types
Windchill Service Information Manager — S1000D Module: Improvements to Content Import Process
Windchill Service Information Manager — S1000D Module: Use Multiple Figures from a PVZ File
Windchill Service Information Manager — S1000D Module: Inclusion in Windchill Help Center
Windchill Service Parts: ACL and Preference Control of Update Parts List Action
Windchill Service Parts: Changes to Visualization Tab
Windchill Service Parts: Create and Update Parts List Illustrations from Parts List Editor
Windchill Service Parts: Identifying Consumed BOM Parts in a Parts List
Windchill Service Parts: Single Action to Remove Update Required Marker
Windchill Type Manager: Cascading Attributes Tab
Workflow Template Administration: Java Applet Removal
Windchill Visualization Services: Improved Loading of Dynamic Structures
Windchill Visualization Services: Improved Performance of Structure Generation
Windchill Visualization Services: Setting Creo View WebGL Viewer Navigation Preferences
Windchill Visualization Services: Supporting Creo View WebGL Viewer on Mac OS X
11.1 M010
Deployment and Configuration
Windchill 11.1 M010 Content Overview
Preferences and Properties
Context Replication — Support for Backward Compatibility
WVS: Controlling Representation Creation from UI
WVS: Preventing Multiple Submissions of Queue Jobs
WVS: Specify Config Spec when Publishing Drawings
WVS: Specify Which PVS Files to Read When Viewing Dynamic Structures
WVS: Supporting Creo Parametric Flexible Assemblies in Dynamic Structures
End User
All Labels Action in Table Columns
Change Management: Change Objects Supported for FBR Backward Compatibility
Change Management: Handle Legacy and Flexible Links in Mixed Mode
Configuration Management: Inline Editing in Part Structure Browser
Options: Advanced Case Tables
Product Family Matrix Editor — Revision Rows
Publishing Markerless Augmented Reality Experiences in Windchill
Quality Management System: User Interface Updates to Support HL7 R2 Requirements
Security Management: Support Context-Based Agreements with Multi-Context Capability
Type and Attribute Management: Enhancements to Support for Cascading Attributes
Windchill Document Management: Integration of Office 365 ProPlus Click-To-Run with Windchill DTI
Windchill License Management Enhancements
Windchill PartsLink: Show Similar Parts when Creating a New Classified Part
Windchill ProjectLink: Classic Plans being deprecated
Windchill ProjectLink: Create Subtypes for Action Item Type and Define Layouts
Windchill ProjectLink: Timeline being Deprecated
Windchill Security Management: Security Label History Report Extended to Support Additional Object Types
Windchill Service Information Manager: Access Control Lists
Windchill Service Information Manager — S1000D Module: Associate ACT Information with DM
Windchill Service Information Manager — S1000D Module: Consolidation of Issue 4.0.1 and 4.1 Support
Windchill Service Information Manager — S1000D Module: Improvements when Editing DMs in Windchill Arbortext Editor
Windchill Service Information Manager — S1000D Module: ISO Standard Support for Country and Language Codes
Windchill Service Information Manager — S1000D Module: Support for Landscape Tables
Windchill Service Parts: Define Folder Location for Generated GDDs
Windchill Service Parts: Support for Expose Organization Preference
Windchill Performance Advisor Improvements
Optionally Enabled Features
Service Information Manager: Service Product Hierarchy
Windchill Service Information Manager — S1000D Module: Remove Change Information when Updating a DM
Windchill Service Information Manager — S1000D Module: Support for List of Abbreviations
Windchill Service Parts: Parts List Changes Report
Windchill Workgroup Manager
11.1 F000
AutoCAD: Extended Support for AutoCAD Model Item
CAD Data Management: Deleting Workspaces of Deleted Users
CAD Data Management: New CAD Version Support
CAD Data Management: Renaming the CAD Documents and Parts using the Set New Names User Interface
CAD Data Management: Role Based Show/Hide Behavior in the Set New Names User Interface
CAD Data Management: Support of Saved Filters in the Add to Workspace and Checkout Operations
CAD Data Management: Update Creo and CATIA Templates in Windchill
CATIA V5: Create new CATIA Document and Assemble it in Current CATIA Assembly
CATIA V5: Download Associated Models on Publishing CATIA Drawing using File Synchronization Worker
CATIA 3DEXPERIENCE: 3D Data Visualization Support
SolidWorks: Support for Windchill Bulk Migrator
11.1 M010
CAD Data Management: Add Modified Objects to Workspace
AutoCAD: Support for Windchill File System
CAD Data Management: Support Save As for Documents and Documents Associated with Parts
CAD Data Management: Update of Profiles for License Enforcement
CAD Data Management: New CAD Version Support
CAD Data Management: Automatically Locking Objects in Workspace
CAD Data Management: Collector Toolbar for Save As and Revise Actions
CATIA 3DEXPERIENCE: Design in CATIA 3DEXPERIENCE using CATIA V5 data managed in Windchill
Creo Elements/Direct Modeling: Support for Stock Finish Relationship
CAD Data Management: License Enforcement in Creo and Windchill Workgroup Manager
CAD Data Management: New Actions in Compare to Part Structure
CAD Data Management: Unify Creo and Windchill Naming Rules
CAD Data Management: Uploading EPMDocs Containing Attributes with Type Mismatch or Constraints Violation
Windchill Fundamentals
Setting Up Your Environment
Setting Up Your Browser
Browser Locale Settings
ActiveX Settings
Pop-Up Blocker Interference
Logging On to and Logging Off from Windchill
User Language Configuration
Changing Your Password
Setting Your Screen Resolution
Understanding Your Password Policy
Setting Your Preferred File Server Site
Memory Allocation for Applets
Windchill Visualization Services
Installing the Desktop Integration Add-In
Personalizing Your Environment
Modifying Your User Preferences
Product Structure Explorer Preferences
Editing your Profile
Table and Table View Overview
Personalizing Tables
Modifying Table Display
Searching for Objects in a Table
Sorting Objects in a Table
Performing Actions in Tables
Selecting a Table View
Customizing Table Views
Creating and Editing New Table Views
Saving Table Views
Exporting and Importing Selected Shared and System Table Views
Using Trees
Navigating the User Interface
Navigator Overview
Browse Tab
Search Tab
Home Page Overview
Tasks Table
Checked-Out Work Table
Updates Table
Action Groups
Breadcrumb Overview
Quick Links Overview
E-mailing a Page
Contexts Overview
Context Use Case
Context Inheritance
Viewing Contexts
Context Pages
About Products
Products Table
Product Information Page
Product Actions
About Libraries
Libraries Table
Library Information Page
Library Actions
About Projects and Programs
Projects or Programs Table
Project or Program Information Page
Project or Program Actions
Notebooks
Notebook Tables
Linking to Objects from the Notebook
Uploading a File into the Notebook
Creating a Notebook Folder
Renaming a Notebook Folder
Moving Notebook Objects
Deleting Notebook Objects
Windchill Search
Global Search
Advanced Search
Keyword
Type
Context
Criteria
Related Object Search
Search Results
Search Results Table
Faceted Search Results
Unexpected Results
Special Searches
Searching Within Folders
Searching Within Tables
Searching Within Networks
Search Reference
Windchill Search Preferences
Keyword Search Rules
Search Operators
Search Wildcards
Special Characters in Keywords
Advanced Mode Searching
Related Object Search Operators
Search Range for Numbers
Search Range and Base Unit Conversion
XML Document Searches
Advanced Search Examples
Searching With Minimum Criteria
Duplicate Criteria with Multi-Valued Attributes
Keyword Searches Using Wildcards
Search Using Revision and Iteration Criteria
Non-Latest Iterations Using Multiple Criteria
Advanced Searches with Access Control Restrictions
Creating and Using an Advanced Search Report Template
Search History and Saved Searches
Search History
Saved Searches
Saving a Search
Using Saved Searches
Manage Saved Searches
Administratively Delete Saved Searches
Searching Within Actions
Finding Objects
Finding Parts
Finding Documents
Finding Revisions
Finding Types
Finding Organizations
Finding a Context
Finding Domains
Finding Users
Finding Groups
Finding Participants
Selecting Participants
Choosing Participants
Managing Your Work
Working in Folders and the Folder Structure
Creating a New Folder
Folder Information Page
Editing a Folder
Folders Page
Folder Contents Table Actions
Understanding Revisions, Iterations, and Versions in Folders
Managing Your Tasks
Tasks Tables
Actions on the My Tasks Table
Actions on the Tasks Table in a Product or Library
Actions on the Tasks Table in a Project or Program
Task Information Page
Task Assistant
Reassigning a Task
Set Up Participants Table
Accessing Data
Context Teams
Roles
Visibility
Project Invitations
Access Control Permissions
Working with Windchill Objects
Object Overview
Object Types
Object Attributes
Attribute Display
Special Characters
Object Versions
Object Status
Object Relationships
Information Pages
Customizing Information Page Tabs
Mini Information Pages
Information Tables
General Information Tables
Change Information Tables
Related Objects Information Tables
History Information Tables
Timeline History Table
Timeline Filter
Timeline Options
Collaboration Information Tables
Security Information Tables
Actions Common Among Objects
Right-click Actions
Checking Out an Object
Checking Out an Object
Checking In an Object
Undoing a Checkout
Editing an Object
About Move
Moving an Object
About Moving a Version
Move Restrictions
Renaming an Object
Setting the State of an Object
Revising an Object
About Delete
Deleting an Object
Exporting Table Information to a File
Comparing Object or Version Information
Comparison Report
Editing Filters
Viewing Current Filter Properties
Visualization Overview
Visualizing Parts and CAD Documents
Setting Visualization User Preferences
Visualization Icon Key
Thumbnail Overview
About Mini-Thumbnails
Managing Thumbnails on Mini Information Pages
About the WVS Job Monitor
Job Summary Fields
Job Detail
Batch Print
Viewing Representations
Creating a Representation from a CAD Document
Creating a Representation from an EPM Structure
Creating a Representation from a Part Structure
Creating a Representation from a Dynamic Document
Creating a Representation from Document Content
Creating a Representation from Clipboard Content
Creating a Representation from Local File Data
Viewing Annotations
Creating an Interference Detection Definition
Using Related Interference Detection Reports
Editing Interference Detection Definitions
Detecting Interferences of Variant Specifications
Documents
Documents in Windchill
Document Information Page
Content Management Preferences
Creating Windchill Documents
Creating a Document
Creating Multiple Documents
Creating a Document from a Template
Uploading Documents from a Compressed File
Managing Documents
Checking Out Documents
Checking In Documents
Editing a Document
Editing Multiple Documents
Replacing Primary Content
Inserting a Document
Downloading Documents to a Compressed File
Emailing a Document
Structured Documents
Document Structure Actions
Document Structure Panes
Inserting a Document into the Document Structure
Reordering Structured Documents
Document Structure Filters
Editing Document Structure Filters
Document References
Adding a Document Reference
Removing a Document Reference
Adding Comments to a Reference
Windchill Desktop Integration
Opening Documents with Desktop Integration
Windchill Menu Actions
DTI Document Search
Create Documents Using DTI
Create Document Templates Using DTI
Check In Documents Using DTI
Remove Windchill Information from Documents
Compare Documents
View Document Information
Windows Explorer Integration
Display Windchill Attributes
Right-Click Actions
Drag-and-Drop Actions
Windchill Link Objects
Microsoft Office Integration
Microsoft Outlook Integration
Mapping Windchill Attributes to Microsoft Office File Properties
Editing the Windchill Attributes
Inserting a Windchill Attribute
Desktop Integration User Setup
Desktop Integration Configuration
Desktop Integration Preferences
Confirmation Prompts and Troubleshooting
Parts
Part Attributes
Part Information Page
Windchill Product Analytics Tables
Environmental Compliances
Cost Analytics
Life Cycle Analytics
Requirements Table
Using the Variant Baseline Tab
Creating and Inserting Parts
Creating a New Part
Creating Multiple New Parts
Save Part as New Part
Creating New View Version
Creating a New One Off Version
Inserting a Part Version
Superseding Parts Overview
Configuring the Supersede Actions
Supersedes Table
Superseding a Part Through Change Management
Superseding a Part with an Existing Part
Superseding a Part with a New Part
Editing Supersede Relationships
Undo Supersede
Supersede History
Modifying Parts
Editing a Part
Editing Multiple Parts
Editing Common Part Attributes
Renaming a Part
Reassigning a View
Deleting a Part
Associating Parts and Documents
Attachments
Attachments Table
Creating Attachments
Editing Attachments
Drag-and-Drop File Uploads
Downloading File Attachments
Viewing URL Attachments
Removing an Attachment
Notes
Note Information Page
Notes Table
Creating a Note
Creating a Note from a Template
Adding an Existing Note
Viewing Structural Notes for a BOM
Editing a Note
Reordering Notes
Removing or Deleting a Note
Links
Link Information Page
Creating a Link
Editing a Link
Deleting a Link
Baselines
Baseline Information Page
Baseline Objects Table
Creating a Baseline
Editing a Baseline
Removing Baseline Objects
Replacing Baseline Objects
Adding Objects to a Baseline
Collecting Baseline Objects
Baseline or Managed Collection?
Comparing Baselines
Managed Collections
Creating a Managed Collection
Managed Collection Information Page
Managed Collection Content
Managed Collection Content Table
Editing Managed Collections
Add to Managed Collection
Initially Selected Objects Table
Collection Options
Collaborating with Others
Meetings
Meetings Tables
Meeting Information Page
Joining a Meeting
Meeting Minutes
Meeting Agenda
Creating a Meeting
Creating a Meeting
Editing a Meeting
Hosting a Meeting
Canceling a Meeting
Discussions
Discussion Tables
Discussion Subscriptions
Creating Topics
Creating Comments
Posting Draft Comments
Editing Topics
Closing or Deleting Discussions
Subscriptions
Subscriptions Table
Subscription Information Page
Subscription Events
Folder and Context Subscriptions
Creating a Subscription
Editing a Subscription
Unsubscribing from Events
Deleting a Subscription
Networks
Network Table
Parents Table
Contexts Table
Creating a Context Reference
Editing a Context Reference
Moving a Context Reference
Calendars
View Calendar Schedules
Mark Working Days
Delegate Work
Reset Calendar Changes
Promotion Requests
Promotion Request Information Page
Create a Promotion Request
Edit a Promotion Request
Promotion Process Preferences
Promotion Preference Management Utility
Create a Promotion Preference
PDM Essentials and Global Product Development Package 1
Windchill PDM Essentials
Windchill PDM Essentials Overview
Prerequisites
Licenses
Installation and Configuration
Installation
Installing Windchill PDM Essentials
Preparing the Server for Installation
Adding the Publishing License to Your FlexNET License Server
Running the Installation Assistant
Configuring Windchill
Using the Windchill Setup Assistant
Understanding the Automated Configuration
Integrating with Your CAD Application
Working with Creo Parametric
Administrator Initial Setup
Other Considerations
Getting Started for CAD Users
Connecting to a Windchill Server
Getting Familiar with the Windchill Embedded Browser
Searching for Existing Data in Windchill
Using Windchill Workspaces
Creating and Activating a Workspace
Working with Windchill
Starting Out on a Design
Creating a New CAD Document
Importing Files into Windchill
Opening Objects in Creo Parametric
Checking Out Files from Windchill to Make Changes
Adding an Object to the Workspace
Saving Your Work to the Workspace
Checking In Your Work to Windchill
Undoing a Checkout
Keeping Your Workspace Objects Up-to-Date
Copying Objects Using Save As
Renaming Objects
Making Your Environment Work For You
Using the Event Management Utility
Clearing Cache
Setting Preferences
Clearing a Workspace
CAD Document Templates and Creo Parametric Start Parts
Installing Windchill Workgroup Manager for a Third-Party CAD Application
Moving Forward: Ongoing Windchill Administration
Business Administrative Tasks
System Administrative Tasks
Updating, Upgrading, and Moving Up
Updating to a New Maintenance Release
Installing Critical Patch Sets
Upgrading to a New Release of Windchill PDM Essentials
Upgrading from Windchill PDM Essentials 11.0
Upgrading from Windchill PDM Essentials 10.2
Moving Up to Windchill PDMLink
Using the Windchill Help Center
Global Product Development Package I
Moving Up to Windchill PDMLink
Data Management Capabilities
Configuration and Change Management Overview
Capturing Product Configuration Information
Parts and Part Versions
Common Part Information
Part Versions
Associating Product Data to Parts
Version-Specific Part Documentation
Version-Independent Part Documentation
Part Structures
Standard and Configurable Part Structures
Usage Relationships
Occurrences
Capturing Part Design History
Part Iteration History
Part Version History
Part Life Cycle History
Part Save As History
Filtering Part Structures
Using Configuration Specification Filters
Using the Option Filter
Using Specialized Filters
Best Practice for Using Multiple Part Structure Filters
Product Structure Reports
BOM Reports
Part Structure Comparison
Managing Product Change
Identify Issue
Request Change
Plan Change
Change Implementation
Physical Implementation
Managing Product Family
Product Family Management
Product Family Overview
Product Family Objects
Product Families Table
Creating a New Product Family
Product Family Information Page
Product Model Group and Product Model Information Pages
Searching for Product Family Objects
Creating Product Family Structures
Product Family Structure Tab
Editing a Product Family Object
Insert New Product Family Member
Assigning a Configurable Module
Managing Variant Specifications in a Product Family
Variant Specification Information Page
Creating and Managing Variant Specifications
Configuring Managed Variant Specifications
Variant Specification Structure Tab
Configuring a Managed Variant Specification Using Manual Selection
Filtering Options for a Managed Variant Specification
Variant Baselines
Prototype Management Using Variant Baselines
New Variant Baseline Window
Adding a Variant Specification to a Variant Baseline
Edit Variant Baseline Window
Variant Baselines Tab
Variant Baseline Information Page
Variant Specifications Table
Replace Variant Specification Window
Update Variant Specifications Window
Baseline Objects Table
Adding Baseline Objects
Update Baseline Objects Window
Edit Baseline Objects Window
Impacted By Objects Table
Product Family Matrix Editor
Product Family Matrix Editor
Matrix Editor Tool Bar
Matrix Editor Product Family Pane
Matrix Editor Configurable Module Table
Configurable Module Shortcut Menu Actions
Matrix Editor Update Baseline Objects Window
Matrix Editor Variant Specification Table
Matrix Editor Details Pane
Customizing Product Family Matrix Editor
Product Family Administration
Product Family Management Module Licenses and Installation
Product Family Management Roles
Product Family Management Preferences
Product Family Management Object Initialization Rules
Product Family Management Customizations
Managing Part Structures
Part Structure Browser
Part Structure Information
About the Part Structure Pane
Find in Structure
Occurrence Display
Viewing Related Information in a Structure
Attributes Tab
Attributes Tab
Uses Tab
Occurrences Tab
Visualization Tab
Traces Tab
Documents Tab
Parameters Tab
Constraints Tab
Part Structure Actions
Editing Action Set - Parts
Inserting an Existing Part
Editing Usage Attributes
Check Out/In Action Set - Parts
My Checkouts
Clipboard Action Set - Parts
About Copying Parts
Viewing Action Set - Parts
New/Add To Action Set - Parts
Filter Action Set - Parts
About Part Structure Filters
Viewing a Structure’s Current Filter Properties
Editing a Structure Filter
About Configuration Specifications
Specifying a Latest Configuration Specification
Specifying an As Matured Configuration Specification
Selecting a Baseline Configuration Specification
Selecting a Unit Effectivity Configuration Specification
Selecting a Date Effectivity Configuration Specification
Selecting a Promotion Request Configuration Specification
About Spatial Filters
Box Spatial Filters
Sphere Spatial Filters
Proximity Spatial Filters
About Attribute Filters
Create New Attribute Filter Expressions
Add, Edit, or Remove Attribute Filter Expressions
Using Multiple Attribute Filter Expressions
Saving and Reusing Structure Filters
Saving and Reusing Structure Filters
Managing Saved Structure Filters
Tools Action Set - Parts
Comparing Structures
Comparing Part Structure to Part Structure
Starting a Part to Part Structure Comparison
Interpreting Part to Part Structure Comparison Results
Interpreting Reference Designator Comparison Results
Reports Action Set - Parts
Editing in the Uses Tab
Edit Attribute Value for Multiple Parts
Editing in the Occurrences Tab
Adding Occurrences
Editing Attributes Having Multiple Values
Managing Replacement Parts
Defining Replacements in a Part Structure
Replacement Tables on Information Page Tabs
Replacing a Part with an Existing Part or Alternate/Substitute
REST APIs for Part Relationships
Product Structure Explorer
About Product Structure Explorer
About Explorer Modes
About the navigation pane
Part Attributes
Selecting Multiple Objects
Entering Data in a Table
About Filters
Editing a Product Structure Filter
Saving Filters
Using a Saved Filter
About Task Tabs
Information Tab
Uses Tab
Where Used Tab
View Tab
Documentation Tab
Replacements Tab
AML - AVL Tab
Parameters Tab
Constraints Tab
File Menu
File Menu
Edit Menu
View Menu
Selected Menu
Editing User Preferences
Editing User Preferences
About Column Display
Modifying Tab Display
Related Information Icons
Opening a Part
Opening a Part
Finding Objects in the Structure
About Queries
Creating a New Query
Defining Query Criteria
Displaying Query Results
Saving the Query
Organizing and Executing a Query
Viewing Query Results Table
Modifying a Saved Query
Clearing a Query
Searching for Objects
Locating Contexts
Searching for Organizations
Using Wildcard Characters
Specifying Date and Time Search Criteria
Date and Time Operators
Creating a Part
Creating a Part
Inserting and Replacing a New Part
Inserting and Replacing an Existing Part
Inserting and Replacing a Recently Created Part
Cutting, Copying, and Pasting
Copying to and from Windchill Clipboard
Dragging and Dropping
Creating a New Version with a New View
Checking Out an Object
Checking Out an Object
Checking In an Object
Associating a Document with an Object
Editing Common Attributes
Editing Attribute Values by Column
Editing Visual Location
Renaming Objects
Revising a Part
Duplicating a Part
Creating a One-off Version
Classifying Parts
Removing a Classification
Validating Changes
Assigning Choices
About Occurrences and Reference Designators
Adding or Editing Occurrences
Removing Occurrences
Defining Alternate Parts
Defining Alternate Parts
Defining Substitute Parts
About Annotating
Creating an Annotation Set
Viewing Annotation Set Properties
Opening an Existing Annotation Set
Saving an Annotation Set
Applying an Annotation Set
Deleting an Annotation Set
Reverting an Annotation Change
Adding a Comment
Editing Comments
About Managed Baselines
Creating a Managed Baseline
Adding to a Baseline
Removing from a Baseline
Advanced Assembly Editor Overview
Understanding the Advanced Assembly Editor Interface
Adding, Removing, or Copying Available Assemblies
Adding, Removing, or Copying Available Assemblies
Adding and Removing Assemblies in the Assembly Editor
Open in New Advanced Assembly Editor
Show or Hide Occurrences
Show or Hide Occurrences
Display Single or Multiple Levels
View Structure
Sorting Product Structures
Filtering the Assembly Editor
Setting the Assembly Editor View
Displaying Assembly Editor Columns Vertically or Horizontally
Assembly Editor Attribute Columns
Revising an Edited Assembly
Revising an Edited Assembly
Changing Part Quantities
Inserting Parts
Removing Parts
Undo Part Removal
Clear Markup
Copy Assembly
Saving Changes
Exporting Product Structures
Windchill Options and Variants Capabilities
Overview of Product Configuration Strategies
Business Strategies Supporting Product Variability
Managing Configurable Products
Support for Configurable Structures and Access Control
Variant Design and Generation Process
Terminology Used In Options and Variants
Quick Reference to Concepts and Processes Used in Options and Variants
Mapping Product Configuration Approaches to Windchill
Managing Product Families and Configurations in Windchill
Workflow for Defining Product Families
Additional Features Provided with the Platform Structures Module
Adding Users to the PTC Platform Structures License Group
Managing Configurable CAD Structures
Sample Scenarios for AnyBOM Assembly
Overview of the List-based Option Selection and Filtering
Loading Demo Data
Creating and Managing Enterprise-wide Definitions
Options and Choices
Object Types Used in List-based Option Selection
Iterating Option Sets, Choices, Options, and Choice Rules in Windchill 10.2 and Beyond
Enabling or Disabling Sales and Design Subtypes
Creating a New Option Subtype
Customizing the Display Name of the Option Type
Managing Options in the Option Pool
Options and Choices
Options and Choices with Numeric Values
Creating Textual and Numeric Options
Defining the Quantity of Measure for Option with Numeric Values
Overriding the Units of Measure for Options with Numeric Values
Including Options and Choices with Numeric Values in Expressions and Conditional Rules
Viewing Information About an Option
Editing an Option
Deleting an Option
Renaming an Option
Restrictions on Option Names
Creating Groups of Options
Assigning Options to Groups
Viewing Information About a Group
Editing a Group of Options
Deleting a Group
Creating Textual and Numeric Choices
Working With the Choices Table
Viewing Information About a Choice
Editing a Choice
Renaming a Choice
Where Used Information for a Choice
Setting the Preference for Displaying Choices
Tips for Choice Selection
Ensuring Name Uniqueness for Options and Choices
Searching for Options and Variants Objects
Defining Global Rules for Options and Choices
Numbering for Choice Rules
Rule Validation To Prevent Duplicates
Rule Validation to Prevent Conflicts with Other Rules
Revision Control of Choice Rules
Change Management of Choice Rules
Promotion Request for Choice Rules
Exporting the Latest Iterations of all Versions of Choice Rules
Conditional Rules
Creating a Conditional Rule
Using Actions In the Conditional Rule
Using Numeric Choices
Viewing Information About a Conditional Rule
Editing a Conditional Rule
Deleting a Conditional Rule
Enable Rules
Creating an Enable Rule
Viewing Information About an Enable Rule
Editing Enable Rules
Deleting an Enable Rule
Include Rules
Creating an Include Rule
Viewing Information About an Include Rule
Editing an Include Rule
Deleting an Include Rule
Exclude Rules
Creating an Exclude Rule
Viewing Information About an Exclude Rule
Editing an Exclude Rule
Deleting an Exclude Rule
Using Option Sets to Organize Product Families
Working with Option Sets
Workflow for Defining an Option Set
Creating an Option Set
Managing Local Rule Changes for the Option Set
Revising Local Rules
Editing an Option Set
Deleting an Option Set
Managing the Option Set
Information Page of an Option Set
Managing Choices in the Option Set
Checking for Duplicate Choices
Setting Date Effectivity for Choices
Previewing an Option Set
Managing Choice Rules in the Option Set
Managing Include Rules for the Option Set
Managing Exclude Rules for the Option Set
Managing Enable Rules for the Option Set
Managing Conditional Rules for the Option Set
Non-latest Checkout of Choice Rules
Creating a Copy of an Option Set with Save As
Assigned Option Set
Assigning an Option Set to an Object
How Windchill Determines the Assigned Option Set To Use
Unassigning an Option Set
Overriding the Revision of the Assigned Option Set
Exporting and Importing an Option Set
Merging Option Sets
Rules for Merging
Merging Choices and Rules
Removing Merged Choices and Rules
Setting up Configurable Product Structures
Configurable Modules
Creating a Configurable Product
Creating a Configurable Module
Switching Between a Standard Part and a Configurable Module
Restricting the Number of Child Parts
Information Page of a Configurable Module
Assigning Expressions
Basic and Advanced Expressions
Supported Expressions
Independent Assigned Expressions
Authorizing Team Members to Create Independent Assigned Expressions
Converting Assigned Expressions to Independent Expressions
Assigning Expressions to Usage Links of Configurable Modules
Assigning Expressions to Parts
Assigning Expressions to Uses Occurrences
Defining Basic Expressions
Defining Advanced Expressions
Syntax for Creating Advanced Expressions
How the System Determines the Assigned Option Set When Assigning Expressions
Overriding the Version of the Assigned Option Set
Using Functions in Advanced Expressions
Configuring Expressions
Validating Expressions
Viewing Assigned Expressions
Using the Property ato.alternate.expression.format to Control the Display of Expressions
Frequently Asked Questions About Expressions Assignment and Filtering
Manufacturing Process Deliverables
Working with Aliases
Viewing Aliases
Creating an Alias
Editing an Alias
Alias Information Page
Revising Aliases
Deleting Aliases
Renaming Aliases
Managing Alias Objects
Filtering a Configurable Product Structure with the Option Filter
Specifying the Filtering Criteria for the Option Filter
Specifying the Configuration Specification for the Option Filter
Evaluating Expressions During the Option Filtering
Filtering Occurrences with Assigned Expressions
Filtering a Product Structure Using a Variant Specification
Effect of Rules on Choice Selection
Saving Filtering Criteria
Standard and Alternate Option Filter
Customizing Filtering Behaviors for the Option Filtering Delegate
Evaluation of Advanced Expressions
Configuring Standard and Alternate Behaviors
Filtering with Missing Expressions
Standard Filtering Configuration File Example
Alternate Filtering Configuration File Example
Custom Filtering Configuration File Example
Developing Advanced Selection Logic for Configurable Modules
Basic Steps for Defining Advanced Selection
Adding a Parameter
Editing a Parameter
Information Tab of the Edit Parameter Window
Constraint Tab of the Edit Parameter Window
Specifying a Parameter Range
Equivalency Tab of the Edit Parameter Window
User Interface Tab of the Edit Parameter Window
Enabling the Selection of Multiple Values for a Parameter
Inserting a Page Break
Adding a Constraint
Case Table Editor
Editing a Case Table Parameter
Editing a Parameter Formula
Selecting Case Table Parameters
Expression Editor
External Application Constraint Editor
Linking Advanced Logic Parameters with Options
Assigning a Logic Reference to Another Configurable Module
Defining Part Parameters Using Another Configurable Module
Organizing Input for the Advanced Selection Logic
Validating the Logic for a Configurable Module
Adding a Child Resolution
Comparing Logic Between Two Configurable Modules
Variants Created From Configurable Modules With Advanced Selection Logic
Creating Module Variants with Collapsible Middle Nodes
Variant Properties
Creating and Managing Variants
Creating Variant Structures Using the Configure Process
Set Filter Step: Specifying Expansion Criteria and Applying Filters
Set Parameters Step: Providing Inputs for Part Parameters
Using Input Pages
Preview Step: Reusing Existing Variant Specifications and Variants
Variant Specification Step: Defining a Variant Specification
Variant Part Step: Generating a Variant
Capturing Transformation Matrices and Part Occurrences in the Variant Part Structure
Variant Specification Information Page
Variant Specification Information Page
Previewing a Variant Specification
Comparing Variant Specifications
Revision and Change Management for Variant Specifications
Reconfiguring a Variant Specification
Capturing the Configuration of a Variant Specification
Loading Variant Specifications
Loading Variant Specifications from a Spreadsheet
Loading Variant Specifications Using an API
Loading Variant Specifications Using API #1
Sample Code for API #1
Loading Variant Specifications Using API #2
Sample Code for API #2
Creating a Copy of the Variant Specification
Selected Choices Table
Managing Deliverables
Managing Data for Options and Variants — Reference
Migrating Objects from Windchill 9.1 to Windchill 10.0 or Later
Migrated Objects
Example of Moving Option Sets After Migration
Manually Moving Migrated Objects to Products and Libraries
Moving Objects Using WinDU and WinRU
Loading Data for Options and Variants
List of Objects in Options and Variants
Group
Option and Choices
Using Load Files to Update Options and Choices
Expressions on Usage Links and Occurrences
Independent Assigned Expressions
Conditional Rule
Alias
Include Rule
Exclude Rule
Enable Rule
Option Set
Add Choices to an Option Set
Register an Option Set
Associate Choices to Choice Mappable
Navigation Criteria
Navigation Filter
External Logic Reference Link
Case Table
Option Set Assignment and Customization
Examples and Best Practices for Advanced Selection Logic
Introduction
Understanding How Logic Elements Are Evaluated
Naming Conventions for Parameters and Constraints
Selecting Options for a Configurable Module
Enabling a Single Option Based on a Yes/No Response
Enabling a Single Option Based on a User Response
Choosing Between Two Options Based on a User Response
Selecting One Option from a Set of Several Possible Options
Selecting One Option from a Set of Several Options
Selecting a Single Option from a Rapidly Changing Set of Options
Common Logic Expressions
Comparing Two String Values
Combining Two Expressions with an AND Operator
Including Two Expressions with an OR Operator
Simple If/Then Expressions Using Case Tables
Complex If/Then Expressions Using Case Tables
Controlling Available Options Using Case Tables
Conditional Expressions
Creating Modular Configurable Product Structures
Designing a Module Product Structure
Passing Parameter Values between Sections of a Product Structure Using Equivalencies
Passing Parameter Values between Sections of a Product Structure Using Reference IDs
Attaching Documents to a Configurable Product Structure
Improving the User Interface of the Configuration Process
Hiding Input Parameters When Users Do Make a Selection
Explaining Input Parameters that Users May Not Specify
Adding Images for Parameters with Enumerated Values
Displaying Values as Radio Buttons
Controlling Input Parameters Using Page Breaks
Adding Titles and Images to Specific Parameter Pages
Adding Images for Specific Pages of Parameters
Controlling the Order of Input Parameters Using Child Resolution
Controlling the Display Format of Decimal Numbers
About Releasing a Configurable Product Structure
Defining a Default Baseline
Modifying a Default Baseline
Using a Default Baseline
Configurations and Instances Overview
Part Configurations
Creating a New Part Configuration
Part Configuration Information Page
Part Configuration Structure Tab
Renaming a Part Configuration
Repopulating a Part Configuration
Creating a New Part Configuration from an Existing Part Configuration
Assigning a Part Version in a Part Configuration
Overriding a Part Occurrence in a Part Configuration
Deleting a Part Configuration
Comparing Part Configurations
Part Instances
Creating a New Part Instance
Part Instance Information Page
Part Instance Structure Tab
Filter Action Set - Part Instances
Part Instance Configuration Specification
Incorporating a Part Instance
Allocating a New Part Instance
Allocating an Existing Part Instance
Deallocating a Part Instance
Replacing a Serialized Part in a Part Instance
Undoing a Replacement for a Part Instance
Renaming a Part Instance
Creating a New Part Instance from an Existing Part Instance
Deleting a Part Instance
Editing a Part Instance
Comparing Part Instances
Managing Change
About Change Management
About Change Status Indicators
About Rich Content
Change Management Administration
Change Management Preferences
Enable the Participant List Table
Configuring the Participant List
Administration of Problem Reports and Variances in Projects
Converting Simple Text Attribute to Rich Text Attribute
Customizing the Simple Text to Rich Text Conversion Utility
Procedure
Limitations
Sample Code
Converting Rich Text Attribute to Simple Text Attribute
Using Simple, Rich, and HTML Text Components of Cognos
Updating Character Limits for Change Summary Reports in Cognos
Specifying Implementation States
Change Status Calculator
Business Rules Available
Administration of Change Process Transitions
Custom Change Process Transitions
Setting Up the Life Cycle Template to use Change Management Transitions
Access Control Policies for Change Notice Template Selection
Change Association Rule Administration
Change Association Rules Table
Define Change Association Rules
Import and Export Objects with Change Associations
Flexible Change Link Conversion
FlexibleChangeConverter Utility
Configure Link Converter Rules
Convert Custom Links to Flexible Change Links
Import and Export Change Objects Within Different Association Modes
Administration of Terminal States for Change Management Objects
About Issues
About Problem Reports
Creating a Problem Report
Editing a Problem Report
Problem Report Information Page
About Change Requests
Creating a Change Request
Editing a Change Request
Propagating Information from the Problem Report
Change Request Information Page
About Change Notices
Creating a Change Notice
Editing a Change Notice
Automatically Creating a Change Notice from a Change Request
Propagating Information from the Change Request
Change Notice Information Page
About Change Tasks
Creating a Change Task
Editing a Change Task
Change Task Information Page
Participant List Table
About Impact Association
Enabling Impact Association
Setting the Impact
Viewing the Impact
About Sequenced Implementation Plans
Assigning Change Tasks to a Sequence
Change Baseline Report
Creating the Change Baseline Report
About Change Investigations
Change Investigation Information Page
About Change Proposals
Change Proposal Information Page
About Analysis Activities
Analysis Activity Information Page
About Variances
Creating a Variance
Editing a Variance
Incorporating a Variance
Variance Information Page
Associated Annotations
Adding an Annotation
Adding an Annotation to the Associated Annotations Table
Adding an Annotation to the Affected Objects Table
Interference Annotations
Viewing an Annotation
Editing an Annotation
Removing an Annotation
Change Locks
Problem Reports and Variances in Projects
Creating a Problem Report in a Project
Editing a Problem Report in a Project
Creating a Variance in a Project
Editing a Variance in a Project
About Change Associations
Change Association Tables
Associated Process Objects
Associated Reference Objects
About Mass Change Operations
Performing Mass Change Operations
Mass Change Operation—Replacing an Existing Part
Mass Change Operation—Inserting an Existing Part
Mass Change Operation—Removing a Part Usage
Mass Change Operation—Editing a Part Usage
Mass Change Operation—Inserting an Existing Document
Mass Change Operation—Removing a Related Document
Previewing Mass Change Operations
Common Change Management Procedures
Determining Fast Track and Full Track Complexity
Completing Tasks
Revising a Change Notice
Setting the Disposition of Affected Objects
Quick Entry Using Autosuggest
About Change System Reports
Viewing Change Management Logs
Viewing Change Summary Reports
Viewing Implementation Status Reports
Affected End Items Part Master Report
Change Management Tables
Affected Objects, Affected End Items, and Resulting Objects
Affected Objects Table for Problem Reports
Affected Objects Table for Variances
Affected Objects Table for Change Requests
Affected Objects Table for Change Tasks
Affected Objects Table for Design Reviews
Affected End Items Table
Resulting Objects Table
Impacted Objects Table
Change Summary Table
Implementation Plan Table
Related Supplier Parts and Documents Table
Proposals and Investigations Table
Analysis Activities Table
About Design Reviews
About Effectivity
Effectivity Table
Adding Effectivity
Setting Effectivity Range
Automatic Merging of Effectivity Ranges
Modifying Effectivity
Setting Effectivity
Specifying Effectivity
Determining Effectivity Type
Specifying Effectivity Propagation
Viewing Effectivity
Viewing Effectivity by Version
Changing the Effectivity of an Object
Adding a New Effectivity Statement
Updating an Existing Effectivity Value
Deleting an Existing Effectivity Value
Syntax for Effectivity Values
Change Monitor
Setting the Scope
Charted Information
Full Track vs. Fast Track Change Requests
Special Reports
Change Monitor Reports
Creating Custom Change Monitor Reports
Managing Projects
Projects and Programs
Project and Program Actions
Project Attributes
Create a Project
Edit a Project
Terminate a Project
Save as a New Project
Save a Project as a Template
Project Monitoring
Import and Export Projects
Import a Project
Export a Project
Export a Project as a Template
Plans
Plans Table
Plan Information Page
Create a Plan
Create a Product Plan
Edit a Plan
Plan Templates
Plan Calendar
Plan Schedule
Schedule Table Views
Schedule Table Actions
Automatic Execution
Reschedule Plan
Timeline
Gantt Explorer
Capacity Report
Plan Baselines
Create a Plan Baseline
View Plan Baseline Information
Manage Plan Baselines
Plan Activities
Activity Information Page
Create an Activity
Edit an Activity
Move or Copy Activities
Create Multiple Activities
Edit Multiple Activities
Start Activities
Complete Activities
Plan Activities Table
Activity Schedule Calculation
Task Types and Effort Driven
Activity Date Constraints
Predecessor Relationships
Basic Activity Calculation Example
Summary Activity Calculation Example
Resources
Resources Table
Resource Attributes
Create a Resource
Edit a Resource
Resource Assignments
Resource Assignment Information Page
Create a Resource Assignment
Reassign Resource Assignments
Edit a Resource Assignment
Accepting Work
Track Work
Track Activity Work
Track Resource Assignment Work
Track New Work
Track Work Example
Deliverables
Deliverable Information Page
Associated Deliverables Table
Create a Deliverable
Edit a Deliverable
Delete a Deliverable
Action Items
Action Item Information Page
Creating an Action Item
Editing an Action Item
Resolving an Action Item
Deleting an Action Item
Working with Action Items in Microsoft Excel
Using the Action Items Template
Editing Action Items in Microsoft Excel
Importing Action Items from Microsoft Excel
Exporting Action Items to Microsoft Excel
Routing
Route an Object
Check Route Status
Edit a Route
Terminate a Route
Microsoft Project Integration
Edit in Microsoft Project
Export to Microsoft Project
Import a Microsoft Project Plan
Unsupported Import Features
Project States
Project Status
Sharing Between Projects
Project Planning Preferences
Functional Comparison of Classic and EPP Projects
Classic Plans
Classic Project Details
Editing a Classic Project
Converting Project Types
Saving As a New Classic Project
Saving a Classic Project as a Template
Exporting a Classic Project as a Template
Classic Project Plans
Classic Plan Table
About Timeline in Classic Projects
Adding a Classic Plan Object to the Timeline
Adding a Plan Object to the Timeline from the Plan Table
Adding a Plan Object to the Timeline from the Timeline Toolbar
Removing a Classic Plan Object from the Timeline
Classic Plan Objects
Classic Plan Object Information Pages
Editing Multiple Classic Plan Objects
Moving a Classic Plan Object
Classic Activities and Summary Activities
Creating a Summary Activity
Editing a Summary Activity
Creating a Classic Activity
Editing a Classic Activity
Classic Milestones
Creating a Classic Milestone
Editing a Classic Milestone
Subprojects
Creating a Subproject
Editing a Subproject
Classic Deliverables
Creating a Classic Deliverable
Editing a Classic Deliverable
Classic Deliverable Information Page
Associating a Classic Deliverable with Other Types of Objects
Associating Classic Activities
Associating Classic Milestones
Associating Other Types of Objects
Removing an Associated Deliverable
Subscribing to a Classic Deliverable, Action Item, or Plan Object
Classic Resources
Creating a Classic Resource
Editing a Classic Resource
Microsoft Project Integration for Classic Projects
About Classic Project or Program Execution
About Classic States and Phases
Exchanging Data Between Contexts
Project Status Table
Three Types of Shared Access
Permissions and Valid Object Types
Actions to Exchange Objects
Adding PDM Objects to a Project
Sending Objects to PDM
Sharing from Project to Project
Collect Objects Table for Sharing
Using the Object Collector
Table View and Columns
Actions to Add Objects
Actions to Remove Objects
Actions to Exchange Objects
Managing Shared Objects
Synchronizing Shared Objects
Scheduled Synchronization
Manual Synchronization
Sharing Filters
Converting a Shared Object to PDM Checkout
Removing a Shared Object
Managing PDM Checkout Objects
Use Case Example for PDM Checkout
Undoing a PDM Checkout
Converting a Deprecated Object to a Share
Sharing Rules and Considerations
States and Status When Sharing
Deleting Projects or Shared Objects
Interoperability and CAD Integration
Shared Objects in Workspaces
Resolving Identity Conflicts
Sharing Family Table Objects
Windchill Clipboard
Clipboard Window
Copy and Paste
Cut and Paste
Copy a Page
Paste Selection
Using Excel to Export and Import Data
Best Practices for using Excel to Export and Import Data
About Exporting Data to Excel
Considerations for Exporting Data
How to Export Data to Excel
BOM Table Worksheets
About Importing Data from Excel
Import Job Monitor and Import Job Information Page
Considerations for Importing All Data
Considerations for Importing Parts
File Format for Importing Parts
Considerations for Importing Product Structures or BOMs
File Format for Importing Product Structures or BOMs
Considerations for Importing Replacements
File Format for Replacements
Considerations for Importing AML/AVL Entries
File Format for Importing AML/AVL Entries
Import Logic When Importing from Excel
How to Import Data from Excel
Canceling an Import Job
Action Items in Excel
Using Packages to Import and Export Data for Offline Collaboration
Sending and Receiving Windchill Packages
The Package Process
Packages: Sending Side
Packages: Receiving Side
External Collaboration Example Using an Export Only Package Delivery and Windchill ProjectLink
External Collaboration Example Using a PTC Windchill 10.2 Package Delivery on a DVD
Best Practices for Working with Packages
Best Practices for Working with Received Deliveries
Supported Objects for Windchill Importable Packages
Setting Package Preferences
Life Cycle and Workflow Templates for Packages
Package Creator Role
Windchill PLM Connector Importable Package Group
Replication Package Administrator Group
Received Delivery Manager Role
Create Package
Working with Package Types
Windchill Packages and Technical Data Packages
Creating a Package
Package and Technical Data Package Information Page
Editing a Package or Technical Data Package
Replication Packages
Creating a Replication Package
Replication Package Information Page
Editing a Replication Package
New Iteration for Replication Packages
Package Content
Revising a Package
Adding Successors
Saving As a New Package
Packages Table
Establishing Package Content
Adding Content to a Package, Technical Data Package, CDRL Package, or SDRL Package
Initially Selected Objects Table
Collection Options
Editing Package Filters
Package Content Table
Adding Content to a Replication Package
Contexts Table
Managing Package Extensions
Locking a Package
Unlocking a Package
Files Table
Create Delivery
Deliveries
Creating and Editing a Delivery
Delivery Information Page
Delivery Content Table
Downgraded Deliveries Table
Deliveries Table
Send Delivery
Zipping a Package for Delivery
Format Options
Delivery Options
Manifest Options
Security Options
Downgrade Releases
Packages and CAD File Synchronization
Downloading Package ZIP Files
Sending a Package
Receiving a Package
Obtain Received Delivery Files
Viewing Package Content Offline
Viewing Importable Package Content
Review Manifest
Viewing Package Content Using the Static Manifest
Use Offline Viewer
Viewing Package Content Using the Offline Viewer
Upload Received Delivery Files
Received Deliveries
Upload Received Delivery Files
Received Delivery Management Table
Received Delivery Information Page
Received Delivery Attributes
Received Delivery Files Table
Editing a Received Delivery
Preview Import
Preview Import for a Received Delivery
Define Mapping
Mapping Management Table
Editing Received Delivery Source System Information
Defining Received Delivery Mapping
Context Mapping
Owning Organization Mapping
View Mapping
Life Cycle Mapping
Folder Mapping
Security Label Mapping
Defining Received Delivery Mapping Using a Load File
Import Received Delivery
Importing Received Delivery Files
Importing Incremental Received Delivery Files
Using the Event Management Utility for Received Delivery Import
Reviewing the Import Summary Report for a Received Delivery
Viewing a Received Delivery Import Log File
Reviewing a Received Delivery Import Log
Troubleshooting Received Delivery Import
Defining Received Delivery Conflict Resolutions Using a Load File
Working with Objects Imported Using a Received Delivery
Selecting Life Cycle Templates and Initiating Workflow Processes during Received Delivery Import
Importing Participants with Replication Packages
Additional Windchill Capabilities
Windchill Aerospace and Defense
About WADM Configuration Items and Design Solutions
Product Structure
Configuration Management Objects: Windchill Parts
Configuration Level Details
Configuration Level Effectivity
About Configuration Level Change Management
Change Examples
Configuration Level Structure with the Link Object
Link Object Change Example
Administration and Configuration
Managing Parts
Defining Part Subtypes and Relationship Constraints
Custom Part Subtype Examples
Managing Change Objects
Managing Effectivity
Configuring the System to Employ the Link Object
Using Windchill Aerospace and Defense Configuration Management Features
Windchill Aerospace and Defense Interface
Object Information Page Tables
About Modification Stack Tables
Object Actions
Product Structure Effectivity Range Filter
Managing Part Structure
Managing the Configuration Level Part Structure
Managing Configuration Level Change
Creating a Change Directive
Generating Change Actions
Fulfilling Change Actions
Change Examples
Managing the Configuration Level with the Link Object
About CDRLs and SDRLs
Creating a CDRL or SDRL
CDRL and SDRL Information Pages
Editing a CDRL or SDRL
About CDRL and SDRL Reports
About Unincorporated Changes
Creating an Unincorporated Change
Approving an Unincorporated Change
Editing an Unincorporated Change
Viewing an Unincorporated Change
Incorporating an Unincorporated Change
Windchill Quality Solutions
Installing the Windchill Quality Management System
Assumptions for Installing QMS
Products Needed to Install QMS
Enabling the Windchill System for Data Entry
Setting Up a Quality Context
Setting Up Team Roles
Adding Quality Action Links to the Home Page
Adding or Importing People and Places
Windchill Quality Solutions Navigation
Editing a Quality Context
Windchill Quality Solution History Timeline
Details Page for a Quality Context
Quality Tasks Table
Using the Design History File and Device Master Record
Tracking Licenses for Windchill Quality Solutions
Using the Training Tracking Function
CAPA Page Overview
CAPA Information Page
CAPA Audit Trail
Nonconformance Page Overview
Nonconformance Information Page
Nonconformance Audit Trail
Customer Experience Page Overview
Customer Experience Information Page
Customer Experience Audit Trail
Quality Teams
Windchill CAPA Roles
Windchill Nonconformance Roles
Windchill Customer Experience Management Roles
Quality Reports
Quality Utilities
Quality Document Administration
Quality Part Administration
Administration of Terminal States for Quality Management Objects
People and Places Administration Overview
Selected People and Places Table
Creating People and Places
People and Places Information Page
Editing People and Places
Quality Classification Trees
Viewing Classification Tree Items
Creating or Updating Classification Tree Items
Importing Items into a Classification Tree
Exporting Items from a Classification Tree
Failure Effects, Failure Modes, and Harm Hazards
Failure Effects Overview
Creating Failure Effects
Editing Failure Effects
Deleting Failure Effects
Failure Modes Overview
Creating Failure Modes
Editing Failure Modes
Deleting Failure Modes
Harm Hazards Overview
Creating Harm Hazards
Editing Harm Hazards
Deleting Harm Hazards
The Windchill CAPA Process
Windchill CAPA Requests
Creating a New CAPA Request
Creating a New CAPA Request from a Nonconformance, Customer Experience, or Existing CAPA
Editing a CAPA Request
Windchill CAPA Reviews
Windchill CAPA Investigations
Action Plans
Internal and External Action Plan Owners
Conducting an Action Plan Task
Creating a Windchill CAPA Plan Approval Package
Change Notices
Conducting the Submit Change Notice Task
Conducting the Complete Change Notice Task
Conducting the Review Change Notice Task
Conducting the Rework Change Notice Task
Conducting the Audit Change Notice Task
Windchill CAPA Action Implementations
Windchill CAPA Action Confirmations
Windchill CAPA Action Effectiveness
Windchill CAPA Effectiveness
Creating a Windchill CAPA Effectiveness Approval Package
Editing a CAPA from Any State
Printing CAPAs
The Windchill Nonconformance Process
Create a New Nonconformance
Evaluate a New Nonconformance
Create a New Nonconformance Investigation
Create a Disposition Plan
Add a Disposition
Edit a Disposition Plan
Perform a Disposition
Edit a Nonconformance from Any State
Printing Nonconformances
The Windchill Customer Experience Management Process
Creating or Editing a Customer Experience
Evaluating a Customer Experience
Customer Experience Activities
Creating a Customer Experience Activity
Responding to a Customer Experience Activity
Reviewing a Customer Experience Activity
Product Activities
Creating a Customer Experience Product Activity
Creating a Customer Experience Product Investigation Activity
Responding to a Customer Experience Product Activity
Reviewing a Customer Experience Product Activity
Processing a Returned Product
Investigating a Product
Regulatory Decisions and Reports
Creating a Regulatory Decision Activity
Entering Decision Details
Viewing a Regulatory Report
Creating or Updating an Australia, Israel, or Japan Regulatory Report
Creating or Updating a Canada Regulatory Report
Creating or Updating a Vigilance Regulatory Report
eMDR Process Overview
Setting Up Electronic Submissions for eMDRs
Creating or Updating an eMDR
eMDR Troubleshooting
Configuring eMDR Blank Values
Approving a Regulatory Report
Submitting a Regulatory Report
Creating a Follow-Up Regulatory Report
Customer Experience Summary and Review
Editing a Customer Experience Object from Any State
Using Failure Codes and FMEA Objects
Printing Customer Experiences
Unique Device Identification
Installing Unique Device Identification
Assumptions for Installing UDI
Products Needed to Install UDI
Enabling Your System for UDI Data Entry
Working with Unique Device Identification
Setting Up UDI Submissions
Creating and Editing Templates for UDI Submissions
Creating a New UDI Submission in PTC Windchill
Importing and Updating a UDI Submission from a Spreadsheet
Completing the UDI Submission Form
Linking a New UDI Submission to a Part
Viewing Information for UDI Submissions
Customizing Table Views for Multiple UDI Submissions
Validating Multiple UDI Submissions
Approving Individual UDI Submissions
Approving Multiple UDI Submissions
Creating Follow-Up UDI Submissions
Refreshing Source Data in UDI Submissions
Resolving Individual Delayed UDI Submissions
Resolving Multiple Delayed UDI Submissions
Resolving Failed UDI Submissions
Service Information Management
Using Windchill Service Information Manager and Windchill Service Parts
About the Documentation for Windchill Service Information Manager and Windchill Service Parts
About Servigistics InService
About Service Structures
About Information Structures
About Publication Structures
Managing Service Structures
Service Structure Information Page
Service Group or Section Information Page
The Service Structures Tables
Set as Primary Information Structure
Service Structure Attributes
Table of Contents Information Page
Index Information Page
Impacted By Tab of Service Structures
Managing Part Associations in Impacted By Tab
About Impact Analysis Report
Managing Notifications to Modify Service Data Based on Part Updates
Manage Applicability
Assigning Applicability to Objects in a Folder
Managing Service Effectivity
Adding Service Effectivity to Multiple Items
Editing Service Effectivity of Multiple Items
Deleting Service Effectivity of Multiple Items
Assigning Symptoms to a Service Structure
About Part Document Filters
About Part Related Documents Report
Delivery Content Report
About Textual and Graphic Information Elements Requiring Update Report
Building Service Structures
Creating a Service Structure
Service Structure Templates
Service Structure Editing
All Checkouts
All Information Structure Checkouts
Rearranging Service Structure Objects
Create a New Information Structure
Create a New Publication Structure
Saving a Service Structure as a Master Structure
Generating a Publication Structure
Regenerating a Service Structure
Insert New Group or Section
Insert New Multiple Groups or Sections
Insert Existing Group or Section
Insert Existing Service Structure
Information Structure Tab of the Publication Structure
About Auto Populating a Service Structure
Doctype for Auto-Populate Configuration File
Auto Population: Sample Configuration File
Edit Attributes
Collecting Objects Associated with Structures
Service Structure Information Elements
Adding Textual Information Elements
New Textual Information Element
Adding New or Existing Graphic Information Elements
Adding Parts List Information Elements
New Parts List Information Element
Adding New or Existing Documents
Insert Existing Information Element
Adding Content to a Publication Structure from the Information Structure Tab
List of Information Elements Used in Service Structures
Replace Content with a Local Copy
Content Holders for Information Elements
Assigning Choices to Service Structure Objects
Publish Representation
About Translation Management in Service Structures
Generate a Translation Document for a Structure
Service Structure Translation Packages
Graphical Navigation
About Service Product Hierarchy
Service Product Hierarchy Information Page
Service Product Hierarchy Attributes
Managing a Service Product Hierarchy
Creating a Service Product Hierarchy
Linking Product Hierarchy to a Service Structure
Editing a Service Product Hierarchy
Publishing a Service Product Hierarchy
Updating Custom Product Hierarchy Objects to Out of the Box Service Product Hierarchy Types
About Windchill Service Parts
Windchill Service Parts Folders Page
Folder Contents Table Actions
Windchill Service Parts Information Page
The Windchill Service Parts Structure Tab
The Items Tab
The Applicability Tab
The Visualization Tab
The Related Parts Tab
The Add To Action Set
Viewing Action Set
The Related Objects Action Set
The Publish Action Set
The Service Action Set
Creating a Relationship Between the Source BOM and the sBOM
Service BOM and Source BOM Relationship Overview
About the Service Product Structure Explorer (sPSE)
Opening the Service Product Structure Explorer
Working in the Service Product Structure Explorer
Opening Objects in an Explorer
Selecting Objects in an Explorer
Creating and Editing Parts Lists
Creating a New Parts List Information Element
Opening a Parts List for Editing
Associating a BOM to a Parts List
Adding BOM Parts to a Parts List
Adding Existing Parts to a Parts List
Generating Parts Lists from SBOM Parts
Generating Parts Lists from a Generic Parts List (Template)
Updating Parts Lists after Changes to Source
Identifying Parts Lists Affected by Changes to Source SBOM
Controlling Update Required Notifications
Identifying Changes Made to a Source SBOM Associated with a Parts List
Updating a Parts List after Changes to the Source SBOM
Controls for Automatic Parts List Updates
Removing the Update Required Flag from a Parts List
Update Type for a Parts List During Update
Identifying Parts Lists Affected by Changes to Generic Parts List (Template)
Updating a Parts List after Changes to Generic Parts List (Template)
Parts Lists Requiring Update Report
Parts List Changes Report
Editing in the Items Tab
Editing Item Attributes
Editing Common Part Attributes for Parts List Items
Reordering Parts List Items
Sort a Parts List by an Attribute Value
Viewing Parts in a 3D Representation
Managing Parts Lists
Revising Parts Lists
Moving Parts Lists
Saving Parts Lists as New Objects
Collecting Objects Associated with Parts Lists
Deleting Parts Lists
Exporting Parts Lists
Importing Parts Lists
Managing Applicability
Assigning Applicability to a Parts List
Creating an Option Set
Assigning Choices to Part Usages
Filtering the Display of Parts
Filtering on Options
Filtering on Service Effectivity
Filtering on Attributes
Applicability for BOM Parts
Applicability for Parts List Illustrations
Service Replacement
Manage Replacements
Managing Alternate Parts
Managing Substitute Parts
Managing Supplementary Parts
Managing Superseded Parts
Parts List Illustrations
Creating and Updating Parts List Illustrations
Creating and Updating Parts List Illustrations Using Windchill Workgroup Manager
New Illustration
Update Illustration
Add an Illustration to a Parts List
Remove an Illustration from a Parts List
Illustrations in a Parts List
Generating XML for Creo Illustrate
Creating Parts List Representations
PDF and Bundle Publishing
Windchill Service Parts REST APIs
About Windchill Service Information Manager - S1000D Module
Getting Started
License Administration for S1000D
About the PTC Service Information Manager S1000D License and PTC Service Parts S1000D License Profiles
S1000D License Usage Tracking
S1000D SNS Sets Product and S1000D Look-up Library
S1000D Products and Libraries
User Roles
S1000D Library Management
Add a New Library
Amend the Library Contents
Attaching Storage or Shipping Part
Country Codes
Fitment Codes
Issue Types
Item Codes
Item Location Codes
Language Codes
Manufacturers
Material Item Category Codes
Notations
Security Classifications
Select or Manufacture From Identifier
Services and Models
Add a New Service
Add a New Model
Remove or Rename Services and Models
Technical Information Repository Codes
Manage the S1000D Library Team
S1000D Product Management
Add a New S1000D Product
Configure an S1000D Product
Configure S1000D Product Preferences
Product Configuration for Publishing Rules
Information Code Management
Add Information Codes
Delete Information Codes
Include S1000D Attributes for Parts
Populating the Product
S1000D Object Initialization Rules (OIR) Administration
Customization
Advanced Customization
Change-based OIRs
Content Holder (Part)- and S1000D Content (EPM Document)-based OIRs
Structure-based OIRs
Library-based OIRs
Working with the Information Structure in S1000D
Open an Existing Product
Add New SNS Node
Add Multiple New SNS Nodes
Update SNS Node Attributes
Add Information Elements
Add a BREX Data Module
Create a New Data Module
Create a New Model Identification-based ICN
Create a New CAGE Code-based ICN
ACT/CCT Data Modules
Manage Applicability
Purge Data Module from Information Structure
Editing Data Modules
Change Referenced BREX
Insert Referenced Data Modules
Illustrations
Include Secondary Content Attachment with an Illustration
Insert Illustrations
CIR/TIR Data Modules
Insert a CIR Reference
Working with the Publication Structure in S1000D
Create a Publication
Add Generated Front Matter to a Publication
Add Content to a Publication Structure
Add an External Publication Reference
Windchill Service Parts - S1000D Module
Working with the Windchill Service Parts - S1000D Module
Create a New Parts List
Add Parts to an AAD Parts List
Associate a Parts List with an IPD
Disassociate a Parts List from an IPD
Link Parts List Illustration to ICN
Generate Content of an IPD from a Parts List
Generate Content of an ICN
Additions to the Parts List Editor User Interface
New Parts List Information Element Dialog Box
Service Model Information Tab
Changes to the Related Objects Tab
Changes to the Items Tab
Changes to the Edit Attributes Dialog Box
Changes to the New Part Dialog Box
Publishing
Publication States
Set Publication State