Exchanging Data Between Contexts

• For the purposes of the following topics, the term “PDM” refers to either the Windchill Arbortext Content Manager environment or the Windchill PDMLink environment. For example, to “check out an object from PDM” is to check out the object from Windchill Arbortext Content Manager or from a Windchill PDMLink context.

• By default, programs are not visible. Contact your administrator to make programs available in the Navigator.

• For information on user permissions and the object types you can share between PDM and a project, see Permissions and Valid Object Types.

• If an object is shared or checked out to a project from a PDM context, only the product version appears in the search results.

• You can segregate ongoing work into a project, where you can select team members who might otherwise not have access to a certain product or library. You can later decide whether to incorporate the results of the work. Therefore the ongoing project work does not disrupt other users who are working with the data.

• You can securely collaborate with partners and external suppliers. For example, you can invite someone outside your company to join a project and then share or check out certain objects to that project. This allows you to provide necessary information without exposing all of your PDM information.

Windchill ProjectLink and Windchill PDMLink or Windchill Arbortext Content Manager
Source	Destination	Actions
Project	Product, Library	Send to PDM You can use this action on two types of objects: • Objects created in PDM and checked out to a project. • Objects created in the project context. The object is added to the product or library baseline. You can then choose to share or check out the object back to the project. By default, the object is shared back to the project. For more information, see Sending Objects to PDM.
Program	Product, Library	Sharing is not allowed.
Product Library	Project	Add to Project Copy and Paste Both actions open the Add Objects to a Project window, where you can collect related and dependent objects to include. For more information, see Adding PDM Objects to a Project.
Product Library	Program	Sharing is not allowed.

Windchill PDMLink, Windchill Arbortext Content Manager, or PTC Pro/INTRALINK Only
Source	Destination	Actions
Product Library	Product, Library	Cut and Paste When you cut and paste objects between one product or library and another product or library, the Move window opens. For more information, see Cut and Paste. Move The Move action is similar to cut and paste. However, moving an object provides the following options: • Move all versions of the selected objects. • Move all view versions. • Move the current version and related iterations. For more information, see About Move.
Product Library	Product, Library Another folder within the same product or library	Copy and Paste The Paste As Copy window opens, where you can edit certain attributes for the copied objects. This action is similar to performing a Save As operation. For more information, see Copy and Paste.
Product Library	Another folder within the same product or library	Cut and Paste When pasting a cut object, the object is removed from the folder and pasted into the folder you select. The object is not removed from the folder until the paste action is complete. If you cut and paste an object within the same context, a new window does not appear. The screen refreshes to display the object in the pasted location.

Windchill ProjectLink Only

Source

Destination

Actions

Project

Program

Copy

and Paste

You can use the clipboard to copy between programs or from a project to a program.

The Paste Type window opens with the following options:

• Paste copies to the objects

• Paste links to the objects

Project

Program

Project

Copy

and Paste

You can use the clipboard to copy objects between projects or from a program to a project.

The Paste Type window opens with the following options:

• Paste copies to the objects

• Paste as shared objects

• Paste links to the objects

You can also copy an object that has been shared or checked out from PDM from one project to another.

For more information on the Paste Type options, see Sharing from Project to Project.

Project

Program

Another folder within the same project or program

Cut

and Paste

When pasting a cut object, the object is removed from the folder and pasted into the folder you select. The object is not removed from the folder until the paste action is complete.

If you cut and paste an object within the same context, a new window does not appear. The screen refreshes to display the object in the pasted location.