PTC Windchill Status Tab

The PTC Windchill Status tab is available when you run SolidWorks in connected mode with Windchill Workgroup Manager. The status tab is placed at the bottom of the Customizable Task pane in SolidWorks, and displays the following information about the SolidWorks documents:

The information displayed in the PTC Windchill Status tab is based on the parameters defined in Windchill such as file name, workspace status, version in active workspace, and lifecycle state.

When a SolidWorks assembly from Windchill Workspace or Commonspace is opened in SolidWorks application, the PTC Windchill Status tab shows that assembly and their child components. The changes made to the CAD document in SolidWorks session is reflected in the PTC Windchill status tab after it is saved to Workspace.

The Windchill Status tab enables you to expand and collapse the assembly structure. By default, the first level of the assembly is expanded when an assembly is opened from Workspace or Commonspace.

In addition, in the PTC Windchill Status tab you can perform PDM actions by selecting and right-clicking one or more CAD documents. The availability of the PDM action depends on the status of the CAD document in Windchill workspace; thus, the PDM actions that are available in Windchill Workspace are valid in the SolidWorks feature tree PTC Windchill right-click actions.

The following table lists Object Statuses and the PDM actions available in the CAD application for each status:

Object Status	PDM Actions
Open from outside Windchill	Not Applicable
New and not saved to workspace	Not Applicable
Saved to workspace	• Auto Check-in • View Information
Checked-in Document	• Check-out • Lock • Update • View Information
Checked-out Document	• Auto Check-in • Undo Checkout • Update • View Information
Locked Documents	• Checkout • Unlock • Update • View Information

The following table displays the icons and tooltips for CAD document statuses as seen in the PTC Windchill Status Tab:

Icon in Windchill Workspace	Description
	New
	Modified locally or modifications uploaded
	Modifications need to be uploaded
	Locked by user in workspace
	Local files are out of date with workspace
	Checked out by you
	Checked out by you in another workspace
	Checked out by another user

The following table describes the symbols that indicate an object's general status in the PTC Windchill Status Tab:

General Status Column
Symbol	Tool Tip
	Locked (applies to workspace only) (embedded browser only)
	Checked out by you
	Checked out by you in another workspace (applies to workspace only)
	New (applies to workspace only)
	Checked out by another user
	Checked-out to a project (for Windchill PDMLink)
	Another Iteration is checked out by you
	Another Iteration is checked out by another user

The configurations in SolidWorks can be created as separate CAD documents (managed) in addition to the generic or unmanaged in Windchill by setting the parameter PTC_IS_INSTANCE to Yes or No.

When a managed configuration is opened in a SolidWorks session, the icon associated with such a CAD document is valid for that instance (configuration) which is open in session. When an unmanaged configuration is opened in a session, the icon associated with such a document will be that of a generic CAD document.