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27 views, 1 edit(s), 11775 characters(s) Page last modified 12:51, 10 May 2013 by contentconnector

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The Basics

1. Create a Workspace
2. Workspace Types
3. "To Do" Tasks
4. Workspace Management
1. 4.1. Clone
2. 4.2. Purge
3. 4.3. Delete

Learn the basics of creating a workspace on your PLM 360 site.

A workspace in PLM 360 is a virtual space in which to store, view, and work with data items that share the same attributes. Workspaces typically represent logical groupings, such as types or categories of products or processes. Some examples of workspaces are Project Costing, Items and BOMs, Change Requests, Change Orders, Inspections, Suppliers, Payment Procedure, and Employees.

Create a Workspace

It takes just a few steps to create a workspace. The first step is to enter basic details like name, description, and workspace type through the Workspace Manager.

On the Administration menu, click Workspace Manager.
On the Workspace Manager page, click New Workspace.

Workspace Types

All workspaces have generic features like Item Details, the Grid, Attachments, and Relationships. You can add other functionality to a workspace depending on the workspace type.

Basic Workspace: Use this type of workspace to manage data without workflow.
Basic Workspace with Workflow: Use this type of workspace to manage data with workflow.
Revision-Controlled Workspace: Items in this type of workspace are revision-controlled. These items have lifecycle phases and revisions. Use this type of workspace to manage the lifecycle of products or parts.
Revisioning Workspace: Use this type of workspace to control items in a Revision-Controlled Workspace.
Supplier Management: Use this type of workspace to manage suppliers for Sourcing and Costing.
Supplier Management with Workflow: Use this type of workspace to manage suppliers for Sourcing and Costing with workflow capabilities.

"To Do" Tasks

A new workspace is not functional until these "to do" tasks are complete:

Configure form sections and fields for workspace Item Details (see Configure Forms and Tables)
Choose the fields to make up the workspace Descriptor (see Specify Descriptor Fields
Create one or more permission roles for the workspace to define its functionality (see Set up Permissions)

Exclamation icons appear in the workspace's Workspace Manager panel to let you know if any of these tasks have not been completed.

Workspace Management

You can manage workspaces using the Clone, Purge, and Delete icons in the workspace's Workspace Manager panel.

Clone

Click the Clone icon to quickly create a new workspace with settings and configuration copied from the original. You can edit the new workspace's details on the Workspace Settings page as needed as well as choose the tabs you want to copy from the original.

ImportantCloning does NOT copy user permissions or Main Menu settings from the original workspace.

Purge

Click the Purge icon to delete all items in a workspace and restore the workspace to its initial, empty state. Purging a workspace deletes all the items but retains its settings and configuration.

WarningUse this feature carefully. When you purge a workspace, all its items are permanently deleted and cannot be recovered.

Delete

Click the Delete icon to delete an entire workspace. Deleting a workspace permanently deletes all the items AND its settings and configuration.

Warning Use this feature carefully. When you delete a workspace, it is permanently deleted and cannot be recovered.

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