Guidelines for Configuring Workspace Tabs

This tutorial provides general guidelines on configuring tabs within a Workspace. By default, PLM360 provides up to 15 tabs that can be used within a work space. User roles, groups and permissions control access to these tabs. For further information, please visit Adding Users and Groups.

To access the Tab Names:

• On the Administration menu, click Setup
• Click the Workspaces tab
• Under the list of General Workspaces, open the Workspace you want to work on
• All the available configurable options within the Workspace are now visible.
• Click the Tab Names to see all the tabs available.

• Only the following 5 tabs can be further configured under the available configurable options within the Workspace. This allows those tabs to be customized further when they are displayed on the UI.

• Item Details Tab – Item Details
• Grid Tab - Grid
• Workflow Items Tab – Linked Items
• Bill of Materials Tab – Bill of Materials
• Sourcing Tab - Sourcing

• The remaining tabs can only be renamed and rearranged by the user to tailor to specific business purposes. Any availlable fields and labels within those tabs are non-editable and are predefined.
• the following four tabs can be further configured under the Workspace Relationships within the Workspace to access items across other workspaces.
• Bill of Materials Tab
• Relationship Tab
• Workflow Items Tab
• Project Management Tab

Example: