Under the Hood

PLM 360 Video Spotlight - Lifecycle Management

Hello all PLM 360 fans, enthusiasts,and aficionados. This week’s video spotlight is on Lifecycle Management. This video is timely as the Vault to PLM 360 Sync tool is now live on Autodesk Subscription Center. http://subscription.autodesk.com/

Lifecycles are a key part of Items in PLM 360 that go through revision changes. Items in PLM 360 that are in a Revision Controlled revise though the use of a Revisioning workspace that follows a defined Lifecycle definition. Within the Lifecycle route are states and transitions that define the behavior of the Items.

This video takes a behind-the-scenes look at the Lifecycle editor and how to advance Lifecycle states using a Change Order in PLM 360.

http://wikihelp.autodesk.com/PLM_360/enu/community/Videos/Lifecycle_Management_Guide

-Brian Schanen

Extended Communication with Autodesk Vault

The latest Vault Summer School video series posted to TheVaultKnowsAll is Module 5, Collaborate and Communicate with Autodesk Vault. This is a 10 part video module that covers extending valuable Vaulted information to other members in the design team. Topics include Microsoft Outlook integration, Project Dashboard in Vault,  Web Client, Change Orders, and Replication.

-Brian Schanen

Vault 2012 Feature Spotlight: Improved Where Used Analysis

Within Vault Family 2012, the Where Used tab provides an additional level of detail by allowing user to see not only parent files, but Items and Change Orders. This provides all users with a simple, single access point to analyze the impact of change to Files.

Now, by default, all of the Where Used options are not checked. Click the filter icon and check the necessary boxes to display all ‘parent’ objects related to a file.

 

-Brian Schanen

Change Orders on Files with Vault Professional 2011

A number of enhancements have been introduced to the Change Order environment for Autodesk Vault Professional 2011 in order to help improve overall workflows and flexibility. For starters, there have been a number of new points of entry to add items to existing change orders or to create new change orders. Users will find these options in context menus for items as well as within the assign and update items dialog boxes, helping to streamline workflows.

Users are also now able to customize the email notification message and subject that is sent to notification users during the transition from one change order state to another, providing the users the flexibility they need to properly communicate the next steps to the rest of the team. Users are also able to add additional recipients to the message as well, allowing for more ad-hoc communication as business requires.

Finally, the change order environment can now manage files, enabling a formal approval process to be applied to the release of design documents. The change order environment has been updated to manage both item and file records and provides an interface for users to change file lifecycle states directly within the new Records tab, enabling files to be managed within change orders.

-Brian Schanen

Improved Usability with Vault 2011

A new video has been posted to the Autodesk Youtube channel highlighting some of the customer-driven enhancements to the Autodesk Vault 2011 family. Check out the video to see new features like:

• Change Orders on Documents
• Customized watermarks on 2D DWF
• Office Document viewing on the Preview tab
• New Transmittal Report functionality.

We’ll focus on each of these soon in further detail. Enjoy!

-Brian Schanen