Under the Hood

Advanced Change Order Reporting in Fusion Lifecycle

A few weeks ago Sven Dickmans gave us a great way to add a watermark to an Advanced Print View.  Well, he’s topped that by giving us a super advanced Advanced Print View - making a report to find all the items that need to be added to the Change Order in order to have all the products’ components released.

Full details on how to set this up (including the files needed to set up the Advanced Print Views) are included in this Autodesk Knowledge Network article: How to Create an Advanced Change Order Report.

Also, if you're new to reporting in Fusion Lifecycle, or are looking for a refresher, get registered for our next PLM Talk here.

--Michelle Stone, Fusion Adoption Team

Tip Tuesday! Chasing Watermarks in Fusion Lifecycle

A big thank you to Sven Dickmans for today’s tip.  Want to add a watermark to your Advanced Print View?  Sven has provided a way to do so.  I wrote a quick article (Adding a Watermark to an Advanced Print View) that contains the code you’ll need to add to get this sort of result:

(It’s about 50 lines of code so figured it was a bit much to post inline here!  Also a good reminder that the Autodesk Knowledge Network is out there with lots of ways to learn more about Autodesk products).

Add this code in the HTML editor ahead of the artifact code:

-- Michelle Stone, Fusion Adoption Team

Fusion Lifecycle: What Gets Measured Gets Managed

Over the past couple of weeks, we've been introducing the Autodesk University classes that are available to watch on demand. So far we've covered our Lifecycle tips class "Features you should be using - but aren't" and our intro to scripting class "Smart Workflow: Adding Business Logic to Your Fusion Lifecycle Workflows."

This week's class shows you how to capitalize on your Fusion Lifecycle data to make informed business decisions. In this session, you'll learn best practices for setting up both basic and advanced reports, custom functionality, and how to build compelling reports for the bosses. 

Watch the full recording below.

If you're looking for a quicker walk through reporting to get you started, check out Tyler Beck's video: Reporting in Fusion Lifecycle - The Ultimate Beginners Guide.

- Kimberly Stout, Community Manager

Reporting in Fusion Lifecycle - The Ultimate Beginners Guide

Columns. Pie Charts. There are many different ways to display your Fusion Lifecycle data. To help you get started with reporting, I've created a video to walk you through setting up your dashboard, creating a report, and types of reports available.

If you're looking to master reports and understand your data in Fusion Lifecycle, the video below is for you.

For those coming out to Autodesk University, consider signing up for my class "What Gets Measured Gets Managed - Reporting in Fusion Lifecycle" to learn more.

Have questions about reports? Tell us in the comments, or reach out to the Autodesk Community on the Forum.

- Tyler Beck, Technical Marketing

What's New in Fusion Lifecycle: September 2016 Release

The September release of Fusion Lifecycle includes quite a few new features and enhancements. I've listed some of the enhancements that you may find valuable below.

 

Improved Report Management

Administrators can transfer the ownership of a report to another user. Did someone create a report and then leave the company? No problem. Transfer the report to another user.

You’ll see the this option on any Shared Report:

Better E-mail Notifications

All e-mail notifications sent by Fusion Lifecycle are now tracked in an e-mail log.  All email traffic is logged on our servers. If there is a need to verify some email traffic, please contact customer support.

Clone Import Projects

Clone an import project for quickly importing more stuff into a workspace without creating a whole new project.

Search for More, Find More

Linking picklist values are now indexed and searchable. You can now locate items based on picklist values.

Resolved Issues and Bug Fixes

The September 2016 release of Autodesk® Fusion Lifecycle also focuses on resolving issues and quality improvement. For a detailed list of resolved issues and enhancements, see Release Notes.

Lastly, if you haven't heard about the release of Cloud PDM in Fusion Lifecycle, check out the official announcement on IntheFold here.

-- Michelle Stone

PLM 360 Video Spotlight - Creating Reports and Charts

If you have been following along with the videos tutorials on PLM 360, building out Workspaces and creating data, then be sure to check out the video on creating reports and charts. With some data on your tenant, you can create a variety of reports and display them several ways: HTML, Excel (export), and as a Chart.

This video tutorial also shows how to share reports with others in your organization and pin these reports to your Dashboard in PLM 360.

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

 

-Brian Schanen

Autodesk PLM 360 Video Spotlight - General Navigation

Looking for more details on Autodesk PLM 360? Want to see it in action? Great news! I’ve created a number of videos covering PLM 360 from daily usage to administration of a tenant. These are posted to our Autodesk Wiki site for all to see.

One of the first ones I suggest watching is General Navigation. Here I take you on a tour around the product and at a high level cover the Dashboard, Reports, Main Menu, and Workspaces. Enjoy!

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

-Brian Schanen

Autodesk Vault - Summer School in session on You Tube

That’s right. Summer School for Autodesk Vault. You know there’s been a new release (2012) and maybe you haven’t had time to catch up on it. Well, I have just the thing…a couple dozen videos that cover both new and existing features of the Autodesk Vault Family of Products. This is what happens when one fires up Vault and abuses an espresso machine. Watch for all of these to be posted up to TheVaultKnowsAll You Tube channel.

Now, I’ve broken these down into modules/playlists, so you can come back and get schooled on Vault at your leisure. First, let’s start with Module 0 as an introduction to the Autodesk Vault Family of Products.

Class is in session, starting now:

 

-Brian Schanen

Transmittal Reports – Advanced Configuration

New to Vault Workgroup, Collaboration, and Professional 2011 is the option to send a Transmittal Report with a ‘Pack and Go’ or using the ‘Send File’ feature. This is a PDF that describes the contents of the data they are sending and provide your organization with a record of what was sent. This post we’ll take a look at some advanced configuration settings.

There resides a XML config file in the users’ vault installation directory (e.g. C:\Program Files\Autodesk\Vault Professional 2011\Explorer\Connectivity.VaultPro.exe.config) which contains three keys; which are:

<add key="AppendReportToPackage" value="1"/>

This key controls the turning ON/OFF of transmittal reports during sending of files via the email client. (0 = OFF, 1 = ON)

<add key="ShowFullPathInTransmittalReport" value="1"/>

This key toggles the display of the transmitted file(s) source location from full to relative path (or vice versa)

<add key="FileTransmittalReportTemplate" value="$/Templates/File Transmittal.rdlc"/>

This key allows the user to define the RDLC template which generates the transmittal report. With this, the user can define a file from local or from the Vault.

Thanks for the tip Alan.

 

-Brian Schanen

Visual Data Management - A Look Under the Hood pt.2

And now the sequel to my previous post with samples of reports for Visual Data Management – also known as Data Mapping. I have recorded a six part series and these are up on the Autodesk Youtube channel. Have a look, and reference the pt1 post for links to the other software needed to customize reports for your company’s needs.

Enjoy!

-Brian Schanen