Enhancement Details
Windchill Outlook Integration
Windchill Desktop Integration now supports Microsoft Outlook 2007 to enable creation and update of Windchill Meetings as well as check in emails or attachments as Windchill documents.
Product Information
| Product |
Collaboration Solutions Manage PDM & Process Solutions |
|---|---|
| Product / Module |
PTC Arbortext Content Manager PTC Pro/INTRALINK PTC Windchill PDMLink PTC Windchill ProjectLink |
| Version | 9.1 |
| Product Functional Area |
Document Management Meetings Project Management and Execution Structured Content Management |
| User Interface Location | |
| Processes, Initiatives, and Best Practices |
Design & Manufacturing Outsourcing Detailed Development |
Benefits and Description
Windchill Desktop Integration now supports new capabilities with Microsoft Outlook 2007. These capabilities include enhancements to meeting management and document management.
Windchill Meetings
It is now possible to create and update ProjectLink meetings through Outlook. You can add a Windchill component to a meeting created in Microsoft Outlook. You can select the Windchill context, search for and include objects that you want to discuss in the meeting, and select invitees for the meeting by selecting individual Windchill users or team roles. This makes it easy to include all the relevant stakeholders in the meeting without having to remember who’s playing what role in your project. The Microsoft Outlook meeting is updated with all the relevant information from Windchill, and when the meeting invitation is sent, Windchill is updated to record the impending meeting.
Document Management
With the Microsoft Outlook integration, Windchill users can quickly and easily take incoming email or attachments and check them into Windchill as part of the product record. The whole email or one or more of an email’s attachments, can be checked in as new documents in a Windchill context of the user’s choosing.