Enhancement Details

Creo Support and CAD Data Management Improvements

In addition to full support of Creo 2.0, the Windchill 10.1 release introduces several incremental usability improvements geared towards supporting the CAD user.

Product Information

Product PDM & Process Solutions
Product / Module PTC Pro/INTRALINK
PTC Windchill PDMLink
Version 10.1
Product Functional Area 3rd Party MCAD Data Management
Structured Content Management
User Interface Location 
Processes, Initiatives, and Best Practices Detailed Development

Benefits and Description

The Creo, and more generally CAD data management usability improvements in Windchill 10.1 include the following:

Right Mouse Button (RMB) access to actions in the workspace

 

The introduction of the RMB actions menu in the workspace gives the user quicker access to available actions for a single object as well as for multi-object selections.  This provides a level of consistency with the folder listing, search results and structure browser of Windchill where right click access has previously been made available, improving end user efficiency when within the workspace, reducing mouse travel and the need to navigate to individual property pages when performing some actions.

Ability to automatically apply a workspace lock to objects during add to workspace action

To help prevent inadvertent modification of Creo data in a users workspace, it is a common practice to lock the objects that have not been checked-out by applying a workspace lock.  This puts the data in a read only state in the embedded browser’s workspace.  In previous releases of Windchill this was a multi-step process.  With Windchill 10.1, the lock can be applied at the time of checkout or during the Add to Workspace action from the embedded browser by selecting the "Automatically lock all non-checked out objects added to the workspace" checkbox.  Moreover, the default behavior for this checkbox can be controlled via a new preference, "Workspace>Add to Workspace and Check Out > Automatically lock objects added to workspace."

Improved access to the Add to Workspace action throughout Windchill

 

For the CAD user the Add to Workspace action is arguably the most used action in Windchill along with check-in.  Windchill 10.1 has strived to make this widely used action more prominent in the Windchill UI.  This includes adding its availability to the Where Used report. In addition through the introduction of a new profile setting the Add to Workspace action can be displayed more prominently to provide quick access.  This includes first level access in the Actions menus, as well as direct access from the toolbars for search results and folder views.  For the CAD Author profile this visibility has been enabled by default.

Multimedia

Images
Right Mouse Button (RMB) access to actions in the workspace
Right Mouse Button (RMB) access to actions in the workspace
Right Mouse Button access to workspace actions
Right Mouse Button access to workspace actions
Result of applying lock during add to workspace.  Items not checked out have lock applied
Result of applying lock during add to workspace. Items not checked out have lock applied
New Profile Actions setting to make Add to Workspace action more accessible
New Profile Actions setting to make Add to Workspace action more accessible
Examples of improve accessibility with new profile setting
Examples of improve accessibility with new profile setting

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