Windchill PDMlink Training Plan

Date Topics Covered

DAY1 User

PDM, PLM, ERP overview Windchill Architecture and Navigation Understanding Product Context & objects Searching and browsing methods Browse Products and Libraries Visualization and Markup Understanding Windchill Product structure Create and Manage Workspace Connecting Windchill with CAD Working with CAD data management

(16)

DAY2 User

Product structure Part and CAD-centric Object masters and versions Create new view versions. Create baselines and BOM notes End item configurations and instances Part occurrences and reference designator Part incorporation and allocation Replacement parts Configuration management Import and export BOM data Document object Relationships between documents Associate documents to parts Modify document by check out - check in Doc management using Desktop Integration Life cycles, workflows, and teams Basic and the advanced life cycle Create promotion requests Managing tasks

(711)

DAY3 User

Assignments, Updates, Checked Out Work Notebook, Subscriptions, Reports Change Management features and benefits Identifying & monitoring change objects The routing of change objects Fast Track and a Full Track change Change Administrator roles Problem reports Create and Analyze change requests Describe the capabilities of change notices Change notices & implementation plans Set effectivity Implement changes Review implementation tasks Audit change notices Explain PDMLink.s communication and Collaboration and Discuss objects in forums Manage and schedule meetings

(1217)

DAY4 Business Admin

Understanding role of the Business Administrator Identifying data to be managed. Understand the processes involved in defining your business environment Implementation strategy for business environment Identify your Windchill user community Windchill PDMLink Organization Create an organization Manage user accounts and groups Identify best practices for managing organizations, groups, and user accounts Windchill PDMLink object names and their corresponding object type class names Windchill PDMLink soft type objects and their attributes PDMLink contexts and their relationships Plan a Product and Library strategy Assign Product and Library Creators Product, Library contexts and Folders

(14)

DAY5 Business Admin

Define life cycle and workflow templates Create life cycle and workflow templates Associate life cycle and workflow templates Domain policy architecture Define access control policies Define a notification and indexing policy Team terminology and context team architecture Context teams and roles for access control Teams and templates for workflow Shared teams to use across multiple contexts Windchill Object templates Create and manage document templates within Product, Library, and Organization contexts create CAD document templates Product and Library context templates(58)

DAY6 Business Admin

Object initialization rules CMII-compliant change management Lightweight customization points Change Monitor reports Administrator-saved searches Administer user profiles and views Calendar and organization preferences Report manager functions Visualization publishing controls Purge manager and Audit system events

(911) Class 6Hrs/day