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Project lifecycle management report file

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31 vues54 pages

PLM Document

Project lifecycle management report file

Transféré par

oprishabh938
Copyright
© All Rights Reserved
Nous prenons très au sérieux les droits relatifs au contenu. Si vous pensez qu’il s’agit de votre contenu, signalez une atteinte au droit d’auteur ici.
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Téléchargez aux formats PDF ou lisez en ligne sur Scribd
3DEXPERIENCE Platform: The 3DEXPERIENCE platform is a BUSINESS EXPERIENCE platform It provides software solutions for every organization in your company - from marketing (o sales lo engineering - thal help you, in your value creation process, to create differentiating consumer experience. With a single, easy-to-use interface, it powers Industry Solution Experiences, based on 3D design, analysis, simu intelligence software in a collaborative interactive environment. CHAPTER 01: Introduction to the 3DEXPERIENCE Platform mand ‘The3DEXPERIENCEplatformoffersthefollowingcapabilitiestoensurethatTQMisembedded from end toend: A Lean approach: Digitalized Lean practices offer intuitive tools that leverage Lean methodologies to reduce or eliminate non-value-added work and ensure etticientprocesses. Project management methodology: Quality methods are governed as projects with automatedandevent-driventasks,changeordersandactions,andamodel-basedenterprise approach for requirements andfunctions Risk-based thinking: As part of quality management (e.9. IS09001/ EN3100/AS9100) risks are managed, controlled and synéhronized with controlling tasks throughout all_ design, manufacturing and services processes. Fully embedded tools, such as FMEA and FTA, link directly to designs, product definitions and process flows. All quality decisions are based on riskthinking. Complaints, deviations and non-conformance management: Customer complaints and non-conformances are managed and directly linked to the product definitions, reusing past experiences either for efficient resolution or to enrich the know-howdatabase, Audits for compliance: A fully traced process — from ideation to go-to-market — with audit and inspections tools allows for continual and seamless compliance with regulations and internalrequirements Analysisandreporting:Organizationscanrevealandanalysemulti-source heterogeneous, structured and unstructured quality and compliance data to improve quality processes and gain competitive advantage. With digital analysis, future quality issues can be predicted and prevented before they revealthemselves. Dassault Systémes 3DEXPERIENCE is a collaborative platform where community members can shareideasaswellasaccesstoolstobuildontheseideas. Thedashboardisthelandingpagewhere your company's members access this information andtools. A dashboard is a collection of widgets, and widgets are links to platform apps, community content and web content. The dashboard a community member has access to can be one that is related to 1 their roles, dashboards that were created specifically for them and dashboards that the community member created for themselves Regardless of which dashboard a member uses, they all have common elements (Help menu) Gee Ga ———— ss * oT = er (Ciep Bar J | Cewtaas Tab —— (ommunities J About th of 3 RIEN After you log in, the first page you will see is the | home page. It consists of lots of application and! tools which is describe below. : 3DCompass: The 3DCompass is the door to all 3DEXPERIENCE Access your Roles, Apps & Services and navigate the solutions available in your company or in the 3DS portfolio Apps that require a local installation will prompt you to do so and to install first the 3DEXPERIENCE launcher. This will allow you to download, install, update and launch the apps associated with your roles. ‘As you can see in 3DEXPERIENCE Compass there are four quadrant which is. 1. Social and CollaborativeApps 2. 3D Modeling Apps 3. Simulation Apps 4. Information intelligenceApps Social & Collaborative Apps Connect business users with Information Intelligence social and collaborative apes Apps Analyze. predict and develop insights from data 3D Modeling Apps Design, bull and smulata the virtual procuct : 3DEXPERIENCE Simulation Apps Play the customer exseriance Simulate and optimize the virtual and real Real-time : Social and Collaborative Apps: The Social and Collaborative apps available through the north point of the compass include 3DSwymm, 3DDrive and User Groups, among others, 3D Modeling Apps: 3D Modeling Apps incorporate a variety of design and engineering apps, accessed through the west point of the compass. These can be standalone apps or bundled apps such as 3D modeling core or 3DEXPERIENCE WORKS. Roles will often include a bundle of related apps. Simulation Apps: Simulation on the south point of the compass is home to the apps used for virtual prototyping and process simulation. The simulation apps belong to the DELMIA or SIMULIA family of apps. DELMIA offers a full spectrum of solutions, that enable you to simulate your manufacturing processes. This includes plant layout, robotics and machining activities. DELMIA is also capable of planning processes and resources, manufacturing operations management, lean manufacturing and supply chainoptimization .DELMIAenablesyoutosimulatetheBehaviorofyourdesigns,throughtheuseof scalable finite element analysissolutions. Information intelligence Apps: The Information Intelligence apps are found in the east point of the compass, and enable users to holistically immerse themselves in information from the 3DEXPERIENCE platform, as well as from anyenterprisesystemorthewed. Thisincludesconnecting. discovering, collecting, consolidatingand understanding information found in any of these platforms. In the Information Intelligence platform, youcan Access your 3DDashboards. Collect and find structured and unstructured data, using3DSearch. With Netvibes, access RSS fees with the Feed Reader. The Information Intelligence platform also includes [Link]. According to Dassault Systémes User Assistance, “B.|. Essentials is an Information Intelligence app thatprovidesvisualdashboardingotcriticalinformationbyapplyingcolourshadingsandlabelstothe content in your session. By revealing Key information, it enables you to make decisions based upon multi- criteriadataanalysisonascalerangingfromglobaltoprecise.”Colourandshadingsareapplied to the content, and there is a legend that explains the meaning of thecolours. f the ENC form Erne Serovirs Dashboards and Widgets: The 3DEXPERIENCE + platiorm gives users access to a diverse selection of web pages and apps, which can be easily accessed from a dashboard. These web pages and apps are inserted into Dashboard as Widgets. To assist in creating Dashboards, you can choose from a predefined list Whether using @ predefined Dashboard or creating fone from scratch, Widgets can be added to a Dashboard by dragging them from the available ‘apps, or from any of the four Compass platforms. Search: Lets you search across the 3DEXPERIENCE platform or within the current tab. Search results can be refined using 6WTags. ‘ 6WTags: Click the tag icon next to the search box to reveal the 6WTags. 6WTags lets SY you capture the semantics on any content. : Me: Lets you access some basics about your profile, Notifications: Opens the 3DNotification Center on the right pane of your dashboard to display the notifications pushed by some Apps and services of the 3DEXPERIENCE 7 platform 7 ‘Add: Lets you create and organize your dashboards. (4 Share: Lets you share tabs or dashboards with other users or user groups. > Content: Opens 3DDrive in a pane on the right of your dashboard to securely mashup, store, access and share files online from any device and anywhere. Communities: Opens 3DSwym in a pane on the right of your dashboard to access the \y power of communities within a dashboard. xy Help: Let's you access the following a = Get Started: Displays the coach mark, a conceptual design window that providesa basic overview of the3DEXPERIENCE. User's Communities: Opens the community where you can find answers frommembers. Onthecloudonly:GetSupport: ‘Opensthe 3DEXPERIENCEplatformoncloudsupportpage, = 3DEXPERIENCE User Assistance: Online help and UserGuide. Tabs: Tabs are used to organize content. Action Bar: Along the bottom is the action bar. The action bar is populated with the actions available for a selected app. Apps come in two flavours: Native apps and Widget apps (web-based apps). Native apps are installed on your devices, such as a 1-- ----- = == ---- 5 --- computer, tablet or mobile phone. The installation for the ! native apps can be done directly from the 3DEXPERIENCE platform. An example of a native app would be the Part ; Design. Clicking on the Part Design, it will launch on the « computer. Widget apps (Web-Based Apps) live on the 3DEXPERIENCE Platform and are launched and employed on the platform Widgets can be positioned by dragging and dropping where you want them, Clicking on the pull-down at the top-right comer of a widget, allows that widget to be shared with other ° users, duplicated or deleted. A variely of preferences can be set for each widget, and which preferences are available ‘ Compass Content Navigate the solutions available to you, your company or in the 3DS portfolio with ME, COMPANY & WORLD. Asasystemofoperations:The3DEXPERIENCEplatformenablesbusinessestoreachoperational excellence. It allows everyone involved in a project — from the research lab to the factory to the consumer ~ to interact and work together. As a result, it empowers businesses to design and test consumer experiences, from the idea tomarket ‘ delivery and usage, before actually producingthem, My Roles Roles identify a set of applications for a given job. My Apps As a business model: The 3DEXPERIENCE platform allows businesses to become “platform companies" that transform the relationships and roles across their business network by removing intermediaries between sellers and buyers, purchasers and subcontractors, service providers and end customers. This is why our platform also acts as a marketplace, or trading platform, that connects customers willing to buy services (3D printing, design etc.) and service providers. tL As per the define roles, all the tools come under the My Apps Section. 3DDashboard: 3DDashboard delivers the realtime intelligence needed to monitor everything that matters to a business. Users can see everything that's happening 24/7, all in one dashboard, connect with the global design and engineering ' community. Access to online communities enabling social interactions between you, your peers and experts (Posts, questions, wikis, comments, share, etc). 3DDrive: Store all your content in one place Preview all 3D content, navigate and share with ‘other members to review and collaborate. i : & | 3DSpace: 3DSpace is inside the 3DEXPERIENCE ! Platform, with his rights. To have access (see) to | 3DSpace, it is necessary to havethe role of platform 1 contributor and to work on it, it is necessary to have ' the role of Platform contribution & to work on it, itis necessary to have the Role 3DEXPERIENCE Essential (Client & server) Collaborative Space: It contains all the objects a which are of conception, design, simulation, ! documents, project management. That is why we do not use any more of 3Dpart or | Assembly but we use the term object or data. i For each collaborative space, 3 user ss-m» security contexts ispossible: Leader &Owner Authors: Contributors | The collaborative space has different icone J] typical of visibility: |e) Private |e Protected The Leader/Owner: They are 2 different user security contexts attributed at the same time but a single role is active When the user work, he is leader or owner. The Owner has the principal responsibility of administering roles and assigning persons of the collaborative space under his responsibility. The Owner is a project manager (The Owner cannot perform the same tasks as the Leader.) Cannot create or deletecontent Cannot duplicate existingcontent Cannot import or export 3XMLcontent The Leader manages design resources: Can change content organizationownership Can delete IN WORK/PRIVATE content ‘Can exports or imports 3DXML content = Releases, renders obsolete or removes FROZENcontent Duplicates existingcontent An Author: < Defines the technical solution (RFLP, PPR), and can search. modify, delete, version. and promote collaborative spacecontent, Manages any kind of content of the current collaborative space of which the Author Is a member © Can delete IN_WORKcontent Can duplicatecontent Can freeze IN_WORK content and unfreeze FROZENcontent. A contributor: Evaluates the design. but does not modifyit. ManagesanyreviewandsimulationcontentofthecollaborativespaceofwhichtheContributor amember. You can ‘increase’ the right for users, but you cannot ‘decrease’ it: Contributor > Author —> Leader &Owner Coll Public:Dataarepublicforalltheuserwholsinthe3DEXPERIENCEplatform,outsidepublic collaborativespace. ce are 3DEXPERIENCE platform, outside protected collaborativespace. = Private: Only the user of the collaborative space has access to thedata You can ‘increase the access rights for collaborative space, but you cannot ‘decrease’ itPrivate—s Protected —> Public About the home page: The home page(panel) contains a list of objects with detailed information about recent document changes, collections, and apps. — Protected: The validated data in the workflow are public for all the user who Is in the | | ess for i joardin 1. Activate your profile in 30EXPERIENCEPIatform 2. Download 3DEXPERIENCELauncher. 3. Installation of 3DEXPERIENCEPIatform, 4. Launch in theplatform, Activate your profile in 3DEXPERIENCE Platform: ‘You will get invitation from the Dassault Systémes as per the registered mailid, SDEXPERIENCE platform - Getting Started Eien i)4 (a= 10 Click on “Create your 3DEXPERIENCEID" Fill all the details as per the given (‘) instruction, Accept the terms and privacypolicy, = Then click on “register’. After successfully registration you will get a mail (Thank you for registering) from the DassaultSystémes Design or anyApps. Then click on the Part Design app after that * “welcome to 3DEXPERIENCE Launcher’ ' popup willappear, i Click on the “Download 3DEXPERIENCE | Launcher”. ‘After that your profile | 3DEXPERIENCE Platform in uu Installation of 3DEXPERIENCE Platform: Click on the compass and search Part Design or anyApps After clicking on the Part Design app - install Now. Popup will appear which is “3DEXPERIENCEInstallation” Then select “install all grantedRoles” Installation willstart, Select the path of 3DEXPERIENCE file if you want tochange. Select legacy source types ~ No legacy Connector. Then clickNext. = After download the software click'Close”. Launch in the platform: = Now go into yourbrowser. = Click on the compass and search Part Design or anyApps. = Click on the Part Design App or any other App, it will open few second or minutes as er your hardwareconfiguration 2 CHAPTER 02: Introduction to 3DEXPERIENCE Platform for ENOVIA ‘The3DEXPERIENCEplatformisanopenarchitecturethatcancustomizeandintegratecustomerdatainasi ngle environment- broadeningthecollaborativecapabilitiesofENOVIA. Together, the3DEXPERIENCEplatformand ENOVIA enable effective collaboration that drives successful productinnovation. ENOVIA (Enterprise inNOVationinteractive Application) opens a new range of opportunities for you to successfully deliver transformational product and business innovations that create magical experiences for your customers. ENOVIA is a PLM (Product Lifecycle Management) solution that helps you to organize information according to your projects, products or business models in various domains. Requivrments Product Design | Ogre tas: ieee | ey enter ORE fatetuy | © © Bee ne | i anafoeuring Moreriat_Peavlorry Taceabiiny Management Requirement The 3DEXPERIENCE platform for ENOVIA (My Social and Collaborative Apps) is an evolution of the os! PLM platformtechnologythathelpsyoutomanagetheproductdevelopmentprocesses Thisplatformexpandsth © capabilities of the V6 architecture and unifies the user experience for all processes andindustries This collaborative innovation application covers the business processes such as project and program management, system engineering, product development and regulatory compliance ENOVIA also provides solutions for IT professionals. ENOVIA is also one of many tools utilized to manage a product's lifecycle. This management B process is termed Product Life cycle Management (PLM). All product data managed by ENOVIA is placed into a lifecycle stage, and then as the data matures, the lifecycle is promoted. Once the part is ready for production, the product. The data will be passed through a release process to facilitate the final checks of that part. As a part gets changed forfutureneeds, [Link] Eventuallytheproductdata vill be placed into retirement, where again, ENOVIA will handle the retirement of the product and all related documents Alltold, ENOVIAwillmanageaproductiromtheinitialconceptualdrawingsandsketches, throug h 3D modeling, until the retirement of theproduct. ENOVIA provides mid-sized organizations product lifecycle management (PLM) and business applications on the 3DEXPERIENCE platform to address these challenges and help them achieve success. ENOVIA mid-sized customers across industries: 2 Collaborate Effectively: Digitally connect communities and file-based CAD to collaborate more effectively, foster innovation and develop more successfulproducts. = Improve Productivity: Reduce non-value-added activities by leveraging data-driven technical and business apps to significantly improve productivity and reduce development time. = Reduce Errors: Discover and resolve issues earlier with a single, multi-discipline product definition and enterprise-wide change management to reduce errors and avoid unnecessary costs anddelays. = Shrink Cycle Times: Accelerate market launch with team-based project planning to shrink cycle time and deliver higherprofits. = AccelerateDeployment:Quicklyaccessonthecloudandgainuseradoptionwithout-of-the- box methodologies, in application (CAD) functions and common platform apps tosignificantly improvetime-to-value The S3DEXPERIENCE platform is the bridge between ENOVIA capabilities and the innovators ENOVIAcapabilitiessuchasProductPlanningandManagementuseinvisiblegovernancetofaciltate decision-making in real-time. Strategic Customer Relationships introduces consumer preferences upfrontinthedesignprocess, [Link] helps in virtually eliminating supplier issues in the product development process. Quality and Compliance are the foundation for issue prevention, a key factor in any successful global product launch. Lastly, IP Classification and Security serve as the processes used to guard a company's intellectual property and manage that information properly for a global and simultaneous global product launches LES F¢ * Collaborative Businessinnovator (IFW) Collaborative Industry Innovator(CSV) Governance and Project Management(UXG) Project Manager (OPM) 4 Collaborative Business Innovator (IFW): Business Innovation role allows the users to connect to | 3 DEXPERIENCE. Unite ~— employees, -—_suppliers, sustomers,consumersandregulatorsintotheframework for $ustainable innovation. t 3 = om mw & Business Innovation role in ENOVIA is comprised of the following important applications, & Business Innovation role provides you with capabilities of Connect everyone to the innovation process. Enterprise social collaboration is a great way to harness the innovative ideas fromeveryone. Data driven decisions. 3DDashboard delivers the real time intelligence needed to 12> 9. 1 monitor everything that matters to ai.» | business. eae { ea I = Share files securely on the cloud. With |. = 3DDrive and 3DPassport authentication, i3 r users can securely store their documentson 3DDrive and access them from anydevice. = Instantly collaborate and share ideas in 3D. Users collaborate with each other in real time by using the 3DMessaging and 3DPlay. 3DPlay enhances collaboration by providing instant visualization of large and complex 3D assemblies on alldevices. Collaborative Industry Innovator (CSV): Industry Innovation role allows the users to collaborate across, disciplines with full flexibility and traceability to define and develop innovative products. Industry Innovation role in ENOVIA is comprised of the following important applications. Industry Innovation role provides you with capabilities of: = Enable efficient team collaboration through secured concurrent access to data and lifecycle management. ‘One single source of truth for all your produc! IP including multi CAD designdata Enable hybrid data and model-based driven engineering as enabler of end to end digital continuity. Easily organize, optimize, access and execute work throughtasks. 15 Governance and Project Management (UXG): Extends Business and Industry Innovation with numerous organizational and work process-related tools. It targets any educational activity where the development of technical management skills is a desired learning outcome. It also Provides educators with powerful tools to control and Manage their teaching and research processes. Govemance and Project Management role in ENOVIA is comprised of the following important applications, Governance and Project Management role, provides you with capabilities of: Access and start navi digital mock-ups of large designs from any | - + device. F Compliance to standard enterprise business | Processes (Change, Project, Quality)* + 8 Provides mobility and security via theCloud Reduce product failures developmentprocess. A Strategic close-loop collaborative change pr decisions and assignments to all impacteddomains. Improve reuse and reduce costs through secure contentclassification, Drivestrategicproductplanninganddefineportfoliotomaximizemarketopportunities reduce complexity and minimizecosts. fe- @ 7 = @ @ o iGating the product === Seem ————- ree pere through customer co-creation and a requirements-driven rocess that clearly communicates change 16 Project Manager (DPM): Project Manager role allows the users to link product development datato @ project, enabling real-time monitoring and assessment to improve projectperformance. ProjectManagerroleinENOVIAiscomprisedofthe following importantapplications. | Project Manager role provides you with capabilities of Coordinate scope, schedule and resources to deliver the project on-time and within business constraints. Govern the project invisibly with deliverables-based projectmanagement. Reveal and manage risks based on real-timeinformation. SIT Native apps are installed onyour | devices, such as a computer, tablet or mobile phone. The installationforthenativeappscan be done directly from the 3DEXPERIENCEplatform, live on the 3DEXPERIENCE Platform and are launched and Widget apps (Web-Based Apps) employed on the platform } Collaborative Business Innovator (IFW) The 3DEXPERIENCE platform delivers the underpinning apps and services that digitally connect all users in the value stream to promote innovation and operational excellence for a better decision making and a single source for truth. ‘Connect with 3DEXPERIENCE ID: ‘The 3DEXPERIENCE ID provides a seamless single sign-on experience across the apps on the Platform, allowing to access each Dassault Systémes' services from a single identifier. 3DCompass: ‘The 3DCompass is the door to all 3DEXPERIENCE. Access your Roles, Apps & Services and Navigate the solutions available in your company or in the 3DS portfolio. 4. Single Sign On with the 3DEXPERIENCEID: To get the e-mail invitation to connect, you need first to be invited to a 3DEXPERIENCE platform, 1s VA Eilon Click on “Create your 3DEXPERIENCEID". Fill all the details as per the given (*) instruction. Accept the terms and privacypolicy. Then click on "register’. After successfully registration you will get a mail (Thank you for registering) from the DassaultSystémes EG Pi Aine ESC has > After that your profile will active in the 3DEXPERIENCEPlatform. Navigate with the3DCompass Update your Profile: The My Profile tool is a widget integral to a Dashboard, where you can manage your profile settings and activities. Under the related tab in your profile, you can update your information: = Overview, which includes summary information such as personal projects or hobbies, contact information including email and phone number, website address, and your location which can contain company, address, city and countrydetails, = About, where you can list your skills, spoken languages, interests, education and experience. Network, where you can add members to yournetwork © Account, where you can manage your account information. This includes the visibility of information such a job title, company and address, which can be set to visible for nobody, company, network, and everybody. You can also view how your information will be shared ‘on the platform, including login, photo and address. The information can be shared with only you, your company or everybody. Lastly, you can manage your security settings by updating your password, setting 2-factor authentication or sending a validationemail Manage Notifications: 3DNotifications is similar to your smartphone notifications. It allows you to set what notifications to receive, how often, and by whatmeans, 20 A User Group is a service that speed collaboration and improve 82, ue produetivity by reducing the steps required to share content or invite» | ~~? ew users into applications verter eset Create User Group: Do not hesitate to start creating an empty group and assigning it to the different services you will use. You will be able to add people in the group later and they will have access to the content. 2. Type a name and a description. . Note: + Thenameoftheusergroupmust contain between 3 and 128 | Omcrsnon alphanumericcharacters. + The description isoptional 3. ClickCreate, The user group is created, and made available to any user-group compatible app. a Adding Members to a User Group: 4, Inthe User Groups dashboard app, select a usergroup. 2. Inthe Members tab, click &+AddMember. 3. Inthe Member field, enter either of thefollowing: + if the user has already validated the platform invitation, the name of themember. + the user's emai + the user has not validated the platform invitationyet. + theuserhasnotbeeninvitedtotheplatform,andyouradministratorhas activated externalsharing, Repeat this step as many times as required. 4. ClickAdd Thememberisaddedandbecomesavailableforanyuser-groupcompatibleappthatwouldhave used the given group. The member automatically inherits any rights granted to the group by any app that would have usedit. 2 3DSwym reveals the power of communities to share and innovate throughout internal and/or external ecosystems, by providing intuitive content creation tools and social interaction Creating a New Community Request: 1. Inthe top bar, click Add >Community. In a 30Swym widget app in a dashboard, click “Tin the Mycommunities’ section ‘TheCommunitycreationrequestformboxappears. Note: If the administrator allows employees to create communities, you will be able to create and customize your own community without getting an administrator's validation 2. In the Community Name field, type a comprehensive community name that fits the best the scope of your community. 50 charactersmax. 3. In the Enterprise Visibility section, select one of the available visibility levelsbelow: + Public: The community is available to everyone in theplatform. = Private: Only the community name and description are available to everyone. ‘Communitymembersthatyouwilladdlateroncanaccessit Anyusercansenda request to access thecommunity. * Secret Thecommunitynameanddescriptionareavailabletocommunitymembers ‘only. The community Owner must send an invitation to a user so that he can accessit. 4. ClickNext The Community creation request 2/2 of the form appears. 5, Required: In the Community Description field, type a short description of the purpose of the community, 6. Required: In the Community Orientation section, either select one of the available communitytemplates 7. Required: In the Expected Benefits field, type a description of what you consider is the added value of thecommunity. 8. Required: In the Primary Community Owner field, type the name of the user you want to set as the main owner of thecommunity. Note: You can add yourself as owner of the community. 9. ClickSend. Share securely files with 3DDrive: 3DDrive is a solution that provides cloud-based document sharing capabilities, where users can securely store, manage and share their documents from any device. 3DDrive provides the following key capabilities: Combine your external cloud storage for use with the 3DEXPERIENCEplatform. Organize and find yourfles. Share and collaborate with customers, contractors andco-workers Synchronize content with your computer and workoffline. Install 3DEXPERIENCE Drive for Windows: You can install 3DEXPERIENCE Drive for Windows desktop client to synchronize your online 3DEXPERIENCE Drive and your local content 1. Inthebottom of theleftpane, click ““Install3DEXPERIENCEDriveforWindows, + If the 3DEXPERIENCE Launcher is not installed yet. install it first. For more information, see About the 3DEXPERIENCELauncher, hy + If 3DEXPERIENCE Drive for Windows has not been installed yet, a Dashboard, + ontheleftoftheCompass, click ~ 'DashboardsListandclick“ AddDashboard 2. Select one of thefollowing + Create empty dashboard to create a dashboard that you can populate withwidgets later and optionally enter a dashboardname. «Create dashboard from template and enter the topic you want totrack. 3. Optional: In the Enter a description for your new dashboard: enter a description of the topics that your dashboard will cover. This field is limited to 251characters, The text of your description can be used to find a dashboard using a simple search. For more information, see Using Full-Text Search. 4. ClickCreate. Either an empty dashboard is created or if you have selected a template, the new dashboardwillautomaticallytrackthetopicyouenteredusingthreeFeedReaderwidgets that retrieve content fram Google News, Flickr recent uploads, and BingNews. 2 5. Optional: To rename the active dashboard, select Dashboard Menu ~ >Edit and clickOK 6. Optional: To rename an inactive dashboard, from the top bar, select either of the following + DashboardMenu ~ >Manage £2. + onthe left of the Compass, click Dashboards ist, Manage. From thecontextmenu ~ of the given dashboard, select Edit 2 You can also modify the description of thedashboard, You can share a dashboard with users from any of your platforms, by using their names or email, or user groups by using the user group name, or by generating a link that you can share with anyone. Coni i DI Ic My 3DEXPERIENCE application proposes to everyone in the company a journey around the compass. The 3DEXPERIENCE portfolio available at your fingertip everywhere on PC, Tablet or Phone, jse My3DEXPERIENCE app: From My3DEXPERIENCE, the compass has 4 quadrants in addition to the central play button available, In a nutshell, here is what you need to keep in mind: = from North: My interactions with Communities andConversations from East: My 3D with 3D, Photos, Videos, PDF... and access to3DSketch from South: My Experimentations with Simulations/Manufacturing and access to3DStory = from West: My Content withdashboards the dots between Collal Collaborative environment on the 3DEXPERIENCE: = You on boarded the platform and discovered how to search for information andresources. You created your decision makers team on theplatform. You created a community in order to exchange and foster social collaboration with your decision makersteam. You organized all your files for decision in the 3DDriveapplication. You centralized and displayed all the data and applications on a dashboard to start working with yourteam. 24 Collaborative Industry Innovator (CSV) ‘The3DEXPERIENCEplatformprovidesappsandservicesthatconnectallusersintheindustryvalue chain together — to organize, manage and collaborate on content in real-time and in a secured manner. (L) WithCollaborativelndustryinnovatorrole exploretheappsandservicesthatconnectallusersinthe industryvaluechain. Thisroleincludesasinglerepositorytostore,shareandmanagecontent,search and find relevant data and information. It also enables you to navigate through a product data set, easily view and compare 3D content, create an issue directly on themodel Enable PLM collaboration with 3DSpace: 3DSpace provides areas called collaborative spaces, where people with different job functions can worktogethertoproduceanddelivercontent. Yourcompanycancreateasmanycollaborativespaces as Needed for your business purposes, and you can be added as a member to any number of collaborative spaces regardless of your organizationmembership. Access to content in collaborative spaces can be public, protected, or private. Accessing content ‘means the ability to search for, explore, view, and open the content 2s ‘Access to Content Owned by Collaborative Space Content is visible to users logged into this or any other collaborative space, unless the content is in the Private maturity state Content can be freely accessed and connected to from any other collaborative space. Public content remains public, ensuring stability and consistency of public content across different collaborative spaces. Content in the Released or Obsolete state is visible to users logged into this or any other collaborative space. ‘Access to content in the Private, In Work, or Frozen states is protected. Content is not visible to users logged onto any other collaborative space. Content is only accessible to members of that collaborative space. BookmarkEditorallowstocreateandeditbookmarksinordertoquicklynavigatetoitemsofinterest withoutsearching, Benefits of Bookmark Editor: In order to retrieve items of interest withoutsearching, Distribute direct access rights for sharedaccesses. Maintain revisions and access all the versions of anycontent. You can share a bookmark workspace with people who don't have access to the collaborative space where it is stored. You can this way give access to only precise data Create Bookmark workspace: © To create bookmark workspace, click on the compass and open the {4 7 bookmark editorwidget. Insert the Bookmark Editor widget in the dashboard by clicking pinto dashboard and select the operationstab. Fe, 26 Youcanchangeyourworkspacebyclickingonthedropdown arrow, Select Preference after that one page will appear which is “| Preferences”, Hereyoucanchangeyourcredentialsand3DEXPERIENCEPlatform(3DSpace)andClickon save button In action bar, go toBookmark section, select New Bookmark name itDrone. ' A Drone Bookmark willcreate. Introduction to the ENOVIA Collaborative Lifecycle Management App: The ENOVIA Collaborative Lifecycle Management app helps you to manage the object's lifecycle from creation to deletion in the database. This app also helpsyoutotheaccessandownershipofobjects,so. that various members can collaborate on the same platform. By the help of Collaborative Lifecycle Management app, we can create, modify, open, save, duplicate, create iterations and versions, lock/unlock, delete content among others and also, we can manageany type ofdata Content Lifecycle: Maturity or |ifecycle states provide information about the content completion ratioandvalidity. Contentreachesaspecificmaturity 1 3B reve state based on the business process criteria and conditions. Content can be managed by two types of owners. A person with the Authar role who creates content is the owner (lowercase o) of that content. A person with the Owner role (uppercase O) is the owner 27 ofthecollaborativespace Ingeneral, anOwnerhasgreaterprivilegeswithinthecollaborativespace. Depending on the current lifecycle state of the content, the owner (who has the Author role) can act ‘on the content. or the Owner of the collaborative space can act on thecontent Conceptual Maturity States: The lifecycle manages transitions of the content from its creation to when it becomes obsolete, This chart shows the generic conceptual transitions for content. The arrows between the states indicate the type of transitions users can execute between the twostates andtherequiredroletheusermusthave. Thischartusestheinternalnamesforstatesandtransitions, freeze 1 aes Beg wore Retese = sscan BSWATE LCwegor® inwork LOMO. srozen Lower-e, Raesses MECHA og [ome fou Cote") ‘OwmeriLender ase prnate Category. — Rok" The category role depends on the type of content. This table defines the maturity state transitions (promotions or demotions) allowed based on the current maturity state of the content. For details about which access roles can perform which actions, see the tables in Baseline Access to Content. State Name Allowed Change Maturity Transitions (Conceptual State Content Can wi Name) MoveiTo. Transition Name General Conditions for Change Private In Work Begin work Person that owns the content AND | assigned access role (for (PRIVATE) example, Author) according to the category of the content (for example, Definition) In Work: Frozen Freeze Person that owns the content AND | assigned access role (for (IN_WORK) example, Author) according to the category of the content (for example, Definition) OR Person assigned Leader access role Private Make private Porson that owns the content AND assigned access role (for example, Author) according tothe 28 a State Name Allowed Change Maturity Transitions EE (Conceptual State Content teen te pontentCan Transition Name General Conditions for Change category of the content (for example, Definition) oR Person assigned Leader access role Released _| Release Person assigned Leader OR Owner access role Frozen Released | Release Person ined Leader OR Owner access (FROZEN) assigned Le: 28 role In Work Begin work Person that owns the content AND assigned access role (for example, Author) according to the category of the content (for example,Definition) oR Person assigned Leader access role Released Obsolete Make obsolete _| Person assigned Leader access, ‘ (RELEASED) role Obsolete None None None | (OBSOLETE) If you encounter an error when changing the maturity state in Collaborative Lifecycle, check that the collaborative space of the credentials used by Collaborative Lifecycle matches the collaborative spaceoftheloadedobject,andtheaccessroleisappropriateforthematuritystatechangeyouwant to make. (For example, an Owner is forbidden from making certain maturity state changes). If the collaborative space is different or if your access role is not appropriate for the maturity change you intend to make, you can switch credentials asrequired. Access Roles: Collaborative Lifecycle uses the 3DEXPERIENCE platform 3DSpace baseline access roles that your business administrator assigns to you. The table below describes the level of access for each role for design tasks. 29 Access Role Description Reader Can | + Shareobject + Change the owner of objects(*) + Move objects to other collaborative spaces or organizations(") Reserve and unreserveobjects Switch to Ecitionmode | + Switch to Read-onlymode | = Save content + Save content as new or as a newrevision + Createbranches + Duplicate content(**) Contributor |Can. | ‘Author, Leader| Can: + Manageiterations | * Create revisions from existing content The table below describes the level of access for each role for administrative tasks: Access Role Description Owner Can: + Shareobject | + Change the owner of objects(*) + Move objects to other collaborative spaces or organizations(*) + Reserve and unreserveobjects + Switch to Editionmode + Switch to Read-onlymode + Save content + Save content as new or as a newrevision + Duplicate content(**) | + Manageiterations Note:(*) Changing the owner and moving content to another organization or Collaborative Space is only allowed under certain conditions, access rights as the New Branch command. | ("*) The Duplicate as Branch option of the Duplicate Advanced command requires the same | | For Managing the reference document for revision & validatio Click on the compass, search collaborative lifecycle widget then drags and drop on the dashboard(Tab) Search for the document in [Link] drag and drop it in the createdwidget. Change the maturity of the document to Released. This will keep the document as referential and nobody will be able to modifyit. 2 Create a new revision of the document by clicking New Revision in the Lifecycle toolbar. For the Revised document, specify its use by adding "Name" at the end of itsTitle. Finally, add the document in the Bookmarkfolder. Issue Management: Issue Management is a service that allows to log, track, notify | people and work on resolving issues to better manage a project. | Every members of a collaborative space (Contributor, Author, + Leader & Owner) can create an issue. Step for creation of Issue = To create an issue, click compass and drag and drop the Issue Management widget on the dashboard(Tab). = Maximize the widget and create an issue by clicking on New Issue, Name it “issue inxyz” = Open the issue and edit its properties: Add a description, change the priority to high and add the resolutionrecommendation. "| Assign the responsible member of the issue xyzfile, 31 Attach the issue xyz document to thelssue. Finally, promote the issue to - To Do State, so that responsible member can take the issue forward and save thechanges. In To ~ Do ~ State, the assignee will benotified. Change Action: Change Action is an application that allows to log, track and | notifiespeopleandworksonresolvingissuestomanageaproject i better. Author, Leader & Owner) can create a changeaction, Every member of a collaborative space (Contributor, Step for creation of Change Action To create a change action, click compass and drag and -- ~~~ droptheChangeActionwidgetonthedashboard(Tab). i Maximize the widget and ensure that you are workingon | the good collaborativespace. Create a change action by clicking Change Action Quick Create, name its correct issue xyz document and clickenter. Open the Change Action and select Proposed Changestab. Click Add Proposed changes to add the budget document as proposedobject. Add the different information to fill in the ProposedChanges. In the members tab, add the different members as approver andassignee. Change the Maturity state of the change action to ~ InWork, Minimize the widget and drag and drop the issue xyz document to collaborative Lifecycle widget. Link the change action created to do themodification. Once the modification is done by the responsible member and the maturity of the document changed to Frozen, let's change the maturity of Change Action to — InApproval 32 Finally, approve the changeaction. ‘The maturity State of the change action is nowCompleted In the realized changes tab, you can visualize the complete change process and get information about the changes performed against a changeaction Refreshthecollaborativelifecyclewidgettoseethatthematuritystateofthedocumentisnow inReleased. Collaborative Tasks: Collaborativetasksprovideinformationforusertoquicklyunderstandthe ; different tasks in order to focus on priorities. Every Author and Leader & Owner of a collaborative space can create a collaborativetask Collaborative tasks can work as a powerful reminding tool, accessible from mobile devices (iPad/Android). Route Management: Route Management is an application that allows users to: | 4 | accomplish business activities by involving people with precise ' | ‘pbun | roles and tasks, Every member of a collaborative space | | (Contributor, Author, | eader & Owner) can create a route. Note: = Remind assignees-Route tasks work very well as reminder tool as the assignee will receive ‘a mail with all the necessary information to start itsmission 3 Route started-Once a route is created the tasks cannot be edited and/orarranged. Create a route template-Create a route template to create similar workflow to ensurequality on a regularbasis Issue 3D Review is an application that helps identify and visually | analyze issues with 3D context facilitate early discovery problems. To use Issue 3D Review, follow these steps: = From the Compass, select the Collaborative Industry Innovator licenserole. = Select Issue 3DReview. YoucanopenitiromtheCompasswhenyouwanttoaccessit, andyoucanaddittoadashboardfor quick access, The general workflow for issues follows this process: A problem is discovered from design review, manufacturing, or in thefield. = Anissueiscreatedwithcontextualinformation,reportedagainst anobject, andassignedtoa responsible person andorganization. = Cross organizational teams collaborate to resolve theissue The issue is closed with the right information or the start of a formal changeprocess. 3DMarkup is an application that enables collaboration with ; = stakeholders in real-time. It helps to resolve issues faster and share ‘| information in simple format. Measure items, the distance between items, orthicknesses. Cut through objects using a section plane. Annotate objects using different types ofannotations, © Create and play slides displaying specific states of themarkup. Savemarkups. Open existingmarkups. © Play a review in 3DPlay forDashboard Compareisanappiicationthathelpsidentifydifferencesbetweentwo 1 structures to find changes from one revision to another or to find ' difference between two solutions/alternatives. ‘| | To access the Compare widget, you can: Drag the widget from the Compass to thedashboard From the action bar, context menu, or toolbar, clickCompare 34 The structure comparison lets you identify differences between: Two different objects or two filteredstructures An object and one of its revisions orduplicates An object and one of the filters created on the samerevision Note: In Compare, filters are considered as the object the filter is created on, with the filter applied, Thestructurecomparisoncanbeeitherstructurallthetreesaredisplayedsidebyside) orlist-based. Ontheleft,anoverviewofthetreedisplaysafullstructuralcomparison. Eachrowintheside-by-side comparison tree is represented by a single line of the same colour. This overview also includes an overview frame indicating the active portion of the indented treestructure. The properties panel displays a comparison of the properties of the two objects loaded in Compare (similar properties or different properties). The 3D viewer displays a geometry comparison. Note: The 3D viewer is not available when comparing requirement specifications. You can hide or display the structure comparison, metadata comparison, or geometry comparison using the arrows(2or)atthe upperrightof eachpanel. Design Review App: TheDesignReviewappisusedtomeasureobjects, viewsectionsand i capture viewpoints. You must open the data in the Assembly app ' before opening the Design Review app. You will find the Design ' Review app in Social and Collaborative appssection, A design review contains a review object, which is a representation specifically used to store the design review data. The review object is created before starting the design review of an assembly 35 CHAPTER 03: Governance and Project Management (UXG) Extends Business and Industry Innovation with numerous organizational and work process-related tools. It targets any educational activity where the development of technical management skills is 2 desired learning outcome. It also provides educators with powerful tools to control and manage their teaching and research processes. Governance and Project Management role, provides you with capabilities of = Reduce product failures through customer co-creation and a requirements-driven developmentprocess. > A strategic close-loop collaborative change process that clearly communicates change decisions and assignments to all impacteddomains. = Improve reuse and reduce costs through secure contentclassification, = Drivestrategicproductplanninganddefineportioliotomaximizemarketopportunities,reduce ‘complexity and minimizecosts. Introduction to ENOVIA Program and Project Management - The Program and Project Management app is a project management tool that enables you to create programsandprojects [Link] various functions for managing them. You can define and modify tasks, assign project members to thetasksandpromotethetaskstothenextlevelforapproval. Youcanalsoviewtheprojectsandthe information associated with them to monitor theirprogress. TheProgramandProjectManagementapphelpsyoutomanagecomplexprogramsandprojectsthat rely on extensive collaboration across the global value chains of employees, suppliers, partners and customers. Concept to Market The Program and Project Management app is a project managers tool, who use it to manage their programs and projects. However, various other users such as employees, suppliers, partners and customers also use it to add and update project-specific content, perform the assigned tasks and update the records. ‘On the administration side, business administrators and system administrators use it to perform governance tasks such as create users, define rights, create templates, etc 36 Terminology - Program and Project Management App The terms used in this app cee Program: A program is a collection ofprojects. Program. Project: A project is a collection of tasks to be . af performed for attaining a specified goal orobjective. uerpiects) cEreiestzj cies Role: A role is a job function, such as Design Engineer or ProjectLead, = Schedule: A schedule is a hierarchy oftasks. = Deliverable: A deliverable is a document or an object added to a schedule task to support the task’s ' completion. For example, a part, a drawing, a report, or | | Teskn) | | any object that needs to be created orcompleted. ; = Dashboard: A dashboard is a view that helps in project tracking. It shows the status of selectedprojects Product Lifecycle Management (PLM): In industry, product lifecycle management (PLM) is the process of managing the entire lifecycle of a product from inception, through engineering design and manufacture, to service and disposal of manufacturedproducts. [Link],processesandbusinesssystemsandprovides a product information backbone for companies and their extendedenterprise. 37 Benefits of product lifecycle management include: Reduced time tomarket Increase full pricesales Improved product quality andreliability Reduced prototypingcosts More accurate and timely request for quotegeneration Ability to quickly identify potential sales opportunities and revenuecontributions Savings through thereuse of originaldata A framework for productoptimization Reducedwaste Savings through the complete integration of engineeringworkflows Ability to provide contract manufacturers with access to a centr Seasonal fluctuationmanagement Improved forecasting to reduce materialcosts Maximize supply chaincollaboration d productrecord Approach for Implementing PLM: vai The Variant Management app Establish objectives & goals for your PLMstrategy Review your processes Review yourdata Obtain organizational & executivebuy-in Work from a project plan & assign a projectlead Train people on the new processesearly nt Management App: status (of the assigned projects) across the global enterprise. You can standardize the product structure, design in configured context and generate BOM's so that you can launch multiple product variants simultaneously. You can also manage the conceptual and ‘commercial aspects of your products. System Engineers and Product Engineers can use the Variant Management app to define a portfolio of products and features with configuration options based on specific customer and marketrequirements. a product management tool that helps you to develop products with variability. It enables you to manage products by hierarchy, market requirements and report the 38 Steps for implementing ENOVIA Project Management app: Create aProgram Create a ProjectStructure Create Tasks and AddDependencies Create and Promote aDeliverable Create a Route for the ProjectTask Monitor the Project'sStatus Create a Project Structure: You will create the project structure of the XXX-Cycle Design Project. By the end of this exercise, you will be able to: Create aprogram Set the favouriteapp = Create aproject 40 CHAPTER 0 ..- 1. Log in to the 3DEXPERIENCEplatiorm xo Riis Gane [Link] the Compass, click My Social and CollaborativeApps [Link] “My Social and Collaborative apps” menu and select the ENOVIA Project Management app. Ensure that the Governance and Project Manager role isselected. [Link] the My Desk menu, select Program >Programs. mpage 7. Specify the following details, and clickOK. 8. Name: drone | 9. Description: [This program contains the | information for designing for the drone as per the gtmdomain } 1. Now, Program iscreated. #2 428 BN a 258 oy For creation of Project Structure you need to perform the following steps 1, In the My Desk menu, Select Project > | Select Actions > Create Project > Create New. 2. Specify the following details and clickOK. Name:[UAV DRONE] Project Date: (specify today'sdate) ogo various tasks required for designing the UAV drone.] Schedule From: Project StartDate DefaultConstraint: AsSoonAsPossible Business Unit:Body Base Currency:Dollar Program:UAV drone Project Visibility: Members saree 3. The project iscreated. Description: [This project consists of | p..::cae ‘ povoy | Project vstiny ' pase curency { Deserpton «Project Scheduling 1 senedule From \ calenaae © Related into i Busmess unt $ progam * Gusmess Goa | Delweraeve create Concept an Fe CHAPTER 5: For assigning task to member, you need to follow the below steps 1. Click on the “UAV drone"project. seaparee x 2. Inthe category tree, select People. The project's Members tab isdisplayed. coe ee = — Members Resource Plan. Member Timesheet 2e7@ Assign the role (Leader/Reader) to the team member and clickSave, ss tot t Resuts © ° De Se 44) In the category tree, select Schedule The project’s Schedule tab isdisplayed wi seRBEt bone ABTA Create atask. a) Select the UAV dronebox. 7 EEE) Click on the createTask ¢) Specify the following details and clickOK. a) Task Name: [Charger and charger socket] b) Description: [charger and charger socket as per the GTM project) 4s 9) hy a) b) °) Duration: (5]Days Task Requirement Mandatory Project Role: ProjectLead Assignee: Select Student as the task assignee. Needs Review:Yes The Schedule page displays the newly added task. assign Search the name and select themember Clickok. & Select the chassis design and clickonas user in structuredview. 46) Chapter;-07 Add Dependencies to the Tasks: You need to adjust the start dates for all the tasks and add dependencies (0 indie: relationships between the tasks. al The CAD DESIGN task cannot start until the MEASURI need to add a dependency for this task, 1. Onthe Schedule tab, de-select the Project check box and select the cad 4 2. Inthe page toolbar, select Actions >Add/RemoveDependency 3, Select the ead Design check box and in the Dependen Startoption. This means that the Cad Design task must finish before the measurement 4. Leave the Stack Time field empty (the default, 0 days, will be used) and clickAdd te the EMENTtask has been finished. So, you jesign check box. .cy Type field, select the Finish- to- task can start. inthe Dependencies section, the newly created dependency is displayed 5. Close the dialogbox. Manage Dependenci i a x Name ld Project Predecessor Slack Time in structured view of DependencyTab. it will show like that i 6. After adding the dependency, ie ' 4 288+00d i | 2 i | i 3 2FS+00d : : 4 3Fsod | | ‘5 afsood | | eet eens) EY vies neve 4 Const 48| He Chapter 8 1. Navigate to the Schedule's page of the project. In the Schedule tab, click Enable Edit The Mass Update option is displayed. 2. Click Expand Allifitis required.” 7 3. Mass update the lifecycle state oftasks. a. Select Mass Update as%. b. Select 100 and click Apply toAll 4, Clicksave. x YS REBSTS Click the Disable Edit icon to exit the edit mode. Observe that all the tasks areautomatically promoted to the In-Workstate. ne 49) Chapter 9 a Route for the Project Ta: 1. Ensure that you are coni inected to the 3DEXPERIENCEplatfor 2 Navigate to the UAV drone project. _ In the category tree, selectSchedule. 4. Click the UAV drone task. 5. In the category tree, select Routes & oe ree cata Approvals. Click . Routestab. 6. In the page toolbar, select Actions > Create RouteWizard... 7. Specify the following details, and clickNext. a) Name: _ [XXX-Validating the Testing Data] Description: [Send the schedule task to reviewer forvalidation] b) 2 Route Base Purpose: Approval ‘Scope: Organization Route Completion Action: Notify RouteOwner f) Start Route: (leqve asdefault) Auto Stop ‘on — Rejection: Immed 2e a) b) °) 8. The member i 9. Specify the following information Title: [UAV drone design] Action: Approve Order: ‘Assignee: Lipsa Patra Instructions: Testing] Due Date and Time: [1 reagsD specify the followingdetails: Select AddPeople. ‘Search and selectPeople. Click OK. is added with the Add Remove Access and clickNext. and clickNext: J day(s) from Route StartDate 50 Observe that the route has started. 10. Click Done. The route iscreated. 51) view the Task 4, Select the Taskstab. 2 The Tasks (Graphical) tab displays the newly createdtask. uses (Grshica) Tasks 2 if Bak Q a ees + oes Onder Revision Maturity State Assigner Action Aspro Nemes Complete the Assigned Task 1. In the My Desk menu, select Routes > Tasks. * The Tasks page displays the assigned routetask | | 2. Select the task’s check bo 3. x and clickComplete = | astsjonpmeat tt | rs 4, Specify your comments and clickDone. 5. In the message box, clickOK, 1, Chapter 10 Project's Status (View Projects Sumi 1. Ensure that you are connected to the 3DEXPERIENCEplatform. 2. Navigate to the ENOVIA Project Managementapp. 3. Inthe My Desk menu, select UAV drone Design 4. Click Next 30 Days to view the pending tasks Sewte i ; atte ie | |

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