PROJECT MANAGEMENT

• View the attributes, content, and relationships of

OBJECTIVES Windchill objects.

• Plan projects, project resources, and project storage.

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1 WINDCHILL CONCEPTS

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PDMLINK ET PROJECTLINK

Produits Projets
Espace Produit
Produit 1 Espace de collaboration

Chargés
Affaire

Produit 2 Etudes
Automatisme
Appel d’offre
Contrôle
Retour PDM
PDM(A2)
CAO Partenaire

Industrialisation A
1
Projet A
1-3
1-1

Bibliothèques
Composants Bureau d’Etudes
Interne
Composants standards Etudes
Mécanique
Normes Bureau d’Etudes
Externe

A
A
1-1

A
1-2
Normes Etudes 1-3
Elec/Electronique

Pas de réelle échelle de temps « la vie du produit » Echelle de temps FINIE CONNUE 4
CONTAINERS HIERARCHY
Data Structuration example

Restricted to administrators

Site

Organization

Reusable
Car Model 1 Car Model 2 Screws Project 1
Components

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 1. Windchill ProjectLink Introduction.
AGENDA 2. Windchill ProjectLink Objects.

3. Windchill Project Management.

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1 WINDCHILL PROJECTLINK INTRODUCTION

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WINDCHILL PROJECTLINK

Solving the challenge of collaborative project management throughout the product lifecycle.

• The Challenge
– Globally dispersed teams.
– The continual need to meet customers’ expectations, time-to-market targets, and quality goals.

• The Solution
– Windchill ProjectLink
• Virtual Workspace
• Project Management Capabilities
• Accurate Product Information

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PROJECT MANAGEMENT – OVERVIEW

Project management is the process of planning, implementing, and managing tasks and resources
to accomplish a well-defined objective.

• Project Management:
– Planning
– Implementing
– Managing

• Common Characteristics:
– Breaking the project into easily manageable tasks.
– Scheduling the tasks.
– Assigning who is accountable for each task.
– Communicating with the team.
– Tracking the tasks as work progresses.

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PROJECT MANAGERS RESPONSIBILITIES

A project manager’s primary responsibility is to create and maintain a project schedule.

• Project Manager responsibilities:

– Plans a project.
– Implements a project.
– Manages a project.

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PROJECT MANAGEMENT OBJECTS

Project Management Objects manage the planning, scheduling, and development of information.

• Activities

• Milestones

• Summary Activities

• Deliverables

• Action Items

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NAVIGATING PROJECTS AND PROGRAMS

Projects and Programs store and manage project information.

– Details
– Folders
– Workspaces
– Network
– Plan
– Packages
– Team
– Resources
– Meetings
– Assignments
– Discussions
– Reports

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STORAGE LOCATIONS

Objects are stored in contexts.

• Projects store objects related to a project.

• Programs store objects related to a program

or the projects managed by a program.

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DEMONSTRATION

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2 WINDCHILL PROJECTLINK OBJECTS

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WINDCHILL DATA MODEL

Usage

Parent CAD Model

Drawing
Requirements

Viewable
AML/AVL Manufacturer Part /
Vendor Part

Changes

Document(s)
Analysis
Usage Child 1

Usage
Child 2

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REMINDER REVISION SCHEMA

Iterations

Set state /
Promotion REVISION
Request

Iteration cycle
+
Release cycle

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REVISION SCHEMA IN PROJECT

Iterations

Set state /
Promotion
Request
REVISION
Iteration cycle
+
Route cycle (with change of
lifecycle)
+
Revision possible

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EXERCISE

• Create a container with the type = ‘project’

• Create a new doc into your project

• Create a new part into your project

• ‘Share to project’ a doc and a part

Copy / paste with option (share OR PDM check-out)
• ‘Check out to project’ a doc and a part Add to project (almost the same)

Remove share
Send to PDM
Or delete

• Questions: INTRO YOUR PROJECT, how to iterate in project, revise in project, change state in
project, any workflow?

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HISTORY VISION ACCORDING TO USER PERMISSION

• Depending on your user access

rights, the history of the object
is complete or reduced

• First case: user can see object

in both product/library and
project

• Second case: user can only see

object in the product or library.
Not the project info.

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NO REVISION / SET STATE / ROUTE

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ROUTE

• To get information from the route workflow, the ‘Routing / Process History ‘ table can be added
into a tab

• Or by selecting the icon on routing beside the object

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PROJECT PLAN OBJECTS

You can use the plan objects to organize a plan and track the progress of a project.

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PLANNING PROJECTS

There are four basic steps to planning a project.

• Steps:
– Define the project’s scope.
• State the problem.
• Identify goals and objectives.
– Design the project plan.
• Identify and sequence activities and milestones.
• Determine deliverables and estimate time.
– Manage project information.
• Identify a project storage structure.
• Identify access control requirements.
– Allocate project resources.
• Identify the team members by role.
• Identify other resources, such as facilities.
• Estimate cost.

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PROJECT COMPONENTS

A project plan representation may include its plan, resources, deliverables, and storage structure.

• Activities

• Milestones

• Summary Activities

• Deliverables

• Action Items

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EXERCISE : CREATE A PLAN WITH ALL THE BUSINESS OBJECTS

• Activities

• Milestones

• Summary Activities

• Deliverables

• Action Items

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AVAILABLE ACTIONS

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PREDECESSOR

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PROJECT PLAN VIEWS – PLAN VIEW

There are three ways to view the Project Plan in Windchill. The first is the Plan View.

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PROJECT PLAN VIEWS – TIMELINE VIEW

It is easy to scroll to major activities in the Timeline View.

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ADD TO TIMELINE

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GANTT VIEW

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PROJECT PLAN VIEWS – GANTT EXPLORER

The Gantt Explorer is useful for viewing the dependencies between plan objects and the critical
path.

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PLANNING PROJECT STORAGE

Project storage structure involves planning folder structure and access control.

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PLANNING PROJECT RESOURCES

In this step, you identify the team members and resources that are part of the project.

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PROGRAMS AND PROJECTS – DIFFERENCES IN DESIGN INTENT

Programs are intended to create a view which is useful when managing several related projects.

• Program storage should be used for

documentation related to the program, not
product design information.

• The network should be used to create an

easily navigable tree of contexts.

• Typically, there are many project creators

and managers, but few program creators
and managers.

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PROGRAMS AND PROJECTS – DIFFERENCES IN FUNCTIONALITY

Programs do not have workspaces.

• Workspaces are used to create and modify
design information.

• Programs are not intended to store design

information.

• EPM documents should not be stored in

programs.

Program Completion & Health Status Rollup By its

Plan preference.

• Yes (default) - Percentage completion is based on

plan, the same as projects.

• No - Percentage completion and health status

determined by projects in network.

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STARTING PROJECTS

To start a project, select Start from the Actions drop-down list on the project details page.

• Starting a project requires a simple click.

– Sets project to Running state.
– Project invitations are automatically sent
to team members.
– Team members join the project.

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PROJECT ACTIVITIES AND SUMMARY ACTIVITIES

An activity is a specific step within a plan that contains information.

• Characteristics:
– A summary activity is a parent of several related child activities, milestones, or other summary
activities.
– An activity can be a child of a summary activity.
– An activity is often associated to one or more deliverables.
– The activity status is always calculated using a pessimistic approach, so if one child is red, the
activity is red. But, to be green, all of the children must be green.
– The percentage of work complete of a summary activity is calculated based upon the percentage
– completion of the child activities.
– The percentage of work complete of an activity may be calculated based upon the percentage
completion of its deliverables.
– Activities may be associated to resources using resource assignments.

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SCHEDULING ATTRIBUTES

Duration, Resource Units, and Work are interrelated scheduling attributes.

• You may enter two scheduling attributes, and the third is calculated.
– Duration = Work / Resource Units
– Work = Duration * Resource Units
– Resource Units = Work / Duration

• If you edit a scheduling attribute, another scheduling attribute is automatically changed to

maintain the formula.
– Fixed Units
– Fixed Duration
– Fixed Work
– Effort Driven

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CREATING A SUMMARY ACTIVITY

You can convert an activity to a Summary Activity by indenting its child activities.

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DEMONSTRATION

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3 WINDCHILL PROJECT MANAGEMENT

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MANAGING PROJECTS

Managing a project is an ongoing process that only ends once the project is completed.

• Managing Projects:
– Evaluate Health
• Measure status
• Measure risk
• Measure state
• Generate reports
– Control Information
• Control access to files
• Control access to costs
– Manage Histories
• Change Histories
• Documented discussions
• Meeting minutes

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PROJECT STATUS

The status color is the most noticeable indicator of a project’s status.

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PROJECT STATE

The state of a project affects access control.

• Defined – Project created, but never started.

• Running – Project started.

• Suspended – Temporarily suspended by project manager.

• Cancelled – Permanently stopped by project manager.

• Completed – Automatic, or set by project manager.

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EDITING PLAN OBJECTS FROM WINDCHILL TABLES

You edit plan objects from the assignments list, project plan table, and most other tables where
they appear.

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EDIT IN GANTT EXPLORER

You can edit Milestone and Activity attributes directly in the Gantt Explorer.

• Changes in Gantt Explorer are not saved in Windchill.

• Useful for visualizing potential plan changes.

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ADDING OBJECTS TO THE TIMELINE

The timeline displays project plan objects across the top of the Plan page.

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EXPORTING PROJECTS

The import and export functionality is intended to assist in the sharing of information between
systems and the archiving of project information.

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MICROSOFT PROJECT PLUG-IN

You can download the Microsoft Project Plug-In from the Windchill Software Utilities page.

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MANAGING PROJECTS USING MS PROJECT

You can import existing Microsoft Project plans into a Windchill project.

• There are multiple methods for using MS Project with Windchill:

– Execute the MS project plan in Windchill.
– Use Windchill to provide access to the project plan.
– Export snapshots of plan in execution.
– Use Windchill as a repository.
– Use Windchill as a read-only Web accessible plan.

• You can also export Windchill projects to Microsoft Project for offline editing.

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IMPORTING, EXPORTING, AND SYNCING PLANS WITH MICROSOFT PROJECT

You can import existing Microsoft Project plans into a Windchill project.

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MANAGING YOUR WORK

Windchill provides tools to manage work.

• Tools:
– Manage tasks
– Access recently modified objects
– View checked out items
– Manage notebook
– Subscribe to objects
– Generate reports

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MANAGING TASKS

The Overview page provides tools to manage tasks.

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MANAGING SUBSCRIPTIONS

Windchill notifies object subscribers when an event occurs involving that object.

• Subscriptions:
– Content Objects
• End Items
• Parts
• CAD Documents
• Documents
– Discussion Objects
• Discussion Topics
• Discussion Postings

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DEMONSTRATION

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