Administration menu

Ordinary users without specific system administration rights have access to a limited set of project management functions; see Figure 5 for an overview of those. General project management is done by the system administrator; see chapter 4.

Figure 5. Administration menu – ordinary user

Projects

Shows all active projects that the user has access to. By clicking on a project, the project will be opened (see Figure 6).

Figure 6. Active Project

Breakdown templates

Shows all the breakdown templates that the user is assigned to. By clicking on the template, the template will open.

Figure 7. Breakdown template

Project templates

Shows all the project templates that the user is responsible for. By clicking on the template, the template will open.

Figure 8. Project template

Administration

Allows the user to create a project (see 3.2.4.1) or to change login password (see 3.2.4.6). A project that is created here instead of in the system administration area, cannot be assigned other users.

Figure 9. Administration tab

Create project

Click on the Create project item (see Figure 10).

Figure 10. Create new project with active user login
The create project form takes the following information (see 4.5 for project name restrictions):

    1. The name of the project (Mandatory)
    2. The description of the project (Mandatory)
    3. A project template that will be loaded as initial population of the project (OPTIONAL). 

After project creation the application shows the project root of the breakdown and automatically selects it. The context menu shown in Figure 103 is then available with the functions described in chapter 3.7 .

Create project from PDM file

Provide the name, description and the PDM STEP file (ISO 10303-21 format and with PDM data according to ISO 10303-242 or its predecessors).

Figure 11. Project from PDM file

Create project from text

Provide the name, description, and the zipped file (see Figure 12). The text file syntax is described in 4.5 .

Figure 12. Project from text file

Create project from baseline

Provide the name, description, and the zipped baseline file. The baseline file must have been exported from EDMtruePLM.

Figure 13. Project from zipped baseline

Create project from ASD DEX1

Provide the name, description and the DEX1 file (see Figure 14). The ASD DEX1 file must be compliant to the DEX1 "Product breakdown for support" subset of the ISO 10303-239 data model.

Figure 14. Project from DEX

Change user password

This form allows the logged in user to change password.

Figure 15. Change user password

About

Shows the details of the current project and user profile, that is:

  • project name, phase and its description;
  • user name and role;
  • support email address and
  • version of the current EDMtruePLM server.


Figure 16. About current user and project details

Log Out

Logs out the current user.