Changing ownership of a file

The owner of a file is determined by one of the following:

  • The user who created it and saved it to Infor PLM Discrete.
  • The user who checked it out of Infor PLM Discrete.
  • The user to whom the ownership has been transferred.
  • The user who performs the Edit File process on a saved and unlocked file.
  • Project administrators are not the owners of all files, but they are given access to modify the files owned by users in their projects.

When you are registered as the owner of a file in PLM, you can edit the file as required, while other users can view but not modify the file. You can choose to transfer the ownership to another user when the user needs to work on that file.

Note: Ownership can only be changed if the file has been saved to PLM.

After a file has been checked in (and has Released status), it does not have a specific owner.

To change the ownership of a file:

  1. In Creo, for the part file with which you are working, select Change Ownership in PLM menu.
  2. In the Select User dialog box that appears, select the user you want to transfer the ownership to and click OK. The selected user now owns the file.