Saving files to PLM

The Save to PLM process saves your Creo file in the Infor PLM Discrete database. The document is saved with the status Draft. Each consecutive save updates the latest changes performed on the Draft revision of the document in Infor PLM Discrete.

You can only save a file if its related PLM document has a status of Draft. If the document has the status UNDER CHANGE or RELEASED, the file cannot be saved to Infor PLM Discrete.

To save your changes on the server (not only locally), perform Save to PLM. However, to save system performance, do not save to PLM too often. For more information, refer to "Saving files to PDM - Best practices".

Saving an existing file to PLM also saves the file in Creo. If you save the file only to Creo, the file is saved only locally and the associated documents and/or items in PLM are not saved.

The assignment of the file ID is determined by the parameters set up by the administrator as well as by the selected preference settings. The IDs for documents and items can be assigned manually or automatically by PLM, this is also set up in the preferences. For more information, refer to Introducing PLM preferences.

The ID of an item can be assigned in one of the following ways:

  • Automatically, with an PLM item ID
  • Automatically, with a Creo item ID. For every new part or assembly created, a new Creo parameter must be added.
  • Manually

The IDs for documents and files can be assigned either manually or automatically by PLM.

If you are working with design variants, known as family tables in Creo, you will need to save the design variants before you save the item to PLM. For more information, refer to Capturing design variants/configurations.

If you are working with business processes, you may need to acquire ownership of the item from the previous owner. For more information, refer to Saving and unlocking a file.