Creating a project and linking users to the project

You can create a new project using the PLM Projects (pdadm3500m000) session. You can link users, PLM items, documents, and folders to the project.

  1. Select PLM Administration > PLM Project Administration > PLM Projects. The PLM Projects (pdadm3500m000) session is displayed.
  2. Select the required project. The PLM Project (pdadm3600m000) session is displayed.
  3. Click New.
  4. Specify this information:
    Project ID
    The identification key of the project.
    Project Name
    The name of the project.
    Project Manager
    The manager of the project.
    Project Phase
    The current phase of the PLM project.
    Company
    The company to which the project is linked.
    Release Area
    The release area used to save the files with release status.
    IDM Document Type
    The type of DMS document linked to the project.
  5. Click Save.