You can invite groups to the project or program roles from the user-defined groups defined in the parent organization.

Overriding Profiles

As the project or program manager, you can override profile settings that are
established at the site and organization contexts. For more information about
profiles, see Profile Management on page 290	.
The site or organization administrator determines whether the various user
interface elements and actions are configurable from an application context. You
can override an action or user interface element in a context instance using
Configure Actions for Roles which is accessed from the Team page. For more
information, see the teams help.

Moving Objects

Moving objects to a new folder requires different permissions depending on the move being performed.

For more information on the permissions required to move an object, see the PTC Windchill Specialized Administration Guide.

Creating, Editing, and Managing Documents and

Folders

You can create documents for the project or program, and you can define a folder structure. By default, any member of the project or program can define folders and subfolders in the folder structure.

If you are using the out-of-the-box project and program templates, you have full control over all documents created in the project or program; no member can prevent you from reading, editing, or deleting any object. You can also modify the access rules on any folder or any document.

You can delete discussion topics and postings. Non-project or program managers can only post to discussion topics; they cannot delete postings or topics, even if they created them.

Creating, Editing, and Managing Activities,

Deliverables, Resources, and Action Items

You alone can create activities, mark activities as milestones, deliverables, and resources in the project or program. The owner of an activity, milestone, or deliverable can edit and complete the item, but only project or program managers can create plan items.

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Managing Routing

While routing an object to a group, you have the option of displaying the group as a whole or exploding a group into individual members. By exploding a group into members, you can decide if you want the entire group to be participants in a particular role. For example, if only a select number of users within the group need to be approvers, the other users within the group can be deleted from the role. The exploding of groups into members is defined in the following property in the wt.properties file:

com.ptc.netmarkets.workflow.routeExplodeGroups

The default value for this property is FALSE. To enable the exploding of groups into members, set the property to TRUE using the xconfmanager. For more information, see the PTC Windchill Specialized Administration Guide.

Limiting Edit Privileges for All Action Items

You can limit the edit privileges on all action items, preventing the action item assignee from updating the following fields:

•Name

•Description

•Assignee

•Due Date

•Priority

To limit the edit privileges for all action items, a site or organization administrator can set the Create and Edit Restrict Action Item Updates preference to Yes using

the Preference Management utility from either the Site Utilities page or the

Organizations Utilities page for your organization. Assignees will not be allowed to update the fields listed above for any action items.

Managing Templates

You control the document templates available to a project or program. You can:

•Add to the list of document templates inherited from the parent organization or the site, by creating a new document template within your project or program.

•Override the inherited template by creating a projector program-specific template of the same name.

•Disable a document template that was created within the context of the project or program.

•Choose to hide or show inherited document templates for use in your project or program.

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Document templates that are enabled and shown are available to users when creating a new document from a template on the project or program Folders page; document templates that are hidden or disabled are not available.

For more information, see the help available from the Templates table.

Managing Preferences

Using the Preference Management utility from the Projects Utilities or

Programs Utilities page, you can manage preferences at the project or program level. Preferences set at the project or program level affect the project or program for which they are set. Different preferences can be set for different projects or programs.

For example, a number of preferences are available which allow you to determine the types of content allowed for documents. These preferences are found in the

Attachments category of the Preference Management utility.

For more information, see the help available from the Preference Management utility.

Importing and Exporting Information

You can export information from one project and import it into another project, or export information from one program and import it into another program on the same system or a different Windchill system. Generally, you can only import into a system at the same or higher release version as the system from which the data was exported. You can export project or program information as a template. A site or organization administrator can then create a template from that information that can be reused by the organization.

You can also save an existing project or program as a new project or program as a means of quickly starting a similar project or program.

You can also import a Microsoft Project plan into the system and export project and program information from Windchill into the Microsoft Project format.

Note

By default, milestones that have resources assigned in Microsoft Project are converted to activities in Windchill ProjectLink. To change this behavior so that milestones that have resources assigned in Microsoft Project are converted to milestones in Windchill ProjectLink and the resources are dropped, set the following property to TRUE in the wt.properties file:

wt.projmgmt.msproject.dropMilestoneResource

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Undoing a User Checkout

If a user in your project or program has an object checked out, you can undo the checkout, reverting to the last modified iteration of the object. This is useful in situations where the user who had the object checked out has left the company, or if they are out of the office when the checked out object is needed.

If you know the object or objects for which you want to undo the checkout, you can perform the undo checkout action on an object from either the Folders page of your project or program, or from the information page for the checked out object.

Viewing and Managing Access Policies

You can view and manage the access control rules for objects (such as folders, and documents) in your project or program. Navigate to the object, and select the Manage Security action. From the Manage Security window you can view and set the access control to the object for roles within your project or program team.

For more information, see the online help available from the Manage Security window.

You can define policies that control the level of access to information in a program or project. When defining a policy, the object types and user-defined groups defined in the parent organization can be used as well as the system groups representing the team roles in a program or project. For example, you could create a policy that provides Write access to all documents of type “Agenda” to the project team role/group called “Scheduler”.

For more information about domains and policies, see Administering Domains and Policies on page 85 .

For more information about creating or updating access control rule policies, see the PTC Windchill Specialized Administration Guide.

Managing Utilities

A number of administrative utilities are available through Projects Utilities and Programs Utilities.

By default, only site and organization administrators can access Projects Utilities and must act on behalf of the project manager. Access is restricted by default because these utilities are complex and require a level of training that is not expected for typical project managers. The site or organization administrator can set the Display Project Utilities Page preference to grant all project managers access to the project utilities functions.

For more information, see the help available from the Utilities page.

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Out-of-the-box Project and Program

Templates

When Windchill ProjectLink is installed, the following templates are loaded:

Template Name	Description
General	Sample templates that can be used to create a general
	project or program.
Design	A sample template that can be used to create a design
	project.
Manufacturing	A sample template that can be used to create a
	manufacturing project.
Custom	A sample template that can be used to create a custom
	project.

The project and program templates can define the same basic information that is discussed in Context Administrative Items on page 61 However, the out-of-the- . box templates define only the following:

•Context structure

•Context environment

•Context participation

The following tables describe the items that are defined in the templates.

Note

Project and program plan definition information is included in each template.

Context Structure
	General	Design	Manufacturing	Custom
Folder	General	Analysis	Analysis	Changes
structure		Contracts	Contracts	Contracts
		Designs	Designs	Designs
		General	General	General
		Plans	Plans	Installation
		Prototypes	Specifications	Plans
		Specifications		Prototypes
		Standards		Specifications

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Context Environment		Design
	General		Manufacturing	Custom
Discussion	General	Analysis	Design	Changes
topics		Design	General	Contract
		General	Manufacturing	Design
		Manufacturing	Quality	General
		Specifications	Specifications	Manufacturing
				Quality
				Specifications
Notebook	Documents	Documents	Documents	Documents
template	General	General	General	General
	Links	Links	Links	Links
	Parts	Parts	Parts	Parts
Context Participation
	General	Design	Manufacturing	Custom
Project or	Guest	Consultant	Engineer	Customer
program	Members	Designer	Guest	Engineer
team roles	Project or	Guest	Manufacturer	Guest
	Program	Manufacturer	Members	Members
	Manager	Members	Production	Project Manager
	Collaboration	Project	Planner	Quality
	Manager	Manager	Project Manager	Engineer
		Collaboration	Purchasing	Supplier
		Manager	Agent	Collaboration
			Quality Engineer	Manager
			Supplier

Collaboration

Manager

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Template Plan Objects
	General	Design	Manufacturing	Custom
Milestones	Project or	Project Start	Project Start	Project Start
	Program Start	Contract	Contract Signed	Contract Signed
	Project or	Signed	Specifications	Specifications
	Program	Specifications	Approved	Approved
	Finish	Approved	Design	Design
		Design	Approved	Approved
		Approved	Testing	Testing
		Prototype	Complete	Complete
		Approved	Prototype	Prototype
		Design	Approved	Approved
		Released	Production Part	Production Part
		Project Finish	Approved	Approved
			Production	Production
			Initiated	Initiated
			Project Finish	Project Finish
Delivera-	Project or	Project Start	Project Start	Project Start
bles	Program Start	Contract	Contract Signed	Contract Signed
	Project or	Signed	Specifications	Specifications
	Program	Specifications	Approved	Approved
	Finish	Approved	Design	Design
	Scope	Design	Approved	Approved
	Post Mortem	Approved	Testing	Testing
		Prototype	Complete	Complete
		Approved	Prototype	Prototype
		Design	Approved	Approved
		Released	Production Part	Production Part
		Project Finish	Approved	Approved
		Scope	Production	Production
		Contract	Initiated	Initiated
		Specification	Project Finished	Project Finish
		DraftDesign	Scope	Scope
		Prototype	Contract	Contract
		Final Design	Specification	Specification
		Post Mortem	Draft Design	Draft Design

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