Administration Roadmap

To implement Program and Contract Management, certain software components must be installed, set up, configured, and customized to match your business processes and environment.

To implement Program and Contract Management on-premises, you must first install the 3DEXPERIENCE platform as described in Installation and Administration: 3DEXPERIENCE platform. Collaboration and Approvals is part of 3DSpace, which is installed as part of the 3DEXPERIENCE platform.

The following table lists the supporting components that need to be installed and configured. It includes references to information to help you do so. For Program and Contract Management, the table provides cross references to topics that describe those configuration steps and options.

Software ComponentSetup or Configuration OptionFor More Information
Collaboration and Approvals Configure checkin and checkout using properties and URL parameters. Collaboration and Approvals Administration Guide: Common Document Model
Determine vaulting strategy and set up company vaults using MQL. MQL Concepts: Building the System Basics
Add companies, assign vaults, and add at least one administrative user per company using Collaboration and Approvals. Collaboration and Approvals Administration Guide: Configuring People and Organizations
Collaborative Services Install third-party apps and products, such as search engines and 2D and 3D viewer software and connectors. Documentation for the third-party software and 3DEXPERIENCE Open apps.
Register viewers, define formats, and set up viewer preference choices. Collaboration and Approvals Administration Guide: Configuring BPS Functions: Setting Up 2D and 3D Viewers
Program and Contract ManagementInstall or upgrade Program and Contract Management and these required or optional apps in the following order:
  1. Project Management
  2. Variant Management
  3. Traceable Requirements Management (Optional)
  4. Engineering BOM Management (Optional)
  5. Program and Contract Management
Installation and Setup: Install: 3DEXPERIENCE Platform: Installing 3DEXPERIENCE Platform Services: Installing 3DEXPERIENCE Platform Services One-by-One: Web Apps Installation: Installing and Upgrading Web Apps
If upgrading, migrate the necessary data. See Migration > Data Migration in the Program Directory.
Configure Program and Contract Management to reflect your business processes.Configuring Data Management Schedule Deliveries

Configuring Display Types by Bookmark Navigation

Configuring the Loader Dates Columns

Configuring the Loader Policy Revision Values

Configuring the Loader Templates

Configuring the Program Methods for Opportunity Chart Summaries

Configuring the Program Methods for Risk Chart Summaries

Configuring the Status Icons for the Contract Requirement Type in the Traceable Requirements Tables

Configuring the Status Icons for the Regulation Type in the Traceable Requirements Tables

Configuring the Threshold for Issue Creation

Configuring the Where Used Functionality

If necessary, configure triggers for Program and Contract Management to reflect your business processes:
  • Turn off triggers that you do not want.
  • Change parameters passed to trigger programs, as needed.
Collaboration and Approvals Administration Guide: Activating and Deactivating Triggers and Studio Modeling Customization Guide: Triggers
If necessary, change the on-screen text for Program and Contract Management, including internationalized text.

Collaboration and Approvals Administration Guide: Changing Onscreen Text

Collaboration and Approvals Administration Guide: About Internationalizing