Navigating on Project Management Data

You can show how objects such as Project Space and Bookmark Folder created in Collaborative Environment is integrated in Product Finder and Hi-End Native Apps based roles and how to manipulate certain types of objects such as CBP Document from native to web application. Navigating Program Central Folder Structure and WBS functionality enables the designer to access the stored data, when the designer requires data such as document, part, and process to complete the design task. You can access to certain types of objects in Collaborative Environment database without being logging into the Web application.

Bookmark Folders also support Live Preview functionality. You can open and close the Live preview by pressing the Spacebar. For more information about Live Preview, see 3DLive: 3DLive Fundamentals : Navigationg on Data : Using the Live Preview in a Navigation Window and 3DLive: 3DLive Fundamentals : Using the Bar : Semantic Search : Using Live Preview in a Search Results Window .

This task shows you how to:

Before you begin: This functionality can only be accessed with the DPM License. In this scenario, the folder structure should be available in Collaborative Environment. For more information about creating folder structure see the Project Management User's Guide.

Navigate Folder Structure

  1. In the Search Criteria box, enter a search string and click Search .

    A list of project spaces corresponding to your search criteria appears.

    Note: The search criteria for a project space are: projectspace:, prjsp:, ps: and Project Space.
  2. Right-click the project space of your choice, and select Properties.
    The Properties of project space dialog box appears.
  3. In the Project Visibility list, select Company, to modify the attributes of the project space and click OK.
    The Project Visibility column in the search results list displays the modified value.
  4. Right-click the project space of your choice, and select Explore.

    The project space is explored in Enovia Folder.

  5. Right-click the project space root and select Expand All.
  6. The objects available under the project space includes folder, Bookmark Folder, tasks, phases, milestones, gates are displayed.

    Select View > Tree View, to display the labels of the selected project space.



    Note: To search for each object type, enter the following search criteria :
    Object Type Search Criteria
    Bookmark Folders
    • BookmarkFolder: <search string>
    • wsv: <search string>
    • wv: <search string>
    • Bookmark Folder: <search string>
    WBS
    • wbs: <search string>
    Phase
    • phase: <search string>
    • ph: <search string>
    Gate
    • gate: <search string>
    • gt: <search string>
    Milestone
    • milestone: <search string>
    • mlst: <search string>
    PCTask
    • PCTask: <search string>
    • tsk: <search string>

    WBS enables you to search for any of Tasks, Gates, Phases, and Milestones.

Explore in Web

You can explore objects from native in the web app.

  1. In the Search Criteria box, enter a search string and click Search .

    A list of project spaces corresponding to your search criteria appears.

  2. Right-click the selected project space and select Explore.
    Note: You can also right-click the selected project space and select Explore With > Explore with Collaboration and Approvals.
  3. Right-click the project space root and select Explore with Collaboration and Approvals.
  4. The project space root is explored in Project Management.
    Note: Explore with Collaboration and Approvals can also be applied to Tasks, Phase, Gate, Milestone, and BookmarkFolder.