User Interface

The Design with Altium Designer adds 3DEXPERIENCE menu to the toolbar scope menu.

Menu Item	Description	More Information
Connect	Opens a login dialog for the user to connect to 3DEXPERIENCE. If the user is already logged in, new login is not required.
Show 3DSearch	Opens a 3DSearch panel.	3DSearch panel
Work Under	Use a change action to track changes to a design or an object.	Using Work Under Feature for Change Management
Launch 3DDashboard	Opens 3DDashboard in the web browser with the configured URL.
Electronic Component Editor	Opens Electronic Component Editor dialog box.	About Electronic Component Editor
Manage Templates	Opens the Template Management dialog box.	Managing Templates
New from template	Create a design using a template.	Managing Templates
My Credentials	Opens My Credentials dialog box. When you are connected to the 3DEXPERIENCE platform, you can check and modify your credentials. Information about Name, URL, Organization, Collaborative Space, Role is available in this dialog box. Following actions are available in the My Credentials dialog box: Click Open to launch 3D Dashboard. Click Switch Security Context to change the security context.
Preferences	Opens the Preferences dialog box.	Setting Preferences
Disconnect	Disconnects user from 3DEXPERIENCE. You need to connect to 3DEXPERIENCE before doing any other tasks.

When you right-click an object in the project tree, the context menu includes a 3DEXPERIENCE submenu:

Menu Item	Description	More Information
Save with options	When you click Save with Options, the Save Project to 3DEXPERIENCE dialog box appears. It shows the entire design structure. You can select objects to be saved. When you click Save in the Save Project to 3DEXPERIENCE dialog box, dialog box closes and progress bar appears. Note: You can now save ActiveBOM documents and Draftsman documents to the 3DEXPERIENCE platform as managed objects.	Save Dialog Box
Replace by revision	Opens the Replace by Revision dialog box.	Replacing Object Revision
Reload from server	Reload the last saved version of the design from 3DEXPERIENCE
New from template	Create a design using a template.	Managing Templates
Lock /Unlock	Lock or unlock the project. Locking a project prevents other users from modifying the project.
Item Manager	Opens the Item Manager dialog box.	About 3DEXPERIENCE Item Manager
Change Maturity	Lets you change the maturity state of one or more objects.	Changing Maturity
Properties	Displays details of the selected 3DEXPERIENCE object in a separate dialog box.
Show in 3DEXPERIENCE	Opens the selected object in the Relational Explorer app.

When you right-click a schematic under the project tree, the context menu includes a 3DEXPERIENCE submenu:

Menu Item	Description	More Information
Save	When you click Save, save operation is carried out without any user interaction. A progress bar appears. This operation considers all the children items for save. Manufacturing data output is not considered.
Save with options	When you click Save with Options, the Save to 3DEXPERIENCE dialog box appears. You can select objects to be saved. When you click Save in the Save to 3DEXPERIENCE dialog box, dialog box closes and progress bar appears.
Replace document by revision	Opens the Replace by Revision dialog box.	Replacing Object Revision
Replace document by latest revision	Lets you replace the object by its latest revision. When you click Replace document by latest revision, the selected schematic is replaced by its latest revision available in the 3DEXPERIENCE platform. Note: Only objects to which you have access are considered while replacing. The child objects of the selected object are also replaced. Orphaned objects are not cleaned.
Lock	Locks the selected object in 3DEXPERIENCE.
Unlock	Unlocks the selected object in 3DEXPERIENCE.
Change Maturity	Lets you change the maturity state of one or more objects.	Changing Maturity
3DEXPERIENCE Properties	Displays details of the selected 3DEXPERIENCE object in a separate dialog box.
Show in 3DEXPERIENCE	Opens the selected object in Relational Explorer under 3DDashboard.

When you right-click a layout under the project tree, the context menu includes a 3DEXPERIENCE submenu:

Menu Item	Description	More Information
Save	When you click Save, save operation is carried out without any user interaction. A progress bar appears. This operation considers all the children items for save. Manufacturing data output is not considered.
Save with options	When you click Save with Options, the Save to 3DEXPERIENCE dialog box appears. You can select objects to be saved. When you click Save in the Save to 3DEXPERIENCE dialog box, dialog box closes and progress bar appears.
Replace document by revision	Opens the Replace by Revision dialog box.	Replacing Object Revision
Replace document by latest revision	Lets you replace the object by its latest revision. When you click Replace document by latest revision, the selected layout is replaced by its latest revision available in the 3DEXPERIENCE platform. Note: Only objects to which you have access are considered while replacing. The child objects of the selected object are also replaced. Orphaned objects are not cleaned.
Lock	Locks the selected object in 3DEXPERIENCE.
Unlock	Unlocks the selected object in 3DEXPERIENCE.
Change Maturity	Lets you change the maturity state of one or more objects.	Changing Maturity
3DEXPERIENCE Properties	Displays details of the selected 3DEXPERIENCE object in a separate dialog box.
Show in 3DEXPERIENCE	Opens the selected object in Relational Explorer under 3DDashboard.

When saving a project, you can right-click an object in the project tree to access the context menu. The context menu includes a 3DEXPERIENCE submenu:

Menu Item	Description
Lock	Locks the selected CAD object in 3DEXPERIENCE. Once locked, the name of the user who locked the object is displayed in the Lock Owner column in the Save dialog.
Unlock	Unlocks the selected CAD object in 3DEXPERIENCE from the CAD Tool. Once unlocked, the name of the user who locked the object is removed from the Lock Owner column in the Save dialog box.
Change Maturity	Lets you change the maturity state of one or more objects. Note: When you change maturity, the updated object lifecycle value is updated in the Maturity column and tooltip. For more information, refer Changing Maturity.
Revise to NEXT	Changes all CAD objects to the next revision for saving.
3DEXPERIENCE Properties	Displays details of the selected 3DEXPERIENCE object in a separate dialog box.
Manufacturing Output	Not supported

When you save an ActiveBOM document, you can right-click an object to access the context menu. The context menu includes a 3DEXPERIENCE submenu:

Menu Item	Description
Save	When you click Save, save operation is carried out without any user interaction. A progress bar appears. This operation considers all the children items for save. Manufacturing data output is not considered.
Save with options	When you click Save with Options, the Save to 3DEXPERIENCE dialog box appears. You can select objects to be saved. When you click Save in the Save to 3DEXPERIENCE dialog box, dialog box closes and progress bar appears.
Replace document by revision	Opens the Replace by Revision dialog box. Lets you replace the document with a different revision.	Replacing Object Revision
Replace document by latest revision	Lets you replace the object by its latest revision. When you click Replace document by latest revision, the selected ActiveBOM document is replaced by its latest revision available in the 3DEXPERIENCE platform. Note: Only objects to which you have access are considered while replacing. The child objects of the selected object are also replaced. Orphaned objects are not cleaned.
Lock	Locks the selected ActiveBOM document in 3DEXPERIENCE. Once locked, the name of the user who locked the object is displayed in the Lock Owner field of the Save dialog.
Unlock	Unlocks the selected ActiveBOM document in 3DEXPERIENCE. Once unlocked, the name of the user who locked the object is removed from the Lock Owner field of the Save dialog.
Change Maturity	Lets you change the maturity state of one or more objects.	Changing Maturity
3DEXPERIENCE Properties	Displays the details of the selected 3DEXPERIENCE object in a separate dialog box.
Show in 3DEXPERIENCE	Opens the selected object in Relational Explorer in 3DDashboard.

When saving a Draftsman document, you can right-click an object to access the context menu. The context menu includes a 3DEXPERIENCE submenu:

Menu Item	Description
Save	When you click Save, save operation is carried out without any user interaction. A progress bar appears. This operation considers all the children items for save. Manufacturing data output is not considered.
Save with options	When you click Save with Options, the Save to 3DEXPERIENCE dialog box appears. You can select objects to be saved. When you click Save in the Save to 3DEXPERIENCE dialog box, dialog box closes and progress bar appears.
Replace document by revision	Opens the Replace by Revision dialog box. Lets you replace the document with a different revision.	Replacing Object Revision
Replace document by latest revision	Lets you replace the object by its latest revision. When you click Replace document by latest revision, the selected Draftsman document is replaced by its latest revision available in the 3DEXPERIENCE platform. Note: Only objects to which you have access are considered while replacing. The child objects of the selected object are also replaced. Orphaned objects are not cleaned.
Lock	Locks the selected Draftsman document in 3DEXPERIENCE. Once locked, the name of the user who locked the object is displayed in the Lock Owner field of the Save dialog box.
Unlock	Unlocks the selected Draftsman document in 3DEXPERIENCE. Once unlocked, the name of the user who reserved the object is removed from the Lock Owner field in the Save dialog box.
Change Maturity	Lets you change the maturity state of one or more objects.	Changing Maturity
3DEXPERIENCE Properties	Displays the details of the selected 3DEXPERIENCE object in a separate dialog box.
Show in 3DEXPERIENCE	Opens the selected object in Relational Explorer in 3DDashboard.

The system tray includes a 3DEXPERIENCE icon . You can double-click the icon to view your connection status. You can right-click to view the system tray menu.

Menu Item	Description	More Information
Help > About	Displays information about Design with Altium Designer.
Help > Support Archive	Creates a zip file that contains log files to help Product Support when you need to report an issue.
Preferences	Set Preferences to define the behavior of Design with Altium Designer.	Setting Preferences
Work Under	Description to be added.
Reset Work Under	Description to be added.
My Credentials	Opens My Credentials dialog box. When you are connected to the 3DEXPERIENCE platform, you can check and modify your credentials. Information about Name, URL, Organization, Collaborative Space, Role is available in this dialog box. Following actions are available in the My Credentials dialog box: Click Open to launch 3D Dashboard. Click Switch Security Context to change the security context.
Disconnect	Disconnects user from 3DEXPERIENCE. You need to connect to 3DEXPERIENCE before doing any other tasks.
Shutdown and Exit	Shuts down the plug-in and closes the Design with Altium Designer and disconnects the session to 3DEXPERIENCE application server.