Associating Project Plans with a Model Version

You can add a project plan to associate it with a model version. You can also remove project plans from the model version so that they are no longer associated with it. An associated project plan specifies the tasks, milestones, and gates used by the product manager and contributors to complete the day-to-day activities required to create and manage a model version.

Important: You must have the Project Planner (XPP) license role to use Open With to open project plans from a model version.

This task shows you how to:

Before you begin: Open the model version whose project plan associations you want to change. For more information, see Opening a Model Version.

Add a Project Plan

You can add a project plan to associate it with the model version.

  1. Click Information in the identity card or from the context menu on any of the pages that list model versions.
  2. Select the Projects tab.
  3. From the toolbar, click Add Projects.

    Tip: You can also drag project plans from Project Planning or 3DSearch results into the Projects tab to associate them with the model version.

  4. From the 3DSearch results, select one or more project plans to associate with the model version.
  5. Click OK.

The project plan is now associated with the model version. If it is the only associated project plan, it is listed by name in the identity card's Projects field. If other project plans are already associated with the model version, a hyperlink indicates the total number of associated project plans. The model version is now listed in the project plan's Contributes to property.

Open a Project Plan

You can open the project plan associated with a model version from within the Projects tab.

  1. Click Information in the model version's identity card or from its context menu on any of the pages that list model versions.
  2. Select the Projects tab.
  3. From the context menu of the project plan, select Open With > Project Planning.

    Tip: You can also drag a project plan from the Projects tab into Project Planning to open it.

The project plan opens in Project Planning.

Remove a Project Plan

You can remove a project plan from the model version so that it is no longer associated with it.

  1. Click Information in the identity card or from the context menu on any of the pages that list model versions.
  2. Select the Projects tab.
  3. Select one or more project plans that you want to remove from the model version.
  4. On the toolbar, click Remove Projects.

    Tip: You can also remove an individual project plan by clicking Remove in its context menu.

The removed project plans are no longer associated with the model version.