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1-Visitor
November 17, 2015
Question

How to Set the Windchill Project Folder for new CAD Files

  • November 17, 2015
  • 2 replies
  • 8047 views

Here's another frequent question related to the use of Creo Parametric and Windchill.

  • When we check CAD files into Windchill, they go to the top level directory.
  • We then have to move them to the CAD directory.
  • Is there a way to get them to always go into the CAD directory?

 

When you create new CAD files in your local workspace, their "home" or folder location in the team project is defined when the CAD file is Checked In. By default, it is always set to the root (top level) folder of the project. You can change this during the Check In process or change your workspace preferences to define a different project folder.

 

Setting the Folder Location During Check In

Locate the new items in your local workspace as shown below and initiate a Check In.

CAD-DM-checkin.jpg

On the Check In page, use the Select All button to check mark all the new CAD files and then pick the Set Location (folder) icon in the toolbar. This will open the Set Location window allowing you to choose any folder in the team project you have access to.

CAD-DM-setfolder.jpg

Once the Set Location window is confirmed, you'll see the full path to location of you new CAD files in the Check In window.

CAD-DM-foldersset.jpg

 

Setting the Default Windchill Project Folder Location as a Workspace Preference

Pick the Workspace link at the top of the Workspace window in the Creo Browser.

CAD-DM-workspace.jpg

This will bring you to a list of your workspace(s). Just pick the Edit (pencil) button next to the workspace preferences you'd like to change.

CAD-DM-wsedit.jpg

Just like the previous example, you can now set the default folder for all new CAD files using the Set Location (folder) icon.

CAD-DM-wsfolder.jpg

All that's left is picking OK to confirm the changes and you're good to go. The folder selected here will now be the default folder for all new CAD files created in this workspace.

2 replies

1-Visitor
November 19, 2015

What is the difference between the "Part target folder" and the "CAD document target folder"? Under what circumstances would you want those to be different?

sm_011-VisitorAuthor
1-Visitor
November 19, 2015

The Part Target Folder refers to Windchill Parts that can be associated with the CAD Documents. I do my best to limit the exposure and potential creation of Windchill Parts on the Academic server. Teams are not doing any complex BOM management in their Project and all the advanced capabilities are provided PDMLink compared to ProjectLink. I don't foresee anyone really wanting to manage CAD files and their relationship to Windchill Parts at an academic level with only ProjectLink.

1-Visitor
January 27, 2016

I heard you save "move"...

For the few files we get stuck up at the root, is there a way to move them without breaking the assemblies they are a part of?

Rande J.

1-Visitor
September 9, 2016

Scott, can the root (default) folder be customized?

sm_011-VisitorAuthor
1-Visitor
September 11, 2016

It can, but not on the Academic Windchill server since it is a shared system. Let me know the ideas you have and I can definitely review the administrative staff.