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Community Tip - Want the oppurtunity to discuss enhancements to PTC products? Join a working group! X

Reduce the number of steps for "Add To Project"

Reduce the number of steps for "Add To Project"

Currently this is the procedure for adding to project:

  1. Navigate to the objects and select the ones you want to "Add to Project"
  2. Click on "Actions" drop down, go down to "Add to" grouping, and select "Add to Project"
  3. On a new "Add Objects to a Project" window, click "Find..."
  4. On a new "Find Project" window, find the project to which you want to share your objects to, click "Search"
  5. Seect the found context, click "OK"
  6. Now that we are back to  "Add Objects to a Project" window with the found context, we click "Browse..." to select the appropriate folder level
  7. On a "Set Location" window, select the folder you want the objects to be added to.  Click "OK"
  8. On  "Add Objects to a Project" window, click "Next"
  9. On a new  "Add Objects to a Project" window, in the "Collect Objects and Set Options" portion, adjust what is auto collected, and click "Finish"
  10. On the confirmation pop-up, click OK

That seems like an awful lot of stept to just add 5 objects.  Some UI optimization would be prefered here, with possible interactivity and fewer clicks. 

5 Comments
ptc-1917366
1-Newbie

Request that a similar process to MOVE is used. Does the same sort of the thing with about half as many steps.

ptc-1917366
1-Newbie

Also, make the action terms consistent: Currently 'add to a project', and 'Remove Share' (or Delete). How about Share to Project  then  Remove Share.

Adding is not the same as Sharing.

Delete sounds like i am deleting the object, not just taking away the share, such as objects that only exist in the project.

sm
1-Newbie
1-Newbie

Hi, you can also copy/paste to share/pdm check out objects to a project. Simply collect all the items on the clipboard and paste them into a project folder of your choosing where you can define the share/pdm checkout/copy status of each item.

PTCModerator
Emeritus
Status changed to: Acknowledged
 
olivierlp
Community Manager
Status changed to: Archived

Hello,

We are archiving your idea as part of a general review. This action is based on the age of your idea and the total number of votes received, as per this announcement.

You can always post a new idea with all the details required in the form.

Thank you for your participation.