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Hi David --
I'd encourage you to read the Windchill Help Center topic "Use Case Scenario for PDM Checkout." It covers several possible scenarios for using PDM Checkout. (I've also attached a slightly updated copy below)
One example of how you could use PDM checkout :
1. Product User A shares File1 to a project.
2. Project User B uses File1 to develop a related document, File1-2
3. User A performs the Send to PDM action to add File1-2 to the product
Option 1 -- From the Send to PDM window, select File1-2 and click the Keep Checked Out option.
User B can continue to modify their project-specific version, but the File1-2 object in PDM won't be affected until/unless you explicitly perform the Send to PDM action again. If you later decide that you don't want to include any of User B's work, then you can perform an Undo PDM Checkout action or the Convert to Share action.
Option 2 -- From the Send to PDM window, select File1-2 and click the PDM Checkin option.
Convert to PDM Checkout action.
Regarding access -- You would still need User A to perform step #1 and step #3. But after the initial Send to PDM action is completed, and provided that the object is being shared or is checked-out to the project, you can grant ad-hoc permissions on an object-by-object basis.
This would allow project users to perform various PDM checkout actions, including Send to PDM, without granting them access to the product or allowing them to view product-specific information. See the "User Permissions" section in Permissions and Valid Object Types.