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psamuel-210-Marble
10-Marble
November 23, 2020
Question

Joint design development concern

  • November 23, 2020
  • 1 reply
  • 3220 views

During joint design development, We expect some of our design group to collaborate only on very limited 3D Models and &2D drawings (which are part of a bigger assembly). So, we decided to share only those 3D Models and &2D drawings to project and ask them to start working on the same.

 

However, they're not able to modify it until we provide access to them in the Product. In that case, they would be able to see the entire assembly(all parts which are not required for them to View). How this scenario can be handled and joint design development can happen ?

 

is this something achievable through PDMLink & ProjectLink ?

1 reply

joe_morton
18-Opal
joe_morton18-Opal
18-Opal
November 23, 2020

We've used this workflow, but only in an extremely limited capacity (maybe 1 part in design).

 

You said, "However, they're not able to modify it until we provide access to them in the Product" - I think you may be missing some steps.

 

For CAD created in a Product, if it shared to a Project, it is view-only to those in the Project. You have to perform a PDM Checkout to the Project to enable users in the Project to check out the CAD. When the model is checked out to the Project, users in the Product cannot check it out. The CAD can be checked out / checked in several times in the Project. The Product is not updated until a PDM Check in is performed. 

P
psamuel-210-MarbleAuthor
10-Marble
November 24, 2020

To perform a PDM Checkout to the Project, it requires the user need to be part of the Product team with check-out access in Product. That is were my concern lies.

 

It seems like the user should be part of both Product and Project to work in this way.

joe_morton
18-Opal
joe_morton18-Opal
18-Opal
November 24, 2020

I see your concern. Essentially, it's set up so that someone on the internal team transfers ownership of the part to the external team. When the external team is done working on that design (or when it's time for a review), you do the PDM check in so the internal team can see the updates. It's not really set up for live collaboration - more of a back and forth. It may require the external team to email someone on the internal team when edit access is required to a specific part. At least that's the way we used it.

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