Success Plan: Data Management for Manufacturing Maturity 2
The ability to facilitate and use a secure, reliable Data rich platform for file and document management.
Course overview
This course helps you gain the ability to facilitate and use a secure, reliable Data rich platform for file and document management. Do you need to provide access for non authoring departments (View)?
- Any of the modules in this course will help you accomplish either of the objectives above. Simply get started in the module of your choice depending upon the technology that your team has access to.
Course outline
Change order process in Vault Professional overview
Learn the change order process used in Vault Professional to manage the release of the designs, as well as the setup involved for the change order process and the configuration options available.
Module outline
Learn the change order process used in Vault Professional to manage the release of the designs, as well as the setup involved for the change order process and the configuration options available.
This content series takes approximately 15 minutes to complete. By the end, you should be able to:
- Describe the purpose of a change order.
- Describe the change order process used in Vault Professional.
- Define a routing list.
- Identify the ways a change order can be configured.
Prerequisites
This content series requires user-level knowledge of Vault Professional and is focused on best practices and its industry applications. If you don't have experiences with this product, we recommend you take foundational training using one of the resources below:
- Built-in tutorials, available via in-product Help
- eLearning Partners
- Authorized Training Centers
About the author
This content series was created by Barb Nash, Product Leader – Learning Content Development, ASCENT.
Creating and processing a change order in Vault Professional
A change order role is assigned to each Vault user participating in the change order process. Learn about the activities that each change order role performs at each state of the change order workflow from the change order's creation through to its closure.
Module outline
A change order role is assigned to each Vault user participating in the change order process. Learn about the activities that each change order role performs at each state of the change order workflow from the change order's creation through to its closure.
This content series takes approximately 15 minutes to complete. By the end, you should be able to:
- Identify the change order roles at each change order workflow state.
- Describe the steps to create a change order.
- Describe the steps to process a change order.
Prerequisites
This content series requires user-level knowledge of Vault Professional and is focused on best practices and its industry applications. If you don't have experiences with this product, we recommend you take foundational training using one of the resources below:
- Built-in tutorials, available via in-product Help
- eLearning Partners
- Authorized Training Centers
About the author
This content series was created by Barb Nash, Product Leader – Learning Content Development, ASCENT.
Practice creating and processing a change order
In this content series, a simulation is used to practice the steps that each change order role performs at each state of the change order workflow from the change order's creation through to its closure.
Module outline
In this content series, a simulation is used to practice the steps that each change order role performs at each state of the change order workflow from the change order's creation through to its closure.
This content series takes approximately 15 minutes to complete. By the end, you should be able to:
- Understand creating and processing a change order.
- Practice creating and processing a change order.
Prerequisites
This content series requires user-level knowledge of Vault Professional and is focused on best practices and its industry applications. If you don't have experiences with this product, we recommend you take foundational training using one of the resources below:
- Built-in tutorials, available via in-product Help
- eLearning Partners
- Authorized Training Centers
About the author
This content series was created by Barb Nash, Product Leader – Learning Content Development, ASCENT.
Coaching: How to: Share data between Vault and BIM 360
Learn how to securely sync selective data to extended project teams with Vault and BIM 360.
Module outline
Learn how to securely sync selective data to extended project teams with Vault and BIM 360.
- Streamlining Collaboration with Vault Professional
- Autodesk Drive
- Desktop Connector
Introduction to MCAD plugin for Upchain
Here, we introduce you to Upchain for mechanical CAD. You'll explore some key PLM concepts, install the mechanical CAD plugin, and navigate the plugin user interface.
Module outline
Here, we introduce you to Upchain for mechanical CAD. You'll explore some key PLM concepts, install the mechanical CAD plugin, and navigate the plugin user interface.
This content takes approximately 25 minutes to complete. By the end, you should be able to:
- Access and install the Upchain CAD connector.
- Define key Upchain PLM concepts including item, project, and BOM.
- Identify the main components of the CAD plugin UI (user interface).
Working with items and CAD files in Upchain
Here we discuss the key concepts when working with the mechanical CAD plugin, explore how to download and work with CAD files from Upchain, commit changes back to Upchain, and modify item attributes.
Module outline
Here we discuss the key concepts when working with the mechanical CAD plugin, explore how to download and work with CAD files from Upchain, commit changes back to Upchain, and modify item attributes.
This content takes approximately 30 minutes to complete. By the end, you should be able to:
- Define key concepts, including Project BOM, cBOM, eBOM, and file versions.
- Download CAD files and drawings in read-only mode.
- Check out CAD files and drawings in write mode.
- Check in CAD files and drawings to saves your changes to Upchain.
- Distinguish between item and eBOM attributes and modify them.
Registering CAD and drawings to Upchain
Learn how to register new CAD files and drawings to Upchain. We’ll look at how to create new items from CAD, how drawings can be registered, and how you can associate a CAD file to an existing item in Upchain.
Module outline
Learn how to register new CAD files and drawings to Upchain. We’ll look at how to create new items from CAD, how drawings can be registered, and how you can associate a CAD file to an existing item in Upchain.
This content takes approximately 40 minutes to complete. By the end, you should be able to:
- Register an assembly into Upchain.
- Associate a CAD file to an existing item in Upchain.
- Register a drawing to an item that contains its associated model.
- Map attributes to a drawing title block using Upchain codes.
Searching for and reusing CAD and items in Upchain
Here, we take everything we’ve learned from the previous three modules and apply them to some common use cases, including finding and addressing your assignments, copying a design for reuse in another project, and searching for items to insert into your design.
Module outline
Here, we take everything we’ve learned from the previous three modules and apply them to some common use cases, including finding and addressing your assignments, copying a design for reuse in another project, and searching for items to insert into your design.
This content takes approximately 40 minutes to complete. By the end, you should be able to:
- Access CAD files from assignments.
- Copy CAD data and item attributes from one item to another for design reuse.
- Search for an item using a Quick search and Advanced Search.
- Insert an item from the search results into your assembly and resolve cBOM/eBOM anomalies.
Find a partner
Work with your Autodesk partner to train your team.
Module outline
If you have attempted to implement your Autodesk technology on your own and still have questions, working with your Autodesk partner would be the best next step. If you are not already working with an Autodesk Partner, find a partner today.
