Table of contents

Browsing in the Navigator..........................................................................2

The Navigator makes browsing and navigation easier.
Searching in Windchill...............................................................................3

PTC Windchill 10.2

Quick Start Guide

Quick and simple searches are always available at the top of the
Windchill window. Retrieve previous searches with Search History
and Saved Searches. You can also use Advanced Search, for
maximum flexibility.
Your Information: The Home Page and Tables....................................... 4-5
The Windchill Home Page displays information specific to you your
assignments, recent updates, checked-out work, and more. Quickly see
the information you need by customizing tables and choosing table views.
Information Pages.................................................................................. 6-7
The objects information pages organize information with tabs, including
your own tabs, to show exactly the data you want to see.
Windchill Documents............................................................................. 8-9
Create and manage your files through Microsoft Office applications and
Windows Explorer, as well as directly through your Web browser.
Windchill Parts .................................................................................. 10-11
The part information page contains a structure tab that allows you to
create parts, edit part structures, and review and add related information.
CAD Data Management...................................................................... 12-13
Top-down design (TDD) allows part structures to build CAD structures.

MAXIMIZE YOUR
USER EXPERIENCE

Windchill Change Management......................................................... 14-15

Standardized and repeatable control over how informal and formal
changes to product configurations are proposed, evaluated,
implemented and documented.
Glossary...................................................................................................16

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Browsing in the Navigator

Recently visited context
All contexts of a selected type
Expand context to access pages
specific to that context.

PTC Windchill 10 .2 Quick Start Guide

Takes you to your

Home page.
Open and close the
Navigator.
Display the Navigator
alongside the rest of
the page by pinning it
in place.
Resize the Navigator
as needed.

Context type icons

Products
Projects
Changes
Libraries
Organizations
Did You Know?

Sites

If you open any page within a context (for example, the

information page of an object), it is added to the Navigators
Recently Visited list. To find contexts not already in your
Recently Visited list, either select the icon for that context
type and then hit View all, or use Search.

Page 2 of 16 | PTC Windchill 10 .2 Quick Start Guide

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Searching in PTC Windchill

PTC Windchill 10 .2 Quick Start Guide

Select one or more object types (Part and Document are chosen here) and
enter your search or select a recent search (such as Changes created by me
or Keyword-gasket; Type-Part.
Easily access search results from inside the Navigator by clicking Edit Search
Criteria. Your search results are retained even after the Navigator is closed.
Click Save This Search to add the search to your Saved Search list and to the
keyword Search drop down, where it remains until replaced by more recent
searches.
Objects matching your search appear in the Search Results table.

Search History and Saved Searches

Did You Know?
Your search results are retained even
when the Navigator is closed.

Perform a saved or past search.

Modify a saved or past search
before executing it.

Advanced Search
Enter a Keyword to find matching criteria anywhere (for example,
in a documents content or attributes).
Object Type or types. Click Add if your type doesnt appear.
Limit your search to one or more contexts.
Select specific attribute criteria if a keyword isnt enough.
Then search for All or Any of your entered criteria.

Page 3 of 16 | PTC Windchill 10 .2 Quick Start Guide

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Your Information: The Home Page and Tables

Takes you to your Home page.

Home

PTC Windchill 10 .2 Quick Start Guide

Commonly used functions, such as user preferences, appear from Quick Links.

Customize which tables appear

on your Home page.
Work items you are responsible for,
either as an owner, assignee, or
resource.
Objects you recently created
or modified.
Objects you currently have
checked out.

Did You Know?

Click Launch Task Assistant to retain task comments without returning to the task form.

You can click Actions > Export

List to File > Export Importable Spreadsheet to export
your search results to a
Microsoft Excel file. If you
deploy the new PTC Windchill
Print Services module, you can
click Actions>Batch Print to
send the objects you select to
a Windchill server-configured
printer.

Page 4 of 16 | PTC Windchill 10 .2 Quick Start Guide

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Your Information: The Home Page and Tables

Tables

PTC Windchill 10 .2 Quick Start Guide

Choose or save your view.

Click a column header to sort the table
by that column.

Did You Know?

Tables can be modified using
a columns drop-down menu
and saved for later reuse.
To perform an action on an
object in a table, simply rightclick over that row.
To open a link in a new window
or tab, right-click and hold the
CTRL button.

Perform specific actions on objects in

your tables by clicking these icons, or
by choosing from the Actions menu,
or by right-clicking on any row.

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Further customize your tables view by

clicking on the small arrow that appears
when you roll over a column header to
Sort, Lock, and hide columns.

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Information Pages
Actions you can perform on the object.

PTC Windchill 10 .2 Quick Start Guide

The parts identifying information such as its number, name and version.

Object attributes and information tables for the

object are arranged in tabs.
Drag-and-drop the page anchors on the top of
the pane to reorder the information tables.

Create a new tab.

Right-click to rename or remove a tab you
have created.
Add new information tables to your new tab.

Did You Know?

Click the View Information icon
view an objects information page.

within tables and folders to

Page 6 of 16 | PTC Windchill 10 .2 Quick Start Guide

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Information Pages

PTC Windchill 10 .2 Quick Start Guide

Hover over an objects thumbnail to

navigate, see additional relationship
information and take action
on the object.

Resize either the window or the panes

to see as much or as little as needed.

Page 7 of 16 | PTC Windchill 10 .2 Quick Start Guide

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Document Integration with Windows Explorer

PTC Windchill 10 .2 Quick Start Guide

Find and manage your documents in PTC Windchill directly from Windows
Explorers Windchill Documents node. From here, you can navigate directly
through a secure connection to folders in your system.
Did You Know?
To see Windchill documents in Windows Explorer and
in Microsoft Office applications, download and install
Windchill Desktop Integration, available from Quick
Links>Software Downloads, and connect to the PTC
Windchill server.

Drag-and-drop documents
here to add them to
PTC Windchill.
Create a new document either by clicking the New Document
icon or choosing New Document from an actions menu.
Did You Know?
Windchill documents contain both content, such as
Microsoft Office files, and metadata about that content.
A single Windchill document can contain related attachments as well as the primary content.

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Document Integration with Microsoft Office

PTC Windchill 10 .2 Quick Start Guide

Perform a variety of PTC Windchill

actions from within Microsoft Office.
Check in or add a document directly
from Microsoft Office applications.
Manage PTC Windchill Server
connections.
Select the type of document.

Identifying information, such as the

documents name and description.

Confirmation windows with embedded

links inform you of server actions, and
automatically disappear.

Did You Know?

If you install Windchill Desktop Integration,
you can open and save new PTC Windchill
documents directly from the Office
applications Open and Save As menu.

Page 9 of 16 | PTC Windchill 10 .2 Quick Start Guide

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PTC Windchill Parts

PTC Windchill 10 .2 Quick Start Guide

Part Relationship Diagram

Document

Another Part

Reference Document
Requirement

Uses

(End Item in
this example)

Specification
Uses

CAD Document

Viewable

Usage links contain

information such as:
Quantity
Unit of Measure
Line Number
Find Number

Example of information that can be related to a part.

Parts identification information

Visual representation of the part.

Click to launch PTC Creo View

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Editing PTC Windchill Part Structures

Find parts in the product structure.
The structure is expanded to reveal
matching parts within subassemblies
and allows easy navigation from one
match to the next.

PTC Windchill 10 .2 Quick Start Guide

View and edit the part structure,

including related CAD data and documents, and usage information.

Use Configuration Specification, Attributes and Spatial Criteria to display

the desired product structure configuration.

The actions toolbar contains frequently

used viewing, editing, and analysis
functions.

Icons within the action ribbon.

To change the panel display on the

Structure tab, right-click anywhere in
the Structure tab or click Display in
the actions toolbar.

In the Uses tab, enter a partial part

number or name and the system will
auto-suggest matching parts that you
can select to add.
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Directly access, view, and edit information stored in the Occurrences tab.

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CAD Data Management: Workspaces and Model Structures

PTC Windchill 10 .2 Quick Start Guide

Select and configure custom

table views.
Apply workspace actions to single or
multiple objects.

Action Icons

Status Glyphs

Check In

Shared to a project

Checked out by you in

another workspace

Another Iteration is checked

out by another user

Check Out

Shared from PDM

New

Modified in workspace
and upload needed

Undo Checkout

Checked out from PDM

Checked out by
another user

Modifications uploaded

Update

Locked

Checked out to a project

Modified and not eligible

for upload

Checked out by you

Another Iteration is
checked out by you

View a models structure.

Adjust structure view to show
additional attributes and Show/Hide
related parts.
Add assembly to workspaces or
baselines.
Compare the model and its related
part structure.

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Did You Know?

You can add an object to your workspace by rightclicking the object and selecting Add to>Add to
Workspace from the commonspaces Search
Results or the Folder Browser.

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CAD Data Management: Comparing Structures

PTC Windchill 10 .2 Quick Start Guide

From the top screen, click Compare

Part Structure to launch the Structure
Compare tool from either a CAD structure or Part Structure for a side-byside structure comparison.

View the specific differences between

the two structures by clicking the
arrows.

Click the Build multi-level Part structure icon to propagate (build) structure
changes from the left structure to the
right structure.

Differences between the two

structures appear with a red font.
Lower-pane tabs provide additional
attribute, usage and related-object
information.

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PTC Windchill Change Management

PTC Windchill 10 .2 Quick Start Guide

Assess your change tasks directly

from the Assignments table on your
Home page through the right-click
actions menu.

Use the Change Summary table to

easily see all the data on the Change
Notice without having to navigate to
each Change Activity separately.
Additional default table views include
views for Affected Parts and Change
Intent. Additionally, you may customize
your view to meet your organizations
business needs.
Display Parts, CAD Documents, Documents and other items on the change.

Easily compare
information.

Change workflow
Problem Report

Change terminology in PTC Windchill

Waiver

Deviation

Change Request

Item

Description

Required

Problem Report

Define an issue or opportunity

Optional

Deviation Acceptance of planned

departure from configuration
before part is built

Optional

Waiver

Acceptance of non-conformance after part has been built

Optional

Change Request

Define business and technical

justification for the change.

Optional (with
preference)

Change Notice

Define plan for data to be

Released

Yes

Change Task

Assign, track and review data

andwork against the Change
Notice

Yes (at least one)

Change Notice

Change Task

Page 14 of 16 | PTC Windchill 10 .2 Quick Start Guide

Change Task

Change Task

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Change Management: Create New Change Request

PTC Windchill 10 .2 Quick Start Guide

Start a New Change Request by rightclicking on the affected object and

choosing New>New Change Request
from the actions menu.

Enter the Name, Description, Proposed

Solution and other attributes.

Objects that are either impacted by or

referenced by the Change.

Business or technical justifications

(e.g., files, links, etc.).

Related Changes, such as Problem

Reports, Deviations and Waivers.

Add additional Affected Objects with

Paste or Add, or use Collector to find
related items.

Did You Know?

Comments for Affected Objects, such

as why this item was added (this is
separate from Disposition Comments).
Page 15 of 16 | PTC Windchill 10 .2 Quick Start Guide

All tables in the Changes context have create actions, allowing you to quickly start changes without additional navigation.

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Glossary
New to PTC Windchill? Here are some important
terms and concepts you should know:
Actions: Performing a task against an object or
table in PTC Windchill is called an action. Actions
are available from icons on a tables toolbar, the
Actions menu on information pages and toolbars,
and right-click Actions menu on rows in tables.
CAD documents: CAD files (for example, models
or drawings) are managed in PTC Windchill as
CAD documents. CAD documents and their structures can be associated to PTC Windchill parts. A
CAD document is the CAD designers view of the
design, and a PTC Windchill part is the rest of the
enterprises view of the same design. For example,
AML/AVL information is only associated with the
corresponding PTC Windchill part. This associative
relationship enables CAD structures to automatically build part structures. Top-down design (TDD)
allows part structures to build CAD structures.
Change Management: PTC Windchill functionality that manages issues and improvements to
products and processes via a robust, closed-loop
system. Changes can be identified, tracked and
viewed across the enterprise. The entire enterprise
can then assess how these changes in product data
will affect different teams.
Commonspace: A collective term for the data that
is not in a users workspace. The Folder Browser is
PTC Windchills equivalent of the commonspace in
Pro/INTRALINK.

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PTC Windchill 10 .2 Quick Start Guide

Contexts: Contexts can be thought of as separate

data vaults. There are three main types of contexts
in PTC Windchill:
Products: A product is typically thought of as
the physical item manufactured and sold to
customers. PTC Windchill expands the concept of a product to include the environment in
which users collaborate to develop parts.
Libraries: A library is typically a vault for common parts, models and documents.
Projects: A project is a virtual location into
which you invite people to collaborate as a
project team. Projects are ad-hoc collaboration
spaces, as opposed to Products and Libraries,
which allow you more control of product development processes.
Information Pages: An information page is used to
access information about, and perform actions on,
a particular object.
Objects: An object is a generic name for business
data that is added to, and managed in, the PTC
Windchill system. For example, a part, a CAD
document, and a PTC Windchill document are
all PTC Windchill objects.
Occurences: An occurrence in PTC Windchill is a
database object that stores information about one
named usage of a part within a part structure.

Tables: Information about multiple objects is commonly presented in tables. Because some tables
can contain large quantities of data, you can define
a view to display just the objects and columns that
you want to see.
Versions, Revisions, and Iterations:
Revision
Iteration
When you save an object in PTC
Windchill for the first time, you
A.1
create the first version of it. In
Windchill, most objects are
Version
assigned a revision and iteration. Together, the revision and iteration define the objects version. For example, if A.1 is the version,
A is the revision and 1 is the iteration.

Workspace: A workspace is a private area where

you can manage your CAD work and perform CAD
data management operations.

2013, PTC Inc. (PTC). All rights reserved. Information described herein is furnished for informational use only, is subject to change without notice, and should
not be taken as a guarantee, commitment, condition or offer by PTC. PTC, the PTC
logo, PTC Windchill, and all other PTC product names and logos are trademarks
or registered trademarks of PTC and/or its subsidiaries in the United States
and other countries. All other product or company names are property of their
respective owners. The timing of any product release, including any features or
functionality, is subject to change at PTCs discretion.
J1752 WC Quick Start-10.2 EN0513

Roles: A role determines the access privileges that

users have and what they are allowed to do within
contexts. Manager, reviewer, observer, or approver
are all examples of roles.
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