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FILE NAME CHANGES IN PDM

Question asked by Josiah Thompson on Dec 10, 2019
Latest reply on Dec 31, 2019 by Francisco Guzman

We will be upgrading to PDM professional next month. We are developing a new document control that makes sense with our process. 

Right now all file names are part numbers in our Vault. looking for a standard for file names when a project is transitioning from concept into a make and then to production. Is it common to change file names when going from concept to a make? This has been a problem. When we rename files sometimes it breaks the drawing. 

Should I move files or copy files?

 If I copy files from one place (concept) to another the file name (make) will be the same but the file history starts over. This is good, but I feel like the file name should be different. 

 

Scenario:

Project is in concept state and is approved for a make. I copy file to a "make" folder and assign a part number.

The file now has a part number associated with it but I cant figure out how to get around the bad practice of renaming the file. 

 

 

 

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