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Project List... Checking In.. How Do You Cope???

Question asked by Trev Rich on Sep 29, 2010
Latest reply on Sep 29, 2010 by Kenneth Barrentine

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Ok.. I underway with learning all about PDM thanks to Ken :thumbsup:

I've entered a few test projects on a local vault. But what I've noticed straight away is that all projects and sub-projects appear in one long list??

So... If you go to check in a new project... You have the project "folder" in place on PDM.. On the check in page, I select what project I'm checking into..

Now when I have 2000 + jobs on the system, and projects holding all the standard common files etc. I will have a huge list? no tree funcionalty at all?

I have to pick which project I'm checking into from one long long list?

Doesn't anyone find this a bit archaic or am I missing a stupidly simply workaround?

Thanks

Trev

Aaron Hubert Sep 29, 2010 11:03 AM

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Trev,

Often I feel PDMWorks has a very archaic feel, but with focus almost exclusively on Enterprise, I guess that is too be expected.

However, one thing you can do to help your situation a bit is to pre-select the folder you want to check into before hitting the check in button. This way you do not have to sift through the long tree to select the folder you want.

Aaron

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Aaron Hubert Sep 29, 2010 11:03 AM

Trev,

Often I feel PDMWorks has a very archaic feel, but with focus almost exclusively on Enterprise, I guess that is too be expected.

Aaron

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Kenneth Barrentine Sep 29, 2010 11:41 AM

yes it is archaic.

after a certain number of folders/projects have been created, you will loose some functionality to change a project in a "cell". not sure of exact number but i've gone past it. ;-(

you must use the properties bar at top. see "checkin project list" jpeg's below. in the first jpeg there is no scroll bar.

also, i'm including a brief view of my vault. (zip file)

i keep all drawings in a parallel (relatively speaking) project. this makes it easy to find documents.

here are some other pet peeve's about vault and file organization/structure.

sort is by file type, no way to change this. (see jpeg 4)

no duplicate project names, even if it is a sub-project. (what a pain)

drawings are children of models (which is why i have a parallel project system for drawings only)

i think there are more peeve's but that's all i can think of for now.

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Trev Rich Sep 29, 2010 11:48 AM

Thank you Aaron & Ken.

Great help.

Aaron. Preselecting a folder seems to make far more sense. Great stuff :thumbs:

Ken. Thanks for showing the prefered use with scroll bar.. but why dont they do something about it? It's so bad yet to simple to sort?

I'm beginning to wonder if it's worth the hassle of getting into PDM... seems easier to just move folders about when they are in for changes??

I will give it a good fair go though.

And Ken... our projects are small but many, and our part numbering simple, so hopefully I won't get in too much of a mess.

Another thing though....

Say you check out an assembly.. it saves all the relevent parts on your local. Then when you check it back in, you can only delete from disk the assembly, but not the parts?

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Kenneth Barrentine @ Trev Rich on Sep 29, 2010 12:12 PM

if i had a choice of pdmw or nothing, i would always pick pdmw!!!

believe me it helps tremendoulsy over any manuall system.

also, the vault is much more robust than using "plain jane" solidworks explorer ... like;

previous revisions are easily accessed

as-built can be maintained (lot's of work though)

where used is instantaneous

rename is instant

assembly tree view

and more

i don't use the option to delete local copies, so i don't know about this.

i manually delete my local copies.

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Jeff Holliday Sep 29, 2010 11:55 AM

There is no doubt that Workgroup forces some workarounds to be used and has user-interface problems. Unfortunately, Enterprise is the money-maker. The list of changes made to Workgroup over the past 3 years is very small and will not get much longer in SW2011. SWorks Corp keeps assuring us it will continue to be supported. I think they hope we will get frustrated using technoology "frozen in space" before they decide to abandon it.

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Aaron Hubert Sep 29, 2010 11:03 AM
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Correct Answer
Trev,

Often I feel PDMWorks has a very archaic feel, but with focus almost exclusively on Enterprise, I guess that is too be expected.

However, one thing you can do to help your situation a bit is to pre-select the folder you want to check into before hitting the check in button. This way you do not have to sift through the long tree to select the folder you want.

Aaron
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Kenneth Barrentine Sep 29, 2010 11:41 AM
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yes it is archaic.

after a certain number of folders/projects have been created, you will loose some functionality to change a project in a "cell". not sure of exact number but i've gone past it. ;-(

you must use the properties bar at top. see "checkin project list" jpeg's below. in the first jpeg there is no scroll bar.

also, i'm including a brief view of my vault. (zip file)
i keep all drawings in a parallel (relatively speaking) project. this makes it easy to find documents.

here are some other pet peeve's about vault and file organization/structure.

sort is by file type, no way to change this. (see jpeg 4)
no duplicate project names, even if it is a sub-project. (what a pain)
drawings are children of models (which is why i have a parallel project system for drawings only)

i think there are more peeve's but that's all i can think of for now.
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- checkin project list2.JPG61.9 KB
- vault_view.zip159.4 KB
- checkin project list1.JPG60.3 KB
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Trev Rich Sep 29, 2010 11:48 AM
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Thank you Aaron & Ken.
Great help.

Aaron. Preselecting a folder seems to make far more sense. Great stuff :thumbs:

Ken. Thanks for showing the prefered use with scroll bar.. but why dont they do something about it? It's so bad yet to simple to sort?

I'm beginning to wonder if it's worth the hassle of getting into PDM... seems easier to just move folders about when they are in for changes??
I will give it a good fair go though.

And Ken... our projects are small but many, and our part numbering simple, so hopefully I won't get in too much of a mess.

Another thing though....
Say you check out an assembly.. it saves all the relevent parts on your local. Then when you check it back in, you can only delete from disk the assembly, but not the parts?
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- Kenneth Barrentine @ Trev Rich on Sep 29, 2010 12:12 PM
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  Correct Answer
  if i had a choice of pdmw or nothing, i would always pick pdmw!!!
  believe me it helps tremendoulsy over any manuall system.
  
  also, the vault is much more robust than using "plain jane" solidworks explorer ... like;
  
  previous revisions are easily accessed
  as-built can be maintained (lot's of work though)
  where used is instantaneous
  rename is instant
  assembly tree view
  and more
  
  i don't use the option to delete local copies, so i don't know about this.
  i manually delete my local copies.
  Like • Show 0 Likes0
  Actions
Jeff Holliday Sep 29, 2010 11:55 AM
Mark Correct
Correct Answer
There is no doubt that Workgroup forces some workarounds to be used and has user-interface problems. Unfortunately, Enterprise is the money-maker. The list of changes made to Workgroup over the past 3 years is very small and will not get much longer in SW2011. SWorks Corp keeps assuring us it will continue to be supported. I think they hope we will get frustrated using technoology "frozen in space" before they decide to abandon it.
Like • Show 0 Likes0
Actions

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