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We shall be using the Project Link application within Windchill (WC) with the data stored on the WC server. As the name suggests, this application manages projects.
Definitions
Project – a set of data associated to a particular job
Folder – containers organising the data in a Project
Organisation – used to organise project teams and give permissions to projects, folders and files.
Team – members of a Project
Workspace – CAD files need to be in your Workspace to be either viewed or viewed and edited in Creo. Files do not have to be Checked Out to view them.
Check Out – when a file is checked out from the server and loaded to the Workspace you can edit and save it. Whilst it is checked out others may open and view it (use it in associated assemblies etc.) but they cannot edit it.
Check In – check in a file when you have finished editing it to allow others to check it out and edit it
Naming Conventions
You cannot have two files in the database with the same name, regardless of whether they are in separate folders or projects.
The server represents an organisation, any file created by that organisation is unique and may be used in any project across the organisation.
To avoid conflicts, you must add a unique identifier such as your user ID (cdabc, dsxyz) as a prefix to an file names you create.
See Renaming Files
Think of the Workspace as another network drive, but this is available from any computer connected to the web. Leave the files in your Workspace for as long as you like – they don’t have to be Checked In at the end of every session.
Files only need to be Checked In from your Workspace if another person needs to work on them.
You can have files in your Workspace which have not been Checked Out – you can open and view them and work around them but you can’t edit them.
Access via the Web
Projects can be managed and non CAD files accessed via a web browser
Link: https://www.windchilleducation.eu/Windchill
Do not try and work on CAD files via the standalone web interface, access CAD files through the Creo embedded browser and file management.
Access via Creo
To modify CAD files you need to access the server via Creo
To Disconnect from the WC Server an return to working on the local hard drive
Accessing CAD files
To upload existing parts and assemblies to the server
To Check Out, add to Workspace and open in Creo
Navigation
Use the current location ‘breadcrumb trail’ – top left next to the Home icon – to navigate to higher level folders
Use the Browse link to expand the Navigator pane.
Choose Recent Projects > View All
Expand ( 
sign next to name) the appropriate Project and go to the Folders option
Creating folders in a project
As a member of a project you can create your own folders and organise your work accordingly. Whilst uploading local files to the server you can create a folder – see above or HERE.
Permissions
By default the Administrator and the Project Managers will have full rights to all folders.
You can control access to folders you’ve created for other users in the Organisation;
Select the folder in the Folders list, RMB > Manage Security
Choose the 
Add Participants option above the Participants list.
Search* for Participants > Add them to the Participant list > OK.
* put the full name in the Search box or Use a wildcard *, strangely the wildcard searches on the first name but lists by family name, so if you wanted to find Kevin Badni you would type k* and his name would be listed as BADNI, Kevin.
*** Watch the Manage Security window does not get hidden behind the main Creo window – check your Taskbar
Select the security level needed for those people in the Permissions list > OK
By default all Team members have access to a new folder (see image above) – typically the whole year group. Add yourself (and your group members if appropriate) to the participants list then you can give yourself Full Control but uncheck all access from Team members.
CADCAM Resources 