Projects Options

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Projects Options

Projects Options

Default Project [Project1]

It is the name of the Default Project used by Mechworks PDM; its default is Project1. The Default Project is the project that is automatically created by the PDM at start-up time.

minusTrash Project [TrashProject]

It is the name of the Trash Project used by Mechworks PDM; its default is TrashProject. The Trash Project is a project used by the Projects Documents assignment dialog as a trash can for documents not used in any other project.

optOFFAvoid automatic parent document project assignment

If checked, when MechworksPDM update the database it doesn't associate the children documents (for example all the components of an assembly) to the parent document project (for example the project of the assembly).

plusExample

Suppose to have the following models images_A16 A1 - belongs to project AsmPrj images_L16images_P16 P1 - belongs to project PartPrj images_L16images_P16 P2 - belongs to project PartPrj

images_checkOFF Avoid automatic parent document project assignment After a save of A1:

images_A16 A1 - belongs to project AsmPrj images_L16images_P16 P1 - belongs to project PartPrj and to project AsmPrj images_L16images_P16 P2 - belongs to project PartPrj and to project AsmPrj

images_checkON Avoid automatic parent document project assignment After a save of A1:

images_A16 A1 - belongs to project AsmPrj images_L16images_P16 P1 - belongs to project PartPrj images_L16images_P16 P2 - belongs to project PartPrj

If A1, P1 and P2 are new in the database (A1 is being saved in the database for the first time), P1 and P2 are associated to the project of the parent assembly (ASMPRJ):

images_A16 A1 - not yet registered in the database images_L16images_P16 P1 - not yet registered in the database images_L16images_P16 P2 - not yet registered in the database

Current project is AsmPrj, after t6/12/2018he save of the assembly A1:

images_A16 A1 - belongs to project AsmPrj images_L16images_P16 P1 - belongs to project AsmPrj images_L16images_P16 P2 - belongs to project AsmPrj

optONAvoid Document without Projects

This option avoids the existence of Documents not belonging to any Project; this means that the remove from project action is not effective if this option is enabled:

images_avoidOrphans

optOFFAlways allow Documents without Projects

With this option enabled it's possible to leave a document with no project assigned even when a save action is performed on the document
please note the save as action is a different management (since the savedAs document is not existing yet), so in that case a project must be assigned with no exception.

optOFFAdd new parts to each project the parent assembly belongs to

This option has been added to allow, during the save process of an assembly having new parts, to add these new parts to all of the projects this assembly is contained on. During the save process, if the user set this option and requested to provide input, the dialog related to the new parts will show the project section grayed out, since there won’t be the choice to select the project: images_AssignParentProject01

Example

Suppose to have an assembly that's contained in two projects: images_AssignParentProject02

Adding a new part and then saving the assembly, with this option enabled and the traverse assembly enabled too, the new part will be added in both projects: images_AssignParentProject03

optONAvoid Passing Complete List of Projects to Scripts

When checked, MechworksPDM doesn't pass the entire list of projects to any script being called.

Normally the list is passed to every script, such as DataEntr.LST or similar, to allow the script to use the list of projects without accessing the database. Now, when the list of projects is huge ( more than 300-400 entries ), it can be slower to pass the list instead of directly accessing the database from the script, if any project list is required. It is suggested to check this option if you see a significative delay when starting scripts like the DATAENTR.LST.

optOFFEnable revisions for projects

Revisions for projects have not the same meaning and features as revisions for documents. Read more on the topic before activating.

This option is enable if the database view PROJECT includes the STATE field (both names are languange dependent).

optOFFNever display Released Projects in Trees

self explaining

optOFFAlways create Shared Projects

Enabled only when the Remote Access is activated, if checked it forces the new projects to have the suffix _SHARED appended to the COMPANY_ID, so making them SHARED.

This option is enable if Environment→Remote Access→images_checkOFFEnable the Remote Access mode is enabled too.

optONAlways consider the Current Project as Shared

If checked (by default it is checked), the Current Project, also if Foreign and not _SHARED, appears in the Projects List of the Data Input form at the save of a new Document.

This option is enable if Environment→Remote Access→images_checkOFFEnable the Remote Access mode is enabled too.

In Remote Access context, this option is considered also when adding new documents/attachments to the Project

Please note in this case the Project icon changes from Foreign to Local when the Project becomes Current - when the Current Project is changed, the Project icon returns to be Foreign

optOFFAvoid adding current project to the existing projects selection

Working with partial project tree, this option avoids to add the current project in the selection list automatically.

The new option is suggested in case of tree performance issue: making a project as current, no changes to the project tree list is done when the option is activated.

 

optOFFSave drawings on a separate project

If checked, when MechworksPDM saves a drawing, it first looks for a special field in the database, indicated by the value in the Name of the field with the project ID edit box. If this field exists and the content is not null, MechworksPDM assigns the drawing being saved to the project specified in the special field.

Example

Suppose you have customized the drawing table and have added a new custom field named MACHINE and you have created a project named T-100.
If you fill the Name of the field with the project ID edit box with the value MACHINE, when you save a drawing, MechworksPDM pops up the input data entry mask.

If you enter in the field MACHINE the value T-100, MechworksPDM puts the drawing under the project T-100, regardless of what is the current active project or what is the actual Project↔Users assignment done through the DBWArm system ( if installed ).

optONSave drawing on the Part/Assembly's project

If checked, MechworksPDM will assign it to the project of the first referenced model in the drawing.

optOFFAvailable Projects List in the Save Dialog matches Projects shown in the Tree

When checked, the Save Input Form will show only the Projects that are currently displayed in the Browser's Tree (projects selection rather than the whole list):

images_AvailableProjList

This option is available if the following one images_checkOFF List only Current Project in the save dialog is unchecked

optOFFList only Current Project in the save dialog

This options allows to list just the current project in the Save Dialog;

This option is available if the previous one images_checkOFF Available Projects List in the Save Dialog matches Projects shown in the Tree is unchecked

optOFFAssign project by component prefix or directory

See also

If checked, when MechworksPDM saves a part or an assembly, it first checks whether the beginning of the ID of the part/assembly matches any of the entries in the Prefix↔Project link list, and if so, it assigns the current part/assembly to the project specified in the list.
MechworksPDM stores the part/assemblies under the project matching the component name, regardless of the current active project or the actual Project↔Users assignment done through the DBWArm system (if installed).

Example

Suppose to have two projects named:
  StandardParts
  StandardAssemblies

Suppose now to have the Prefix↔Project link list filled with the following entries:
  00*->StandardParts
   01*->StandardParts
   ??AA*->StandardAssemblies

Now, whenever you save a part/assembly whose ID begins with 00..., the part/assembly is assigned to the project StandardParts. The same applies for parts/assemblies with names beginning with 01....

Equally, when you save parts/assemblies with names like 01AA789-10, BDAA178982-2, so that the third and fourth characters are two A, these parts/assemblies are assigned to the project StandardAssemblies.
Please note that the syntax for the prefix expression is very similar to that used for files ( * means any character, ? means exactly one character in that position, and so on ).
The assignment of the Prefix↔Project pair is assisted by a dialog that will popup double-clicking on the field and clicking the button on the right of the list entry:

images_option_projects_2

To assign a directory, write it in the prefix text box. Assigning a directory could be handy to handle Standard Parts separately in a dedicated project.

images_option_projects_4

@DEFAULTPROJECT

It's possible to declare a "default project" to assign records that don't match any rule; the keyword @DEFAULTPROJECT can be declared as pattern and a project can be associated to it:

images_option_projects_3

Generally, the decision flow for assigning the project is (top down):

1.If ID value matches with rule prefix → choose the specified project

2.if the FILE_DIRECTORY value matches with rule prefix → choose the specified project

3.if no rule matches at all and @DEFAULTPROJECT is defined → choose the specified project

4.if no rule matches at all and no @DEFAULTPROJECT is defined → choose the current project


optOFFUse OnNewPrj.LST to create a new project

optOFFUse OnChangeCurrentProject.LST script when chenging the current project