© 2012 Autodesk Have It Your Way: Customizing Apps in PLM 360 Trung Nguyen & Joseph Piggee Product Manager Product Specialist

© 2012 Autodesk Class Summary To have a better understanding of PLM features and functions. Learn how to Modify, Enhance, and Implement existing Apps to better fit your business model. Taking the existing workspaces, learn how to change the fields, modify setup and enhance workflows to the next level.

© 2012 Autodesk Learning Objectives At the end of this class, you will be able to:  Understand Existing PLM Apps  Customize application layout and user interface configuration  Customize workflow, lifecycles, and reports  Modify permissions for users, groups and roles

© 2012 Autodesk Understanding Existing PLM Apps

© 2012 Autodesk Apps for Everyone Program Management Project Management Project Costing New Product Introduction Tasks Requirements Engineering Items and BOMs Change Request Change Orders Material Specifications Design Review Supply & Procurement Suppliers RFQ RFQ Projects Warranty Recovery Quality Inspections Non Conformances Corrective / Preventative Actions Audits Procedures, Guidelines, & Specs Document Change Order Operations Accident Reports Calibration Equipment Maintenance Sales & Marketing Customers Sales Quotes Marketing Assets Service & Support Service Request Return Merchandise Authorization Classification & Reference Approval Lists ISO9001 Sections Material Properties Inspection Templates Item Categories Calibration Providers

© 2012 Autodesk Customize application layout and user interface configuration

© 2012 Autodesk WS Customer List of Feature & Functions Data Type Field Validation Computed Field Relationship (Link) – Sales Quotes

© 2012 Autodesk Data Type

© 2012 Autodesk Field Validation – Both or None

© 2012 Autodesk Field Validation – Integer Range

© 2012 Autodesk Computed Field – Simple Text Print Out Auto Number - to have a number sequence pre-populate with creation of new records ('CN'+ ' ' + 'TST' + ' ' + dbo.PAD_ZERO(6, convert(varchar,NUMBER__AUTO_I NC)))

© 2012 Autodesk Computed Field – Embedded Link  It is a hyperlink that allow the user to see other document or page  ' ' + NAME + ' on Google Finance' + ' '

© 2012 Autodesk Computed Field – iFrame  It is a iFrame – window to allow user to see another site  CASE WHEN STATE_COUNTY is null THEN ' ' ELSE ' ' END

© 2012 Autodesk Relationship – Linking Workspace Activate the Workflow Items in Roles and Permissions In the Setup – create workspace relationship between source and target

© 2012 Autodesk Customize workflow, lifecycles, and reports

© 2012 Autodesk WS Sales Quote List of Feature & Functions Data Type Section – Advanced Permission Options Report - Advance Print View Workflow

© 2012 Autodesk Data Type – Derived Field

© 2012 Autodesk Data Type – Grid Field

© 2012 Autodesk Section – Advance Permission Options

© 2012 Autodesk Report – Advance Print View

© 2012 Autodesk Workflow

© 2012 Autodesk Modify permissions for users, groups, and roles

© 2012 Autodesk WS Sales Quote / Item & BOMS List of Feature & Functions Permissions & Roles Lifecycles

© 2012 Autodesk Roles & Permissions

© 2012 Autodesk Lifecycles

© 2012 Autodesk PLM – Talk / Under the Hood /PLM-Talk-technical-webinars/td-p/

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© 2012 Autodesk Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved.