Manage Projects (BIM-PLM)

PDM > Project

Projects have the highest priority in the HELiOS database structure. They allow a clearly structured sorting and arrangement of drawings (documents and parts). You can, for instance, collect all drawings of one year within a project. It is also possible to sort according to departments, workpiece types etc. Each project can in turn contain sub-projects. A document or a part can, in principle, be assigned to several projects. The graphics files, however, exist only once.

In the Projects menu you can find functions for the creation, opening and editing of projects. If you click the icon, the main function, Activate project, will be called. If you click the arrow below the icon, a pull-down menu with further functions will be displayed.

The following functions are available:

Activate project
Create project
Edit project

The functions largely correspond to the same-named HELiOS standard functions. Click here for detailed information on the Project functions.

Activate project

PDM > Project > Activate project

Use this function to activate a project. Subsequently created drawings will then be assigned to this project.

When you call the function, the dialogue window for project search (PROJECT FIND) will be displayed.

The PROJECT FIND dialogue window

Enter the search criteria and click Start search. You can also use * as wildcard character.

Found projects will be shown in a result list at the bottom of the dialogue. To activate a project, double-click the project, or mark it with a single click and select Apply.

Create project

PDM > Project > Project, New

Use this function to create a new project. When you call this function, the dialogue window for project data entry (PROJECT ENTER) will be displayed. Specify the project name and enter the desired project data.

Tip: Also fill in the Designation field, as this data is helpful for a later retrieval of projects.

The PROJECT ENTER dialogue window

Edit project

PDM > Project > Project, Edit

Use this function to display the master data of a selected project and edit them as desired. When you call the function, the input mask for projects will be displayed.

The input mask for projects

The Document assignment and Part assignment tabs provide information about the documents (model drawings, production drawings etc.) and parts (assemblies, beams, plates etc.) which are linked to the active project.

Example - Document assignment

Example - Part assignment