Managing files in a Workspace
Workspace displays a set of files that have been uploaded by a user from their native software or added individually from the project's PDM module. In the workspace, users can perform both check-out and undo check-out actions on the files without using the respective native software
Managing files in a Workspace
Follow the below steps to manage the files in a Workspace,
- Select Projects from the side navigation bar and choose the desired Project
Managing PDM files in a Workspace
- Select the Workspace module and click on the desired workspace to access the files available within the workspace with their details
Managing PDM files in a Workspace (Cont.)
- By default, columns such as file name, type name, authoring tools, state and details will be displayed
- To can add more related columns, click on the column drop-down and select the desired columns that need to be displayed
Managing PDM files in a Workspace (Cont.)
- To checkout files, select the files that need to be checked-out and click on the Checkout option
Managing PDM files in a Workspace (Cont.)
- Checked-out files will be identified by an icon '
' next to the file's name. Hovering the mouse over the icon will display the name of the user who performed the check out - To remove files from the workspace, select the files that need to be removed, and click on the Remove button
Managing PDM files in a Workspace (Cont.)
- Users will receive a popup indicating that the checkout stage of the selected files will be cancelled and the changes made on the file in the native software will be erased if the checked-out files are removed. Click on Yes to proceed
Managing PDM files in a Workspace (Cont.)
- To undo the checkout of files, select the checked-out files and click on the Undo checkout option
Managing PDM files in a Workspace (Cont.)
- To refresh the workspace if any files or the status has not reflected, click on the Refresh option
Managing PDM files in a Workspace (Cont.)
- Through the Search bar, users can locate the desired files within the workspace
- Click on a file to view basic information such as project, version, comments, creator details, checked-in and checked-out details, and more
Managing PDM files in a Workspace (Cont.)
Notes:
- Any project users who are associated with the PDM functions and modules can manage files in their workspace
- Files removed from the workspace will still be available in the PDM module. Users can add the files back to their workspace from the PDM module
- Hub admin and above can perform an undo check-out in their workspaces irrespective of the user who checked-out
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