SIEMENS

Teamcenter 12.0

Project and Program

PLM00049 • 12.0
Contents

What are projects and programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Characteristics of projects and programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Project administrators and team members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Ownership of data by a project or program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Assigning data to projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Project Administration window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Project and Program quick links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Project administration buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Project administration tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Smart Folder Administration window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Smart folder administration buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Creating and administering projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Using projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Search for a project or program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Search for users, groups, or roles in your projects and programs . . . . . . . . . . . . . . . . . . . . . . 1-1
Filter user display in the project member tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Creating and modifying projects and programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Create a project or program based on an existing project or program . . . . . . . . . . . . . . . . 1-3
Create a new project or program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Build hierarchy by adding new child projects under a program . . . . . . . . . . . . . . . . . . . . . 1-5
Build hierarchy by adding existing projects to a new program . . . . . . . . . . . . . . . . . . . . . 1-6
Inherit team members from a parent program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Modify projects and programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
Set project status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8
Delete a project or program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-8
Associating data dictionaries with projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
What are data dictionaries? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Add a data dictionary to a project or program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Assigning users to projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Assign individual users to a project or program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Assigning users to a project using a workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-10
Assign groups of users to a project or program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11
Assign all users in a role to a project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-12

PLM00049 12.0 Project and Program 3

 Contents
Contents

Select team administrators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13

Designate privileged team members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14
Applying security rules to projects and programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15
Overview of applying project and program security (Access Manager) rules . . . . . . . . . . . 1-15
Default security rules for projects and programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16
Configure evaluation of rules that include the Role in Project and Role in Projects of Object
accessors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19
Configure evaluation of the ASSIGN_TO_PROJECT and REMOVE_FROM_PROJECT
privileges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Set a user's default project or program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Considerations for importing and exporting project or program data in a Multi-Site Collaboration
environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-21

Configuring projects and programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Project and program configuration tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Default naming rules for projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Configuring assignment of related secondary objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Assigning secondary objects to projects and programs . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Secondary object propagation rules for projects and programs . . . . . . . . . . . . . . . . . . . . 2-2
Assigning BOM data to projects and programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Configuring the automatic assignment of objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Assign projects to objects using workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Automatically assigning objects to projects and programs . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Implications of the autoAssignToProject extension on propagation rules . . . . . . . . . . . . . . 2-6
Restricting data creation to within the context of a project or program . . . . . . . . . . . . . . . . . . . 2-7
Controlling assignment of replicated (imported) data to projects . . . . . . . . . . . . . . . . . . . . . . . 2-8
Setting the current project for new Teamcenter sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Selecting different object property values based on project assignment . . . . . . . . . . . . . . . . . 2-8
Displaying projects to users based on current group and role . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Using pseudofolders to organize the display of objects in projects . . . . . . . . . . . . . . . . . . . . . 2-9

Configuring smart folder filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

What are project smart folders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Understanding the project smart folder hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Top-level smart folder hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Top-level hierarchy example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Creating the example project top-level hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Associating data objects with smart folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Using properties to filter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Project smart folder hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Project smart folder hierarchy example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Apply smart folder filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Viewing project data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Viewing project data in My Teamcenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Project smart folder filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Apply project smart folder filtering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10

4 Project and Program PLM00049 12.0

What are projects and programs?

The project and program applications provide a mechanism for organizing data and implementing
access control based on project or program membership.

Programs

Programs identify a collection of resources and assets bound by a common objective.

Programs organizing data and implement access control based on program membership. Data
assigned to programs, can be searched for and viewed in the context of the program and can be
distributed across multiple sites.
To work with programs, you must assign users to programs, set a program as the default program of
each user, set the program security and configure other program features.

Projects

Projects represent and control access to a particular collection of related data that may be accessible
to multiple organizations, such as project teams, development teams, suppliers, and customers.
Projects correlate groups of users, potentially at different physical sites, with the product data. In
many industries, it is typical for a site to own a lead program in the product development environment.
Other sites may share a project within the program or add projects to the program. Users must
have access privileges to the data that they own as well as to data assigned to the project that they
work on that is owned by other sites.

PLM00049 12.0 Project and Program 5

Before you begin

Prerequisites Access to Project and Program is controlled by your Teamcenter

administrator.
Only users in the following roles and groups, or users in the
DBA role within the dba group, can perform tasks in Project and
Program:
• Project Administrator in the Project Administration group
can create, modify, and delete projects and programs. They
can also add and remove team members from projects and
programs. However, the Project Administrator must belong
to the dba group to add access rules.

Note
Users in the Project Administrator role can only
manage projects and programs that they own.
They cannot manage projects or programs owned
by other users in the Project Administrator role.
Ownership is established when the project is
created.

• Team Administrator in the Project Administration group

can modify project and program information and add and
remove team members from the project or program. However,
they cannot create or delete a project.
Enable Project and Program Project does not need to be enabled before you use it, but during
installation, this feature must be selected.
The system can be configured to display the Project application
as Program. To do this, set the display name of the TC_Project
business object in the Configure your business data model in
BMIDE to Program.

Note
The Project application is automatically displayed
as Program when you install the ADS Foundation
template.

If you have trouble accessing Project or Program, see your

system administrator; it may be a licensing issue.

PLM00049 12.0 Project and Program 7

 Before
Before you
you begin
begin

Note
You can log on to Teamcenter only once. If you try to
log on to more than one workstation at a time, you see
an error message.

Configure Project and Program You can set various options to:
• Configure the level of propagation applied when objects are
assigned to projects or programs.

• Specify whether project or program security rules are applied

to all projects and programs or only to the user's current
project or program

• Specify whether BOM views and BOM view revisions are

assigned to the project or program when the items or item
revisions are assigned to the project or program.

Default rules for project-level or program-level security are

automatically defined when a project or program is created.
Additional security rules can be configured in Project or Program
by a project administrator or in Access Manager by a Teamcenter
administrator.
Start Project or Program
Click Project in the navigation pane.

8 Project and Program PLM00049 12.0

Characteristics of projects and programs

Projects and programs organize data and are the basis for granting data access to project and
program team members. The following concepts apply to projects and programs:
• Only privileged team members or regular team members who are explicitly granted
ASSIGN_TO_PROJECT or REMOVE_FROM_PROJECT privileges can assign data to and
remove data from projects and programs.
The TC_project_validate_conditions preference controls which team roles and access
privileges are required to add and delete projects.

• Project and program names must be unique within your site. Projects and programs cannot
have the same name as any group at the site.

• Data can be assigned to or removed from projects and programs manually or automatically when
the data item is created, and items can be assigned to more than one project or program.

• Propagation rules define the associated data that is implicitly assigned to a project or program
when a primary item is assigned to the project or program.

• All items in a complete product structure can be assigned to a project or program using the
update_project_bom utility.

• Ownership of data can be assigned to a project or program by configuring the

autoAssignToProject extension in the Business Modeler IDE.

• Creation and maintenance of data can be restricted to within the context of a program.

Note
When the program security attribute on a project is set to true, the project is considered to
be a program and is subject to program-level access rules.
Programs offer all the basic features of projects, but in addition you can:
• Control access to program data at a higher level than typically applied to project data.

• Share data between programs by assigning the data to multiple programs.

PLM00049 12.0 Project and Program 9

Project administrators and team members

The following table describes the project administrators and team members who can create, manage,
and use projects and programs.

Team role Definition

Project Administrator role in Teamcenter user with privileges to create and administer projects
Project Administration group and programs.
Users in the Project Administrator role can:
• Modify projects and programs.

• Delete projects and programs.

• Add team members to projects and programs.

• Assign privileges to team members.

• Remove team members from projects and programs.

Note
These privileges only apply to projects and programs
that the project administrator owns.

Team Administrator role in Project or program team members with privileges to modify project
Project Administration group or program information. These privileges apply to the project
or program metadata, not to the data assigned to projects and
programs.
Users in the Team Administrator role can:
• Add team members to projects or programs in which the team
administrator is also a member.

• Remove team members from projects or programs in which

the team administrator is also a member.

Note
You can designate multiple team administrators for each
project or program. This is often necessary to balance
resource management tasks for large projects.

PLM00049 12.0 Project and Program 11

 Project
Project administrators
administrators and
and team
team members
members

Team role Definition

Privileged team members Project or program team members with privileges to assign or
remove objects from their projects or programs.
Team members Team members (users) who do not have privileges to assign
objects to or remove objects from their projects or programs.

The following diagram illustrates a typical project or program hierarchy.

Project or Program Selected Members

Team Administrator Privileged Team Members Team Members

Gordon, Jack Jones, Paul Franklin, Wendy
Belcher, Sarah Tracey, Don
Smith, William

12 Project and Program PLM00049 12.0

Ownership of data by a project or program

The following concepts apply to ownership of data by a project or program:

• Ownership of data by a project or program is established when an object is created.

• Ownership is assigned to the user's current project or program. Users can change the current
project in their user session by choosing Edit→User Setting and selecting a project or program
from the list.

• Users can be prevented from creating an object without an owning project or program. This
can be accomplished in two ways:
o Set the value of the CreateDataWithNoActiveProgram global constant to false.

o Configure the autoAssignToProject extension in the Business Modeler IDE to automatically

assign objects to projects upon creation.

• Owning project or owning program can be used as a basis for controlling access to data.

• Once established, the relationship between an object and its owning project can only be broken
if the TC_allow_remove_owning_project preference is set to allow users to remove objects
from owning projects.

PLM00049 12.0 Project and Program 13

Assigning data to projects

End users can manually assign data objects to projects and programs. In addition, you can configure
Teamcenter to automatically assign related objects to a project or program when the primary
object is assigned to the project or program, and you can use the update_project_bom utility to
assign or remove objects in a product or manufacturing structure to or from a project or program.
Teamcenter can also be configured to automatically assign data objects to projects and programs
when the object is created.
Data objects can be assigned to projects and programs in the following ways:
• Manually assigned to projects or programs by users who are designated as privileged team
members. Privileged team members include:
o Project or program team administrator

o Privileged team members

Note
Additional project or program security can be achieved using the
ASSIGN_TO_PROJECT and REMOVE_FROM_PROJECT privileges. The exact
behavior of these privileges is controlled by the TC_project_validate_conditions
preference.

• Automatically assigned to projects or programs when the object is created. When a new item
revision is created, it is automatically assigned to the project or program in which the user
is currently working.
Teamcenter administrators define which objects can be automatically assigned to projects and
programs using the Business Modeler IDE to configure the autoAssignToProject extension
located in the Extension Definitions folder under Rules.

• Automatically assigned to projects or programs when the primary object is assigned to the project
or program. Project and program propagation rules determine which secondary objects are
assigned to a project or program when a primary object type is assigned.

• Using the update_project_bom utility to assign or remove objects in a product or manufacturing

structure to or from a project or program.

Data can be assigned to projects when working in the following applications:

• My Teamcenter

• Change Manager

• Multi-Structure Manager

PLM00049 12.0 Project and Program 15

 Assigning
Assigning data
data to projects
to projects

• Structure Manager

• Part Planner

• 4G Designer

• Manufacturing Process Planner

• Content Management

16 Project and Program PLM00049 12.0

Project Administration window

1 Quick Links Displays links to navigate between the Project

Administration and Smart Folder Administration
windows.
2 Project or Program tree Displays the list of projects or programs in Teamcenter.
New projects and programs appear in this list.
3 Project or program definition Displays information about the selected project or
and rules program.
If the Definition tab is selected, the properties of the
project or program are displayed. If the AM Rules tab
is selected, the security rules for the project or program
are displayed. If the Libraries tab is selected, you can
view which data dictionaries are assigned to the project
or assign new dictionaries to the project.

Project and Program quick links

There are two links in the Quick Links area of the navigation pane that are specific to Project and
Program:

PLM00049 12.0 Project and Program 17

 Project
Project Administration
Administration window
window

Project Administration Provides access to the project administration interface used to create
and activate projects and programs, assign users membership in projects
and programs, and designate project and program administrators and
privileged team members.
Smart Folder Provides access to the smart folder filter configuration interface used to
Administration define filtering criteria based on the smart folder hierarchy. These filters
control how project and program data is displayed to users.
These links appear in both the Project Administration window and the Smart Folder
Administration window.

Project administration buttons

Button Description
Groups Filters the display of the organization tree or project member tree
by groups. You can search for a specific group in either tree by
entering the group name in the text box and clicking the Groups
button .
Roles Filters the display of the organization tree or project member tree
by roles. You can search for a specific role in either tree by entering
the role name in the text box and clicking the Roles button .
Users Filters the display of the organization tree or project member
tree by users. You can search for a specific user in either tree
by entering the user name in the text box and clicking the Users
button .
Clear Clears the search criteria and restores the organization tree or
project member tree to its previous state.
Refresh tree Refreshes the organization tree or project member tree and
restores it to its original state.

Project administration tabs

Tab Description
Definition Displays the Definition pane. Use this pane to create the project,
to assign project team members, and to designate privileged team
members.

18 Project and Program PLM00049 12.0

 Project Administration window

Tab Description
AM Rules Displays the Access Manager Rules pane. Use this pane to apply
access rules to a project.

Note
Project administrators only have access to the In Project
branch of the rule tree. You cannot modify other branches
of the rule tree from within Project. In addition, moving the
In Project branch to a different position in the tree requires
Teamcenter administrative privileges and must be done
using the Access Manager application.

Libraries Displays data dictionaries and libraries that have been defined in the
Classification Admin application, and provides tools for associating
these libraries with specific projects or programs.

PLM00049 12.0 Project and Program 19

Smart Folder Administration window

1 Quick Links Displays links to navigate between the Project

Administration and Smart Folder Administration
windows.
2 Smart folder tree Displays the smart folder hierarchy. The smart folder
hierarchy consists of top-level abstract folders and
low-level data-driven folders.
3 Filter tables Displays the set of filters that apply to the selected smart
folder hierarchy node.

Smart folder administration buttons

Button Description
Add filter Adds a new row to the filter table that is used to define additional
filters for data-driven folders. Additional filtering criteria can only
be applied to data-driven folders. Abstract folders in the hierarchy
can only apply a single filter criteria.
Remove filter Removes the selected row from either of the filter tables.

PLM00049 12.0 Project and Program 21

Chapter 1: Creating and administering projects

Using projects
Project creation and administration tasks are performed in the following order:
1. A project administrator is added to the Project Administrator role in the Project Administration
group by the Teamcenter administrator.

2. A project is created with specific groups, users or roles assigned as team members, privileged
team members, and team administrators.

3. The user's default project is set.

Note
To assign a default project, you must select the Use Program Security option when
you define the project or program.

4. As database objects are created, they are assigned to the project automatically or manually by
privileged team members.

Search for a project or program

1. In the Project or Program application, type a keyword (project or program ID or name) in the box
below the Project or Program tree.

2. Click Search .
Projects and programs matching the keyword are displayed in the tree.

Note
If no projects or programs are found that match your search criteria, the Project tree
pane is empty.

To restore the tree display, click Reload .

Search for users, groups, or roles in your projects and programs

When you administer projects or programs, you will search the organization for individual users,
users in certain roles, or users in certain groups to add to your projects or programs. You will also

PLM00049 12.0 Project and Program 1-1

 Chapter
Chapter 1: 1: Creating
Creating and administering
and administering projects
projects

search your project membership for users, groups, and roles as part of ongoing project or program
maintenance.

Organization search
Use the search box above the tree on the left side of the Member Selection pane to search the
organization for users, groups, or roles to add as project members.
1. Enter the name of a user, group, or role in the text box.

2.
To... Click...
Search for a user in the organization The User button .
Search for a role in the organization The Roles button .
Search for a group in the organization The Groups button .

When you search for a role, the organization tree displays the role within context of the groups
with which it is associated.

Note
If your search yields no results, the tree pane will be empty. Click the Refresh button
or the Clear button to restore the display.

Member search
Use the search box above the tree on the right side of the Member Selection to search the
organization for users, groups, or roles to add as project members.

1. Enter the name of a user, group, or role in the text box.

1-2 Project and Program PLM00049 12.0

 Creating and administering projects

2.

To... Click...
Search for a user in the project or program The User button .
Search for a role in the project or program The Roles button .
Search for a group in the project or program The Groups button .

When you search for a user, the member tree displays the groups and roles to which the user
belongs. In the graphic above, Jena Rafferty is a project member both in her role as a Designer
in the Engineering group and as a Designer in the LMD group.

Note
If your search yields no results, the tree pane will be empty. Click the Refresh button
or the Clear button to restore the display.

Filter user display in the project member tree

To filter the project member display, choose Non-privileged, Privileged, or Team Administrator
from the list above the project member tree.

Click the Refresh button or the Clear button to restore the display.

Creating and modifying projects and programs

Create a project or program based on an existing project or program

You can define a new project or program by copying an existing project or program that has similar
characteristics to the project or program you want to define. This allows you to leverage existing
membership assignments, access rules, and associated data dictionaries (libraries).
1. In the Definition pane, select an existing project or program from the Project tree or the
Program tree.

PLM00049 12.0 Project and Program 1-3

 Chapter
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Tip
To find a project or program in the tree, type a keyword (project or program ID or
name) and click Find .

2. Type a new project or program ID in the ID box. (The maximum length for a project or program
ID is 64 characters.)

3. Type a new project or program name in the Name box. (The maximum length for a project
or program name is 32 characters.)

Caution
You cannot use characters such as , % * @, in project and program names.

4. Modify any of the project or program settings, such as team member assignments and access
rules.

5. Click Copy.
The new project or program is created and displayed in the tree.

Create a new project or program

1. Click the Definition tab.

Tip
If the Definition tab is not displayed, click the Project Administration quick link.

2. Click the Project folder or the Program folder in the tree.

3. In the Definition pane, type a unique identifier for the project or program in the ID box. (The
maximum length for a project or program ID is 64 characters.)
For consistency, the format of the project and program ID and name can be controlled by naming
rules.

4. Type a name for the project or program in the Name box. The name must be unique within your
site, and it cannot be the same as the name of any group at your site. (The maximum length for a
project or program name is 32 characters.)

Caution
You cannot use characters such as , % * @, in project and program names.

5. (Optional) Type a description of the project or program in the Description box.

6. Select a status for the project or program:

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Active Activates the project or program, which allows users to manage data within
the project or program.

Inactive Inactivates the project or program. Users can see the project or program, but
they cannot manage data within the project or program.

Inactive and Inactivates the project or program and removes it from the user's display. Only
Invisible project administrators can view the data owned by an inactive and invisible
project or program.

7. Select the Program or Project button.

8. Assign individual users to a project or program or assign groups of users to a project or program.

Build hierarchy by adding new child projects under a program

You can create a new project under a program.

1. In the Project tree, select the program you want to create a project under.

2. Right-click the program and choose Create Project.

1. Select the Inherit member selection from parent check box to inherit the members from the
program to the project.

The Parent box automatically displays the project name, and Project is selected.

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Build hierarchy by adding existing projects to a new program

You can add an existing project to a new program by creating the program and using Copy and Paste.
1. Create a new program.

2. Change the existing program to a project.

3. Add the selected project to the newly created program by right-clicking the project and choosing
Copy.

4. Select the project folder under the program you want to add it to.

5. Right-click the project folder and choose Paste.

The project appears under the program.

Inherit team members from a parent program

Team members can be interited from a parent program using the Project Administration window.
If the Inherit member selection from parent check box is selected:

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 Creating and administering projects

• Program team members are added to the project.

• The Create button is enabled.

• The Add member button is disabled.

If Inherit member selection from parent is cleared:

• You must create the project team manually.

• The Create button is disabled until a member is added to the project.

Note
The Inherit member selection from parent check box is only enabled on projects that
have a parent.

Modify projects and programs

1. Select an existing project or program from the Project or Program tree.

2. Modify project or program settings by:

• Adding or removing team members.

• Assigning a new team administrator.

• Assigning or removing privileged team member status.

• Changing access rules.

3. Click Modify.
Modifications to the project or program information are saved to the database.

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Note
Siemens PLM Software does not recommend changing the project or program name or ID
after data has been assigned to an active project or program.

Set project status

Note
You must be a team member in the Project Administrator role in the Project
Administration group to set the status of a project or program.

1. Expand the Project or Program tree and select the project or program.

2. Click the Definition tab.

Tip
If the Definition tab is not displayed, click the Project Administration quick link.

3. Select one of the following status options.

Option Description
Active Project or program data is visible and can be
modified by project or program team members.
Inactive Project or program data is visible to project or
program team members, but the data cannot
be modified.
Inactive and Invisible Project or program data is invisible and cannot
be modified. Only project administrators
can view the data owned by an inactive and
invisible project or program.

4. Click Modify for an existing project or program, or click Create for a new project or program.

Delete a project or program

1. Expand the Project or Program tree, and select the project or program that you want to delete.

2. Click the Definition tab.

Tip
If the Definition tab is not displayed, click the Project Administration quick link.

3. Click Delete.

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 Creating and administering projects

The Confirm Delete dialog box appears.

Note
You can delete a project or program that has data assigned to it; however, you cannot
delete a project or program that owns data.

4. Click Yes.

Associating data dictionaries with projects

What are data dictionaries?

Data dictionaries are central repositories for key building blocks or components of designs used in
typical functional and logical design activities. These repositories make it easy to reuse components
in multiple designs across projects or programs. Data dictionaries are modeled as libraries in the
Classification application and can be associated with projects or programs, which allows designers
who are project members to add data from the dictionary to function, logical, or physical model
structures.

Tip
Multiple data dictionaries (libraries) can be associated with a single project or program. In
addition, a single data dictionary can be associated with multiple projects or programs.

Add a data dictionary to a project or program

Data dictionaries are modeled as libraries using Classification classes. In this procedure, data
dictionaries are referred to as libraries.
1. In the Project Administration window, select a project in the Project tree.

2. Click the Libraries tab.

3. In the Hierarchy pane, expand the tree until you locate the library that you want to associate
with the selected project.

4. Select the library in the hierarchy, add it to the pane on the right side of the window, and click
the Save button located between the panes.

The library (data dictionary) is now associated with the project. Designers who are project members
can add data from the dictionary to model structures while working in Systems Engineering or
Structure Manager.

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Assigning users to projects

Assign individual users to a project or program

1. In the Member selection area of the Definition pane, locate the users in the Organization tree.

Tip
You can search for users by entering the user name (or partial name and wildcard
characters) in the box and clicking the Find users button .
If your search yields no results, the tree pane will be empty. Click the Refresh button
or the Clear button to restore the display.

2. Select the user or users and click the Add button .

3. After team members are assigned to the project or program, you can:
• Designate a team administrator.

Note
Only project administrators can designate a project or program team administrator.

• Designate privileged team members.

4. Click the Create button if you’ve added users to a new project, or click the Modify button if you’ve
added users to an existing project.

Assigning users to a project using a workflow

You can assign users to a project using a workflow by:
• Using the PROJ-assign-members workflow action handler.
Using the PROJ-assign-members handler, either the project administrator or the project team
administrator of each project receiving new members can add members to projects using handler
arguments only. For example:

o The projects to receive members are named Proj1 and Proj2.

o The user named john is to be added to both projects as a nonprivileged member. This user
has the Designer role in the Engineering group.

o The user named jane is to be added to both projects as a privileged member. This user has
the Manager role in the Engineering group.

Argument Values
-projects Proj1,Proj2

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Argument Values
-members Engineering/Designer/john
-privileged_members Engineering/Manager/jane

• Creating a custom form using the Business Modeler IDE.

Using the Business Modeler IDE, create a custom form (for example, Assign Project Member
Form) that can be used to assign members to a project.

The workflow administrator uses the PROJ-assign-members workflow handler to specify the
projects and members using the properties on the custom form attached to the workflow template.

Assign groups of users to a project or program

You can assign groups of users to a project or program.

Note
If a member is added to that group in the Organization application, the same user becomes
a member of a project. In turn, if a member is removed from that group in the Organization
application, the same user is removed from a project.

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Hierarchical group behavior applies to the assignment of users to projects and programs. If you
select a group that has subgroups, all users in the parent group and subgroups are assigned
membership in the project or program.
1. In the Member Selection area of the Definition pane, locate the group in the Organization tree.

Tip
You can search for the group by typing the group name (or partial name and wildcard
characters) in the box and clicking the Find groups button .
If your search yields no results, the tree pane will be empty. Click the Refresh button
or the Clear button to restore the display.

2. Select the group or subgroup and click the Add button .

The group appears in the table of selected members at the right of the Member Selection pane.

3. After team members are assigned to the project or program, you can:
• Designate a team administrator.

Note
Only project administrators can designate a project or program team administrator.

• Designate privileged team members.

4. Click the Create button if you’ve added users to a new project, or click the Modify button if you’ve
added users to an existing project.

Assign all users in a role to a project

You can assign all users in a specific role to a project or program.

Note
If a role is added to a project, you are explicitly adding those members in that role at
the time of the addition.

1. In the Member Selection area of the Definition pane, locate the role in the Organization tree.

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Tip
You can search for the role by typing the role name (or partial name and wildcard
characters) in the box and clicking the Find roles button .
Teamcenter displays all roles matching the search criteria. The roles are displayed in
context of the groups to which they belong.
If your search yields no results, the tree pane will be empty. Click the Refresh button
or the Clear button to restore the display.

2. Select the role and click the Add button .

The role appears in the table of selected members at the right of the Member Selection pane.
All users in the role are added as members of the project or program.

3. After team members are assigned to the project or program, you can:
• Designate a team administrator.

Note
Only project administrators can designate a project or program team administrator.

• Designate privileged team members.

4. Click the Create button if you’ve added users to a new project, or click the Modify button if you’ve
added users to an existing project.

Select team administrators

Team administrators manage resources for projects and programs by assigning or removing users as
resource needs change. Depending on the size of your projects/programs and the needs of your
organization, you may choose to designate a single team administrator or to designate multiple
team administrators.
Designating multiple team administrators allows you to spread the burden of administrative tasks,
which can be considerable for large projects. For small projects you may also want to designate
multiple team administrators to ensure coverage in the event that your primary team administrator is
unavailable.
1. Select a project from the tree in the Project view.

2. Go to the Definition view and locate the team members (in the project member tree in the
lower-right of the view) who will be team administrators.

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Tip
You can search for users, groups, or roles within the project member tree.
If your search yields no results, the tree pane will be empty. Click the Refresh button
or the Clear button to restore the display.

3. Select the team members, right click, and choose Select a project team administrator.

Note
You can select individual users from different groups and roles or you can select all
users in a group or all users in a specific role.

The project member tree is updated, the icon is displayed next to the user’s name, and Team
Administrator is displayed in the Status column of the tree table.

Designate privileged team members

Designating team members as privileged is one step in the process of granting access to users to
allow them to assign data to and remove data from projects and programs.
1. Select a project from the tree in the Project view.

2. Go to the Definition view and locate the team members (in the project member tree in the
lower-right of the view) who will be designated as privileged users.

Tip
You can search for users, groups, or roles within the project member tree.
If your search yields no results, the tree pane will be empty. Click the Refresh button
or the Clear button to restore the display.

3. Select the team members, right click, and choose Set Privileged Users.

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Note
You can select individual users from different groups and roles or you can select all
users in a group or all users in a specific role.

The project member tree is updated, the check mark icon is displayed next to the user’s name,
and Privileged is displayed in the Status column of the tree table.

Applying security rules to projects and programs

Overview of applying project and program security (Access Manager) rules

Project administrators with DBA privileges can extend the default security rules, which grant read
access to project or program data to members of the project or program team, on a project-by-project
or program-by-program basis.

Note
Project administrators with DBA privileges only have access to the In Project() –>
Projects branch of the rule tree.

Using the Project branch in the rule tree, you can:

• Grant or deny access to a particular group of users by applying the Owning Group condition.

• Grant or deny access to groups of users based on the group's categorization as internal (OEM) or
external (supplier) by applying the Owning Group Has Security condition.

• Grant access to data assigned to projects by applying the In Project condition.

Note
This rule is applied by default to any object assigned to an active project.

• Grant or deny access to users based on their membership in a project by applying the Is Project
Member condition.

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• Grant or deny access to users based on their membership in a program by applying the Is
Program Member condition.

• Deny users access to data if the owning program is not the active program in the user's session
by applying the In Current Program condition.

• Deny users access to data if the owning program is inactive by applying the In Inactive Program
condition.

• Deny users access to data if the owning program is invisible by applying the In Invisible
Program condition.

• Grant or deny access to program data by applying the Is Owned By Program condition.

Default security rules for projects and programs

Access rules for projects and programs

The Access Manager rule tree delivered as part of the standard Teamcenter installation includes the
following rules related to programs and projects:
• In Current Program(false) –> Not Current Program

• In Inactive Program(true) –> Inactive Program

• Is Program Member(true) –> Not Program Member

• In Invisible Program(true) –> Invisible Program

• In Project() –> Projects

• Is Project Member(true) –> Project Objects

• Is Owned By Program() –> Projects

Is Project Member rule

The Is Project Member(true) –> Project Objects rule specifies whether the user's membership in
the project is evaluated. This condition is true only when the user is a current member of the project.

Note
The Is Project Member(true) –> Project Objects rule can only be modified by an
administrator using the Access Manager application. It cannot be modified from the
Project application.

The Project Objects ACL grants project administrators and project team administrators privileges
to modify projects in which they are members. These privileges apply to the project metadata,
not to the data assigned to projects.
The ACL is defined as follows.

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Accessor Type Accessor ID Read Write Delete Change Change

Ownership
Owning User

Role Project
Administrator
Role Project Team
Administrator
World

Note
You can modify the Project Objects ACL to meet the project access requirements at
your site.

In Project rule

The In Project() –> Projects rule grants access to data assigned to projects. This default rule is
applied to any object that is assigned to an active project.
The Projects ACL grants read privileges to the data in a project, as follows.

Read
Project Teams

The Project Teams accessor gives all team members read privileges to the data in a project. For
example, if the Design, Validation, and Documentation groups are selected as a project team, the
Project Teams accessor grants privileges to all members of each group; therefore it is not necessary
to use the Group accessor to grant privileges to each group individually.
The project administrator can create or modify project security rules to meet the requirements of a
specific project by creating a new named ACL for the project or by adding rules under the In Project
condition in the rule tree. Project administrators can modify rules using Project.

Note
Only an administrator with privileges to use Access Manager can change the placement of
the In Project rule in the AM rule tree. They can also modify the order of the child nodes
of the In Project branch of the rule tree.

Is Program Member rule

The Is Program Member(false) –> Not Program Member rule denies read access to users if the
user is not a member of the owning program or shared program.
The Not Program Member ACL denies read access to the data in the program, as follows.

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Read
World

The World accessor denies read access to users if the user is not the member of the owning program
or the shared programs.

Note
This rule evaluates to true when the object is owned by a program and the session user
is member of the object owning program. Program is basically a project with “program
level security” turned on. When the autoAssignToProject extension is configured and
a program is set in the session, then any object created in that session is owned by that
session program. This makes the Is Progam Member condition apply to the object. It
evaluates to true if a given session user is a member of the program.

In Current Program rule

The In Current Program(false) –> Not Current Program rule denies write, delete, change,
and export privileges to users if the owning program of the data is not the active program for the
user's session.
The Not Current Program ACL denies the privileges to the data in a program, as follows.

Read
World

The World accessor denies write, delete, change and export privileges to users if the owning program
of the data is not the active program for the user's session.

In Inactive Program rule

The In Inactive Program (true) –> Inactive Program rule denies write, delete, change and export
privileges to users if the owning program of the data is in the inactive state.
The Inactive Program ACL denies write, delete, change and export privileges to the data in the
program, as follows.

Read
World

The World accessor denies write, delete, change and export privileges to users if the owning
program of the data is in the inactive state.

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In Invisible Program rule

The Is Invisible Program (true) –> Invisible Program rule denies read access to users if the
owning program of the data is in the invisible state.

The Invisible Program ACL denies read access to the data in the program, as follows.

Read
World

The World accessor denies read access to program data if the program is in the invisible state.

Is Owned by Program rule

The Is Owned By Program()–>Projects rule grants or denies access to data based on program
or project ownership.

The Projects ACL grants read access to the data in the program, as follows.

Read
Project Teams

The Is Owned By Program rule can be configured to enable the exchange of Aerospace and
Defense program data between databases. Exchanging program data requires that the user initiating
the import or export is a member of the program to which the objects being exchanged are assigned.

Configure evaluation of rules that include the Role in Project and Role in
Projects of Object accessors

You can set the AM_PROJECT_MODE preference to configure how the system considers the
user's roles in active projects when evaluating access rules that use the Role in Project or Role in
Projects of Object accessors.

The system either:

• Evaluates the user's roles in the context of all active projects.

• Evaluates the user's roles in the context of the current project. The user's current project is the
project specified for the active Teamcenter session.

Note
To view a user's current project, choose Edit→User Setting.

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Configure evaluation of the ASSIGN_TO_PROJECT and

REMOVE_FROM_PROJECT privileges
You can set the TC_project_validate_conditions preference to specify how the
ASSIGN_TO_PROJECT and REMOVE_FROM_PROJECT access privileges are validated in
conjunction with privileged project membership.
You can configure the following project access scenarios:
• Users who are privileged project members can assign objects to or remove objects from projects.

• Users who are either privileged project team members or who have specific
ASSIGN_TO_PROJECT and REMOVE_FROM_PROJECT privileges can assign objects to
and remove objects from projects.

• Users who are members of the project, but who are not privileged team members, must have
ASSIGN_TO_PROJECT and REMOVE_FROM_PROJECT privileges to assign objects to and
remove objects from projects.

• Users who are privileged team members and also have ASSIGN_TO_PROJECT and
REMOVE_FROM_PROJECT privileges can assign objects to or remove objects from projects.

Note
• This preference is not included in your Teamcenter installation. You must add it to
the database.

• The TC_project_validate_conditions preference does not apply to

the assignment of replicated objects during an import operation. The
TC_multi_site_project_member_bypass controls the privileges required to assign
replicated objects to projects upon import.

• The TC_project_validate_conditions preference has no effect on which projects

are displayed in the Teamcenter interface. Therefore, it is possible that users will
see projects displayed in the interface, for example in the User Settings dialog box,
that they do not have access to.

Set a user's default project or program

Note
• You must select the Use Program Security option in the project definition to be able
to set default projects.

• Users must be assigned to more than one project or program before you can set a
default project or program. If users are only assigned to one project or program, that
project or program is their default project or program.

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1. In the Project or Program tree, select a default project or program for the user.

2. In the Member selection area of the Definition pane, right-click the user in the Selected
Members tree, and choose Set Default Project or Set Default Program.

Considerations for importing and exporting project or program data

in a Multi-Site Collaboration environment
The following points should be considered when importing and exporting project or program data in a
Multi-Site Collaboration environment:

• Project and program IDs are case sensitive and must match exactly across sites. Siemens PLM
Software recommends that you duplicate projects and programs across sites before attempting
to share project or program data.

• Users, groups, projects, and programs must be replicated at all sites that share project or
program data. You can use the dsa_util utility to replicate users and groups. Projects and
programs must either be replicated individually, using the Project or Program application or using
the create_project utility, which enables you to create projects or programs individually based
on command line input or in batch using input from a text file.

• When an object that is assigned to a project or program is exported, the explicitly assigned ID of
the project or program is exported along with the other data associated with the object. When
that object (replica) is imported at the receiving site, it is assigned to the project or program with
the same ID. If an imported object is assigned to multiple projects or programs, it is assigned to
the corresponding projects or programs at the importing site.

Note
If no matching project or program ID is found at the importing site, the import operation
proceeds. Teamcenter does not issue an error message.

• When a replicated object is imported to a remote site by a user who is not a privileged team
member, the value of the TC_multi_site_project_member_bypass preference determines
whether the object is assigned to the project or program. If the value of the preference is true, the
replicated object is assigned to the defined project or program upon import. If the value of the
preference is false, the replicated object is not assigned to the project or program upon import.

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Note
The TC_multi_site_project_member_bypass preference is not included in your
Teamcenter installation. You must add it to the database.

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Project and program configuration tasks

Configuring projects and programs includes the following tasks:
• Configuring naming rules to control the ID and name format when projects are created.

• Setting preferences that control different aspects of project and program behavior.

• Configuring how the assignment of secondary objects is handled when a primary object is
assigned to a project or program.

• Using the update_project_bom utility to assign BOM data to a project.

• Configuring the autoAssignToProject extension (using the Business Modeler IDE) to

automatically assign objects to projects when they are created.

• Configuring the list of values displayed for the property of an object based on the project that
the object is assigned to.

• Restricting the creation of data to within the context of a project or program by setting the
CreateDataWithNoActiveProgram global constant.

• Applying access rules to project and program data.

Default naming rules for projects

Naming rules control the format of project names and IDs, allowing you to apply custom naming
conventions to your projects. While naming rules are not required to use projects to organize and
secure your data; they ensure that projects are identified in a consistent manner. Naming rules are
created and attached to project properties using Configure your business data model in BMIDE.

Configuring assignment of related secondary objects

Assigning secondary objects to projects and programs

Teamcenter administrators can configure Teamcenter to implicitly assign related objects to a project
or program when the primary object is assigned to a project or program.
For example, a propagation rule can be defined to assign datasets (secondary objects) to a project
or program when it has a specific relationship to an item revision (primary object) assigned to the
project or program. This is level-one propagation.

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projects and programs
and programs

Note
Level-one propagation implicitly propagates forms when the dataset in which they are
contained is assigned to a project.

Secondary object propagation rules for projects and programs

The secondary object propagation rules are defined by relation type and apply to any secondary
object associated with a primary object by one of the included relation types. By default, the following
relation types are included for propagation:
Specifications
Manifestations
AltReps
Affected Item
Attaches
Solution Item

The propagation rules are valid when the following actions take place in Teamcenter:
• When an item or item revision is assigned to a project or program, the related objects are also
assigned.

• When a related object is cut from the object assigned to the project or program, the related
object is removed from the project or program.

• When an attachment (related object) is pasted to an object, the attachment is assigned to the
project or program to which the primary object is assigned.

• When an item is imported in a Multi-Site Collaboration environment.

• When an imported object (replica) is assigned to a project or program, the associated secondary
objects are also assigned to the project or program according to the propagation rules in effect
at the receiving site.

Generally, you propagate secondary items that are related to the primary item by a Specifications,
Manifestations, Attaches, or AltReps relationship. Secondary items related to primary items by
Requirements and References relationships generally do not need to be implicitly propagated to
the project or program.

Assigning BOM data to projects and programs

Objects contained in a product or manufacturing structure can be assigned to or removed from
projects or programs in batch mode by running the update_project_bom utility.

Note
Only objects that were added to the project or program using the utility can be removed
using the utility.

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The utility can be used to assign or remove objects at either the level-one or level-two propagation
level.
Level-one propagation processes BOM objects and their attached datasets. The following structure
(BOM) represents the focus of level-one propagation:

Item
Item revision
Dataset

This structure can be nested at multiple levels within a BOM. The depth to which the utility processes
the structure is determined by the –depth argument. In addition, the utility provides arguments
that allow you to specify the type of object, either item or item revision, to be used for level-one
propagation, the revision rule by which the BOM should be configured, and the unit number, effectivity
date, and ID of the end item associated with the revision rule. Variant rules can also be applied
to the structure before propagation.

Note
Objects assigned to a project or program as part of level-one propagation are implicitly
assigned to the project or program. Therefore, any change to the relationship between the
primary and secondary objects is reflected in the project or program.

Level-two propagation processes dependent objects related to the datasets associated with level-one
objects. The following data model is supported for level-two propagation:

Item
Item revision
Dataset Relation type Item revision
Dataset Relation type Dataset
Dataset Relation type Item

Note
Dependent objects assigned through level-two propagation are explicitly assigned to the
project or program. Objects that are explicitly assigned to a project or program must
also be explicitly removed. If the BOM object to which the secondary object is related
is removed from the project or program, the dependent object remains assigned to the
project or program.

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Chapter 2: 2: Configuring
Configuring projects
projects and programs
and programs

Configuring the automatic assignment of objects

Assign projects to objects using workflow
You can assign projects to objects using a workflow by:
• Using the PROJ-update-assigned-projects workflow action handler.
Using the PROJ-update-assigned-projects handler, you can assign and remove projects from
the target objects using handler arguments only. In the following example, assume that the
projects to be assigned are Proj1 and Proj2 and that the projects to be removed are Proj3
and Proj4.

Argument Values
-assign_projects Proj1,Proj2
-remove_projects Proj3,Proj4

• Creating a custom form using the Business Modeler IDE.

Using the Business Modeler IDE, create a custom form (for example, Assign Project Form) that
can be used to assign projects using the PROJ-update-assigned-projects handler.

The workflow administrator uses the PROJ-update-assigned-projects workflow handler to

specify the projects using the properties on the custom form attached to the workflow template.

Automatically assigning objects to projects and programs

Teamcenter administrators can configure Teamcenter to automatically assign certain types of objects
to a project or program when the specified objects are created by privileged team members.
The following object types can be configured for automatic assignment:
• Item and item revision subtypes, such as engineering changes and documents

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 Configuring projects and programs

• Forms

• Datasets

For example, Teamcenter can be configured to assign new item revisions to the current project or
program of the user who creates the new item revision.

Note
Your current project or program is defined in the User Settings dialog box. You can choose
Edit→User Setting to change your current project or program.

Use the Business Modeler IDE to configure the autoAssignToProject extension. This extension
defines the type of objects that are automatically assigned to the user's current project or program
when the specified object is created. When you assign an object to a project automatically, the
project becomes the Owning Project.

Note
To be able to remove an object from the owning project, add the
TC_allow_remove_owning_project preference and set it to true, which
allows you to right-click the object and choose Project→Remove.

Because the owning_project attribute is assigned only during object creation, you cannot set or
change the owning_project attribute on objects that are already created. To assign the owning
project for newly created objects, you must set the following:
• Configure the autoAssignToProject postaction extension on the create operation of the
business object.

• Set the session project in the Teamcenter client.

To apply this rule to an object, you must:

• Set the owning project of the object.

• Enable the program context on the owning project.

• Make certain the user is a member of any of the object’s projects, not necessarily associated with
the owning project.

Also, you can create propagation rules in the Business Modeler IDE to:
• Automatically assign objects to projects. This rule copies property values from one object type to
another object type using a relationship or a property reference when a certain operation occurs
(for example, at checkin).

• Control the propagation of security data (project assignments, ADA licenses, and Classification
attributes).

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 Chapter
Chapter 2: 2: Configuring
Configuring projects
projects and programs
and programs

Implications of the autoAssignToProject extension on propagation rules

The autoAssignToProject extension automatically assigns the selected workspace object to the
user's current project, as defined by the work context or user settings.
The following table describes the types, operations, and extension points for which the
autoAssignToProject extension is valid.

Type Operation Extension point

Item and all subtypes of IMAN_import PostAction

item
ITEM_create
ITEM_create_from_rev

Item revision and all ITEM_baseline_rev PostAction

subtypes of item revision
ITEM_copy_rev
ITEM_copy_rev_to_existing
ITEM_create_rev

Dataset and all subtypes AE_save_dataset PostAction

of dataset

Form and all subtypes of IMAN_save PostAction

form

Configuring the autoAssignToProject internal extension for a business object has implications on
the project propagation rules. Project propagation rules determine which secondary objects are
assigned to a project when a primary business object is assigned. When there is a conflict between
a propagation rule and the execution of the autoAssignToProject extension, the extension takes
precedence.

Note
• If a current project is not specified for the user, this extension is ignored and the object
is not automatically assigned. In addition, when the autoAssignToProject extension
is configured for an item or ECO, the project name is preselected in the Assign to
Projects page of the item or ECO create, revise, and save as dialog boxes.

• If you want users to be able to remove objects from an owning project, you must
create the TC_allow_remove_owning_project preference before using the
autoAssignToProject extension. If this preference is not set, objects assigned to
owning projects cannot be removed using the Project→Remove command.

The following points must be considered when implementing the autoAssignToProject extension:

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• The autoAssignToProject extension applies only to newly created objects; whereas,

propagation of related objects to projects occurs whenever a relation between two objects is
created, modified, or deleted.

• The autoAssignToProject extension explicitly assigns objects to projects; therefore, the objects
can only be removed from the project by explicitly right-clicking the object in the Teamcenter
rich client and choosing Project→Remove.

• Propagation rules implicitly assign secondary objects to projects. Therefore, when the primary
object is explicitly removed from the project, the secondary object is also removed from the
project.

The following scenarios illustrate the relationship between extensions and propagation rules when
assigning objects to projects.

Scenario Project assignment behavior

The autoAssignToProject extension is Both objects are automatically assigned to

configured for types P (primary object) the current project, regardless of whether
and types S (secondary object). A user the Requirements relation is specified in the
creates an object of type P and an object propagation rule list.
of type S related by the Requirements
relation.

The autoAssignToProject extension is The object of type P is automatically assigned to the

configured for types P (primary object), but current project based on the autoAssignToProject
not for types S (secondary object). A user extension. If the Requirements relation is specified
creates an object of type P and an object in the propagation rule list, the type S object is
of type S related by the Requirements also assigned to the project. If the Requirements
relation. relation is not specified in the propagation rule list,
the secondary object is not assigned to the project.

The autoAssignToProject extension is Both the primary and secondary object are
configured for types P (primary object) and automatically assigned to the project based on
types S (secondary object). In addition, the configuration of the extension, resulting in
the Requirements relation is defined as an explicit assignment rather than the implicit
a propagation rule. The user creates an assignment that occurs when an object is assigned
object of type P and an object of type to a project based on propagation rules.
S. After creating the objects, the user
attaches the secondary object to the
primary object using the Requirements
relationship.

Restricting data creation to within the context of a project or program

Set the CreateDataWithNoActiveProgram global constant to false to restrict data creation to within
the context of a program. When this constant is set to false, users can only create data when:
• An active program is set for the user session.

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Chapter 2: 2: Configuring
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projects and programs
and programs

• Program-level security is enabled for that program.

This feature restricts creation of the following data types (and subtypes of these data types):
• Item

• Item revision

• Dataset

• Collaboration context

• Identifier

Other data types, such as folders and forms, are not restricted by the
CreateDataWithNoActiveProgram global constant.
To allow data creation outside the context of a program, set the global constant
CreateDataWithNoActiveProgram to true.

Controlling assignment of replicated (imported) data to projects

By default, users who import replicated objects into a database at a remote site must be privileged
project members for the imported data to be assigned to projects. If the user is not a privileged
project member, the import operation cannot assign the data to an existing project. You can use the
TC_multi_site_project_member_bypass preference to bypass this behavior.
The TC_multi_site_project_member_bypass preference is not included in your Teamcenter
installation. You must add it to the database.

Setting the current project for new Teamcenter sessions

You can determine whether users' current project settings persist from one Teamcenter session to the
next by setting the TC_set_current_project preference. The default behavior is to save the user's
current project setting and apply it the next time they log on to Teamcenter.

Selecting different object property values based on project

assignment
As a Teamcenter administrator, you can configure the system so that users see different lists of
property values based on the project that the object is assigned to. For example, if an item is
assigned to project A, the list of values attached to the Color property shows one set of colors to
choose from, and if the item is assigned to project B, the list of values attached to the Color property
shows another set of colors.
These conditional lists of values (LOVs) are defined in the Business Modeler IDE. The conditions
can only be defined using the owning_project, project_list, owning_user, and owning_group
project properties.

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Displaying projects to users based on current group and role

You can limit which projects are displayed to users throughout the Teamcenter interface, for example,
in the New Item dialog box or the Assign an Object to a Project dialog box. By default, all
active projects in which the user is a privileged team member are displayed. You can set the
TC_show_all_user_projects preference to limit the display to only the projects that correspond
to the user's current group and role.

Using pseudofolders to organize the display of objects in projects

You can specify properties to be displayed as pseudofolders under a node of the TC_Project
business object. After you specify a pseudofolder, all objects defined in that property are shown in the
folder under the TC_Project object.

PLM00049 12.0 Project and Program 2-9

Chapter 3: Configuring smart folder filtering

What are project smart folders?

Propagation of related data to projects can result in projects that contain thousands of objects,
many of which are not relevant to project team members (users). You can use smart folders to
filter project data.
Smart folders:
• Are only available in the rich client.

• Provide a mechanism for configuring arbitrary subdivisions of data within a project based on
functional and subfunctional units.

• Allow you to filter project data to only the subset of data that is relevant to the project members.

• Maintain the context of the project family and program to which the individual projects belong.

Note
The project administrator must be a member of the dba group to be able to administrate
project smart folders.

Filtering is applied using the Project application, and the filtered view of project data is presented to
users in the My Projects pane in My Teamcenter.

Types of smart folders

There are two types of smart folders: abstract smart folders and data-driven smart folders.
Abstract folders:
• Serve as funnels through which project data is filtered.

• Can be nested.

• Can be placed anywhere above or below the project folder in the hierarchy.

• Are used to configure the top-level project-specific smart folder hierarchy.

Data-driven smart folders:

• Are the leaf nodes in the project hierarchy.

• Display the data objects assigned to the project.

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Configuring
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filtering

Note
Smart folders are pseudofolders, they are not physical folder objects in Teamcenter.

Understanding the project smart folder hierarchy

The smart folder hierarchy is created and maintained using Business Modeler IDE and Project. It
consists of three distinct components:
• Top-level smart folder hierarchy.

• Project smart folder hierarchy.

• Properties by which objects (items) in projects are associated with folders in the hierarchy.

Top-level smart folder hierarchy

The top-level smart folder hierarchy:
• Represents high-level functional units, such as programs and associated program families.

• Provides context and is visible to all users who are members of projects within the hierarchy.

Top-level hierarchy example

The following figure illustrates a top-level folder.

Program A

Program Family A_1

Program Family A_2

Program Family A_3

Program B

Program Family B_1

Program Family B_2

Each branch in the hierarchy is represented by a list of values (LOV) that specifies subbranches in
the hierarchy. The Project Top Level Smart Folders LOV acts as the root of the hierarchy. It defines
the branches in the hierarchy by specifying the LOV associated with each branch.
To create the project top-level smart folder hierarchy shown above, you must:
• Create three exhaustive string LOVs, beginning with the LOVs representing the branches.

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• Specify the Project Top Level Smart Folders LOV as the value for the
ProjectTopLevelSmartFolders global constant.
This enables the display of top-level smart folders in Project.

• Associate data objects with smart folders.

Creating the example project top-level hierarchy

The following process is used to create the top-level smart folder hierarchy shown in Top-level
hierarchy example:
1. Create the Program A list of values (LOV), which represents the Program A folder in the
hierarchy.

2. Add the following values to the Program A LOV:

Program Family A_1
Program Family A_2
Program Family A_3

These values represent the folders that are sub-branches of Program A.

3. Create the Program B list of values (LOV), which represents the Program B folder in the
hierarchy.

4. Add the following values to the Program B LOV:

Program Family B_1
Program Family B_2

These values represent the folders that are sub-branches of Program B.

5. Create the Project Top Level Smart Folders list of values (LOV), which represents the root
of the hierarchy.

6. Add the following values to the Project Top Level Smart Folders LOV:
Program A
Program B

These values connect the Program A and Program B branches to the root of the hierarchy.

7. Specify the Project Top Level Smart Folders as the value of the ProjectTopLevelSmartFolders
global constant.

Associating data objects with smart folders

Item properties are used to filter data objects that are assigned to projects.
The properties used as filters:
• Can be persistent properties.

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• Can be compound properties.

• Must be available on the respective object types.

• Are generally custom properties defined by creating a new form and adding a compound property
rule to display the properties from the form on the item object.

Using properties to filter data

In the figure shown in Top-level hierarchy example, the top-level smart folder hierarchy consists
of programs and program families.
The following process is used to associate items with a program smart folder or a program family
smart folder:
1. Create custom attributes named program and program family.

2. Expose the program and program family attributes on the item object.

3. Assign values to the properties of the items that you want to filter.

4. Configure filtering in the Project application.

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Note
Filtering is based on a combination of smart folder, source type, property, and value.
Multiple filter criteria can be applied to data-driven driven smart folders; however, only
one filter criteria can be applied to an abstract smart folder.

Project smart folder hierarchy

The project smart folder hierarchy represents subdivisions of the data contained in a project.
The project smart folder hierarchy can be used in the context of a top-level smart folder hierarchy or
independently of a top-level hierarchy.

Project smart folder hierarchy example

The following figure illustrates a smart folder hierarchy that represents the projects available at a
Teamcenter site.
T–Upper Body (Project)

T467–Side Fittings (Abstract folder representing a subfunctional unit within the project.)

T0247–Frame Backlit Glass (Data-driven folder that displays filtered project data.)

T0248–Frame Frontlit Glass (Data-driven folder that displays filtered project data.)

L-Platform Body (Project)

L678–Side Fittings (Abstract folder Abstract folder representing a subfunctional unit within the project.)

L0395–System Fuel Feed (Data-driven folder that displays filtered project data.)

L0396–Trunk Lid (Data-driven folder that displays filtered project data.)

To create the project smart folder hierarchy shown above, you must:
• Create an exhaustive string LOV with values derived from the TC_Project.project_id reference
class.

• Specify the LOV as the value of the ProjectSmartFolders global constant.

• Associate data objects with smart folders.

The following example shows how to set up projects using smart folders and how to reference
the project_id when creating LOV's.
1. Create two projects "ProjA" and "ProjB".

2. In BMIDE create a template "SF9test".

3. Add one classic LOV "SF9ProjA" and add two values "SmartFolder1" and "SmartFolder2".

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4. Add one classic LOV "SF9ProjB" and two values "SmartFolder3" and "SmartFolder4".

5. Add one classic LOV "SF9ProjectSF"

6. Click the Browse button in the Reference section. Select TC_project.project_id.

7. Click the Load button in the LOV Valuessection.

Note
User name and password are required to login to the server.

8. Select the check box Show Cascading View.

9. Select "ProjA" from the list and click AddSub LOV, select "SF9ProjA" LOV.

10. Select "ProjB" from the list and click AddSub LOV, select "SF9ProB" LOV.

11. Click Finish.

12. Open Global Constant Editor .

13. Select Global constant named ProjectSmartFolders and set the value to "SF9ProjectSF".

14. Save the data model.

15. Deploy the template.

Apply smart folder filtering

Smart folders provide a mechanism for configuring arbitrary subdivisions of data within a project or
program based on functional and subfunctional units. Smart folders are pseudofolders configured in a
hierarchical structure; they are not physical folder objects in Teamcenter.
A project or program hierarchy that defines the abstract and data-driven folders used to filter project
or program data based on object type and attribute is created in Business Modeler IDE. This filtering
controls what is displayed when users access their project or program in the My Projects view, and it
enables them to easily locate data in large projects and programs.
After the folder hierarchy is defined in Business Modeler IDE, you can choose object types,
properties, and property values to filter data for display.
You can also filter project or program data in the absence of a smart folder hierarchy by applying
filters within a project or program.

Note
The ability to use smart folders to structure projects is available in the rich client
environment only.

1. In Project or Program, click the Smart Folder Administration quick link.

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2. Expand the hierarchy tree to display the smart folders.

Note
If a smart folder hierarchy is not defined, only the project or program objects are
displayed in the tree.

3. Select a smart folder that you want to use to apply filtering criteria.

4. Select the Contribute to Filter Criteria check box.

The smart folder name appears in the filter table beneath the check box.

5. Select an object type from the Type list.

6. From the Property list, select a property corresponding to the object type.
When the project or program hierarchy is evaluated, the smart folder funnels project or program
data of the specified type and property value to the user's project or program display.

7. Continue down the tree, selecting folders and applying object types and properties as filtering
criteria.
The cumulative filter criteria is displayed in the table at the bottom of the window.

8. When you reach the leaf node (data driven folder) that displays the project or program data, you
can define additional filter criteria as follows:
a. Select the data driven folder in the tree.

b. Select the Contribute to Filter Criteria check box.

The folder name appears in the filter table beneath the check box.

c. Select an object type from the Type list.

d. From the Property list, select a property corresponding to the object type.

e. Click Add a filter button to add a new row to the filter table that is used to define
additional filters for data-driven folders.

Note
Additional filtering criteria can only be added to data-driven folders. Abstract
folders in the hierarchy only accept a single filter criterion.

f. In the new row of the table, select the object type and property.

g. Enter a value for the property in the Value column.

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When setting values to filter for user and group properties, you can filter project data for the
logged-on user or group by setting the value to $USER or $GROUP. In addition, you can
filter data based on properties that have a null value by entering $NULL.

9. Click Save Filter Settings.

The filter settings are applied to the project. In the My Projects view, the data is displayed
according to this filter criteria.

Viewing project data

Viewing project data in My Teamcenter

You can click the My Projects link in the navigation pane to view your projects and associated data.
This view is determined by the project administrator.

The My Projects view is similar to My Teamcenter views but with the following differences:
• The Preferred Items folder is not displayed in the My Projects view.

• Project Smart Folder Hierarchy

Displays the smart folder hierarchy as configured by the administrator and provides a filter button
to display the Apply filters dialog box.

Note
The Apply filters dialog box lets you apply filtering based on source types, properties,
and values.

You select a project from the hierarchy to display information in the other My Projects panes.

• Summary
The summary view consists of two tabs:

o Project Data
Displays the filtered objects assigned to the selected project.

o Team

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Displays the project team associated with the selected project.

Note
The content of the My Projects view varies when you install Consumer Packaged Goods.

Project smart folder filtering

The following considerations apply to smart folder project filtering:
• Only one filter criteria can be applied to an abstract smart folder .

• Multiple filter criteria can be applied to a data-driven smart folder . When the multiple filter
criteria is applied, all data that meets the criteria appears under the project or program.

• The TC_UI_SmartFolder_JoinOperator is the system preference used to apply the filter criteria
between different filters on data-driven smart folders. The TC_UI_SmartFolder_JoinOperator
preference is not provided OOTB but can be created if required.

Note
If you do not create a preference, the default filter criteria applied between multiple
filters is OR.

By default, AND is applied between the filters of abstract folders and data driven folders.
Following is an example of how smart folder filters are applied:

Folder1 (Abstract folder)-> Filter1

Folder2 (Data driven folder) -> Filter2, Filter3

If the preference is set to AND, then the resulting filter is:

Filter1 AND (Filter2 AND Filter3)

If the preference is set to OR, then the resulting filter is:

Filter1 AND (Filter2 OR Filter3)

By default the filter criteria for any non-string, runtime and compound properties is AND. If one of
the filters defined contains a non-string/runtime/compound property, the filter criteria is always
AND.
Folder1 (abstract folder) -> Filter1
Filter1 = source_type=ItemRevision, Property = object_type,
Value=<Any value>
Folder2 (data driven folder) ->Filter2, Filter3
Filter2 = source_type=ItemRevision, Property = object_type,
Value=<Any value>
Filter3 = source_type=ItemRevision, Property = ics_subclass_name,
Value=<Any value>

If a run time property is defined in the filter, the filter criteria applied is ALWAYS.

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Filter1 AND (Filter2 AND Filter3)

Apply project smart folder filtering

1. Click My Projects in the Quick Links section of the navigation pane in My Teamcenter.
The My Projects view appears.

2. In the My Projects view, expand a project object to view the data associated with the project.

Note
Objects are displayed according to the project smart folder hierarchy configuration
defined by the project administrator and/or by any filters that you apply.
If a smart folder hierarchy is configured for your project, you see folders when you
expand your project. Expand these folders to reveal your project data.

3. To apply filters, select the project object in the My Projects view.

The Summary view shows details of the project object. The contents of the Summary view
vary according to the type of object selected.

4. Click the filter button to apply a filter to refine the list of objects for the selected project.
The Apply filters dialog box appears.

5. Click the Add a filter button to populate a row in the table.

6. Choose filter criteria by clicking the Source Type, Property, and/or Value cells and selecting
a value from the list.
For example, you can add a filter to display the project data owned by the Engineering group.

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Note
You can remove rows from the filter table by clicking the Remove the selected filter
button . Click the Clear the filters button to remove all values from the table.

7. Click OK to apply the filter.

The list of objects in the My Projects view is updated to reflect the applied filters.

Note
The filters you apply remain until you remove them. However, you cannot save a filter
configuration and retrieve it for future use.

PLM00049 12.0 Project and Program 3-11

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