Introduction
Administration
User Interface
SolidWorks Fundamentals
Moving from 2D to 3D
Assemblies
CircuitWorks
Configurations
Design Checker
Design Studies in SolidWorks
Drawings and Detailing
DFMXpress
DriveWorksXpress
FloXpress
Import and Export
Large Scale Design
Model Display
Mold Design
Motion Studies
Parts and Features
Routing
Sheet Metal
Simulation
SimulationXpress
Sketching
Sustainability Products
SolidWorks Utilities
Tolerancing
Toolbox
Weldments
Workgroup PDM
Workgroup PDM and SolidWorks Explorer
Welcome to Workgroup PDM
Workgroup PDM Structure
Workgroup PDM Rules
Best Practices
Help
API
Client
Client Overview
Vault View
Local View
Options
Update Clients
Multi-user Environment
Troubleshooting
FAQ
Log In and Out
Accessing Workgroup PDM
SolidWorks Task Pane
Workgroup PDM Contributor Window
Workgroup PDM Toolbar in SolidWorks
Menus
Drag
Project Icons
Document Status Icons
Preview Window
View with eDrawings
Select Labels for Display
Update/Reload From Vault
Refresh Views
Hide Project
Change Document Project
Create Subproject
Managing Documents
Search Tools
Reports
VaultAdmin
Vault
Triggers
SolidWorks Explorer
Troubleshooting
Glossary
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Project Icons

SolidWorks Workgroup PDM organizes SolidWorks documents based on the SolidWorks hierarchy. For example, components of an assembly are indented directly under the assembly. For non-SolidWorks documents, you specify in the Check In Document dialog box where to place documents in the project tree. Documents can appear more than once in a tree.

Icons represent the projects, documents, and the Workgroup PDM vault.

Vault

The vault name and current user appear next to the vault icon at the top of the vault view.

Project

The project name appears next to the project icon.

My Workgroup PDM Documents

The folder specified in Options as the default Workgroup PDM folder.

Open in SolidWorks

The opened SolidWorks documents icon appears at the top of the local view.

Permissions

The project icon and text color indicate the permissions you have for the project.

Sample Project

Colored icon with black text

Read/write access.

Sample Project

Colored icon with orange text

Read-only access.

Sample Project

Transparent icon and gray text

No access.

Document Status

The document icon indicates the document status in the vault. Document status is also displayed in the local view.

Magenta-colored circle on document icon

You checked out this document.

Cyan-colored circle on document icon

Another user checked out this document.

Shortcut icon on or next to a document icon

This is a shortcut reference to the actual document, which resides in another project.

Document icons represent the application that handles the associated data type. If the Windows icon appears, there is no application on your computer that is associated with that data type. Application files that contain a .exe extension appear with the default application icon.



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