My company is new to Teamcenter and we are trying to determine how to organize our document control information (forms, procedures, work instructions, quality manual, etc.). Our thought is to create a "Project" called "Document Control". Within that project, we create folders for each type of controlled document (e.g. "Forms", "Procedures").
When users create new documents, and assign them to the "Document Control" project, Teamcenter automatically places the Item and Item Revision under the main project "Document Control", not in the subfolders (of course). The document control personnel need to move these items into the appropriate folder (Forms => "Forms" folder). How do we do this in Teamcenter? If we "Drag and Drop" the items, Teamcenter creates a copy of the link. If we "Cut" and "Paste", the Item and Item Revision are no longer assigned to the project, but it now only shows up in the folder as intended. When we right-click and "assign to project" to reconnect it, the Item and Item Revision show back up in the main project "Document Control".
How do we assign Items and Item Revisions to a Project and move the Items/Item Revisions into the folders so we have an orgnized list of Items/Item Revisions?
Project folders are organized by relation type. If you create relations in BMIDE for your different document types then they'll automatically be sorted into the correct folders. Not all documents are specification, manifestation or reference.
NX 12 | SW 2017 | Creo 4 | TcUA 11.4
Thanks! We are not versed in BMIDE updating and deployment. Is there a way to use the standard folders and move the item/item revision links into the "non-smart" folders?