byAsingh505-31-201310:52 AM - edited 05-31-201310:59 AM
Currently any attachment that is uploaded on PLM360 for a specific item can be downloaded from a user if the correct permission is granted.
If it was possible for a user to only have the preview functionality in the attachment tab permissible, that would be very beneficial in regards to security. This would allow users the access to view the attachment without having the threat of intellectual property being distributed.
Below is an image of the attachments tab. If the links circled below were removed or hidden, that would provide a suitable solution were the user wouldn’t be able to download the attachment.
Also if it were possible to view a larger preview of the attachment, that would enhance the user experience.
I'd like the ability to run a script by pushing abutton in the workspace item and not have to rely upon a state transition to do so. There are times where I want to create an item but use data from an existing item (the one I'm in at that time) and then link them together via the relationships tab. I want to do this without a state change (because state change would not be needed to simply link to items). I realize I can change behaviors to run a script upon creation that could do much of the same. It just makes sense to NOT to have to navigate away from where I'm at and then remeber what I want to link to. I'm all about automation.
When I customize my Projects or Tasks list view pane, I'm able to select filter criteria. However, I cannot use an "or" join- only "and". Could that feature be added in the future? As in the below screenshot, I want to show Projects / Tasks for which I am either the Owner OR Team member- I do not fall into both categories for all Projects / Tasks.
Another good feature would be to create more advanced grouping- such as combining two sets of "or" statements and joining them with an "and" statement. For Example, to be able to filter on:
Owner Contains (my name) AND
DueDate is in the next 30 days
Team Contains (my name)
That would provide me visibility into projects I'm a member of and those which I am responisible for in the next 30 days.
It is highly tedious and annoying to attach a pdf or a dwg file to a list of items in a workspace. Having the ability to bulk upload attachments to specific items in a workspace would be ideal for mass drawing updates or file updates.
One solution would be importing a zip file of the attaching files and an excel file that would have the item descriptor in one column and the corresponding file name in the other column.
I feel there is a need for significant improvements to the project management tab. I have been using it for a while and I have a number of issues. Many of them have bee reported here already (e.g. ability to add columns). However there are some fundamental changes required to make this tab useful for managing anything other than simple projects. Some other issues are;
- it is essential that reports can be run on projects
- milestone dates must be able to be changed and modified through the project UI (regardless of whether they are linked tasks or not)
- milestones and milestone status should be visible in the gantt chart
- Selectable colours
- etc etc etc
I'm a huge advocate of PLM 360 but currently the PM tab is letting it down. I've used another web based project management system before that I think you guys should have a look at. Please PM me for the URL if you're interested.
It would be great to have the ability to have reports run on a certain time interval and then emailed automatically. The time interval and recipients could be chosen when setting up the report. Either having the report printed in html in the body of the email or have an excel file attached to the email would work.
For example: I would like a report to run every Friday and be sent to certain people.