The Fusion Manage Panel provides a live, read-only view of synchronized Vault Items directly within the Vault client. This panel displays the corresponding Fusion Manage Item details without leaving Vault.

The Fusion Manage Panel offers immediate visibility into the synchronization state and content of Items in Fusion Manage. The panel displays automatically when you select a synced Item or file in Vault, eliminating the need to switch between applications to verify synchronization results or review Item information.

What the Fusion Manage Panel displays

The Fusion Manage Panel shows comprehensive information about the selected Item:

• Breadcrumb navigation: Captures the history of your interactions in the panel and displays it with a history of 15 entities
• Key properties: Pinned properties like Item Number, Lifecycle State, Title, and Description appear at the top
• Detailed properties: All synchronized properties organized in collapsible sections
• Related data: Access to BOMs, related items, changes, where-used information, and attached files through tabs

Live link functionality

The panel creates a live link between Vault and Fusion Manage:

• Selecting an Item in the Vault data grid displays its corresponding Fusion Manage Item in the panel
• Selecting a file with an associated synced Item also displays that Item in the panel
• The panel updates automatically when you select different Items or files
• All information displayed is read-only and reflects the current state in Fusion Manage

File selection and item identification

When you select a file from the Vault grid, the Fusion Manage Panel automatically identifies any associated Items:

• Single associated Item: The panel displays the Item details immediately
• Multiple associated Items: The panel shows a list of all associated Items. Select the Item you want to view from the list
• No associated Items: The panel displays a message that prompts you to select a single synced Item to view

The panel determines Item associations by checking the synchronization relationship between the selected file and Items in Fusion Manage. This allows you to view Item information even when working with files in the Vault grid.

Panel tabs

The Fusion Manage Panel organizes information into several tabs:

• Item: Displays all properties and attributes for the selected Item, organized in collapsible sections
• Related Items: Shows Items that have relationships with the selected Item
• BOM: Displays the Bill of Materials structure with expandable/collapsible hierarchy
• Related Changes: Lists Change Orders, ECOs, or other change management records associated with the Item
• Where Used: Shows parent assemblies and other Items that reference the selected Item
• Files: Lists all files attached to the Item in Fusion Manage, including neutral format files

Panel actions

The panel toolbar provides quick access to common actions:

• Open In: Opens the Item directly in Fusion Manage in your web browser
• Refresh: Updates the panel with the latest information from Fusion Manage
• Settings: Configures panel preferences and display options

Panel states

The Fusion Manage Panel adapts to different scenarios:

• Item selected: Displays full Item details when a synced Item is selected
• File selected with single Item: Shows the associated Item details immediately when you select a file linked to one Item
• File selected with multiple Items: Displays a list of associated Items for you to select from
• File selected with no Items: Shows a message prompting you to select a single synced Item to view
• Not synced: Displays a message indicating the Item has not been synchronized to Fusion Manage
• No selection: Shows an empty state prompting you to select an Item or file
• Loading: Displays a skeleton loader while retrieving data from Fusion Manage

Benefits

The Fusion Manage Panel streamlines workflows by:

• Eliminating context switching between Vault and Fusion Manage
• Providing instant verification of synchronization results
• Making Fusion Manage data visible to users who primarily work in Vault
• Supporting collaboration by giving Vault users visibility into PLM information
• Reducing manual navigation and search time when reviewing Items

Requirements

To use the Fusion Manage Panel:

• Vault Connector must be enabled and configured
• Items must be synchronized at least once to appear in the panel
• Internet connectivity is required to retrieve data from Fusion Manage
• Vault client must have access to the Fusion Manage tenant