Fusion Manage requires a separate license and can be used with Fusion or independently. Learn more.
This page links to detailed topics about Workspace Manager so you can create, configure, and manage workspaces, fields, and views on your Fusion Manage site.
A workspace in Fusion Manage is a virtual space where you store, view, and work with items that share the same attributes. Workspaces typically represent logical groupings, such as types or categories of products or processes.
For more information, see About workspaces.
Create a workspace on your Fusion Manage site and complete the required setup so users can start working with items.
For more information, see Create a workspace.
You can perform common maintenance tasks on workspaces:
Organize workspaces into categories and control how they appear in the main navigation menu of your Fusion Manage site.
For more information, see Organize workspaces in the main menu.
After you create a workspace, you can update its settings from the Workspace settings page. That includes editing basic details (workspace name, description, and main menu category) and controlling how items from the workspace appear in My Outstanding Work.
For more information, see Configure workspace settings.
Define which fields make up the workspace item descriptor shown in headers and links.
For more information, see Specify descriptor fields.
Create relationships between workspaces so you can link items across tabs such as BOM, Managed Items, and Projects.
For more information, see Add workspace relationships.
Rename and reorder workspace tabs to match your organization’s terminology and workflows.
For more information, see Customize tab names.
Set up automated actions that run when items are created, updated, or triggered by users.
For more information, see Configure workspace behavior.
Configure the layout, sections, and fields that define item data.
For more information, see Configure the Item Details tab.
Display and manage workspace items in a table format with configurable columns and sorting.
For more information, see Configure the Grid tab.
Define how related items are displayed and managed in a tabular view.
For more information, see Configure the Managed Items tab.
Configure supplier-related data and sourcing information.
For more information, see Configure the Sourcing tab.
You can configure fields on Item Details, Grid, Bill of Materials, Sourcing, and Workflow Items tabs in your Fusion Manage workspaces. Field types range from Single Line Text to more complex types such as Filtered Picklist and Derived Fields. You can also apply validators to keep Fusion Manage data consistent and accurate.
Customize the Item Preview Data Card to show additional fields beyond the default first section of the Item Details tab. For each field, select the Visible on preview option during field configuration so it can appear on the preview card for that workspace.
For more information, see Customize item preview.
Create basic print views by selecting which workspace tabs to include. You can create multiple views and reorder them to control how they appear in the Print menu. Basic print views provide a quick way to print workspace data without custom formatting.
For more information, see Add a basic print view.
Create advanced print views with full control over layout and formatting. You can include specific tabs or sections, add custom text, and apply formatting. Advanced views also let you hide views from the menu and test print output using specific item IDs.
For more information, see Add an advanced print view.