Before you begin, you should read the instructions on how to Install a template.
Manages the eight-discipline problem-solving process to identify, correct, and eliminate recurring quality issues.
The Document Management template helps you create, store, and control product documents. It tracks changes and controls who can access documents. Teams can work together while keeping data safe and following rules.
Streamlines communication and task management for engineering projects using milestones, activities, and Gantt-based scheduling with reusable project templates.
The Equipment Calibration template helps you manage calibration tools and instruments, schedule and track calibration activities, record results, and track due dates so measurement equipment stays fit for use.
The First Article Inspection Reports template manages the quality inspection process for items selected from first mass production runs, from item selection through inspection to review and approval.
The Ideas Management template enables organizations to capture, review, and implement innovation ideas through a structured workflow. It covers idea creation, team assignment, stakeholder voting, analysis, and implementation, with administration features for role management and system setup.
The Implementation Tracker template manages PLM implementation projects within PLM itself, providing workspaces to track tasks, documents, and requests.
The Innovation Project Management template enables agile project management using sprint-based activity completion and backlog management.
The New Product Introduction template manages product development projects using a structured Phase/Gate approach that automatically creates tasks and deliverables for each project phase, with gate reviews ensuring quality before progression. The template includes comprehensive project management capabilities through Projects, Project Templates, Project Phases, Tasks, Teams, and People workspaces, with Gantt chart visualization and integrated reporting for tracking budgets, efforts, and task completion across all development projects.
The Pick List Values template enables dynamic picklist management through a single workspace with minimal setup effort.
The Product Portfolio Management template enables end-to-end lifecycle management of products from ideation through market withdrawal, with hierarchical organization through portfolios, categories, and product lines. The system uses checklist-driven transitions and milestone tracking to ensure deliverables are met, while providing centralized specifications, built-in reporting, and integration with other business processes.
The Quality Management template provides a proactive quality framework that integrates quality processes throughout the entire product lifecycle to prevent poor quality outcomes and ensure compliance with industry standards. The template includes: Quality Inspection Plans and Inspections for standardized testing, Non Conformances and Corrective/Preventative Actions for issue resolution, Claims and Return Merchandise Authorization.
The Reminders Utility template extends standard escalation functionality to send flexible reminder and overdue notifications based on target dates rather than time spent in workflow states.
Capture product requirements, assess their cost/effort, get stakeholder approvals through workflows, and validate that final products meet the requirements.
The Spare Parts Requests template manages service offerings by tracking quote creation, order follow-up, and spare parts delivery within PLM workflows.
The Supplier Collaboration template enables secure real-time collaboration with suppliers through dynamic workflows that replace traditional email-based communication for requesting deliverables and sharing information. The template includes package templates for standardized information sharing, supplier deliverables management with progress tracking, and comprehensive proposal workflows that guide submissions from creation through technical review to completion.
The Supplier Corrective Action Request (SCAR) template helps manage corrective actions with suppliers. When a supplier's product or service causes a problem, use this template to request a fix. The supplier must explain what caused the issue and how to prevent it.