Manage advanced Fusion Manage workspace features

Manage additional tabs in a workspace

In many workspaces, the Grid tab contains data in a table format. Pay attention to the following:

• The Change Approval Templates workspace uses the Grid tab to manage standard tasks. These tasks are part of change requests or change orders.
• The Change Orders and Change Requests workspaces use the Grid tab to create and manage change tasks.
• Change approval templates are mandatory for change requests and change orders. Tasks in the template's Grid tab map to the same fields in change request and change order Grid tabs.

The Managed Items tab is similar to the Grid tab. It manages data in a table. In the Problem Reports, Change Requests, Change Orders, and Change Tasks workspaces, this tab lists affected items. These items are renamed Affected Items accordingly.

The Bill of Materials tab sets up different BOM views. By default, this tab is not enabled in your site. It is not relevant to most workspaces. We recommend leaving this alone.

The Sourcing tab manages supplier and quote information. It captures component costs and shows rolled-up cost totals in a bill of materials. This is not enabled by default. We recommend leaving it this way until supplier management becomes available.

Recommendations

• Maintain all fields in the grid tabs for Change Approval Templates, Change Orders, and Change Requests workspaces. Modifying them could break links between change templates, change requests, and change orders.
• Maintain all fields in the Managed Items, Bill of Materials, and Sourcing tabs for default workspaces. Modifying or deleting them could cause unexpected results.

Manage the contents of a workspace

Within each workspace, you'll see five options: Clone, Purge, Delete, Re-index, and Refresh derived fields. Within the Components and Drawings workspaces, you'll only see Purge.

The Delete option permanently removes an entire workspace. This includes all items, settings, and configuration. This is a permanent action and cannot be undone.

The Purge option deletes all items in a workspace. It restores the workspace to its initial, empty state. Purging deletes items but keeps settings and configuration. This is useful when you have testing or training data and want to start fresh for production.

Recommendations

• Only purge a workspace once you are absolutely sure you no longer need the data. Purged items are permanently deleted and cannot be recovered.
• Consult your Autodesk representative before using any of these administrative options.

Explore workspace behaviors

Behaviors let Fusion Manage perform actions when workspace events occur. For example, you can configure a behavior to trigger a script when a new item is created. See Scripting summary for scripting information and Manage Fusion Manage system workspaces for an example of a pre-configured behavior.

Recommendations

• Retain the default behavior settings as modifying them could lead to unexpected results.

Understand the System Configuration section

In PLM Settings > System Configuration, there is a Scripting section. It contains existing scripts used in fields and workflows throughout your site. For information on how Fusion Manage uses scripts, see Scripting summary.

Recommendations

• Retain existing scripts as they are as modifying them may lead to unexpected results and could even break the existing setup.
• Speak to your Autodesk representative to discuss any changes you want to make before attempting to make them yourself.