Template library summary
Before you begin, you should read the instructions on how to Install a template.
Product Portfolio Management
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.
Quality Management
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.
New Product Introduction
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.
Supplier Collaboration
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.
Ideas Management
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.
Requirements Management
Capture product requirements, assess their cost/effort, get stakeholder approvals through workflows, and validate that final products meet the requirements.
8D Reports
Manages the eight-discipline problem-solving process to identify, correct, and eliminate recurring quality issues.
Engineering Project Management
Streamlines communication and task management for engineering projects using milestones, activities, and Gantt-based scheduling with reusable project templates.
First Article Inspection Reports
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.
Innovation Project Management
The Innovation Project Management template enables agile project management using sprint-based activity completion and backlog management.
Pick List Value
The Pick List Values template enables dynamic picklist management through a single workspace with minimal setup effort.
Implementation Tracker
The Implementation Tracker template manages PLM implementation projects within PLM itself, providing workspaces to track tasks, documents, and requests.
Reminders Utility
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.
Spare Parts Requests
The Spare Parts Requests template manages service offerings by tracking quote creation, order follow-up, and spare parts delivery within PLM workflows.