Configure foundational workspace settings

The Workspace Manager is where you manage the workspaces in your Fusion Manage Extension site. This includes configuring workspace forms and tables, customizing tabs, and mapping workflows for your processes. Expand each workspace to see the available settings under each one.

Generally, these workspaces are configured and ready for you to use right away. Your job is to set roles and permissions to ensure the right team members can view and interact with the appropriate workspaces. However, there is some basic configuration that you may find useful that we outline here.

Explore workspace settings

The first option under each workspace is the Workspace Settings. Here, you have the option to change the workspace name, description, and type.

Beside the workspace name, you can see that each workspace is a different type: Basic workspace, Basic workspace with workflow, Revision Controlled Workspace, Revisioning Workspace. See About Workspaces for descriptions of what each type means for the behavior of the workspace.

Recommendations

• Maintain the pre-configured workspace types for the default workspaces to ensure an optimal end-to-end change management process. The default settings are optimized to ensure a smooth workflow. See Change management for a description of how the change management workspaces interact with each other.

• For the Change Orders, Change Requests, Change Tasks, and Problem Reports workspaces, set the Expire My Outstanding Work option to be at least a month so that it does not impact the load time of your main dashboard.

  

Manage fields in the Item Details tab

The Item Details settings control the fields you see in the main tab in the corresponding workspace. By default, your site has been configured with a pre-defined list of fields in each workspace. Many of these fields pull information from other workspaces using scripts.

Recommendations

• Retain existing fields as they are as modifying or deleting them could lead to unexpected results.

• Move a field to the Unassigned Fields list on the left so that you can test the result of removing the field without deleting it completely. That way, if something does go wrong, you can reinstate it.

  

Set a workspace descriptor

Every item in the Fusion Manage Extension has a title or header called a Descriptor. Descriptors are set up individually for each workspace to provide a descriptive name for each item in that workspace. You select several fields from the Item Details section (up to 4) that make up the descriptor. See Specify Descriptor Fields for further information on this.

Recommendations

• Set the Descriptor to use the workspace Item Number and Title as making use of other paragraph or lengthy fields can lead to confusing headers.

Modify tab names

The Tab Names settings enable you to rename the tabs that appear on items in a workspace. In the default setup, many tabs have been renamed as follows:

• The Item Details tab is typically renamed to match the name of the workspace.
• In many workspaces the Managed Items tab is renamed to Affected Items.
• The Grid Tab is renamed to Task Planning in the Change Requests and Change Orders workspaces. In the Change Approval Templates workspace, it is renamed to Change Tasks Template.
• For workspaces that are governed by workflows, the Workflow tab is sometimes renamed to better capture what the workflow does, for example, Approval Workflow.

Recommendations

• Place your pointer over the Reset icon to see what the original tab name is. When first exploring these settings, you might find it confusing to know which tab is which.

  

• Feel free to rename and rearrange tabs as you see fit.

Set up workspace relationships

The Relationships Tab is used to create relationships between workspaces in your Fusion Manage Extension site. By creating relationships, you can link to items in other workspaces to very quickly see how items may relate to each other. This can be a useful way to quickly link information together. For example, link the Components and Drawings workspaces to capture the relationship between the two.

Recommendations

• Follow the steps in Activity 1: Explore system workspaces to set up a relationship between the Components and Drawings workspaces.
• If required, follow the steps in Activity: Create and assign a PLM role to a group to set up the required permissions to view and interact with the Relationships tab.