• Vault Professional

Success Plan: Bill of Materials Management - Maturity 3

PDM system is digitally connected to PLM Systems to exchange BOM Information.

Type:

Course

Course overview

PDM system is digitally connected to PLM Systems to exchange BOM Information.

Course outline

30 min.

Initial tenant setup and user access to Fusion Manage

This module will teach you how to set up a Fusion Manage tenant for the first time, including providing users access to Fusion Manage. You will learn how to configure the tenant using system configuration tools and how to set up roles, groups, and user accounts.

This module will teach you how to set up a Fusion Manage tenant for the first time, including providing users access to Fusion Manage. You will learn how to configure the tenant using system configuration tools and how to set up roles, groups, and user accounts.

This module takes approximately 30 minutes to complete. By the end of the module, you should be able to: 

  • Review Fusion Manage terminology 
  • Configure the tenant using Logo Manager, General Settings, and Main Menu Designer 
  • Identify relationships between users, groups, roles, permissions, and workspaces 
  • Create a role and assign permissions 
  • Create a group to facilitate granting user permissions 
  • Create user accounts and assign them to groups

Before you start

About the Author

This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.

40 min.

Configure workspaces and define workflows in Fusion Manage

This content teaches you how to set up workspaces and workflows in Fusion Manage. Learn how to configure new and existing workspaces in Fusion Manage. You will also learn about the tools available for defining workflows.

This module teaches you how to set up workspaces and workflows in Fusion Manage. Learn how to configure new and existing workspaces in Fusion Manage. You will also learn about the tools available for defining workflows.

This content takes approximately 40 minutes to complete. By the end, you should be able to:

  • Review the out-of-the-box Fusion Manage workspaces.
  • Create a new workspace.
  • Clone an existing workspace.
  • Adjust details pages of workspaces.
  • Define a workspace’s workflow using the Workflow Editor.

Before you start

About the Author

This content was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.

25 min.

Import data and define standard reports and advanced print views

Learn how to import existing data into Fusion Manage. You will also learn how to define standard reports and create advanced print views for viewing the data in Fusion Manage outputs.

Learn how to import existing data into Fusion Manage. You will also learn how to define standard reports and create advanced print views for viewing the data in Fusion Manage outputs.

This module takes approximately 25 minutes to complete. By the end of the module, you should be able to:

  • Import existing data from another system, such as an enterprise resource planning (ERP) system or another product lifecycle management (PLM) system 
  • Create reports by editing or cloning existing standard reports or creating new reports 
  • Create advanced print views

Before you start

About the Author

This module was created by Barb Nash, Product Leader – Learning Content Development at ASCENT.

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Trendkite
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Hotjar
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6 Sense
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Terminus
We use Terminus to deploy digital advertising on sites supported by Terminus. Ads are based on both Terminus data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that Terminus has collected from you. We use the data that we provide to Terminus to better customize your digital advertising experience and present you with more relevant ads. Terminus Privacy Policy
StackAdapt
We use StackAdapt to deploy digital advertising on sites supported by StackAdapt. Ads are based on both StackAdapt data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that StackAdapt has collected from you. We use the data that we provide to StackAdapt to better customize your digital advertising experience and present you with more relevant ads. StackAdapt Privacy Policy
The Trade Desk
We use The Trade Desk to deploy digital advertising on sites supported by The Trade Desk. Ads are based on both The Trade Desk data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that The Trade Desk has collected from you. We use the data that we provide to The Trade Desk to better customize your digital advertising experience and present you with more relevant ads. The Trade Desk Privacy Policy
RollWorks
We use RollWorks to deploy digital advertising on sites supported by RollWorks. Ads are based on both RollWorks data and behavioral data that we collect while you’re on our sites. The data we collect may include pages you’ve visited, trials you’ve initiated, videos you’ve played, purchases you’ve made, and your IP address or device ID. This information may be combined with data that RollWorks has collected from you. We use the data that we provide to RollWorks to better customize your digital advertising experience and present you with more relevant ads. RollWorks Privacy Policy

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