Role Center

COSMO Product Data Management has a special Role Center that is used with the PDM Manager Profile (Role). This Role Center provides the most efficient COSMO Product Data Management user experience.

This Role Center provides quick access to PDM-related setup (Drawing Statuses, Drawing Types, Engineering Change Reasons, and Engineering Task Templates), as well as links to lists of Engineering Change Notices/Orders/Order Tasks, Drawings, Items, Production BOMs, Planned/Firm Planned/Released/Finished Production Orders, and Service Items.

In addition to various actions such as creating Drawings, Engineering Change Notices/Orders, and accessing more setup information, you also have direct access to the Drawing Search feature.

The Activities part uses cues to provide a visual overview of the number of Engineering Change Notices (ECNs), Engineering Change Orders (ECOs), and Engineering Change Order Tasks based on status (for more information, see Change Management: Role Center).

To apply this role center

1. Choose the icon and then select My Settings from the menu. Alternatively, you can use the Tell Me feature.
2. In the Role field, choose the ellipsis button.
3. In the Available Roles page, select PDM Manager and then choose the OK button.
4. Choose the OK button to close the My Settings page and save your changes.

You can also assign roles directly to users in the User Settings page.

See Also

App Installation
App Licensing and Registration
App Activation

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