User Assistance

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User Assistance Dashboard

cloud scope

Glossary The dashboard shows when you log in and whenever you click Home. If
you have a casual license, this page shows a message when you near
Getting Started your maximum hours for the month. The dashboard lists detailed
information about recent document changes, collections, and apps. The
3DEXPERIENCE Platform
charts provide visual data about pending issues and tasks that the user is
3DEXPERIENCE Dashboard Apps responsible for.

3DEXPERIENCE Native Apps You can refine the list of objects by filtering types of information and by
selecting data that appears in the right-hand panel in the charts.
3DEXPERIENCE Web Apps -
To access this page:
Classic
What's New? Click Home or click > Home in the top bar.
Dashboard From the Collaboration and Approvals navigation pane, click
Dashboard.
User Interface
If you want a different default home page, see Web App Preferences.
Collections

Sharing Click Refinements to filter the list.

Background Jobs To conserve space, some dashboard page tabs contain a subset of the

Lifecycles available information. To view all of the columns, click New Window
Generating Output to open that tab in a separate window.

Web App Preferences

Click any tab to use that page. For help on the tab, click Help on the
Sitemap
top toolbar, or click > Help within the tab.
Index
This topic describes:
Data Science Experiences
Tabs
Social and Collaborative Change Menu
3D Modeling Columns
Charts
Simulation

Information Intelligence
Tabs
Installation and Setup

Reference Library Tab Name Description

Legal Notices New Docs The latest 100 documents that you own that were created within
the past 10 days.
The tab only lists Document objects; it does not list other
types of documents such as Specifications.
On premises only: Your Business Administrator can change
this tab to show all documents that you have access to.

Changed The latest 100 documents that you own that were modified for
Docs the past 10 days.
The tab only lists Document objects; it does not list other
types of documents such as Specifications.
On premises only: Your Business Administrator can change
this tab to show all documents that you have access to.

My Recent The latest 100 documents that you created or modified and that
Docs you own.
The tab only lists Document objects; it does not list other
types of documents such as Specifications.

My You only see this tab if Quality-based Document Control is

Trainings installed.
Lists all documents where you have been assigned for
training.
 Tab Name Description

Collections Collections can include any type of object. For example, a

collection could be created to group parts and documents related
to a particular project.

Projects You only see this tab if Project Management is installed.

Lists the projects you have access to.

Change Menu
Action Description For More Information

Adds the selected objects to

Change > an existing change request.
Change

Request >
Add To Existing

Creates a new change Change Management User's

Change > request and adds the Guide: Creating a Change
Change selected objects to it. Request

Request >
Add To New

Adds the selected objects to

Change > an existing change order.
Change Order

> Add To

Existing

Creates a new change order Change Management User's

Change > and adds the selected Guide: Creating a Change
Change Order objects to it. Order

> Add To

New

Adds the selected objects to

Change > an existing change action.
Change Action

> Add To

Existing

Creates a new change Change Management User's

Change > action and adds the Guide: Creating a Change
Change Action selected objects to it. Action

> Add To

New

Creates a mass change Change Management User's

Change > order to release all of the Guide: Releasing Multiple
Mass Release selected objects. Objects with Mass Change
The selected objects
must be in a state prior
to "Release" and cannot
be connected to an
incomplete change
action. The Create
Change Order page
opens where you can
create a change order to
govern the mass
change. You must use
the "Fast track Change"
policy.
 Action Description For More Information

Creates a mass change Change Management User's

Change > order to make all of the Guide: Making Multiple Objects
Mass Obsolete selected objects obsolete. Obsolete with Mass Change
The selected objects
must be in the "Release"
state and cannot be
connected to an
incomplete change
action. The Create
Change Order page
opens where you can
create a change order to
govern the mass
change. You must use
the "Fast track Change"
policy.

Columns
The columns in this page vary depending on the object the documents
connect to.

Column Name Description

Name You can click the name to view the properties for the
document and the files checked into it. See Collaboration
and Approvals User's Guide: File List for a Non-versioning
Document.

(Route) If the icon shows in the row, the document is included in an

active route. See Collaboration and Approvals User's Guide:
Working with Routes.

Title The title of the content item.

Actions The actions you can perform on the listed content.

Icon Name Action

Subscriptions View and select

subscriptions for
a document. See
Collaboration
and Approvals
User's Guide:
Subscription
Events for
Documents and
Document
Sheets.

Download Download the

files in the
Document to
your local
machine.
Browse to the
directory or
folder you want
to contain the
file.
When the
document
contains
multiple files
they are
downloaded in a
single zip file.
Column Name Description

Icon Name Action

Check Out Check out the

files in the
Document to
your local
machine and
lock the files
from other users
who cannot
unlock it.
Navigate to the
folder or
directory you
want to contain
the file.
When the
document
contains
multiple files
they are
downloaded in a
single zip file.

Upload Add a new file.

See either
Collaboration
and Approvals
User's Guide:
Uploading Files.

Check In Check in a new

version of a
checked out file.
See
Collaboration
and Approvals
User's Guide:
Uploading Files.

Lock Lock the file

without checking
it out.

Unlock Unlock the file

without checking
in a new
version.

Open in new You can click to view the Properties page for the document
in a separate window.
window

Locked Files Number of files locked/number of files checked into this

document. For example, 2/4 indicates 2 files of the 4 files
checked into this object are locked.

Rev The revision ID. See Collaboration and Approvals User's

Guide: Document Revisions Page.

Ver The version ID for a file, or an icon indicating multiple files.

See Collaboration and Approvals User's Guide: File Versions
Page.

(Subscribe) Click to subscribe to all events for the Document. Use

in the Actions column if you want to choose which

events to subscribe to.

Type The content type.

Modified Date modified.

State The current state of the content

Deliverable The number of documents assigned to a task as a

deliverable.
 Column Name Description

Description A description of the content.

Originator The creator of the content.

Originated Date the content was created.

Charts
The charts on the right side of the page display information about in-process
items. To use the charts, you can:
Click Hide Panel or Restore Default View to hide or show the panel.
Click a heading to show or hide the chart.
Hover over parts of a chart to view details about that item.
Click a counter, date period, or data in a chart to update the list to only
show items matching that counter or attribute.

The following types of charts appear in the dashboard:

Chart Description

Assigned Items The number of items that require your action.

This chart includes these items.
You only see a chart if you have any of
those items assigned to you; a chart does
not display for a quantity of 0.

Items Description

Locked The number of documents that

Documents you have locked.

Project The number of leaf tasks

Tasks assigned to you that are in the
Assign, Active, or Review
states.
The number does not
include any phases, gates,
or milestones.
You only see Project Tasks
if you use an app that uses
projects.

Issues The number of uncompleted

issues assigned to you.

Changes The number of EC items

assigned to you that are not
complete or closed.

Assigned The number of inbox tasks

Tasks assigned to you that are not
complete. The number does
not include assigned tasks
from stopped routes.

Updates of Documents Over The number of new and modified documents

Time for the current week and month.
If a document is created and modified on
the same date, it is only included in the
count of new (not modified) documents.
If the document is modified on a date
other than the creation date, it is included
in the count of modified documents for
the week and month. The count uses the
date without considering the time of day.

Planned Issues Timeline In-process issues assigned to you shown on a

timeline.

Assigned Changes Pending Engineering changes assigned to you charted

by status and severity.
 Chart Description

Due Tasks Timeline Route tasks assigned to you, indicating status

(late, on-time, or not due). Click an item in
the cart to open the route properties page.

The following charts only display if Project Management is installed:

My Pending Tasks by Project The number of project tasks assigned to you

that are pending per project.

Percent Complete The percent complete values for project tasks

assigned to you. Tasks in review appear in
orange.

My Pending Tasks By Date Your project tasks shown on a timeline. The

different colors indicate the status of a task.

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