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PTC Windchill PLM Implementations & Consulting

PTC Windchill is the premier PLM software solution providing security and traceability for your intellectual property while managing every aspect of your product development and manufacturing processes.  As trusted PTC Partners, SPK and Associates brings the expertise and experience needed to provide the best possible prices and the highest level of support for every PTC product.  Contact us today to learn more about how we can provide licensing and implementation support.

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PTC Windchill Success

SRAM gets 128% ROI with Windchill PLM

SRAM deployed PTC Windchill to integrate and unify the engineering processes for all its brands. The company’s rapid growth through acquisition resulted in engineering and development groups that were not able to communicate and share information across departments.  The company needed a solution that would support its holistic business process approach to the creation and management of product data, with PLM integrating processes, technology and people into an information backbone to facilitate a lean enterprise.

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STRATTEC Security success with Windchill PLM in 11 months

STRATTEC Security Corporation deployed PTC Windchill to replace its existing product lifecycle management (PLM) solution and improve product design tracking and collaboration. Nucleus found that PTC Windchill enables the company to increase productivity and reduced design costs and waste.  Learn how STRATEC Security got 122% ROI in 11 months and an average annual benefit of over $1M.

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PTC Windchill  PLM Software

PTC Windchill is a family of Product Lifecycle Management software products that is offered by PTC and sold/serviced by it’s partners, such as SPK and Associates.   PTC Windchill is a proven out-of-the-box PLM software solution to help manage every aspect of information about your product development and manufacturing process.  Windchill acts as the single source of product information all the way up and down the organization.

 

PTC Windchill Capabilities & Benefits:

  • Built-in integration with all major product development software including all PTC products
  • Easy connectivity to other enterprise systems
  • Supports distributed product development and enables real-time collaboration across firewalls
  • Drives cross-enterprise understanding of complex content – regardless of source

BOM Management

Using Windchill, companies adopt a parts-centric approach to managing their Bill of Materials.

Change and Configuration Management

Windchill PLM allows you to create data governance and associativity so that all changes and configurations are fully defined and controlled.

Quality Management

Continually improve the quality of your product to reduce service costs.

Process Planning & Work Instructions

Design your product using platform structures to manage options and variants.

Product Data Management

Manage multi-CAD data in a single system using tight integration with Creo, SolidWorks, AutoCAD, and other CAD tools.

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Platforms, Options & Variants

Design with platform structures and manage options and variants.

Talk with our PTC Windchill Experts

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Windchill License Details

Enterprise Users

Feature Windchill Navigate View and Acknowledge Windchill Navigate Enterprise Collaboration Windchill Navigate Supplier Collaboration Windchill Navigate Shop Floor
Part Numbers RU: SPN-CPE5651-F- | ADU: SPN-CPE5642-F- RU: SPN-CPE5650-F- | ADU: SPN-CPE5641-F- ADU: SPN-CPE5640-F- Kiosk: SPN-CPE5644-F-
Find and view product information
Access to standard Navigate View Appss ✅ ✅ ✅ ✅
Access to standard Navigate Contribute Apps ✅ ✅ ✅
Access to standard Navigate Work Instruction Delivery App ✅
Search
Search indexed and non-indexed content
Define and execute user-specific saved searches (but not global searches)		 ✅ ✅ ✅ ✅
View page content
View any web page and web page content to which the viewer user is granted authorization		 ✅ ✅ ✅ ✅
View and Download non-CAD content
Download and view any office document content
Download any pre-published derived formats (PDF, IGES, STL)
Request publishing of derived formats on demand (for those supported)
Can not download any native CAD formats (MCAD, ECAD…)		 ✅ ✅ ✅ ✅
View reports created by others but cannot create or edit reports ✅ ✅ ✅ ✅
View 2-D and 3-D models
View thumbnails and 2-D and 3-D images images
Pan, zoom, rotate
Measure, section, explode
View but do not create/edit annotations		 ✅ ✅ ✅ ✅
Subscribe to events
Subscribe to be notified of events on items to which user has access		 ✅ ✅ ✅ ✅
Contribute & collaborate, Issue Identification
Participate in Projects ✅ ✅ ✅ ✅
✅ ✅ ✅ ✅
Organize
Create/edit folders
Create/edit links		 ✅ ✅ ✅
Participate in assigned tasks
Workflow tasks
Project tasks
Action item tasks		 ✅ ✅ ✅
Collaborate
Create topics and discussion postings
Create and save annotations
Create/update action items
Create/attach/edit office documents (including use of Desktop Integration)
Generate PDFs of Office Docs and Mark them up
Create and update meetings		 ✅ ✅ ✅
PDF Collaboration
Generate PDFs of Office Docs and Mark them up		 ✅ ✅ ✅
Basic Authoring of content, and release and change management
Create/attach/edit office documents (including use of Desktop Integration) ✅ ✅ ✅
Create, Participate, & Approve Promotion Requests ✅ ✅ ✅
Approve Change Workflow tasks ✅ ✅ ✅
Approve Design Reviews ✅ ✅ ✅
Create/update problem reports ✅ ✅ ✅
Create deviation or waiver ✅ ✅ ✅
Revise documents ✅ ✅ ✅
Create and manage collaboration projects
(Does not include the ability to create and manage project plans, schedules resources)
Create/Edit Project Route
Set State
Create Packages
Add To Packages
Create and manage Change Reguest, Change Notice, Change Task
Sequence Change Tasks
Revise Objects (Including Docs, CAD, Parts)
Create Design Review
Create and manage baselines
Manage templates and attributes (documents, parts, projects, teams, lifecycles, workflows)
Create and manage global searches and reports
Configure Actions for Roles
Basic Creation and Mangement of Arbortext Documents (Requires Arbortext Editor)
Basic Creation and Mangement of Creo Illustrate & ISODraw Illustrations (Requires Creo Illustrate or ISODraw respectiviely))
Project Management
Create and manage projects, project teams and project content
Create and manage project templates, team templates and project workflow templates
Create, execute and manage project plans with milestones, activities and tasks
Create and manage project resources (people, equipment, facilities…)
Create and manage action items, discussion forums and notebooks
Create and manage project reports
Intellectual Property Protection
Have content filtered from view/access based on security label values. ✅ ✅ ✅ ✅
Abiity to set security label value upon document creation ✅ ✅ ✅
Ability to change seciroty label value on existing object
Create and manage security labels and classifications and control access to information based on user or group label or classification access level.
Create and manage agreements (such as NDA, ITAR) and control access to information based on the agreements that a user or group is covered to provide access to agreement-controled information.
Manage agreement creation and change through workflow process
Control which representations of content are available for view and download by groups/roles and users. For example, some users may be given access to native CAD formats and others will have only access to low-fidelity 2-D images or 3-D viewables.
Classification
View classification hiearchies and attributes and search for parts and documents using classifications and classification attribute ranges and values (parametric search). ✅ ✅ ✅ ✅
Find Similar Parts Action
Create and update document classifications
Organize classifications into node hierarchies and manage hierarchies
Associate documents with classifications
Tailor specific business attributes unique to individual classification nodes
Define valid attribute characteristics and constraints
Layout and group attributes
Localize classification nodes and attributes for various languages
Associate one or more measurement system and units of measure with attributes
Import and export classification schema
Create and update part classifications
Associate parts with classifications
BOM Management
Create and manage product structures and engineering BOMs
Import BOM structure from Excel
Export Importable Spreadsheet
Create and manage product structure baselines
Create and manage product instances
Create and manage serialized products
"Basic" Options and Variants
Create and manage configurable parts and part structures
Add and update configurable parts to any part structure to support multiple configurations
Create and manage options, option pools and sets and choices and filtering
Define and manage rules, assigned item and usage expressions to control allowed options, choices, include, exclude and enable rules and valid configurations
Define parameters and values used to support structure-based optionality (in the Product Structure Explorer)
BOM Transformation
Transform an engineering BOM to a Manufacturing BOM
Define and manage plant specific data of Manufacturing BOM
Define and manage semi-finish Parts
Define and manage Standard Control Characteristics
Transform an engineering BOM to a Service BOM
Transform any BOM into another downstream BOM
Reconcile upstream changes to downstream BOM
Define and Maintain 3D Mocl Up of downstream BOM
MCAD Data Management
Download MCAD content
Automatically create and associate part BOM items with CAD documents on CAD document check in
Create and manage MCAD models using workgroup managers for Creo, CED, CEDD, MathCAD DM
Create and manage MCAD models using workgroup manager for CADDS 5
Automatically publish CAD formats with included Creo View CAD adapters for all supported PTC CAD applications
Create and manage MCAD models using workgroup managers for Solidworks, Inventor and AutoCAD
Automatically publish CAD formats with included Creo View CAD adapters for Inventor and SolidWorks (native publishing is supported for AutoCAD)
Create and manage MCAD models using workgroup managers for NX and Catia
Automatically publish NX CAD formats with included Creo View CAD adapters for NX (An adapter for publishing Catia formats must be independently purchased from Theorem Solutions)
Manufacturing Process Management
Create and manage manufacturing resources
Create and manage process plans
Create and manage Work Instructions
Create and Manage Standard Capabilities
Author work instruction graphics with Creo View
Author work instruction graphics with Creo Illustrate
Platform Structure Management*
*At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
View Configurable parts and structure ✅ ✅ ✅ ✅
Filter Configurable structure using Choices (Edit Filter) ✅ ✅ ✅ ✅
Apply and existing Variant Specification to filter a structure ✅ ✅ ✅ ✅
Configure a configurable part and create a variant
Define numeric choices
Define aliases for option choices
Manage and control process to govern changes to rules
Control what rules are applied using conditional logic (e.g., if then use Rule A/else us Rule B) and independent local rules
Define basic assigned occurrence expressions, advanced assigned item expressions, usage and occurrence expressions and independent assigned expressions.
Define and control via alternate option filtering
Define and manage nested products, merged option sets, product families, models and product variants
Import Variants and Variant specifications from a spreadsheet
Publish (export) platform structure information to ERP and other systems using ERP Connector
Programmatically load variants using variant loader APIs
From a generic part structure, create a configured or engineered to order structure based on a set of rules defined within the PLM system.
Supplier Component Management
*At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View and search for supplier and supplier part information and attributes. ✅ ✅ ✅ ✅
Create a new Part Request ✅ ✅ ✅
Define one or more vendor parts that can be used for a company’s internal part
Define detailed functional characteristics for supplied parts and associate with specifications and other documents
Manage suppliers and supplied parts through supplier and supplier part introduction process workflows
Manage status of manufacturers and vendors (i.e., approved, pending, obsolete)
Identify default supplier and supplied part preferences based on part classification and context (Requires addition of Classification - SPN-CPE5464-F )
Automatically update supplier preference list using configurable rules
Develop predefined reports on supplier metrics
Create rules for part grading based on supplier, sourcing context and commodity codes or classification
Automatically calculate a sourcing grade for an internal part, based on an analysis of its approved manufacturer list
Define one or more manufacturer parts that can be used for a company’s internal part
Import and export supplier part information with Microsoft Excel
Nonconformance
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Nonconformance, Investigation, and Disposition ✅ ✅ ✅ ✅
New Nonconformance - ( Initiator ) ✅ ✅ ✅
Nonconformance Management - ( manager )
Nonconformance Review
Nonconformance Investigation - ( Investigator ) ✅ ✅ ✅
Nonconformance Disposition and MRB - ( Evaluator / Manager )
Nonconformance Perform Disposition - ( Dispositioner ) ✅ ✅ ✅
Customer Experiences/Complaints
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
**The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
View Complaint, Investigation, and Action ✅ ✅ ✅ ✅
View Regulatory Reports
New Customer Experience - ( Initiator ) ✅ ✅ ✅
Customer Experience Management - ( Manager )
Customer Experience Evaluation
Customer Experience General Activity ✅ ✅ ✅
Customer Experience Product General Activity ✅ ✅ ✅
Customer Experience Product Investigation Activity ✅ ✅ ✅
Customer Experience Product Regulatory Activity
Customer Experience Review - ( Evaluator / Manager )
CAPA
**At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View CAPA, Confirmation, Investigation, CAPA Plan, and Action, ✅ ✅ ✅ ✅
New CAPA Request - (Initiator ) ✅ ✅ ✅
CAPA Management
CAPA Review - ( Evaluator / Manager )
CAPA Investigation - ( Investigator ) ✅ ✅ ✅
CAPA Plan - ( Evaluator / Manager )
CAPA Perform Action - ( Evaluator / Manager ) ✅ ✅ ✅
CAPA Effectiveness - ( Evaluator / Manager )
Audit Management
*At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Audit and Response ✅ ✅ ✅ ✅
Create Schedule & Manage Internal and Exteral Audits - ( Audit Manager )
Plan & Scope - ( Audit Manager )
Conduct Audit - ( Audit Manager )
Audit Response - ( Auditee - Responder ) ✅ ✅ ✅
Manage Response - ( Audit Manager )
Complete Audit - ( Audit Manager )
Regulatory Hub
*At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
View Regulatory Submissions ✅ ✅ ✅ ✅
Create Submission - ( Regulatory Manager )
Plan & Conduct Submission - ( Regulatory Manager )
Add Content to Submission - ( Regulatory Contributor ) ✅ ✅ ✅
Close Submission - ( Regulatory Manager )
Document Control
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Controlled Document ✅ ✅ ✅ ✅
Create Controlled Document - ( Document Author ) ✅ ✅ ✅
Revise Controlled Document - ( Document Author )
Review Controled Document - ( Document Approver ) ✅ ✅ ✅
Manage Qualified Roles - ( Document Manager )
Manage Training - ( Document Manager )
Complete Training - ( Document Trainee ) ✅ ✅ ✅ ✅
Obsolete Controled Document - ( Document Manager )
Design Control (** Future Release Enhancements)
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Risk Assessment, Environmental Analysis, DHF/DMR, Requirement Artifact** ✅ ✅ ✅ ✅
Create Requirement Artifact** - ( Product Manager )
Create High Level Design WF task in Med Dev System** - ( Design Engineer )
Create Proof of Concept WF task in Med Dev System** - ( Design Engineer )
Perform Proof of Concept WF task in Med Dev System** - ( Design Contributor ) ✅ ✅ ✅
Create & Perform Detailed Design WF task in Med Dev System** - ( Design Engineer )
Create Risk Assessment** - ( Design Engineer )
Perform Risk Assessment** - ( Design Contributor ) ✅ ✅ ✅
Create Validation & Verification** - ( Design Engineer )
Perform Validation & Verification** - ( Design Contributor ) ✅ ✅ ✅
Create Environmental Analysis** - ( Design Engineer )
Perform Environmental Analysis** - ( Design Contributor ) ✅ ✅ ✅
Create & Manage BOM WF task in Med Dev System** - ( Design Engineer )
Create & Manage DHF/DRM - ( Design Engineer )
UDI
*The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View UDI ✅ ✅ ✅ ✅
Create UDI ✅ ✅ ✅
Submit UDI ✅ ✅ ✅
Monitor UDI ✅ ✅ ✅
Service
*At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Information & Publication Structures and the content within ✅ ✅ ✅ ✅
Create/Manage Information Structures
Create/Manage Publication Structures
Set as Primary Information Structure
Generate Publication Structure
Generate Translation Document
Create, Manage and Assign Symptoms
Add Information & Publication Structure Associations (Impacted By) to Parts
Create and manage Translation Packages
Create and manage Delivery Content Reports
Textual and Graphic Information Element Requiring Update Report
Create/Assign/Edit Service Effectivity
Generate Parts List from BOM
Create and Update Parts List Illustration
Add Supplementary Replacement
Export Parts List to XML

Legend:
✅ = feature included
Notes below apply to the listed sections:
† Find and view product information
‡ Contribute & collaborate, Issue Identification
§ Basic Authoring of content, and release and change management
¶ Project Management
‖ Intellectual Property Protection
⁑ Classification
※ BOM Management
⁂ "Basic" Options and Variants
¤ BOM Transformation
º MCAD Data Management
ª Manufacturing Process Management
† Platform Structure Management*
‡ *At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
§ Supplier Component Management
¶ *At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
‖ Nonconformance
⁑ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
※ Customer Experiences/Complaints
⁂ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
¤ **The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
º CAPA
ª **At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
† Audit Management
‡ *At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
§ Regulatory Hub
¶ *At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
‖ Document Control
⁑ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
※ Design Control (** Future Release Enhancements)
⁂ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
¤ UDI
º *The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
ª Service
† *At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.

Core Users

Feature Windchill Standard Author Windchill Supplier Author
Part Numbers RU: SPN-CPE5630-F- RU: SPN-CPE5639-F-
Find and view product information
Access to standard Navigate View Appss ✅ ✅
Access to standard Navigate Contribute Apps ✅ ✅
Access to standard Navigate Work Instruction Delivery App
Search
Search indexed and non-indexed content
Define and execute user-specific saved searches (but not global searches)		 ✅ ✅
View page content
View any web page and web page content to which the viewer user is granted authorization		 ✅ ✅
View and Download non-CAD content
Download and view any office document content
Download any pre-published derived formats (PDF, IGES, STL)
Request publishing of derived formats on demand (for those supported)
Can not download any native CAD formats (MCAD, ECAD…)		 ✅ ✅
View reports created by others but cannot create or edit reports ✅ ✅
View 2-D and 3-D models
View thumbnails and 2-D and 3-D images images
Pan, zoom, rotate
Measure, section, explode
View but do not create/edit annotations		 ✅ ✅
Subscribe to events
Subscribe to be notified of events on items to which user has access		 ✅ ✅
Contribute & collaborate, Issue Identification
Participate in Projects ✅ ✅
✅ ✅
Organize
Create/edit folders
Create/edit links		 ✅ ✅
Participate in assigned tasks
Workflow tasks
Project tasks
Action item tasks		 ✅ ✅
Collaborate
Create topics and discussion postings
Create and save annotations
Create/update action items
Create/attach/edit office documents (including use of Desktop Integration)
Generate PDFs of Office Docs and Mark them up
Create and update meetings		 ✅ ✅
PDF Collaboration
Generate PDFs of Office Docs and Mark them up		 ✅ ✅
Basic Authoring of content, and release and change management
Create/attach/edit office documents (including use of Desktop Integration) ✅ ✅
Create, Participate, & Approve Promotion Requests ✅ ✅
Approve Change Workflow tasks ✅ ✅
Approve Design Reviews ✅ ✅
Create/update problem reports ✅ ✅
Create deviation or waiver ✅ ✅
Revise documents ✅ ✅
Create and manage collaboration projects
(Does not include the ability to create and manage project plans, schedules resources)		 ✅ ✅
Create/Edit Project Route ✅ ✅
Set State ✅ ✅
Create Packages ✅ ✅
Add To Packages ✅ ✅
Create and manage Change Reguest, Change Notice, Change Task ✅ ✅
Sequence Change Tasks ✅ ✅
Revise Objects (Including Docs, CAD, Parts) ✅ ✅
Create Design Review ✅ ✅
Create and manage baselines ✅ ✅
Manage templates and attributes (documents, parts, projects, teams, lifecycles, workflows) ✅ ✅
Create and manage global searches and reports ✅ ✅
Configure Actions for Roles ✅ ✅
Basic Creation and Mangement of Arbortext Documents (Requires Arbortext Editor) ✅ ✅
Basic Creation and Mangement of Creo Illustrate & ISODraw Illustrations (Requires Creo Illustrate or ISODraw respectiviely)) ✅ ✅
Project Management
Create and manage projects, project teams and project content ✅ ✅
Create and manage project templates, team templates and project workflow templates ✅ ✅
Create, execute and manage project plans with milestones, activities and tasks ✅ ✅
Create and manage project resources (people, equipment, facilities…) ✅ ✅
Create and manage action items, discussion forums and notebooks ✅ ✅
Create and manage project reports ✅ ✅
Intellectual Property Protection
Have content filtered from view/access based on security label values. ✅ ✅
Abiity to set security label value upon document creation ✅ ✅
Ability to change seciroty label value on existing object ✅ ✅
Create and manage security labels and classifications and control access to information based on user or group label or classification access level. ✅ ✅
Create and manage agreements (such as NDA, ITAR) and control access to information based on the agreements that a user or group is covered to provide access to agreement-controled information. ✅ ✅
Manage agreement creation and change through workflow process ✅ ✅
Control which representations of content are available for view and download by groups/roles and users. For example, some users may be given access to native CAD formats and others will have only access to low-fidelity 2-D images or 3-D viewables. ✅ ✅
Classification
View classification hiearchies and attributes and search for parts and documents using classifications and classification attribute ranges and values (parametric search). ✅ ✅
Find Similar Parts Action ✅ ✅
Create and update document classifications ✅ ✅
Organize classifications into node hierarchies and manage hierarchies ✅ ✅
Associate documents with classifications ✅ ✅
Tailor specific business attributes unique to individual classification nodes ✅ ✅
Define valid attribute characteristics and constraints ✅ ✅
Layout and group attributes ✅ ✅
Localize classification nodes and attributes for various languages ✅ ✅
Associate one or more measurement system and units of measure with attributes ✅ ✅
Import and export classification schema ✅ ✅
Create and update part classifications ✅
Associate parts with classifications ✅
BOM Management
Create and manage product structures and engineering BOMs ✅
Import BOM structure from Excel ✅
Export Importable Spreadsheet ✅
Create and manage product structure baselines ✅
Create and manage product instances ✅
Create and manage serialized products ✅
"Basic" Options and Variants
Create and manage configurable parts and part structures ✅
Add and update configurable parts to any part structure to support multiple configurations ✅
Create and manage options, option pools and sets and choices and filtering ✅
Define and manage rules, assigned item and usage expressions to control allowed options, choices, include, exclude and enable rules and valid configurations ✅
Define parameters and values used to support structure-based optionality (in the Product Structure Explorer) ✅
BOM Transformation
Transform an engineering BOM to a Manufacturing BOM
Define and manage plant specific data of Manufacturing BOM
Define and manage semi-finish Parts
Define and manage Standard Control Characteristics
Transform an engineering BOM to a Service BOM
Transform any BOM into another downstream BOM
Reconcile upstream changes to downstream BOM
Define and Maintain 3D Mocl Up of downstream BOM
MCAD Data Management
Download MCAD content ✅
Automatically create and associate part BOM items with CAD documents on CAD document check in ✅
Create and manage MCAD models using workgroup managers for Creo, CED, CEDD, MathCAD DM ✅
Create and manage MCAD models using workgroup manager for CADDS 5 ✅
Automatically publish CAD formats with included Creo View CAD adapters for all supported PTC CAD applications ✅
Create and manage MCAD models using workgroup managers for Solidworks, Inventor and AutoCAD ✅
Automatically publish CAD formats with included Creo View CAD adapters for Inventor and SolidWorks (native publishing is supported for AutoCAD) ✅
Create and manage MCAD models using workgroup managers for NX and Catia ✅
Automatically publish NX CAD formats with included Creo View CAD adapters for NX (An adapter for publishing Catia formats must be independently purchased from Theorem Solutions) ✅
Manufacturing Process Management
Create and manage manufacturing resources
Create and manage process plans
Create and manage Work Instructions
Create and Manage Standard Capabilities
Author work instruction graphics with Creo View
Author work instruction graphics with Creo Illustrate
Platform Structure Management*
*At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
View Configurable parts and structure ✅ ✅
Filter Configurable structure using Choices (Edit Filter) ✅ ✅
Apply and existing Variant Specification to filter a structure ✅ ✅
Configure a configurable part and create a variant
Define numeric choices
Define aliases for option choices
Manage and control process to govern changes to rules
Control what rules are applied using conditional logic (e.g., if then use Rule A/else us Rule B) and independent local rules
Define basic assigned occurrence expressions, advanced assigned item expressions, usage and occurrence expressions and independent assigned expressions.
Define and control via alternate option filtering
Define and manage nested products, merged option sets, product families, models and product variants
Import Variants and Variant specifications from a spreadsheet
Publish (export) platform structure information to ERP and other systems using ERP Connector
Programmatically load variants using variant loader APIs
From a generic part structure, create a configured or engineered to order structure based on a set of rules defined within the PLM system.
Supplier Component Management
*At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View and search for supplier and supplier part information and attributes. ✅ ✅
Create a new Part Request ✅ ✅
Define one or more vendor parts that can be used for a company’s internal part ✅
Define detailed functional characteristics for supplied parts and associate with specifications and other documents ✅
Manage suppliers and supplied parts through supplier and supplier part introduction process workflows ✅
Manage status of manufacturers and vendors (i.e., approved, pending, obsolete) ✅
Identify default supplier and supplied part preferences based on part classification and context (Requires addition of Classification - SPN-CPE5464-F ) ✅
Automatically update supplier preference list using configurable rules ✅
Develop predefined reports on supplier metrics ✅
Create rules for part grading based on supplier, sourcing context and commodity codes or classification ✅
Automatically calculate a sourcing grade for an internal part, based on an analysis of its approved manufacturer list ✅
Define one or more manufacturer parts that can be used for a company’s internal part ✅
Import and export supplier part information with Microsoft Excel ✅
Nonconformance
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Nonconformance, Investigation, and Disposition ✅ ✅
New Nonconformance - ( Initiator ) ✅ ✅
Nonconformance Management - ( manager )
Nonconformance Review
Nonconformance Investigation - ( Investigator ) ✅ ✅
Nonconformance Disposition and MRB - ( Evaluator / Manager )
Nonconformance Perform Disposition - ( Dispositioner ) ✅ ✅
Customer Experiences/Complaints
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
**The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
View Complaint, Investigation, and Action ✅ ✅
View Regulatory Reports ✅ ✅
New Customer Experience - ( Initiator ) ✅ ✅
Customer Experience Management - ( Manager )
Customer Experience Evaluation
Customer Experience General Activity ✅ ✅
Customer Experience Product General Activity ✅ ✅
Customer Experience Product Investigation Activity ✅ ✅
Customer Experience Product Regulatory Activity
Customer Experience Review - ( Evaluator / Manager )
CAPA
**At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View CAPA, Confirmation, Investigation, CAPA Plan, and Action, ✅ ✅
New CAPA Request - (Initiator ) ✅ ✅
CAPA Management
CAPA Review - ( Evaluator / Manager )
CAPA Investigation - ( Investigator ) ✅ ✅
CAPA Plan - ( Evaluator / Manager )
CAPA Perform Action - ( Evaluator / Manager ) ✅ ✅
CAPA Effectiveness - ( Evaluator / Manager )
Audit Management
*At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Audit and Response ✅ ✅
Create Schedule & Manage Internal and Exteral Audits - ( Audit Manager )
Plan & Scope - ( Audit Manager )
Conduct Audit - ( Audit Manager )
Audit Response - ( Auditee - Responder ) ✅ ✅
Manage Response - ( Audit Manager )
Complete Audit - ( Audit Manager )
Regulatory Hub
*At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
View Regulatory Submissions ✅ ✅
Create Submission - ( Regulatory Manager )
Plan & Conduct Submission - ( Regulatory Manager )
Add Content to Submission - ( Regulatory Contributor ) ✅ ✅
Close Submission - ( Regulatory Manager )
Document Control
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Controlled Document ✅ ✅
Create Controlled Document - ( Document Author ) ✅ ✅
Revise Controlled Document - ( Document Author ) ✅ ✅
Review Controled Document - ( Document Approver ) ✅ ✅
Manage Qualified Roles - ( Document Manager ) ✅ ✅
Manage Training - ( Document Manager ) ✅ ✅
Complete Training - ( Document Trainee ) ✅ ✅
Obsolete Controled Document - ( Document Manager ) ✅ ✅
Design Control (** Future Release Enhancements)
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Risk Assessment, Environmental Analysis, DHF/DMR, Requirement Artifact** ✅ ✅
Create Requirement Artifact** - ( Product Manager ) ✅
Create High Level Design WF task in Med Dev System** - ( Design Engineer ) ✅
Create Proof of Concept WF task in Med Dev System** - ( Design Engineer ) ✅
Perform Proof of Concept WF task in Med Dev System** - ( Design Contributor ) ✅ ✅
Create & Perform Detailed Design WF task in Med Dev System** - ( Design Engineer ) ✅
Create Risk Assessment** - ( Design Engineer ) ✅
Perform Risk Assessment** - ( Design Contributor ) ✅ ✅
Create Validation & Verification** - ( Design Engineer ) ✅
Perform Validation & Verification** - ( Design Contributor ) ✅ ✅
Create Environmental Analysis** - ( Design Engineer ) ✅
Perform Environmental Analysis** - ( Design Contributor ) ✅ ✅
Create & Manage BOM WF task in Med Dev System** - ( Design Engineer ) ✅
Create & Manage DHF/DRM - ( Design Engineer ) ✅
UDI
*The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View UDI ✅ ✅
Create UDI ✅ ✅
Submit UDI ✅ ✅
Monitor UDI ✅ ✅
Service
*At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Information & Publication Structures and the content within ✅ ✅
Create/Manage Information Structures
Create/Manage Publication Structures
Set as Primary Information Structure
Generate Publication Structure
Generate Translation Document
Create, Manage and Assign Symptoms
Add Information & Publication Structure Associations (Impacted By) to Parts
Create and manage Translation Packages
Create and manage Delivery Content Reports
Textual and Graphic Information Element Requiring Update Report
Create/Assign/Edit Service Effectivity
Generate Parts List from BOM
Create and Update Parts List Illustration
Add Supplementary Replacement
Export Parts List to XML

Legend:
✅ = feature included
Notes below apply to the listed sections:
† Find and view product information
‡ Contribute & collaborate, Issue Identification
§ Basic Authoring of content, and release and change management
¶ Project Management
‖ Intellectual Property Protection
⁑ Classification
※ BOM Management
⁂ "Basic" Options and Variants
¤ BOM Transformation
º MCAD Data Management
ª Manufacturing Process Management
† Platform Structure Management*
‡ *At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
§ Supplier Component Management
¶ *At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
‖ Nonconformance
⁑ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
※ Customer Experiences/Complaints
⁂ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
¤ **The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
º CAPA
ª **At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
† Audit Management
‡ *At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
§ Regulatory Hub
¶ *At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
‖ Document Control
⁑ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
※ Design Control (** Future Release Enhancements)
⁂ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
¤ UDI
º *The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
ª Service
† *At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.

Traditional Engineering

Feature Windchill Design Engineering Lite Windchill Design Engineering Windchill Product Engineering Windchill Advanced Product Design
Part Numbers RU: SPN-CPE5638-F- RU: SPN-CPE5637-F- RU: SPN-CPE5634-F- RU: SPN-CPE5631-F-
Find and view product information
Access to standard Navigate View Appss
Access to standard Navigate Contribute Apps
Access to standard Navigate Work Instruction Delivery App
Search
Search indexed and non-indexed content
Define and execute user-specific saved searches (but not global searches)
View page content
View any web page and web page content to which the viewer user is granted authorization
View and Download non-CAD content
Download and view any office document content
Download any pre-published derived formats (PDF, IGES, STL)
Request publishing of derived formats on demand (for those supported)
Can not download any native CAD formats (MCAD, ECAD…)
View reports created by others but cannot create or edit reports
View 2-D and 3-D models
View thumbnails and 2-D and 3-D images images
Pan, zoom, rotate
Measure, section, explode
View but do not create/edit annotations
Subscribe to events
Subscribe to be notified of events on items to which user has access
Contribute & collaborate, Issue Identification
Participate in Projects
Organize
Create/edit folders
Create/edit links
Participate in assigned tasks
Workflow tasks
Project tasks
Action item tasks
Collaborate
Create topics and discussion postings
Create and save annotations
Create/update action items
Create/attach/edit office documents (including use of Desktop Integration)
Generate PDFs of Office Docs and Mark them up
Create and update meetings
PDF Collaboration
Generate PDFs of Office Docs and Mark them up
Basic Authoring of content, and release and change management
Create/attach/edit office documents (including use of Desktop Integration)
Create, Participate, & Approve Promotion Requests
Approve Change Workflow tasks
Approve Design Reviews
Create/update problem reports
Create deviation or waiver
Revise documents
Create and manage collaboration projects
(Does not include the ability to create and manage project plans, schedules resources)
Create/Edit Project Route
Set State
Create Packages
Add To Packages
Create and manage Change Reguest, Change Notice, Change Task
Sequence Change Tasks
Revise Objects (Including Docs, CAD, Parts)
Create Design Review
Create and manage baselines
Manage templates and attributes (documents, parts, projects, teams, lifecycles, workflows)
Create and manage global searches and reports
Configure Actions for Roles
Basic Creation and Mangement of Arbortext Documents (Requires Arbortext Editor)
Basic Creation and Mangement of Creo Illustrate & ISODraw Illustrations (Requires Creo Illustrate or ISODraw respectiviely))
Project Management
Create and manage projects, project teams and project content
Create and manage project templates, team templates and project workflow templates
Create, execute and manage project plans with milestones, activities and tasks
Create and manage project resources (people, equipment, facilities…)
Create and manage action items, discussion forums and notebooks
Create and manage project reports
Intellectual Property Protection
Have content filtered from view/access based on security label values.
Abiity to set security label value upon document creation
Ability to change seciroty label value on existing object
Create and manage security labels and classifications and control access to information based on user or group label or classification access level.
Create and manage agreements (such as NDA, ITAR) and control access to information based on the agreements that a user or group is covered to provide access to agreement-controled information.
Manage agreement creation and change through workflow process
Control which representations of content are available for view and download by groups/roles and users. For example, some users may be given access to native CAD formats and others will have only access to low-fidelity 2-D images or 3-D viewables.
Classification
View classification hiearchies and attributes and search for parts and documents using classifications and classification attribute ranges and values (parametric search).
Find Similar Parts Action
Create and update document classifications
Organize classifications into node hierarchies and manage hierarchies
Associate documents with classifications
Tailor specific business attributes unique to individual classification nodes
Define valid attribute characteristics and constraints
Layout and group attributes
Localize classification nodes and attributes for various languages
Associate one or more measurement system and units of measure with attributes
Import and export classification schema
Create and update part classifications ✅ ✅
Associate parts with classifications ✅ ✅
BOM Management
Create and manage product structures and engineering BOMs ✅ ✅
Import BOM structure from Excel ✅ ✅
Export Importable Spreadsheet ✅ ✅
Create and manage product structure baselines ✅ ✅
Create and manage product instances ✅ ✅
Create and manage serialized products ✅ ✅
"Basic" Options and Variants
Create and manage configurable parts and part structures ✅ ✅
Add and update configurable parts to any part structure to support multiple configurations ✅ ✅
Create and manage options, option pools and sets and choices and filtering ✅ ✅
Define and manage rules, assigned item and usage expressions to control allowed options, choices, include, exclude and enable rules and valid configurations ✅ ✅
Define parameters and values used to support structure-based optionality (in the Product Structure Explorer) ✅ ✅
BOM Transformation
Transform an engineering BOM to a Manufacturing BOM ✅
Define and manage plant specific data of Manufacturing BOM ✅
Define and manage semi-finish Parts ✅
Define and manage Standard Control Characteristics ✅
Transform an engineering BOM to a Service BOM ✅
Transform any BOM into another downstream BOM ✅
Reconcile upstream changes to downstream BOM ✅
Define and Maintain 3D Mocl Up of downstream BOM ✅
MCAD Data Management
Download MCAD content ✅ ✅
Automatically create and associate part BOM items with CAD documents on CAD document check in ✅ ✅
Create and manage MCAD models using workgroup managers for Creo, CED, CEDD, MathCAD DM ✅ ✅
Create and manage MCAD models using workgroup manager for CADDS 5 ✅ ✅
Automatically publish CAD formats with included Creo View CAD adapters for all supported PTC CAD applications ✅ ✅
Create and manage MCAD models using workgroup managers for Solidworks, Inventor and AutoCAD ✅ ✅
Automatically publish CAD formats with included Creo View CAD adapters for Inventor and SolidWorks (native publishing is supported for AutoCAD) ✅ ✅
Create and manage MCAD models using workgroup managers for NX and Catia ✅ ✅
Automatically publish NX CAD formats with included Creo View CAD adapters for NX (An adapter for publishing Catia formats must be independently purchased from Theorem Solutions) ✅ ✅
Manufacturing Process Management
Create and manage manufacturing resources
Create and manage process plans
Create and manage Work Instructions
Create and Manage Standard Capabilities
Author work instruction graphics with Creo View
Author work instruction graphics with Creo Illustrate
Platform Structure Management*
*At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
View Configurable parts and structure ✅
Filter Configurable structure using Choices (Edit Filter) ✅
Apply and existing Variant Specification to filter a structure ✅
Configure a configurable part and create a variant ✅
Define numeric choices ✅
Define aliases for option choices ✅
Manage and control process to govern changes to rules ✅
Control what rules are applied using conditional logic (e.g., if then use Rule A/else us Rule B) and independent local rules ✅
Define basic assigned occurrence expressions, advanced assigned item expressions, usage and occurrence expressions and independent assigned expressions. ✅
Define and control via alternate option filtering ✅
Define and manage nested products, merged option sets, product families, models and product variants ✅
Import Variants and Variant specifications from a spreadsheet ✅
Publish (export) platform structure information to ERP and other systems using ERP Connector ✅
Programmatically load variants using variant loader APIs ✅
From a generic part structure, create a configured or engineered to order structure based on a set of rules defined within the PLM system. ✅
Supplier Component Management
*At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View and search for supplier and supplier part information and attributes. ✅ ✅
Create a new Part Request ✅ ✅
Define one or more vendor parts that can be used for a company’s internal part ✅ ✅
Define detailed functional characteristics for supplied parts and associate with specifications and other documents ✅ ✅
Manage suppliers and supplied parts through supplier and supplier part introduction process workflows ✅ ✅
Manage status of manufacturers and vendors (i.e., approved, pending, obsolete) ✅ ✅
Identify default supplier and supplied part preferences based on part classification and context (Requires addition of Classification - SPN-CPE5464-F ) ✅ ✅
Automatically update supplier preference list using configurable rules ✅ ✅
Develop predefined reports on supplier metrics ✅ ✅
Create rules for part grading based on supplier, sourcing context and commodity codes or classification ✅ ✅
Automatically calculate a sourcing grade for an internal part, based on an analysis of its approved manufacturer list ✅ ✅
Define one or more manufacturer parts that can be used for a company’s internal part ✅ ✅
Import and export supplier part information with Microsoft Excel ✅ ✅
Nonconformance
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Nonconformance, Investigation, and Disposition
New Nonconformance - ( Initiator )
Nonconformance Management - ( manager )
Nonconformance Review
Nonconformance Investigation - ( Investigator )
Nonconformance Disposition and MRB - ( Evaluator / Manager )
Nonconformance Perform Disposition - ( Dispositioner )
Customer Experiences/Complaints
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
**The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
View Complaint, Investigation, and Action
View Regulatory Reports
New Customer Experience - ( Initiator )
Customer Experience Management - ( Manager )
Customer Experience Evaluation
Customer Experience General Activity
Customer Experience Product General Activity
Customer Experience Product Investigation Activity
Customer Experience Product Regulatory Activity
Customer Experience Review - ( Evaluator / Manager )
CAPA
**At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View CAPA, Confirmation, Investigation, CAPA Plan, and Action,
New CAPA Request - (Initiator )
CAPA Management
CAPA Review - ( Evaluator / Manager )
CAPA Investigation - ( Investigator )
CAPA Plan - ( Evaluator / Manager )
CAPA Perform Action - ( Evaluator / Manager )
CAPA Effectiveness - ( Evaluator / Manager )
Audit Management
*At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Audit and Response
Create Schedule & Manage Internal and Exteral Audits - ( Audit Manager )
Plan & Scope - ( Audit Manager )
Conduct Audit - ( Audit Manager )
Audit Response - ( Auditee - Responder )
Manage Response - ( Audit Manager )
Complete Audit - ( Audit Manager )
Regulatory Hub
*At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
View Regulatory Submissions
Create Submission - ( Regulatory Manager )
Plan & Conduct Submission - ( Regulatory Manager )
Add Content to Submission - ( Regulatory Contributor )
Close Submission - ( Regulatory Manager )
Document Control
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Controlled Document
Create Controlled Document - ( Document Author )
Revise Controlled Document - ( Document Author )
Review Controled Document - ( Document Approver )
Manage Qualified Roles - ( Document Manager )
Manage Training - ( Document Manager )
Complete Training - ( Document Trainee )
Obsolete Controled Document - ( Document Manager )
Design Control (** Future Release Enhancements)
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Risk Assessment, Environmental Analysis, DHF/DMR, Requirement Artifact**
Create Requirement Artifact** - ( Product Manager ) ✅ ✅ ✅
Create High Level Design WF task in Med Dev System** - ( Design Engineer ) ✅ ✅ ✅
Create Proof of Concept WF task in Med Dev System** - ( Design Engineer ) ✅ ✅ ✅
Perform Proof of Concept WF task in Med Dev System** - ( Design Contributor )
Create & Perform Detailed Design WF task in Med Dev System** - ( Design Engineer ) ✅ ✅ ✅
Create Risk Assessment** - ( Design Engineer ) ✅ ✅ ✅
Perform Risk Assessment** - ( Design Contributor )
Create Validation & Verification** - ( Design Engineer ) ✅ ✅ ✅
Perform Validation & Verification** - ( Design Contributor )
Create Environmental Analysis** - ( Design Engineer ) ✅ ✅ ✅
Perform Environmental Analysis** - ( Design Contributor )
Create & Manage BOM WF task in Med Dev System** - ( Design Engineer ) ✅ ✅ ✅
Create & Manage DHF/DRM - ( Design Engineer ) ✅ ✅ ✅
UDI
*The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View UDI
Create UDI
Submit UDI
Monitor UDI
Service
*At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Information & Publication Structures and the content within
Create/Manage Information Structures
Create/Manage Publication Structures
Set as Primary Information Structure
Generate Publication Structure
Generate Translation Document
Create, Manage and Assign Symptoms
Add Information & Publication Structure Associations (Impacted By) to Parts
Create and manage Translation Packages
Create and manage Delivery Content Reports
Textual and Graphic Information Element Requiring Update Report
Create/Assign/Edit Service Effectivity
Generate Parts List from BOM
Create and Update Parts List Illustration
Add Supplementary Replacement
Export Parts List to XML

Legend:
✅ = feature included
Notes below apply to the listed sections:
† Find and view product information
‡ Contribute & collaborate, Issue Identification
§ Basic Authoring of content, and release and change management
¶ Project Management
‖ Intellectual Property Protection
⁑ Classification
※ BOM Management
⁂ "Basic" Options and Variants
¤ BOM Transformation
º MCAD Data Management
ª Manufacturing Process Management
† Platform Structure Management*
‡ *At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
§ Supplier Component Management
¶ *At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
‖ Nonconformance
⁑ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
※ Customer Experiences/Complaints
⁂ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
¤ **The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
º CAPA
ª **At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
† Audit Management
‡ *At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
§ Regulatory Hub
¶ *At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
‖ Document Control
⁑ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
※ Design Control (** Future Release Enhancements)
⁂ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
¤ UDI
º *The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
ª Service
† *At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.

Manufacturing

Feature Windchill Manufacturing Process Planner Windchill Manufacturing Work Instructions
Part Numbers RU: SPN-CPE5633-F- RU: SPN-CPE5643-F-
Find and view product information
Access to standard Navigate View Appss
Access to standard Navigate Contribute Apps
Access to standard Navigate Work Instruction Delivery App
Search
Search indexed and non-indexed content
Define and execute user-specific saved searches (but not global searches)
View page content
View any web page and web page content to which the viewer user is granted authorization
View and Download non-CAD content
Download and view any office document content
Download any pre-published derived formats (PDF, IGES, STL)
Request publishing of derived formats on demand (for those supported)
Can not download any native CAD formats (MCAD, ECAD…)
View reports created by others but cannot create or edit reports
View 2-D and 3-D models
View thumbnails and 2-D and 3-D images images
Pan, zoom, rotate
Measure, section, explode
View but do not create/edit annotations
Subscribe to events
Subscribe to be notified of events on items to which user has access
Contribute & collaborate, Issue Identification
Participate in Projects
Organize
Create/edit folders
Create/edit links
Participate in assigned tasks
Workflow tasks
Project tasks
Action item tasks
Collaborate
Create topics and discussion postings
Create and save annotations
Create/update action items
Create/attach/edit office documents (including use of Desktop Integration)
Generate PDFs of Office Docs and Mark them up
Create and update meetings
PDF Collaboration
Generate PDFs of Office Docs and Mark them up
Basic Authoring of content, and release and change management
Create/attach/edit office documents (including use of Desktop Integration)
Create, Participate, & Approve Promotion Requests
Approve Change Workflow tasks
Approve Design Reviews
Create/update problem reports
Create deviation or waiver
Revise documents
Create and manage collaboration projects
(Does not include the ability to create and manage project plans, schedules resources)
Create/Edit Project Route
Set State
Create Packages
Add To Packages
Create and manage Change Reguest, Change Notice, Change Task
Sequence Change Tasks
Revise Objects (Including Docs, CAD, Parts)
Create Design Review
Create and manage baselines
Manage templates and attributes (documents, parts, projects, teams, lifecycles, workflows)
Create and manage global searches and reports
Configure Actions for Roles
Basic Creation and Mangement of Arbortext Documents (Requires Arbortext Editor)
Basic Creation and Mangement of Creo Illustrate & ISODraw Illustrations (Requires Creo Illustrate or ISODraw respectiviely))
Project Management
Create and manage projects, project teams and project content
Create and manage project templates, team templates and project workflow templates
Create, execute and manage project plans with milestones, activities and tasks
Create and manage project resources (people, equipment, facilities…)
Create and manage action items, discussion forums and notebooks
Create and manage project reports
Intellectual Property Protection
Have content filtered from view/access based on security label values.
Abiity to set security label value upon document creation
Ability to change seciroty label value on existing object
Create and manage security labels and classifications and control access to information based on user or group label or classification access level.
Create and manage agreements (such as NDA, ITAR) and control access to information based on the agreements that a user or group is covered to provide access to agreement-controled information.
Manage agreement creation and change through workflow process
Control which representations of content are available for view and download by groups/roles and users. For example, some users may be given access to native CAD formats and others will have only access to low-fidelity 2-D images or 3-D viewables.
Classification
View classification hiearchies and attributes and search for parts and documents using classifications and classification attribute ranges and values (parametric search).
Find Similar Parts Action
Create and update document classifications
Organize classifications into node hierarchies and manage hierarchies
Associate documents with classifications
Tailor specific business attributes unique to individual classification nodes
Define valid attribute characteristics and constraints
Layout and group attributes
Localize classification nodes and attributes for various languages
Associate one or more measurement system and units of measure with attributes
Import and export classification schema
Create and update part classifications ✅
Associate parts with classifications ✅
BOM Management
Create and manage product structures and engineering BOMs ✅
Import BOM structure from Excel ✅
Export Importable Spreadsheet ✅
Create and manage product structure baselines ✅
Create and manage product instances ✅
Create and manage serialized products ✅
"Basic" Options and Variants
Create and manage configurable parts and part structures ✅
Add and update configurable parts to any part structure to support multiple configurations ✅
Create and manage options, option pools and sets and choices and filtering ✅
Define and manage rules, assigned item and usage expressions to control allowed options, choices, include, exclude and enable rules and valid configurations ✅
Define parameters and values used to support structure-based optionality (in the Product Structure Explorer) ✅
BOM Transformation
Transform an engineering BOM to a Manufacturing BOM ✅
Define and manage plant specific data of Manufacturing BOM ✅
Define and manage semi-finish Parts ✅
Define and manage Standard Control Characteristics ✅
Transform an engineering BOM to a Service BOM ✅
Transform any BOM into another downstream BOM ✅
Reconcile upstream changes to downstream BOM ✅
Define and Maintain 3D Mocl Up of downstream BOM ✅
MCAD Data Management
Download MCAD content
Automatically create and associate part BOM items with CAD documents on CAD document check in
Create and manage MCAD models using workgroup managers for Creo, CED, CEDD, MathCAD DM
Create and manage MCAD models using workgroup manager for CADDS 5
Automatically publish CAD formats with included Creo View CAD adapters for all supported PTC CAD applications
Create and manage MCAD models using workgroup managers for Solidworks, Inventor and AutoCAD
Automatically publish CAD formats with included Creo View CAD adapters for Inventor and SolidWorks (native publishing is supported for AutoCAD)
Create and manage MCAD models using workgroup managers for NX and Catia
Automatically publish NX CAD formats with included Creo View CAD adapters for NX (An adapter for publishing Catia formats must be independently purchased from Theorem Solutions)
Manufacturing Process Management
Create and manage manufacturing resources ✅
Create and manage process plans ✅
Create and manage Work Instructions ✅
Create and Manage Standard Capabilities ✅
Author work instruction graphics with Creo View ✅
Author work instruction graphics with Creo Illustrate ✅
Platform Structure Management*
*At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
View Configurable parts and structure ✅
Filter Configurable structure using Choices (Edit Filter) ✅
Apply and existing Variant Specification to filter a structure ✅
Configure a configurable part and create a variant ✅
Define numeric choices ✅
Define aliases for option choices ✅
Manage and control process to govern changes to rules ✅
Control what rules are applied using conditional logic (e.g., if then use Rule A/else us Rule B) and independent local rules ✅
Define basic assigned occurrence expressions, advanced assigned item expressions, usage and occurrence expressions and independent assigned expressions. ✅
Define and control via alternate option filtering ✅
Define and manage nested products, merged option sets, product families, models and product variants ✅
Import Variants and Variant specifications from a spreadsheet ✅
Publish (export) platform structure information to ERP and other systems using ERP Connector ✅
Programmatically load variants using variant loader APIs ✅
From a generic part structure, create a configured or engineered to order structure based on a set of rules defined within the PLM system. ✅
Supplier Component Management
*At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View and search for supplier and supplier part information and attributes. ✅ ✅
Create a new Part Request ✅ ✅
Define one or more vendor parts that can be used for a company’s internal part ✅ ✅
Define detailed functional characteristics for supplied parts and associate with specifications and other documents ✅ ✅
Manage suppliers and supplied parts through supplier and supplier part introduction process workflows ✅ ✅
Manage status of manufacturers and vendors (i.e., approved, pending, obsolete) ✅ ✅
Identify default supplier and supplied part preferences based on part classification and context (Requires addition of Classification - SPN-CPE5464-F ) ✅ ✅
Automatically update supplier preference list using configurable rules ✅ ✅
Develop predefined reports on supplier metrics ✅ ✅
Create rules for part grading based on supplier, sourcing context and commodity codes or classification ✅ ✅
Automatically calculate a sourcing grade for an internal part, based on an analysis of its approved manufacturer list ✅ ✅
Define one or more manufacturer parts that can be used for a company’s internal part ✅ ✅
Import and export supplier part information with Microsoft Excel ✅ ✅
Nonconformance
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Nonconformance, Investigation, and Disposition
New Nonconformance - ( Initiator )
Nonconformance Management - ( manager )
Nonconformance Review
Nonconformance Investigation - ( Investigator )
Nonconformance Disposition and MRB - ( Evaluator / Manager )
Nonconformance Perform Disposition - ( Dispositioner )
Customer Experiences/Complaints
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
**The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
View Complaint, Investigation, and Action
View Regulatory Reports
New Customer Experience - ( Initiator )
Customer Experience Management - ( Manager )
Customer Experience Evaluation
Customer Experience General Activity
Customer Experience Product General Activity
Customer Experience Product Investigation Activity
Customer Experience Product Regulatory Activity
Customer Experience Review - ( Evaluator / Manager )
CAPA
**At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View CAPA, Confirmation, Investigation, CAPA Plan, and Action,
New CAPA Request - (Initiator )
CAPA Management
CAPA Review - ( Evaluator / Manager )
CAPA Investigation - ( Investigator )
CAPA Plan - ( Evaluator / Manager )
CAPA Perform Action - ( Evaluator / Manager )
CAPA Effectiveness - ( Evaluator / Manager )
Audit Management
*At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Audit and Response
Create Schedule & Manage Internal and Exteral Audits - ( Audit Manager )
Plan & Scope - ( Audit Manager )
Conduct Audit - ( Audit Manager )
Audit Response - ( Auditee - Responder )
Manage Response - ( Audit Manager )
Complete Audit - ( Audit Manager )
Regulatory Hub
*At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
View Regulatory Submissions
Create Submission - ( Regulatory Manager )
Plan & Conduct Submission - ( Regulatory Manager )
Add Content to Submission - ( Regulatory Contributor )
Close Submission - ( Regulatory Manager )
Document Control
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Controlled Document
Create Controlled Document - ( Document Author )
Revise Controlled Document - ( Document Author )
Review Controled Document - ( Document Approver )
Manage Qualified Roles - ( Document Manager )
Manage Training - ( Document Manager )
Complete Training - ( Document Trainee )
Obsolete Controled Document - ( Document Manager )
Design Control (** Future Release Enhancements)
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Risk Assessment, Environmental Analysis, DHF/DMR, Requirement Artifact**
Create Requirement Artifact** - ( Product Manager ) ✅ ✅
Create High Level Design WF task in Med Dev System** - ( Design Engineer ) ✅ ✅
Create Proof of Concept WF task in Med Dev System** - ( Design Engineer ) ✅ ✅
Perform Proof of Concept WF task in Med Dev System** - ( Design Contributor )
Create & Perform Detailed Design WF task in Med Dev System** - ( Design Engineer ) ✅ ✅
Create Risk Assessment** - ( Design Engineer ) ✅ ✅
Perform Risk Assessment** - ( Design Contributor )
Create Validation & Verification** - ( Design Engineer ) ✅ ✅
Perform Validation & Verification** - ( Design Contributor )
Create Environmental Analysis** - ( Design Engineer ) ✅ ✅
Perform Environmental Analysis** - ( Design Contributor )
Create & Manage BOM WF task in Med Dev System** - ( Design Engineer ) ✅ ✅
Create & Manage DHF/DRM - ( Design Engineer ) ✅ ✅
UDI
*The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View UDI
Create UDI
Submit UDI
Monitor UDI
Service
*At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Information & Publication Structures and the content within
Create/Manage Information Structures
Create/Manage Publication Structures
Set as Primary Information Structure
Generate Publication Structure
Generate Translation Document
Create, Manage and Assign Symptoms
Add Information & Publication Structure Associations (Impacted By) to Parts
Create and manage Translation Packages
Create and manage Delivery Content Reports
Textual and Graphic Information Element Requiring Update Report
Create/Assign/Edit Service Effectivity
Generate Parts List from BOM
Create and Update Parts List Illustration
Add Supplementary Replacement
Export Parts List to XML

Legend:
✅ = feature included
Notes below apply to the listed sections:
† Find and view product information
‡ Contribute & collaborate, Issue Identification
§ Basic Authoring of content, and release and change management
¶ Project Management
‖ Intellectual Property Protection
⁑ Classification
※ BOM Management
⁂ "Basic" Options and Variants
¤ BOM Transformation
º MCAD Data Management
ª Manufacturing Process Management
† Platform Structure Management*
‡ *At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
§ Supplier Component Management
¶ *At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
‖ Nonconformance
⁑ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
※ Customer Experiences/Complaints
⁂ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
¤ **The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
º CAPA
ª **At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
† Audit Management
‡ *At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
§ Regulatory Hub
¶ *At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
‖ Document Control
⁑ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
※ Design Control (** Future Release Enhancements)
⁂ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
¤ UDI
º *The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
ª Service
† *At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.

Quality

Feature Windchill Audit & Quality Management
Part Numbers RU: SPN-CPE5632-F-
Find and view product information
Access to standard Navigate View Appss
Access to standard Navigate Contribute Apps
Access to standard Navigate Work Instruction Delivery App
Search
Search indexed and non-indexed content
Define and execute user-specific saved searches (but not global searches)
View page content
View any web page and web page content to which the viewer user is granted authorization
View and Download non-CAD content
Download and view any office document content
Download any pre-published derived formats (PDF, IGES, STL)
Request publishing of derived formats on demand (for those supported)
Can not download any native CAD formats (MCAD, ECAD…)
View reports created by others but cannot create or edit reports
View 2-D and 3-D models
View thumbnails and 2-D and 3-D images images
Pan, zoom, rotate
Measure, section, explode
View but do not create/edit annotations
Subscribe to events
Subscribe to be notified of events on items to which user has access
Contribute & collaborate, Issue Identification
Participate in Projects
Organize
Create/edit folders
Create/edit links
Participate in assigned tasks
Workflow tasks
Project tasks
Action item tasks
Collaborate
Create topics and discussion postings
Create and save annotations
Create/update action items
Create/attach/edit office documents (including use of Desktop Integration)
Generate PDFs of Office Docs and Mark them up
Create and update meetings
PDF Collaboration
Generate PDFs of Office Docs and Mark them up
Basic Authoring of content, and release and change management
Create/attach/edit office documents (including use of Desktop Integration)
Create, Participate, & Approve Promotion Requests
Approve Change Workflow tasks
Approve Design Reviews
Create/update problem reports
Create deviation or waiver
Revise documents
Create and manage collaboration projects
(Does not include the ability to create and manage project plans, schedules resources)
Create/Edit Project Route
Set State
Create Packages
Add To Packages
Create and manage Change Reguest, Change Notice, Change Task
Sequence Change Tasks
Revise Objects (Including Docs, CAD, Parts)
Create Design Review
Create and manage baselines
Manage templates and attributes (documents, parts, projects, teams, lifecycles, workflows)
Create and manage global searches and reports
Configure Actions for Roles
Basic Creation and Mangement of Arbortext Documents (Requires Arbortext Editor)
Basic Creation and Mangement of Creo Illustrate & ISODraw Illustrations (Requires Creo Illustrate or ISODraw respectiviely))
Project Management
Create and manage projects, project teams and project content
Create and manage project templates, team templates and project workflow templates
Create, execute and manage project plans with milestones, activities and tasks
Create and manage project resources (people, equipment, facilities…)
Create and manage action items, discussion forums and notebooks
Create and manage project reports
Intellectual Property Protection
Have content filtered from view/access based on security label values.
Abiity to set security label value upon document creation
Ability to change seciroty label value on existing object
Create and manage security labels and classifications and control access to information based on user or group label or classification access level.
Create and manage agreements (such as NDA, ITAR) and control access to information based on the agreements that a user or group is covered to provide access to agreement-controled information.
Manage agreement creation and change through workflow process
Control which representations of content are available for view and download by groups/roles and users. For example, some users may be given access to native CAD formats and others will have only access to low-fidelity 2-D images or 3-D viewables.
Classification
View classification hiearchies and attributes and search for parts and documents using classifications and classification attribute ranges and values (parametric search).
Find Similar Parts Action
Create and update document classifications
Organize classifications into node hierarchies and manage hierarchies
Associate documents with classifications
Tailor specific business attributes unique to individual classification nodes
Define valid attribute characteristics and constraints
Layout and group attributes
Localize classification nodes and attributes for various languages
Associate one or more measurement system and units of measure with attributes
Import and export classification schema
Create and update part classifications ✅
Associate parts with classifications ✅
BOM Management
Create and manage product structures and engineering BOMs ✅
Import BOM structure from Excel ✅
Export Importable Spreadsheet ✅
Create and manage product structure baselines ✅
Create and manage product instances ✅
Create and manage serialized products ✅
"Basic" Options and Variants
Create and manage configurable parts and part structures ✅
Add and update configurable parts to any part structure to support multiple configurations ✅
Create and manage options, option pools and sets and choices and filtering ✅
Define and manage rules, assigned item and usage expressions to control allowed options, choices, include, exclude and enable rules and valid configurations ✅
Define parameters and values used to support structure-based optionality (in the Product Structure Explorer) ✅
BOM Transformation
Transform an engineering BOM to a Manufacturing BOM
Define and manage plant specific data of Manufacturing BOM
Define and manage semi-finish Parts
Define and manage Standard Control Characteristics
Transform an engineering BOM to a Service BOM
Transform any BOM into another downstream BOM
Reconcile upstream changes to downstream BOM
Define and Maintain 3D Mocl Up of downstream BOM
MCAD Data Management
Download MCAD content
Automatically create and associate part BOM items with CAD documents on CAD document check in
Create and manage MCAD models using workgroup managers for Creo, CED, CEDD, MathCAD DM
Create and manage MCAD models using workgroup manager for CADDS 5
Automatically publish CAD formats with included Creo View CAD adapters for all supported PTC CAD applications
Create and manage MCAD models using workgroup managers for Solidworks, Inventor and AutoCAD
Automatically publish CAD formats with included Creo View CAD adapters for Inventor and SolidWorks (native publishing is supported for AutoCAD)
Create and manage MCAD models using workgroup managers for NX and Catia
Automatically publish NX CAD formats with included Creo View CAD adapters for NX (An adapter for publishing Catia formats must be independently purchased from Theorem Solutions)
Manufacturing Process Management
Create and manage manufacturing resources
Create and manage process plans
Create and manage Work Instructions
Create and Manage Standard Capabilities
Author work instruction graphics with Creo View
Author work instruction graphics with Creo Illustrate
Platform Structure Management*
*At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
View Configurable parts and structure
Filter Configurable structure using Choices (Edit Filter)
Apply and existing Variant Specification to filter a structure
Configure a configurable part and create a variant
Define numeric choices
Define aliases for option choices
Manage and control process to govern changes to rules
Control what rules are applied using conditional logic (e.g., if then use Rule A/else us Rule B) and independent local rules
Define basic assigned occurrence expressions, advanced assigned item expressions, usage and occurrence expressions and independent assigned expressions.
Define and control via alternate option filtering
Define and manage nested products, merged option sets, product families, models and product variants
Import Variants and Variant specifications from a spreadsheet
Publish (export) platform structure information to ERP and other systems using ERP Connector
Programmatically load variants using variant loader APIs
From a generic part structure, create a configured or engineered to order structure based on a set of rules defined within the PLM system.
Supplier Component Management
*At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View and search for supplier and supplier part information and attributes. ✅
Create a new Part Request ✅
Define one or more vendor parts that can be used for a company’s internal part ✅
Define detailed functional characteristics for supplied parts and associate with specifications and other documents ✅
Manage suppliers and supplied parts through supplier and supplier part introduction process workflows ✅
Manage status of manufacturers and vendors (i.e., approved, pending, obsolete) ✅
Identify default supplier and supplied part preferences based on part classification and context (Requires addition of Classification - SPN-CPE5464-F ) ✅
Automatically update supplier preference list using configurable rules ✅
Develop predefined reports on supplier metrics ✅
Create rules for part grading based on supplier, sourcing context and commodity codes or classification ✅
Automatically calculate a sourcing grade for an internal part, based on an analysis of its approved manufacturer list ✅
Define one or more manufacturer parts that can be used for a company’s internal part ✅
Import and export supplier part information with Microsoft Excel ✅
Nonconformance
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Nonconformance, Investigation, and Disposition ✅
New Nonconformance - ( Initiator ) ✅
Nonconformance Management - ( manager ) ✅
Nonconformance Review ✅
Nonconformance Investigation - ( Investigator ) ✅
Nonconformance Disposition and MRB - ( Evaluator / Manager ) ✅
Nonconformance Perform Disposition - ( Dispositioner ) ✅
Customer Experiences/Complaints
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
**The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
View Complaint, Investigation, and Action ✅
View Regulatory Reports ✅
New Customer Experience - ( Initiator ) ✅
Customer Experience Management - ( Manager ) ✅
Customer Experience Evaluation ✅
Customer Experience General Activity ✅
Customer Experience Product General Activity ✅
Customer Experience Product Investigation Activity ✅
Customer Experience Product Regulatory Activity ✅
Customer Experience Review - ( Evaluator / Manager ) ✅
CAPA
**At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View CAPA, Confirmation, Investigation, CAPA Plan, and Action, ✅
New CAPA Request - (Initiator ) ✅
CAPA Management ✅
CAPA Review - ( Evaluator / Manager ) ✅
CAPA Investigation - ( Investigator ) ✅
CAPA Plan - ( Evaluator / Manager ) ✅
CAPA Perform Action - ( Evaluator / Manager ) ✅
CAPA Effectiveness - ( Evaluator / Manager ) ✅
Audit Management
*At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Audit and Response ✅
Create Schedule & Manage Internal and Exteral Audits - ( Audit Manager ) ✅
Plan & Scope - ( Audit Manager ) ✅
Conduct Audit - ( Audit Manager ) ✅
Audit Response - ( Auditee - Responder ) ✅
Manage Response - ( Audit Manager ) ✅
Complete Audit - ( Audit Manager ) ✅
Regulatory Hub
*At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
View Regulatory Submissions
Create Submission - ( Regulatory Manager )
Plan & Conduct Submission - ( Regulatory Manager )
Add Content to Submission - ( Regulatory Contributor )
Close Submission - ( Regulatory Manager )
Document Control
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Controlled Document
Create Controlled Document - ( Document Author )
Revise Controlled Document - ( Document Author )
Review Controled Document - ( Document Approver )
Manage Qualified Roles - ( Document Manager )
Manage Training - ( Document Manager )
Complete Training - ( Document Trainee )
Obsolete Controled Document - ( Document Manager )
Design Control (** Future Release Enhancements)
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Risk Assessment, Environmental Analysis, DHF/DMR, Requirement Artifact**
Create Requirement Artifact** - ( Product Manager ) ✅
Create High Level Design WF task in Med Dev System** - ( Design Engineer ) ✅
Create Proof of Concept WF task in Med Dev System** - ( Design Engineer ) ✅
Perform Proof of Concept WF task in Med Dev System** - ( Design Contributor )
Create & Perform Detailed Design WF task in Med Dev System** - ( Design Engineer ) ✅
Create Risk Assessment** - ( Design Engineer ) ✅
Perform Risk Assessment** - ( Design Contributor )
Create Validation & Verification** - ( Design Engineer ) ✅
Perform Validation & Verification** - ( Design Contributor )
Create Environmental Analysis** - ( Design Engineer ) ✅
Perform Environmental Analysis** - ( Design Contributor )
Create & Manage BOM WF task in Med Dev System** - ( Design Engineer ) ✅
Create & Manage DHF/DRM - ( Design Engineer ) ✅
UDI
*The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View UDI
Create UDI
Submit UDI
Monitor UDI
Service
*At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Information & Publication Structures and the content within
Create/Manage Information Structures
Create/Manage Publication Structures
Set as Primary Information Structure
Generate Publication Structure
Generate Translation Document
Create, Manage and Assign Symptoms
Add Information & Publication Structure Associations (Impacted By) to Parts
Create and manage Translation Packages
Create and manage Delivery Content Reports
Textual and Graphic Information Element Requiring Update Report
Create/Assign/Edit Service Effectivity
Generate Parts List from BOM
Create and Update Parts List Illustration
Add Supplementary Replacement
Export Parts List to XML

Legend:
✅ = feature included
Notes below apply to the listed sections:
† Find and view product information
‡ Contribute & collaborate, Issue Identification
§ Basic Authoring of content, and release and change management
¶ Project Management
‖ Intellectual Property Protection
⁑ Classification
※ BOM Management
⁂ "Basic" Options and Variants
¤ BOM Transformation
º MCAD Data Management
ª Manufacturing Process Management
† Platform Structure Management*
‡ *At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
§ Supplier Component Management
¶ *At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
‖ Nonconformance
⁑ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
※ Customer Experiences/Complaints
⁂ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
¤ **The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
º CAPA
ª **At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
† Audit Management
‡ *At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
§ Regulatory Hub
¶ *At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
‖ Document Control
⁑ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
※ Design Control (** Future Release Enhancements)
⁂ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
¤ UDI
º *The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
ª Service
† *At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.

Service

Feature Windchill Service Information Windchill Service Parts
Part Numbers RU: SPN-CPE5635-F- RU: SPN-CPE5636-F-
Find and view product information
Access to standard Navigate View Appss
Access to standard Navigate Contribute Apps
Access to standard Navigate Work Instruction Delivery App
Search
Search indexed and non-indexed content
Define and execute user-specific saved searches (but not global searches)
View page content
View any web page and web page content to which the viewer user is granted authorization
View and Download non-CAD content
Download and view any office document content
Download any pre-published derived formats (PDF, IGES, STL)
Request publishing of derived formats on demand (for those supported)
Can not download any native CAD formats (MCAD, ECAD…)
View reports created by others but cannot create or edit reports
View 2-D and 3-D models
View thumbnails and 2-D and 3-D images images
Pan, zoom, rotate
Measure, section, explode
View but do not create/edit annotations
Subscribe to events
Subscribe to be notified of events on items to which user has access
Contribute & collaborate, Issue Identification
Participate in Projects
Organize
Create/edit folders
Create/edit links
Participate in assigned tasks
Workflow tasks
Project tasks
Action item tasks
Collaborate
Create topics and discussion postings
Create and save annotations
Create/update action items
Create/attach/edit office documents (including use of Desktop Integration)
Generate PDFs of Office Docs and Mark them up
Create and update meetings
PDF Collaboration
Generate PDFs of Office Docs and Mark them up
Basic Authoring of content, and release and change management
Create/attach/edit office documents (including use of Desktop Integration)
Create, Participate, & Approve Promotion Requests
Approve Change Workflow tasks
Approve Design Reviews
Create/update problem reports
Create deviation or waiver
Revise documents
Create and manage collaboration projects
(Does not include the ability to create and manage project plans, schedules resources)
Create/Edit Project Route
Set State
Create Packages
Add To Packages
Create and manage Change Reguest, Change Notice, Change Task
Sequence Change Tasks
Revise Objects (Including Docs, CAD, Parts)
Create Design Review
Create and manage baselines
Manage templates and attributes (documents, parts, projects, teams, lifecycles, workflows)
Create and manage global searches and reports
Configure Actions for Roles
Basic Creation and Mangement of Arbortext Documents (Requires Arbortext Editor)
Basic Creation and Mangement of Creo Illustrate & ISODraw Illustrations (Requires Creo Illustrate or ISODraw respectiviely))
Project Management
Create and manage projects, project teams and project content
Create and manage project templates, team templates and project workflow templates
Create, execute and manage project plans with milestones, activities and tasks
Create and manage project resources (people, equipment, facilities…)
Create and manage action items, discussion forums and notebooks
Create and manage project reports
Intellectual Property Protection
Have content filtered from view/access based on security label values.
Abiity to set security label value upon document creation
Ability to change seciroty label value on existing object
Create and manage security labels and classifications and control access to information based on user or group label or classification access level.
Create and manage agreements (such as NDA, ITAR) and control access to information based on the agreements that a user or group is covered to provide access to agreement-controled information.
Manage agreement creation and change through workflow process
Control which representations of content are available for view and download by groups/roles and users. For example, some users may be given access to native CAD formats and others will have only access to low-fidelity 2-D images or 3-D viewables.
Classification
View classification hiearchies and attributes and search for parts and documents using classifications and classification attribute ranges and values (parametric search).
Find Similar Parts Action
Create and update document classifications
Organize classifications into node hierarchies and manage hierarchies
Associate documents with classifications
Tailor specific business attributes unique to individual classification nodes
Define valid attribute characteristics and constraints
Layout and group attributes
Localize classification nodes and attributes for various languages
Associate one or more measurement system and units of measure with attributes
Import and export classification schema
Create and update part classifications ✅ ✅
Associate parts with classifications ✅ ✅
BOM Management
Create and manage product structures and engineering BOMs ✅ ✅
Import BOM structure from Excel ✅ ✅
Export Importable Spreadsheet ✅ ✅
Create and manage product structure baselines ✅ ✅
Create and manage product instances ✅ ✅
Create and manage serialized products ✅ ✅
"Basic" Options and Variants
Create and manage configurable parts and part structures ✅ ✅
Add and update configurable parts to any part structure to support multiple configurations ✅ ✅
Create and manage options, option pools and sets and choices and filtering ✅ ✅
Define and manage rules, assigned item and usage expressions to control allowed options, choices, include, exclude and enable rules and valid configurations ✅ ✅
Define parameters and values used to support structure-based optionality (in the Product Structure Explorer) ✅ ✅
BOM Transformation
Transform an engineering BOM to a Manufacturing BOM ✅
Define and manage plant specific data of Manufacturing BOM ✅
Define and manage semi-finish Parts ✅
Define and manage Standard Control Characteristics ✅
Transform an engineering BOM to a Service BOM ✅
Transform any BOM into another downstream BOM ✅
Reconcile upstream changes to downstream BOM ✅
Define and Maintain 3D Mocl Up of downstream BOM ✅
MCAD Data Management
Download MCAD content
Automatically create and associate part BOM items with CAD documents on CAD document check in
Create and manage MCAD models using workgroup managers for Creo, CED, CEDD, MathCAD DM
Create and manage MCAD models using workgroup manager for CADDS 5
Automatically publish CAD formats with included Creo View CAD adapters for all supported PTC CAD applications
Create and manage MCAD models using workgroup managers for Solidworks, Inventor and AutoCAD
Automatically publish CAD formats with included Creo View CAD adapters for Inventor and SolidWorks (native publishing is supported for AutoCAD)
Create and manage MCAD models using workgroup managers for NX and Catia
Automatically publish NX CAD formats with included Creo View CAD adapters for NX (An adapter for publishing Catia formats must be independently purchased from Theorem Solutions)
Manufacturing Process Management
Create and manage manufacturing resources
Create and manage process plans
Create and manage Work Instructions
Create and Manage Standard Capabilities
Author work instruction graphics with Creo View
Author work instruction graphics with Creo Illustrate
Platform Structure Management*
*At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
View Configurable parts and structure ✅
Filter Configurable structure using Choices (Edit Filter) ✅
Apply and existing Variant Specification to filter a structure ✅
Configure a configurable part and create a variant ✅
Define numeric choices ✅
Define aliases for option choices ✅
Manage and control process to govern changes to rules ✅
Control what rules are applied using conditional logic (e.g., if then use Rule A/else us Rule B) and independent local rules ✅
Define basic assigned occurrence expressions, advanced assigned item expressions, usage and occurrence expressions and independent assigned expressions. ✅
Define and control via alternate option filtering ✅
Define and manage nested products, merged option sets, product families, models and product variants ✅
Import Variants and Variant specifications from a spreadsheet ✅
Publish (export) platform structure information to ERP and other systems using ERP Connector ✅
Programmatically load variants using variant loader APIs ✅
From a generic part structure, create a configured or engineered to order structure based on a set of rules defined within the PLM system. ✅
Supplier Component Management
*At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View and search for supplier and supplier part information and attributes. ✅ ✅
Create a new Part Request ✅ ✅
Define one or more vendor parts that can be used for a company’s internal part ✅ ✅
Define detailed functional characteristics for supplied parts and associate with specifications and other documents ✅ ✅
Manage suppliers and supplied parts through supplier and supplier part introduction process workflows ✅ ✅
Manage status of manufacturers and vendors (i.e., approved, pending, obsolete) ✅ ✅
Identify default supplier and supplied part preferences based on part classification and context (Requires addition of Classification - SPN-CPE5464-F ) ✅ ✅
Automatically update supplier preference list using configurable rules ✅ ✅
Develop predefined reports on supplier metrics ✅ ✅
Create rules for part grading based on supplier, sourcing context and commodity codes or classification ✅ ✅
Automatically calculate a sourcing grade for an internal part, based on an analysis of its approved manufacturer list ✅ ✅
Define one or more manufacturer parts that can be used for a company’s internal part ✅ ✅
Import and export supplier part information with Microsoft Excel ✅ ✅
Nonconformance
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Nonconformance, Investigation, and Disposition
New Nonconformance - ( Initiator )
Nonconformance Management - ( manager )
Nonconformance Review
Nonconformance Investigation - ( Investigator )
Nonconformance Disposition and MRB - ( Evaluator / Manager )
Nonconformance Perform Disposition - ( Dispositioner )
Customer Experiences/Complaints
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
**The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
View Complaint, Investigation, and Action
View Regulatory Reports
New Customer Experience - ( Initiator )
Customer Experience Management - ( Manager )
Customer Experience Evaluation
Customer Experience General Activity
Customer Experience Product General Activity
Customer Experience Product Investigation Activity
Customer Experience Product Regulatory Activity
Customer Experience Review - ( Evaluator / Manager )
CAPA
**At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View CAPA, Confirmation, Investigation, CAPA Plan, and Action,
New CAPA Request - (Initiator )
CAPA Management
CAPA Review - ( Evaluator / Manager )
CAPA Investigation - ( Investigator )
CAPA Plan - ( Evaluator / Manager )
CAPA Perform Action - ( Evaluator / Manager )
CAPA Effectiveness - ( Evaluator / Manager )
Audit Management
*At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Audit and Response
Create Schedule & Manage Internal and Exteral Audits - ( Audit Manager )
Plan & Scope - ( Audit Manager )
Conduct Audit - ( Audit Manager )
Audit Response - ( Auditee - Responder )
Manage Response - ( Audit Manager )
Complete Audit - ( Audit Manager )
Regulatory Hub
*At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
View Regulatory Submissions
Create Submission - ( Regulatory Manager )
Plan & Conduct Submission - ( Regulatory Manager )
Add Content to Submission - ( Regulatory Contributor )
Close Submission - ( Regulatory Manager )
Document Control
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Controlled Document
Create Controlled Document - ( Document Author )
Revise Controlled Document - ( Document Author )
Review Controled Document - ( Document Approver )
Manage Qualified Roles - ( Document Manager )
Manage Training - ( Document Manager )
Complete Training - ( Document Trainee )
Obsolete Controled Document - ( Document Manager )
Design Control (** Future Release Enhancements)
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Risk Assessment, Environmental Analysis, DHF/DMR, Requirement Artifact**
Create Requirement Artifact** - ( Product Manager ) ✅ ✅
Create High Level Design WF task in Med Dev System** - ( Design Engineer ) ✅ ✅
Create Proof of Concept WF task in Med Dev System** - ( Design Engineer ) ✅ ✅
Perform Proof of Concept WF task in Med Dev System** - ( Design Contributor )
Create & Perform Detailed Design WF task in Med Dev System** - ( Design Engineer ) ✅ ✅
Create Risk Assessment** - ( Design Engineer ) ✅ ✅
Perform Risk Assessment** - ( Design Contributor )
Create Validation & Verification** - ( Design Engineer ) ✅ ✅
Perform Validation & Verification** - ( Design Contributor )
Create Environmental Analysis** - ( Design Engineer ) ✅ ✅
Perform Environmental Analysis** - ( Design Contributor )
Create & Manage BOM WF task in Med Dev System** - ( Design Engineer ) ✅ ✅
Create & Manage DHF/DRM - ( Design Engineer ) ✅ ✅
UDI
*The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View UDI
Create UDI
Submit UDI
Monitor UDI
Service
*At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Information & Publication Structures and the content within ✅ ✅
Create/Manage Information Structures ✅ ✅
Create/Manage Publication Structures ✅ ✅
Set as Primary Information Structure ✅ ✅
Generate Publication Structure ✅ ✅
Generate Translation Document ✅ ✅
Create, Manage and Assign Symptoms ✅ ✅
Add Information & Publication Structure Associations (Impacted By) to Parts ✅ ✅
Create and manage Translation Packages ✅ ✅
Create and manage Delivery Content Reports ✅ ✅
Textual and Graphic Information Element Requiring Update Report ✅ ✅
Create/Assign/Edit Service Effectivity ✅ ✅
Generate Parts List from BOM ✅
Create and Update Parts List Illustration ✅
Add Supplementary Replacement ✅
Export Parts List to XML ✅

Legend:
✅ = feature included
Notes below apply to the listed sections:
† Find and view product information
‡ Contribute & collaborate, Issue Identification
§ Basic Authoring of content, and release and change management
¶ Project Management
‖ Intellectual Property Protection
⁑ Classification
※ BOM Management
⁂ "Basic" Options and Variants
¤ BOM Transformation
º MCAD Data Management
ª Manufacturing Process Management
† Platform Structure Management*
‡ *At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
§ Supplier Component Management
¶ *At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
‖ Nonconformance
⁑ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
※ Customer Experiences/Complaints
⁂ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
¤ **The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
º CAPA
ª **At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
† Audit Management
‡ *At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
§ Regulatory Hub
¶ *At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
‖ Document Control
⁑ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
※ Design Control (** Future Release Enhancements)
⁂ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
¤ UDI
º *The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
ª Service
† *At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.

Med Tech

Feature Windchill Regulatory Hub Windchill Medical Device Module
Part Numbers RU: SPN-CPE5569-F- Server: SPN-CPE5646-F-
Find and view product information
Access to standard Navigate View Appss
Access to standard Navigate Contribute Apps
Access to standard Navigate Work Instruction Delivery App
Search
Search indexed and non-indexed content
Define and execute user-specific saved searches (but not global searches)
View page content
View any web page and web page content to which the viewer user is granted authorization
View and Download non-CAD content
Download and view any office document content
Download any pre-published derived formats (PDF, IGES, STL)
Request publishing of derived formats on demand (for those supported)
Can not download any native CAD formats (MCAD, ECAD…)
View reports created by others but cannot create or edit reports
View 2-D and 3-D models
View thumbnails and 2-D and 3-D images images
Pan, zoom, rotate
Measure, section, explode
View but do not create/edit annotations
Subscribe to events
Subscribe to be notified of events on items to which user has access
Contribute & collaborate, Issue Identification
Participate in Projects
Organize
Create/edit folders
Create/edit links
Participate in assigned tasks
Workflow tasks
Project tasks
Action item tasks
Collaborate
Create topics and discussion postings
Create and save annotations
Create/update action items
Create/attach/edit office documents (including use of Desktop Integration)
Generate PDFs of Office Docs and Mark them up
Create and update meetings
PDF Collaboration
Generate PDFs of Office Docs and Mark them up
Basic Authoring of content, and release and change management
Create/attach/edit office documents (including use of Desktop Integration)
Create, Participate, & Approve Promotion Requests
Approve Change Workflow tasks
Approve Design Reviews
Create/update problem reports
Create deviation or waiver
Revise documents
Create and manage collaboration projects
(Does not include the ability to create and manage project plans, schedules resources)
Create/Edit Project Route
Set State
Create Packages
Add To Packages
Create and manage Change Reguest, Change Notice, Change Task
Sequence Change Tasks
Revise Objects (Including Docs, CAD, Parts)
Create Design Review
Create and manage baselines
Manage templates and attributes (documents, parts, projects, teams, lifecycles, workflows)
Create and manage global searches and reports
Configure Actions for Roles
Basic Creation and Mangement of Arbortext Documents (Requires Arbortext Editor)
Basic Creation and Mangement of Creo Illustrate & ISODraw Illustrations (Requires Creo Illustrate or ISODraw respectiviely))
Project Management
Create and manage projects, project teams and project content
Create and manage project templates, team templates and project workflow templates
Create, execute and manage project plans with milestones, activities and tasks
Create and manage project resources (people, equipment, facilities…)
Create and manage action items, discussion forums and notebooks
Create and manage project reports
Intellectual Property Protection
Have content filtered from view/access based on security label values.
Abiity to set security label value upon document creation
Ability to change seciroty label value on existing object
Create and manage security labels and classifications and control access to information based on user or group label or classification access level.
Create and manage agreements (such as NDA, ITAR) and control access to information based on the agreements that a user or group is covered to provide access to agreement-controled information.
Manage agreement creation and change through workflow process
Control which representations of content are available for view and download by groups/roles and users. For example, some users may be given access to native CAD formats and others will have only access to low-fidelity 2-D images or 3-D viewables.
Classification
View classification hiearchies and attributes and search for parts and documents using classifications and classification attribute ranges and values (parametric search).
Find Similar Parts Action
Create and update document classifications
Organize classifications into node hierarchies and manage hierarchies
Associate documents with classifications
Tailor specific business attributes unique to individual classification nodes
Define valid attribute characteristics and constraints
Layout and group attributes
Localize classification nodes and attributes for various languages
Associate one or more measurement system and units of measure with attributes
Import and export classification schema
Create and update part classifications
Associate parts with classifications
BOM Management
Create and manage product structures and engineering BOMs
Import BOM structure from Excel
Export Importable Spreadsheet
Create and manage product structure baselines
Create and manage product instances
Create and manage serialized products
"Basic" Options and Variants
Create and manage configurable parts and part structures
Add and update configurable parts to any part structure to support multiple configurations
Create and manage options, option pools and sets and choices and filtering
Define and manage rules, assigned item and usage expressions to control allowed options, choices, include, exclude and enable rules and valid configurations
Define parameters and values used to support structure-based optionality (in the Product Structure Explorer)
BOM Transformation
Transform an engineering BOM to a Manufacturing BOM
Define and manage plant specific data of Manufacturing BOM
Define and manage semi-finish Parts
Define and manage Standard Control Characteristics
Transform an engineering BOM to a Service BOM
Transform any BOM into another downstream BOM
Reconcile upstream changes to downstream BOM
Define and Maintain 3D Mocl Up of downstream BOM
MCAD Data Management
Download MCAD content
Automatically create and associate part BOM items with CAD documents on CAD document check in
Create and manage MCAD models using workgroup managers for Creo, CED, CEDD, MathCAD DM
Create and manage MCAD models using workgroup manager for CADDS 5
Automatically publish CAD formats with included Creo View CAD adapters for all supported PTC CAD applications
Create and manage MCAD models using workgroup managers for Solidworks, Inventor and AutoCAD
Automatically publish CAD formats with included Creo View CAD adapters for Inventor and SolidWorks (native publishing is supported for AutoCAD)
Create and manage MCAD models using workgroup managers for NX and Catia
Automatically publish NX CAD formats with included Creo View CAD adapters for NX (An adapter for publishing Catia formats must be independently purchased from Theorem Solutions)
Manufacturing Process Management
Create and manage manufacturing resources
Create and manage process plans
Create and manage Work Instructions
Create and Manage Standard Capabilities
Author work instruction graphics with Creo View
Author work instruction graphics with Creo Illustrate
Platform Structure Management*
*At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
View Configurable parts and structure
Filter Configurable structure using Choices (Edit Filter)
Apply and existing Variant Specification to filter a structure
Configure a configurable part and create a variant
Define numeric choices
Define aliases for option choices
Manage and control process to govern changes to rules
Control what rules are applied using conditional logic (e.g., if then use Rule A/else us Rule B) and independent local rules
Define basic assigned occurrence expressions, advanced assigned item expressions, usage and occurrence expressions and independent assigned expressions.
Define and control via alternate option filtering
Define and manage nested products, merged option sets, product families, models and product variants
Import Variants and Variant specifications from a spreadsheet
Publish (export) platform structure information to ERP and other systems using ERP Connector
Programmatically load variants using variant loader APIs
From a generic part structure, create a configured or engineered to order structure based on a set of rules defined within the PLM system.
Supplier Component Management
*At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View and search for supplier and supplier part information and attributes.
Create a new Part Request
Define one or more vendor parts that can be used for a company’s internal part
Define detailed functional characteristics for supplied parts and associate with specifications and other documents
Manage suppliers and supplied parts through supplier and supplier part introduction process workflows
Manage status of manufacturers and vendors (i.e., approved, pending, obsolete)
Identify default supplier and supplied part preferences based on part classification and context (Requires addition of Classification - SPN-CPE5464-F )
Automatically update supplier preference list using configurable rules
Develop predefined reports on supplier metrics
Create rules for part grading based on supplier, sourcing context and commodity codes or classification
Automatically calculate a sourcing grade for an internal part, based on an analysis of its approved manufacturer list
Define one or more manufacturer parts that can be used for a company’s internal part
Import and export supplier part information with Microsoft Excel
Nonconformance
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Nonconformance, Investigation, and Disposition
New Nonconformance - ( Initiator )
Nonconformance Management - ( manager )
Nonconformance Review
Nonconformance Investigation - ( Investigator )
Nonconformance Disposition and MRB - ( Evaluator / Manager )
Nonconformance Perform Disposition - ( Dispositioner )
Customer Experiences/Complaints
*At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
**The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
View Complaint, Investigation, and Action
View Regulatory Reports
New Customer Experience - ( Initiator )
Customer Experience Management - ( Manager )
Customer Experience Evaluation
Customer Experience General Activity
Customer Experience Product General Activity
Customer Experience Product Investigation Activity
Customer Experience Product Regulatory Activity
Customer Experience Review - ( Evaluator / Manager )
CAPA
**At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View CAPA, Confirmation, Investigation, CAPA Plan, and Action,
New CAPA Request - (Initiator )
CAPA Management
CAPA Review - ( Evaluator / Manager )
CAPA Investigation - ( Investigator )
CAPA Plan - ( Evaluator / Manager )
CAPA Perform Action - ( Evaluator / Manager )
CAPA Effectiveness - ( Evaluator / Manager )
Audit Management
*At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Audit and Response
Create Schedule & Manage Internal and Exteral Audits - ( Audit Manager )
Plan & Scope - ( Audit Manager )
Conduct Audit - ( Audit Manager )
Audit Response - ( Auditee - Responder )
Manage Response - ( Audit Manager )
Complete Audit - ( Audit Manager )
Regulatory Hub
*At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
View Regulatory Submissions ✅
Create Submission - ( Regulatory Manager ) ✅
Plan & Conduct Submission - ( Regulatory Manager ) ✅
Add Content to Submission - ( Regulatory Contributor ) ✅
Close Submission - ( Regulatory Manager ) ✅
Document Control
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Controlled Document ✅
Create Controlled Document - ( Document Author ) ✅
Revise Controlled Document - ( Document Author ) ✅
Review Controled Document - ( Document Approver ) ✅
Manage Qualified Roles - ( Document Manager ) ✅
Manage Training - ( Document Manager ) ✅
Complete Training - ( Document Trainee ) ✅
Obsolete Controled Document - ( Document Manager ) ✅
Design Control (** Future Release Enhancements)
*The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View Risk Assessment, Environmental Analysis, DHF/DMR, Requirement Artifact** ✅
Create Requirement Artifact** - ( Product Manager ) ✅
Create High Level Design WF task in Med Dev System** - ( Design Engineer ) ✅
Create Proof of Concept WF task in Med Dev System** - ( Design Engineer ) ✅
Perform Proof of Concept WF task in Med Dev System** - ( Design Contributor ) ✅
Create & Perform Detailed Design WF task in Med Dev System** - ( Design Engineer ) ✅
Create Risk Assessment** - ( Design Engineer ) ✅
Perform Risk Assessment** - ( Design Contributor ) ✅
Create Validation & Verification** - ( Design Engineer ) ✅
Perform Validation & Verification** - ( Design Contributor ) ✅
Create Environmental Analysis** - ( Design Engineer ) ✅
Perform Environmental Analysis** - ( Design Contributor ) ✅
Create & Manage BOM WF task in Med Dev System** - ( Design Engineer ) ✅
Create & Manage DHF/DRM - ( Design Engineer ) ✅
UDI
*The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
View UDI ✅
Create UDI ✅
Submit UDI ✅
Monitor UDI ✅
Service
*At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
View Information & Publication Structures and the content within
Create/Manage Information Structures
Create/Manage Publication Structures
Set as Primary Information Structure
Generate Publication Structure
Generate Translation Document
Create, Manage and Assign Symptoms
Add Information & Publication Structure Associations (Impacted By) to Parts
Create and manage Translation Packages
Create and manage Delivery Content Reports
Textual and Graphic Information Element Requiring Update Report
Create/Assign/Edit Service Effectivity
Generate Parts List from BOM
Create and Update Parts List Illustration
Add Supplementary Replacement
Export Parts List to XML

Legend:
✅ = feature included
Notes below apply to the listed sections:
† Find and view product information
‡ Contribute & collaborate, Issue Identification
§ Basic Authoring of content, and release and change management
¶ Project Management
‖ Intellectual Property Protection
⁑ Classification
※ BOM Management
⁂ "Basic" Options and Variants
¤ BOM Transformation
º MCAD Data Management
ª Manufacturing Process Management
† Platform Structure Management*
‡ *At least one user in the system must have either Windchill Advanced Product Design (SPN-CPE5631-F-), or Windchill Manufacturing Process Planner (SPN-CPE5633-F-), or Windchill Service Parts (SPN-CPE5636-F-) add-on license for a customer to use any Platform Structures functionality listed in this section.
§ Supplier Component Management
¶ *At least one user in the system must have either a Windchill Design Engineering (SAS-CPE7004-F-) OR Windchill Product Engineering (SAS-DPE7007-F-) OR Windchill Manufacturing (SAS-CPE7005-F-) OR Windchill Service Parts (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
‖ Nonconformance
⁑ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
※ Customer Experiences/Complaints
⁂ *At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
¤ **The Medical Device Module add-on license is required for a customer to use any Complaints functionality listed in this section.
º CAPA
ª **At least one user in the system must have Windchill Quality Management (SAS-CPE7008-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
† Audit Management
‡ *At least one user in the system must have a Windchill Audit Management (SAS-CPE7009-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.
§ Regulatory Hub
¶ *At least one user in the system must have a Regulatory Hubl (SPN-CPE5569-F-) add-on license for a customer to use any Regulatory Hub functionality listed in this section.
‖ Document Control
⁑ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
※ Design Control (** Future Release Enhancements)
⁂ *The Med Dev Part (nunber TBD)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
¤ UDI
º *The Med Dev Part (nunbe)) add-on server license for users to access functionality listed in this section with an asterisk next to the check mark.
ª Service
† *At least one user in the system must have a Windchill Service Management (SAS-CPE7010-F-) or Windchill Parts Management (SAS-CPE7011-F-) add-on license for other users to access functionality listed in this section with an asterisk next to the check mark.

What makes SPK and Associates different?

Customer Relationships

Typically, our clients choose to collaborate with SPK and Associates for an extended period, often spanning over 8 years.

Regulated Industries

20+ years of experience with medical device, aerospace, automotive and other regulated industries

Hardware + Software

Uniquely positioned with years of understanding of both hardware and software product development

SPK
ACEs

SPK consistently ensures compliance, quality, and cost-efficiency when accelerating products to market

What Our Clients Say

SPK has been an invaluable partner in transforming our software development process. With SPK's guidance, our team embraced efficient methodologies and cutting-edge tools, significantly improving our development cycle and product quality.

Joshua Talbert
CEO, mysherpas

Working with SPK feels like working with co-workers in my company, not like interacting with a typical technical support vendor. SPK staff are responsive and partner with me.

Jay DiToro

Director of Systems & Technology, Veranex

The personalized attention and detailed communication we receive working with SPK and Associates is pretty special. The accessibility of SPK team members is impressive.

Evan Bruck

Director, Active Device Research and Development, BBraun Medical Inc.

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