Management of a Specific Project in an Altium 365 Workspace

Parent page: Workspace Projects

The Workspace provides an advanced, manufacturing-oriented CAD-centric view of the project. This management interface offers Design, Tasks, and History views options, plus more:

• Design – display and navigate source project design documents, view design object properties and place review comments. This view uses the Web Viewer interface to present your design across five distinct data sub-views, to show the source schematic(s), board in 2D, board in 3D, Draftsman documents, and Bill of Materials respectively. This view is for the latest version of the source project data, rather than a specified release from that project, and so could be considered to be a work-in-progress (WIP) view. You can review both the base design and any defined variant thereof.

• Simulation – upload Simulation results files to the current project, which are then available for inspection or downloading by all users who have access to the project.

• Tasks – view and manage assigned Task activity requests that apply to the current project. Tasks that relate to a project document are created by assignment through the Comments system (in either Altium Designer or the Workspace). Tasks that apply to this project, but not to a specific document or comment, can be created on this page as General Tasks.

• Releases – view the releases for the project. Access is provided for opening the full release data, or a specific assembly package, which will be presented on a separate tab through a Manufacturing Portal. From this portal you can view and navigate the released file data, inspect the BOM, and view and comment on the snapshot of the design itself; the source for that released data. From either the Releases view, or through the Manufacturing Portal for a specific release, you'll have access to controls for downloading manufacturing data at various levels of granularity (from full data set(s) to individual generated output files). A chosen release can also be sent – as a Manufacturing Package – directly to your manufacturer. You also have the ability to compare Gerber data between releases or against a locally-generated file set, compare Schematic data between releases, or compare BOM data between releases.

• Activities – view the active or closed Process Workflows associated with the current project. The listed processes provide an overview of the state of each process, including its instigator and who it is assigned to, when it was invoked, and the current stage of its Workflow. Select a Process entry to view additional detail that includes its notated Workflow diagram, a summary of its associated process data, and the sequential history of its Workflow events.

• History – browse a progressive timeline of major events relating to the project, including its creation, commits, releases, clones and MCAD exchanges. Each time a supported event happens in association with the project, that event is added to the timeline as a dedicated tile with various actions supported where applicable. You also can compare Gerber data between releases or against a locally-generated file set, or compare Schematic data between releases and/or commit events, or compare BOM data (file download) between release events.

• Assembly Assistant – provides access to a visual board assembly application based on an interaction between BOM entries and their graphical counterparts. An audited step-through process can be invoked that helps you move through the steps of physically assembling a PCB board, where each process step can be marked as Done or Skipped (to be completed later). This provides a tracked assembly progress view in a single location, which avoids complex manual or paper-based board assembly checking processes.

The detailed management page for the project is opened by selecting that project, clicking the control above the listing of projects, and choosing the Open entry on the associated menu. Alternatively, double-click directly on the required project entry in the list. The page will open in a new browser tab.

Also available in the graphical view of the Projects page by selecting the tile for the required project, then clicking the control and choosing the Open command from the context menu. Alternatively, click on the project's name within the tile. When the Projects page is presented in its list view, click the control at the far right of the entry for the required project and choose the Open command from the associated menu.

Accessing the detailed management page for a project.

The Workspace Web Viewer also supports a unique structural and design view of Multi-board projects. Open the below collapsible section for more information:

The detailed management page for the project can also be accessed from within Altium Designer. For the active managed project, use the Project » Show in Web Browser command, from the main menus. Alternatively, right-click on the entry for the project in the Projects panel and choose the Show in Web Browser command from the context menu. When browsing the project through Altium Designer's Explorer panel – configured in its default Project View rather than Classic View – access to the detailed management page is made by clicking the button.

The following sections take a closer look at the five main views into the project design and its data, presented on the detailed management page.

Design

Related page: Web Viewer

The Design view provides interactive visual access to the project's design documents, property data for objects within those documents, and the ability to collaboratively comment on definable document locations. This view is for the latest version of the source project data, rather than a specified release from that project, and so could be considered to be a work-in-progress (WIP) view. You can review both the base design and any defined variant thereof.

The Design view utilizes Altium 365's Web Viewer functionality to provide an immersive and interactive experience for reviewing the source schematic and PCB documents in your design project. Shown here is a schematic – hover over the image to see the PCB in 3D.

Based on an advanced web graphics engine and interface – Web Viewer – you are provided with all the features needed to locate and visually inspect the design and its objects. The view also includes fully rendered 2D and 3D PCB layout views, object search, selection and cross-probe capabilities, and tree-based design document navigation. It also provides an interface to the active Comments system – which dynamically interacts with the design space – and a comprehensive properties listing for any selected design object.

Support is provided for downloading a Zip archive containing a snapshot of the WIP design project (base design), as well as the ability to generate and download a range of derived outputs, which take setup information directly from the applicable Output Job file (where one exists). These include Gerber and NC Drill files, Schematic and Assembly PDFs, and CSV-formatted BOM data.

Simulation

The Simulation page represents a storage location for circuit simulation results files that will be associated with the current project or project Release. Imported simulation files are effectively attached to the project, which allows members of the Workspace to inspect and/or download simulation results documents that relate to the currently open project.

Note that the Simulation page includes sub-locations (effectively Folders) for generic simulation files (Uploads) and Ansys^® simulation results files (Ansys).

Uploads Folder

Simulation files can be uploaded to the Workspace Simulation - Uploads folder, which supports an open range of data file formats such as PDF, XLS, HTML, archives (Zip, 7z, etc), and so on. Upload your first simulation results file by dropping a local file onto the page, or by browsing to and selecting a local file through the choose from your computer option. Use the button at the top of the page for subsequent uploads.

Upload Simulation results to a project in a range of file formats, for access by Workspace members.

The uploaded file is associated with the most recent project commit – the project's current revision – as detailed in the file entry's Related to column. Click on the accompanying icon to open the associated project Commit.

Files also can be uploaded to a specific Project Release through the Workspace Releases page, in this case by using the Attach Simulations option from a Release entry's menu to select and upload a local file. The added simulation file is then listed as included in the Release, and its presence indicated by the release's additional icon.

Upload Simulation results files directly to a specific project Release.

An opened project Release also includes the Simulation file listing as it relates to that specific release. As with the main project Simulation list, this allows you to upload and manage attached Simulation results files, but for this particular project Release.

Back on the main Simulation page, all uploaded files that have been added to the current project – including those uploaded to a project Release -- are included in the Uploads list.

File uploads associated with both Commits and Releases are included on the Simulations page, where file management options are also available.

Use an entry's dropdown menu to access the following file commands:

• Open – access file for viewing (PDF only) or downloading.

• Edit – Change the file's name and add a description, which will appear under the entry's filename.

• Download – Immediately download the file to your browser's default download location. Note that for other file references a download icon () is associated with file name.

• Delete – Completely remove the selected file (and any associations) from the Workspace.

Ansys Folder

The Workspace Simulation – Ansys folder is a location dedicated to accepting Design Summary files (simulation results) generated by the Ansys^® design simulation platform. Enabled by Altium's Ansys CoDesigner integration, the Workspace acts as a bidirectional bridge between Altium Designer and the Ansys Electronics Desktop^™ application to allow the exchange of design/simulation change data.

► See the Altium Designer Ansys CoDesigner page for more information.

The Ansys folder is populated with an Ansys Design Summary PDF file when a data Push is performed on the Ansys Electronic Desktop side with its Include Simulation Result option enabled. Double-click on a simulation results file to open it for viewing in the Workspace PDF viewer.

The Ansys simulation folder holds simulation results files pushed from the Ansys simulation side as part of the Ansys CoDesign process.

Tasks

Related information: Working with Workspace Tasks, Web Viewer – Commenting Window.

This view allows you to access and manage the Tasks – job activity requests – that apply to the currently open design project. Tasks are presented in a Kanban board flow style, with their progress state (ToDo, InProgress and Resolved) moving through Task rows. One row is reserved for general Tasks (those not associated with a design document), and each remaining row applies to Tasks for a specific project document. General Tasks are created from within the dashboard and document-specific Tasks are created by assigning a Workspace member to a project Comment.

Manage and work with collaborative job activity Tasks through the Altium 365 Workspace Tasks dashboard.

Although presented through a relatively simple interface, the Workspace Tasks dashboard offers a flexible and efficient way of both managing and tracking workflows within the actual design environment rather than via an external system. This page is a project-specific view of Tasks that are currently active for the open Workspace project, while the global Tasks view available from the main Workspace navigation tree represents Tasks that are active for all projects in the Workspace.

Releases

The Releases view presents all project release packages that have been generated from the design space (see Design Project Release), where each package incorporates the released Source, Fabrication and Assembly data.

The Releases view gives you access to the released data packages, with the ability to open a package for closer inspection through a dedicated Manufacturing Portal, and also to send a release to your manufacturer as a Manufacturing Package.

From this view you can:

• Download any and all of the data sets included in a release. Click the button associated to the release to access a window in which to define which of that release's data sets to download. After clicking the button a single Zip archive containing a folder for each included data set will be downloaded to your browser's default downloads folder.
• Open a release, which will be presented on a separate tab through a Manufacturing Portal. From this portal you can view and navigate the released file data, inspect the BOM, and view and comment on the snapshot of the design itself; the source for that released data. You'll also have access to controls for downloading manufacturing data at various levels of granularity (from full data set(s) to individual generated output file(s)).
• Send a chosen release – as a Manufacturing Package – directly to your manufacturer.
• Compare fabrication or schematic data (Gerber Comparison and Schematic Comparison, respectively), and download BOM Comparison data as a ZIP file.
• Change the lifecycle state for any of the data sets in a release.
• Toggle the display of releases that contain one or more data sets in an inapplicable revision state (using the Show hidden releases control).

The following sections take a closer look at these various features and functionality in closer detail.

Browsing a Release Package

To open the full release package for viewing, click on its associated button. Alternatively, click the button and choose what to view – either the full release package (Full Release) or a specific assembly (variant). An opened release package is presented in a new Manufacturing Portal browser tab.

Accessing the dedicated Manufacturing Portal tab, with which to more closely inspect a specific release of a managed project.

The Manufacturing Portal presents PCB design data for the release package across the following views:

In the two above views:

• Click the button at the top-right of the view to access controls for changing the lifecycle state of the data sets contained in the release, and also the Gerber comparison, Schematic comparison, and BOM Comparison features.
• Click the button to send the release of the project to your manufacturer – as a Manufacturing Package. The Sending to Manufacturer window will be presented in which to configure the content of the package, and to whom it will be sent. For more detail, see the next section.

Sending Data to Your Manufacturer

While you can download manufacturing data for a particular release of a managed project, then pass that over to your manufacturer, wouldn't it be great if you could share that package directly with the manufacturer, in a way that was far more collaborative and interactive? This is exactly what you can do, and is one of the powerful, enticing aspects of the Altium 365 infrastructure platform. You can nominate which release of a project to send, configure its data content and then send that package – then referred to as a Manufacturing Package – to the required manufacturer. In essence, the package is shared with that manufacturer, who then receives an email invite to view the package directly through the Altium 365 Platform Interface (https://365.altium.com), courtesy of a dedicated Manufacturing Package Viewer.

From within the Releases view of the detailed management page for the project, you can send a specific release of the project to your manufacturer – as a Manufacturing Package – by clicking the button associated with that release's entry.

The Sending to Manufacturer window will be presented in which to configure the content of the package, and to whom it will be sent.

You can send (share) a specific release of a project directly with your manufacturer.

A manufacturing package is defined by configuring the following:

1. Data – you need to define the content of the manufacturing package, the release data included in it. By default, the fabrication and assembly data sets will be added to the package already. To configure the package further, click the Configure control. In the subsequent pop-up window, enable the data sets that you want included (source design snapshot, fabrication and assembly data sets). To quickly enable all data sets for inclusion, enable the entry at the top of the listing.

You will not be able to send a manufacturing package to a manufacturer until at least one data set has been defined within that package (the Send button will remain unavailable – ).

You need to define which sets of data are to be included in the manufacturing package.

After enabling the data sets as required click the button. Entries for those data sets will appear at the top of the Sending to Manufacturer window.

2. Package Name – this will initially be that of the PCB Assembly itself. You can modify this as required.
3. Revision – this field provides a simple string-based attribute that can be used to differentiate various manufacturing packages created from the same release. Initially this will be prefilled with '1', but you can enter what you need here so long as the entry is unique for all packages. For each subsequent package you want to generate from the same release data, the field will default to the next available (and unused) integer.
4. Description – enter a description of what the package gives. This can help the manufacturer understand what it is they are getting in the package.
5. Manufacturer Email – use this field to enter the email of your manufacturer (clicking away from the field, or pressing Enter to add that email). Typically you might have a single manufacturing point of contact, who will run with the data supplied in the package to get your board fabricated and then assembled. However, you can add as many unique email addresses as required. To remove an added email click the cross at its right.

With the package defined, click the button. The package will be shared with you (as the author of the package) and the specified manufacturer(s) and an entry for it will appear in the Sent region of the Releases view. The package will be named in the format Name.Revision.

After sending a manufacturing package an entry will appear for it back in the Releases view, in the Sent region.

Manufacturing Package Tile Commands

Click the control at the top-right of a sent manufacturing package tile to access the following commands:

• Open – use this command to open the package within Altium 365's Manufacturing Package Viewer. The Viewer opens in its own browser tab and provides a summary overview of the design, with key board data, along with the ability to browse the structure of the shared data (and to download any individual file thereof as needed). You can also download the full package from this view. Fabrication, Assembly and Bill of Materials data sub-pages of the viewer are also provided, with the Fabrication and Assembly views utilizing the Web Viewer interface, providing a powerful interactive experience and allowing for comments to be added by all users to which the package has been shared. The Fabrication view presents the Gerber data for the release.
• Share – access a window with which to share the package with others, by email invite. Controls, accessed by clicking the Advanced Settings control in the Sharing window, allow you to determine whether the person you share the package with can share with others or not, and whether they are allowed to download the package or any derived data thereof.

You can obtain a direct link to share with your manufacturer by clicking the control. Anyone with whom the package has been shared will be able to use the link to view that package.

• Download – use this command to download the package as a Zip archive.
• Delete – use this command to delete the manufacturing package, moving it to the isolated Trash area of the Workspace. Click the button in the confirmation pop-up to effect the deletion. This is a 'soft delete', the package can be restored or permanently deleted from the Trash area by the creator of the package, or an administrator of the Workspace.

When you delete a manufacturing package, access to it will also be removed from the Shared with Me page of the Altium 365 Platform Interface, for all people with whom it has been shared.

Manufacturer Access to the Package

The manufacturer to whom you sent the package will receive an email invite to access that package through Altium 365. Once they click the button in the email they will be taken to the Altium 365 Sign In page (unless already signed in to the platform, or an Altium Account). Upon signing in, they will be taken to the Manufacturing Package Viewer, with the shared package loaded.

Accessing the shared manufacturing package from the email invite that is received by the manufacturer.

Any manufacturing package that has been sent will also be available from the Shared with Me page of the Altium 365 Platform Interface. A manufacturing package is denoted by the icon within its tile.

Example manufacturing package readily available from a users' Shared with Me page, once they are signed in to the Altium 365 Platform Interface.

Design Data Comparisons

Related page: Design Data Comparisons

The Workspace project view allows you to quickly determine changes that have occurred in Gerber, Schematic or BOM data between different project releases and/or commits. The data comparison features are ideal for tracking updates during project development and can be accessed directly through the Releases page, the History page, and when viewing a release package.

• Gerber Comparison – The Gerber compare feature provides a graphical, layer-controlled data comparison between Gerber files of different releases, or against an existing file set. Changes are numbered, available through an interactive navigation pane, and highlighting in the viewing area.

► See Data Comparisons – Gerber for more information

• Schematic Comparison – The Schematic compare feature detects and graphically highlights Component and Net data changes between project releases and commits. The comparison results are available for all project schematics, and changes are listed in an interactive Differences pane.

► See Data Comparisons – Schematic for more information

• BOM Comparison – The Bill of Materials (BOM) compare feature detects differences in BOM data between specified project releases or commits. The results are provided through the Workspace data comparison interface, which provides a list of color-coded entries representing BOM items that have changed between the targeted events. You also can download a CSV formatted file that includes a detailed summary of all detected changes.

► See Data Comparisons – BOM for more information

Changing Lifecycle State

For a release of a project you can change the lifecycle state for each of the data sets (items released to the Workspace) in that release, directly from within the Releases view. This is performed from the Change Lifecycle State window, accessed by clicking the button associated with the release and choosing Change Lifecycle State from the menu.

Change the lifecycle state for the data sets within a release package, directly from within the Releases view.

Each data set is listed by name, along with its current lifecycle state and the next. Click within the Next State cell to access a list of possible states, in accordance with the lifecycle definition employed for that item. To exclude a data set from the list – so that its state will not be changed – click the control at the far right.

All possible transition states will be presented in the drop-down listing for the Next State cell. These are based on the Current State (two examples shown here) and are defined as part of the parent lifecycle definition.

After configuring the state changes as required, click . The lifecycle state information for each affected data set will be updated for that release, back in the main Releases view.

Example of having changed the lifecycle state twice for all data sets in a release – taking them from New From Design, through In Prototype, and ultimately to In Production.

Hiding Inapplicable Releases

The Releases view provides the ability to toggle the display of releases that are considered to be no longer 'for consumption'. This allows you to hide away any release package that contains one or more data sets in an inapplicable lifecycle state (e.g. Deprecated, Obsolete, Abandoned). This is determined by the applied Lifecycle definition itself, which can set those states as not to be used in designs.

The process to do this is as follows:

1. Consider the following image showing two releases for a project, both of which have their constituent data sets sitting in the In Production state. The earlier release is considered to be obsolete (not to be used) and should be hidden – leaving just the latest release displayed.

A subsequent release of a design has gone into production, and the earlier release should be made obsolete and hidden from the Releases view.

2. The visibility of a release in the list is based on whether a data item, when it enters a particular lifecycle state, is permitted to be used in a design. In the applicable Lifecycle definition (Admin – Lifecycle Definitions) this is controlled by the state property Allowed to be used in designs. With this property disabled a release will be hidden, by default, when one of its data items enters that lifecycle state. In this example, we just need to check that the Obsolete state within the lifecycle definition that applies to released design items, has this property disabled – double-click on the state's graphic to open its State Properties window.

Checking that the Obsolete state has its Allowed to be used in designs property disabled – the key to being able to hide releases back in the Releases view.

3. Now we just need to change the lifecycle state for the data items in the earlier release – setting them to be in the Obsolete state. This is achieved using the Change Lifecycle State window (click the button associated with the release and choose Change Lifecycle State from the menu), as described in the previous section. In this way, a design release that is obsolete and should not be used is unavailable to users.

Upon changing its data items to a lifecycle state that is not permitted for use, the release is hidden from the Releases view.

4. Use the Show hidden releases control at the top-right of the Releases view to toggle the display of these hidden releases.

Use the Show hidden releases control to reveal/hide those releases that are not for consumption. Shown here is the default state of the control, showing only applicable releases – hover over the image to see the control enabled and the inapplicable release also shown.

Design Reviews

Related information: Design Reviews page

The project's Design Review page allows users to create and manage structured project review instances that can be assigned to other users (Reviewers) for their assessment. The review creator (Initiator) can configure the review process to include text-based Checklist items, file attachments and relevant comments. In turn, the Reviewer(s) can open a captured snapshot of the design, complete the review Checklist items, place related comments, invoke Design Comparisons, and ultimately progress their process to a Accepted/Rejected state. The review Initiator then finalizes the process with their own Completed/Rejected assessment and comments.

Design Reviews are a convenient way to highlight design problems and ensure that it meets company compliance requirements. The reviews are available to all Workspace member stakeholders during and after the review process, and are also accessible through the project’s Tasks page.

Select the Design Review option when viewing a project to create, access and manage configurable peer reviews for the current project.

Altimade

The Altimade feature is available by invitation only, and if enabled for your organization, is accessed through both Altium Designer and your Altium 365 Workspace interface. This provides a streamlined and automated design manufacturing system that works directly with a partnered hardware manufacturing platform to quote and produce your hardware design.

Orders are pre-processed and invoked in Altium Designer and then managed in your Workspace Altimade page.

► See the Single Click Ordering with Altimade page for the order preparation steps in Altium Designer.

► See the Altimade Order Management page for the payment and management functions in your Altium 365 Workspace.

Activities

The Activities view provides a detailed overview of the Processes associated with the project, and the current state of their progress – represented as a user-highlighted task step in their workflow diagrams. Use the Open/Closed menu options in the page header to list current or completed project activities, the upper Search field to filter the listing by an expression contained in any column field (except dates), and the button to invoke a new process activity from a list of enabled processes.

Along with an annotated graphic representing the flow and state of an activity (Diagram mode), the view also includes a Data view mode that lists parametric data relating to the activity (associated users, project information, etc.), and a History mode showing the sequence of workflow events (start, preparation, task completion, etc.).

Project activities are typically invoked in Altium Designer by selecting an available process from the Project » Activities menu. The activity is then assigned to an available project and data, a user for review, and if required, a nominated user as a review coordinator. Tasks are automatically created for those users, and will appear in their Altium Designer Tasklist panel and on the Workspace Tasks page.

Project activities, such as Ad-hoc, Milestone and Handoff reviews, are enabled and configured by a Workspace administrator on the Processes Management page (Admin – Processes). In the above Activities view, administrators also may cancel (Terminate) an active process, or download a CSV file that includes the information on all listed activities ().

History

Related page: Project History

The History view provides a progressive timeline of major events relating to the project – its creation, commits, releases, clones and MCAD exchanges – with various actions supported where applicable.

The History view presents a timeline of basic events that have occurred during the project's evolution.

The view can essentially be broken down into three key sections:

1. Main trunk of the timeline. The direction of event chronology is from the bottom up. The first event – the creation of the project – will appear at the bottom of the timeline. Subsequent events appear above, with the latest (the most current event) appearing at the top of the timeline.
2. Events. Each time a supported event happens in association with the project, that event is added to the timeline as a dedicated tile. Each type of event will have a different colored tile and will either be linked directly to the main trunk of the timeline, or have some additional icon next to it (as is the case for MCAD Exchange events). For Commit events design diffing is supported, showing basic information on what has changed between the current and previous commits (including files, components, nets, PCB structure, variants). For the following two event types, additional operations are accessible from the event tile:
   1. Commit event – ability to create a clone of the project using that version of the design, the ability to view or download the source files of that version of the design (a Commit snapshot), and the ability to compare the Commit to the design data of another Commit and/or Release.
   2. Release event – the ability to open that release package for viewing through a manufacturing portal and the ability to download either the full release package or the source files of the version of the design that was used to create that release package. You can also access the Gerber comparison, Schematic comparison, and BOM Comparison features.
3. Search. Click the control at the top-right of the view to access a search field that facilitates basic searching of the project history. As you type your search string, filtering will be applied to the timeline to present only the events relevant to that search.

Whenever a supported event happens in relation to the project, that event will be detected and made available to the History view automatically. Notification will appear at the bottom of the view shortly after the event takes place – click the control to update the timeline with the new event. A manual refresh is also provided, performed by clicking the control at the top-right of the view.

Assembly Assistant

Related page: Assembly Assistant in an Altium 365 Workspace

This view provides access to a board assembly process helper application that brings together the project's detailed BOM data and its 2D/3D assembly view. Interaction between the two assembly sources allows you to cross-probe directly between the BOM elements and their graphical representation in the PCB view (2D or 3D).

Along with its interactive assembly browsing mode, the application provides a structured board assembly process mode that allows you to track the equivalent physical assembly steps. The result is an automated way to check through and audit the board assembly process in one convenient location.

The Assembly Assistant opens in its free browsing mode and is switched to the formalized Assembly process mode from the button – see Assembly Process Flow for more information. This mode invokes an interactive step-through process that allows you to mark off BOM entries as Done or Skipped as you move through the physical board assembly. The PCB graphics will zoom to the related component part and flip the board view as required.