9.3 Feature: The key to keywords

Here is an interesting PPM feature for 9.3 - keywords! I thought I would write a brief blog post to explain the rationale behind introducing keywords for PPM and elaborate a bit on their usage in practice.

If you remember, in 9.2.2, we had introduced the concept of 'Views' on the Content tab of a project. The idea was that users could categorize their project content into various categories as needed. Views provide project stakeholders with a flexible way of organizing their content, and gets them quick access to project content, without navigating to the specific task that the content belongs to.
PLM deliverables can be classified into certain types: e.g. CAD Drawings, Requirement Documents, Functional Design Documents, Quality Related, Compliance Related, Cost Related etc. Classifying PLM deliverables into specific deliverable types could eventually lead to interesting insights such as time to completion by deliverable type etc. via business intelligence. This could help you identify weaknesses in your product development process as well as tweak your project templates to reflect reality.

For 9.2.2.x releases, views could be created for any individual project, but we found that this was leading to proliferation of different view names that essentially mean the same. e.g. the views FDD, Func. Spec., Functional Design Document, and Functional Specifications can all be construed to denote the same deliverable type. Keywords provide you with the mechanism to standardize on deliverable types.

Here's how keywords work. In the javaclient, you define a list of all keywords that you want to use, by adding to the list 'Keywords List'. You can add to this list anytime. Then, for a particular project, on the General Info tab, you can select the list of specific keywords that you can allow project stakeholders to use. Finally, on the Content tab, project stakeholders can tag any content with one or more keywords (from the allowed list of keywords for that project). Views are automatically created by the system for all allowed keywords for a project, so users can immediately view all content tagged with a particular keyword.

It's that simple!

Comments:

How true, I am going to try this and I will get back with you after testing .I like this way I never would have thought about it ,[light has just went off] ..I will subscribe to your blog feed.

Posted by Innerclick on July 14, 2009 at 06:05 AM PDT #

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