2011 Autodesk Organize and Manage Your Intellectual Property
with Autodesk Vault Workgroup Projects Pascal Le Guellec Market
Development Consultant, Data Management Adam Luttenbacher Sr User
Experience Designer, Data Management
Slide 2
2011 Autodesk Class Summary Today, Autodesk Vault Workgroup
controls all of your intellectual property and gives everybody
controlled access to it to ensure that individuals are absolutely
clear on the product, its specs, and defining information. Autodesk
Vault Projects allow you to now organize and manage all
project-related data in one seamless interface. This class will
teach you about all of the many great enhancements made to the
product that will greatly improve your data management
experience.
Slide 3
2011 Autodesk Learning Objectives At the end of this class, you
will be able to: Create and manage Projects Understand Project
Categories and Properties on Folders Make the most of Project Links
Use the Project/Folder View, Project Dashboard, and Reporting
capabilities
Slide 4
2011 Autodesk Vault UI and Navigation Enhancements
Slide 5
2011 Autodesk Vault 2012 UI Enhancements Details Folders shown
in main grid Small and Large Icon views Grid enhancements Improved
productivity through customized interface Have it your way
Slide 6
2011 Autodesk 6 Navigation Enhancements Details Double-click to
navigate into folders Back/Forward Navigation Move Up One Level
Navigate easily through the Vault!
Slide 7
2011 Autodesk 7 Where Used Navigation Details New content
filter within Vault Professional 2012 Where Used tab provides an
additional level of detail Parent folders Items Change Orders Spend
less time chasing down files and more time creating innovative
designs
Slide 8
2011 Autodesk Projects
Slide 9
2011 Autodesk Why did we add Projects? Vault prior to 2012 No
ability to organize the Vault data Folders did not have Properties
Vault UI very text heavy, spreadsheet-like Limited navigation, no
navigation trail or bread crumb File Shares discouraged Separation
of Item, ECO, and File data Shortcuts unique to users profile
Customer-driven enhancements
Slide 10
2011 Autodesk 10 Project Container and Navigation Details New
environment to manage all data types within a consolidated Project
context Simultaneously search across data types within Project
Projects are given: Categories User-Defined Properties Save
navigation time by collecting all Digital data in one Project
Slide 11
2011 Autodesk Project Creation Details Projects are super
folders Assigned to project categories
Slide 12
2011 Autodesk Project Categories Details Communicate Project
intent or purpose Glyph color shown in folder icon Drive Project
property association
Slide 13
2011 Autodesk Project Properties Details Manual assignment
Assign through folder category association Editable using common
Edit Properties dialog Searchable
Slide 14
2011 Autodesk Links
Slide 15
2011 Autodesk Links in Vault Share content without copying or
moving files Create Links to multiple object types Concept: Vault
shortcuts to extend beyond individual machine Organize all data for
Project Go To, Get Latest, etc will treat as original location
Manage all data types within a consolidated Project context
Slide 16
2011 Autodesk Loading Projects Ways to create a link: Edit menu
> Copy and Paste as link CTRL-C and CTRL-ALT-V (to paste as
link) RMB click, drag and drop > Create link
Slide 17
2011 Autodesk Operations on a Link Affects links only! Delete
Move Affects the source of the link All other commands Check-In /
Check-Out Rename Change State Edit Routing (Change Orders) Update
(ITEMS) Etc.
Slide 18
2011 Autodesk Link Searching and Security Links respect its
source Links can be searched in project folders Links obey security
of source Links permissions added to existing roles
Slide 19
2011 Autodesk Technical comparison: Links and Shares Shares vs.
Links Legacy Share command is now obsolete Created challenging
workflows Upon migration, Shares become Links Only the original
file remains Like having the object in the linked location, while
the object is still stored in one spot
Slide 20
2011 Autodesk Make the most of your Project Links
Slide 21
2011 Autodesk 21 Heterogeneous View All project data together
in one place! Organize Files Folders Items Change Orders Flexible
Contextual interface Commands respond to the type of link chosen
Work on all of your project data within the context of a project
folder
Slide 22
2011 Autodesk 22 Heterogeneous Edit Properties Edit all project
data together! Entity classes supported Files Folders Items Change
Orders Edit multiple instances Edit properties on more than one
item or change order Edit the properties of all of your project
data with one command
Slide 23
2011 Autodesk 23 Project Integration with Inventor and AutoCAD
Access Project related data from within the add-in Files Items
Change Orders Projects Bringing Items and ECOs closer to your
designers
Slide 24
2011 Autodesk 24 Project Integration with Inventor Project
based navigation within the CAD Add-In Look in Links to folders
Links to items Links to change orders Open and Place file from link
Access to all related Project data is even easier in Vault
2012
Slide 25
2011 Autodesk Project Dashboard
Slide 26
2011 Autodesk 26 Project Dashboard Dashboard style reporting
Built into the folder detail pane Easy status updating Reporting
based on project structure data, including Files Sub-Projects Items
Change orders Bringing immediate feedback on project status
Slide 27
2011 Autodesk Summary
Slide 28
2011 Autodesk Summary Flexible Project Organization Single
source for all Project related objects (Files, Items, Change
Orders) Ease of use, usability enhancements in User Interface
Slide 29
2011 Autodesk Whats next with Project Folders? DM6901 Looking
into the Crystal Ball: A Sneak Peek at the Future of Autodesk Vault
Vault 2013 Grindstone Beta
https://beta.autodesk.com/callout/apply.html?callid={65E762F3-B818-492E-944A-
C5BFDB4D6291}
https://beta.autodesk.com/callout/apply.html?callid={65E762F3-B818-492E-944A-
C5BFDB4D6291}
Slide 30
2011 Autodesk Questions & Answers ? ?
Slide 31
2011 Autodesk Autodesk, AutoCAD* [*if/when mentioned in the
pertinent material, followed by an alphabetical list of all other
trademarks mentioned in the material] are registered trademarks or
trademarks of Autodesk, Inc., and/or its subsidiaries and/or
affiliates in the USA and/or other countries. All other brand
names, product names, or trademarks belong to their respective
holders. Autodesk reserves the right to alter product and services
offerings, and specifications and pricing at any time without
notice, and is not responsible for typographical or graphical
errors that may appear in this document. 2011 Autodesk, Inc. All
rights reserved. DM5533 Organize and Manage Your Intellectual
Property with Autodesk Vault Workgroup Projects
