Documentation of project-related correspondence from notes, letters, faxes, e-mails to transmittals, Tracking of open work orders, ToDo, LoP and outstanding signatures and approvals. A progress journal is generated automatically.
The attachments can be transferred directly into the DMS system without losing the reference to the origin. The office objects are automatically linked to the project, lot, sender, recipient with a correspondence number, topic, file number, claim, todo or a user structure.
back office
PLM Office – Transmittal
The Transmittal function integrated in PLM Office generates and monitors the document transfer. Which document, in which status and file type has been sent, when, for what purpose and to whom has receipt been confirmed? All these questions are answered by PLM Transmittal.
PLM Office – Protokoll
To round off the PLM Office concept, a protocol system has been integrated in order to access the database when creating the minutes and to bring the responsibilities and tasks resulting from the meeting directly into the project process.
The agenda with the results of the meeting is recorded in a report and distributed to the participants. The meeting report can also be transferred directly to MS-Word.
PLM Office - Appointments - Deadlines - Tasks - ToDo - LoP
Office objects can be loaded with tasks, appointments and deadlines. Through this process an Office, document, TAG object gets a tracking to create a status of processing. Both TAG and DMS documents can be used in a ToDo.
A workflow supports the processing sequence.
PLM Calculation and Offer Comparison
PLM provides the platform for representing the WBS (Project Structure Plan) objects stored in the system with a substructure. Flexible variables are created as metadata for technical and cost calculation. In the RFQ (Request For Quote) the technical structures of the WBS elements are stored as a set of rules. Thus, the technical data, the quantity and the price of the bidders are comparable.
PLM ICS Basics and Catalogue Management
As an individual catalogue solution, ICS-Planet is a variable organisation tool for product catalogues, pipe classes, standards and the associated documentation. ICS-Planet uses XML for data processing throughout, allowing data and information exchange independent of media. Using a system of construction manuals, all components are displayed as variants and logically linked with data and documents, so that they can be called up at any time during the planning process.