DMS – Dokumentenbedarf

The consistent application of the DMS functionalities allows a compilation of the required documents to be derived from other, similar projects when planning new projects. The implementation of documentation guidelines also generates an extensive need for documents. In PLM DMS, there are various ways of declaring the document requirement, either via similar units (sub-units), similar projects or simply via DMS templates in the form of Excel-based document requirement lists. Document requirement lists can also be used to automatically assign number ranges of different units to specific documents.

Documents from another project can be created in DMS as document requirements in the new project or the documents can be copied directly. The drawing transitions are preserved intelligently as far as possible. Documents from this pool, including virtual ones, are created in DMS and the designations from the pool are transferred in several languages if required.

This approach results in considerable time savings during project execution.

Via a PCS exchange, databases and documents in different formats (dwg, pdf etc.) with their metadata and the possibly linked PDE objects (TAG-No. / KKS / RDS-PP etc.) and their metadata can be transferred.

PEXCEL transfer: A supplier registers his document number requirement via Excel. You read in this Excel file and create the corresponding virtual document set in your document requirement. You send the document numbers generated in the DMS back to the supplier to create the documents.
PStructured PCS transfer: A supplier registers his document number requirement via Excel. After reading in this Excel list, a corresponding document record is created in DMS as a structured PCS data container (Planet Control System) for transferring documents & database. The PCS file containing the created document numbers is sent back to the supplier. The supplier's documents can now be entered there and linked within the PCS file if required. The PCS file is then returned and the data is automatically read into the leading PLM-PLANET project in a structured way.