Learn how to create a dashboard for CATIA with 3DEXPERIENCE to easily access your data and simplify your navigation.
Introduction
The traditional method of navigating between different applications on 3DEXPERIENCE is to use the compass to open them one by one, which, let's face it, is not ideal.
To avoid this repetitive process, you can create a dashboard to streamline navigation on the platform and manage your files and folders more efficiently.
Create a Dashboard
Step 1: Create a Dashboard dedicated to your content:
This will create a new dashboard with an empty tab.
Step 2: Customize your dashboard with applications:
Important:
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In this tutorial, we will use the Bookmark application to manage our folders and content. Here’s an article on the basics of saving that provides detailed information on the topic.
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In the applications tab (Compass), always choose the applications with an arrow in the upper right corner.
In the example below, we add to the tab the Bookmark Editor application (Folder Management), 3DPlay (3D Viewer), and the 3DSpace application for managing collaborative spaces:
TIP: The "Fit" option allows applications to automatically fill the entire space of a tab.
The benefit of this is to fully utilize drag and drop functionality, with various applications being able to interact with each other. An example is shown below with 3DPlay:
TIP: On a tab with multiple applications, if you want to display across the entire tab, simply double-click on the title area.
Feel free to experiment with different combinations of applications that you use frequently to streamline your work!
Step 3: Share your dashboards on the platform:
Once the dashboard is validated, it can be made accessible to all your colleagues on your platform. The video below shows where to find the tab for managing the sharing of the dashboard.
Once on this tab, you can choose to distribute your dashboard as a "cockpit" (a non-editable dashboard to ensure consistency among collaborators) or as a "template" (allowing a collaborator to create their own dashboard inspired by yours).
To further enhance customization, you can share your dashboards only with collaborators who have specific roles on the platform.
For example, a dashboard dedicated to designers can only be shared with members who have the designer role, and so on.
Congrats, you are now a maestro in creating and customizing dashboards!
Need assistance? Send an email to support@xdinnovation.eu