Common Components Help

AEF Help

Important Terms

This section lists words you'll see frequently on Team Central pages and explains how these words are used within the system.

2D and 3D viewers

Applications that let you view documents and drawings 2- or 3-dimensionally. The viewers are usually compatible with many different file formats and often offer the ability to mark up the documents with annotations and highlights. Two common viewers are ViewCafe and Brava.

attribute

A property or characteristic that defines an item. For example, an attribute of a line item is Required Quantity, an attribute of a part is Weight, and an attribute of an RFQ is Quote Requested by Date.

access (access levels)

The ability to perform a particular action or view specific information. Team Central lets Workspace Leads assign accesses to individual folders, subfolders, content items, routes, and discussions. Workspace Leads can also assign default accesses for the workspace. See Overview of Team Central Accesses.

archive

Make a completed workspace unavailable to members for the purposes of clearing obsolete or finished work from view. The workspace creator can archive a workspace. Once archived, only the workspace creator can access the workspace and its associated components, such as files and discussions.

business unit

An operating unit of a company. A business unit can have employees and locations of its own.

Buyer Desk

A term used within MatrixOne's Sourcing Central application that refers to a team of buyers responsible for sourcing particular line items or parts. Associating a Buyer Desk with a workspace adds all the buyers in the Buyer Desk to the workspace. Each Buyer Desk can only be associated with one workspace and a workspace can only be associated with one Buyer Desk.

check in

Checking in a file, also called uploading, means to copy the file from a local disk to a folder, subfolder, or route, making the file available to all workspace members who have access to the folder, subfolder, or route. To check in a new file, a person must have the appropriate access to the folder, subfolder, or route. To check in an updated version of a file, a person must first lock the file for edit. When a person checks in a new version, the system unlocks the file so others can edit and route it. Also see version (of a file).

check out

See lock for edit.

company

Sometimes called parent company, refers to a top-level corporate entity. A company can have many business units, employees, and locations.

collaborate

When your company collaborates with another company, employees of each company can add employees of the other company as workspace members.

customer company

A company that registers with the host company so its employees can use Team Central.

discussion

Posted messages and replies to those messages that are related to a particular workspace, folder, or content item. The messages are "threaded" because workspace members can reply to a specific message. Other workspace members who have access to the discussion can then see the replies to the message. In turn, members can reply to a reply and then see those replies, and so on.

folder

A container for documents and other items, such as RFQs and quotations, that concern a particular subject within a workspace. Your site may have predefined top-level folders--such as Testing/QA, Prototype, and Design Specifications--that are recommended for every workspace. Custom folders and subfolders can also be created for a workspace.

host company

The company that makes Team Central available to other companies who register to use the application.

IconMail

IconMail is a messaging system for Team Central and other MatrixOne applications. The messages include system notifications and messages sent between MatrixOne applications users. You access IconMail by clicking the IconMail tool in the toolbar. For more information, click the help button on the IconMail page.

location

A physical site where a company or business unit does business. For example, a location may be a headquarters, manufacturing plant, shipping address, etc.

locked file

A file that someone has checked out and is editing. Other people can view the file but they cannot lock the file for edit or check in a new version of the file until the person who locked the file checks in a new version.

lock for edit

You can lock a file for editing when you intend to make changes and check in an updated version of the file. Since you don't want anyone else to make changes while you are editing the file, the system "locks" the file. Other people can view the file but they can't lock the file for editing, check in a new version, or route the file. When you lock a file for editing, you save the file to a local disk and then open it in the associated program (for example, Microsoft Excel for .xls file). After editing the file, you can resave it and check in the new version.

mark up

To add annotations, drawings, highlights, or callouts to a document or drawing. Most 2D and 3D viewers let you mark up documents or drawings although the specific markup functions vary by viewer.

owner

The owner of an item is initially the person who creates or adds the item. For example, the owner of a workspace is the person who creates the workspace. The owner of a workspace and folder can reassign ownership to someone else.

package

A set of Request for Quotes (RFQs), which are managed from Sourcing Central. Buyers should create a package when they want to manage a set of RFQs collectively.

push subscription

To request that another workspace member be notified when a specific event occurs for an item you own.

quotation

A component of an RFQ. When the buyer sends an RFQ to suppliers, Sourcing Central creates one quotation for every supplier in the RFQ. The supplier uses the quotation to review the line items in the quotation, enter bids for each line item, and attach documents.

Request for Quote (RFQ)

A buyer creates and submits an RFQ to inform suppliers of opportunities to design, test, or manufacture parts or supply services.

revision

Non-document content items have revision numbers, which are just like version numbers. See version (of a file).

route

A set of tasks that a person defines for a group of people. Routes typically contain documents and can contain RFQs, packages, or quotations, which the route members can use to complete their tasks. The route may require that people perform tasks sequentially or at the same time. The person who creates the route specifies the action people should perform when their tasks become active. For example, the action might be to comment or approve the items. The route creator also specifies the date by which each person should complete the task and gives instructions for completing the task.

route template

A route template saves the components of a route that are frequently reused, including the route description, route members, task order, and task instruction and action for each member. The components of a route that are typically unique for each route--the route name, the content being routed, the task due dates and times, and the route accesses--are not saved in the template. Use route templates to speed up the process of creating a route that is similar to one you have already created.

subfolder

A container for files that are grouped within a folder. Having subfolders within a folder is optional and there can be subfolders within subfolders. Files and other items can be added to both folders and subfolders. You will probably want to create subfolders if you anticipate that a folder will have a lot of content and this content can be logically grouped into more than two sets.

sub-route

When a person is assigned a task as part of a route, the task assignee can create a sub-route to help complete the task. For example, if a task requires you to comment on a specification, you can create a sub-route to gather input and other documentation from other people. Any sub-routes that exist for a task must be completed before the task can be completed.

subscribe

To indicate that you want to be notified whenever a specific event is performed for an item within Team Central. For example, you could subscribe to a file and request that you be notified whenever someone locks the file for editing or checks in an updated version of the file. The items you can subscribe to are workspaces, routes, folders/subfolders, files, all the discussions for an item, and replies for individual messages within a discussion. You can also request that other people be notified when specific events occur for an item you own. This is called pushing a subscription.

task

A request that a workspace member perform some business activity--such as review, comment, or approve. When people create routes, they define the tasks that should be completed, who should complete them, and the action that should be completed. Routes typically include content, such as documents, and the tasks typically involve reviewing or commenting on the routed information. Included with each person's task are instructions for the person and the scheduled completion date.

template

See route template.

unlock a file

To make the file available so other people who have the appropriate access to the file can lock the file for editing and then check in updated versions of the file. When you check in an updated version of a file, the system automatically unlocks it. You can also unlock a file without checking in a new version. For example, if you decide not to update the file or if you cancel the lock for edit process before saving the file to disk.

unmanaged documents

Documents that are attached to items, such as RFQs and quotations, but are not added to a Team Central folder.

version (of a file)

A file's version number increments by 1 each time a person checks in an updated version of the file. For example, the first time a person adds a file, its version is 1. When someone locks the file for editing and then checks in the updated version, Team Central lists version 2 of the file and so on.

view a file

When you view a file, the application opens the file in a new browser window. If the browser doesn't recognize the file's extension or the file is a type that can't be opened in a browser (such as a Winzip file), the browser gives you the option to save the file to a local disk. Then you can open the file in an appropriate program or use it as needed. Viewing a file has no affect on other people's ability to view or edit the file. For example, someone could edit the file while you are viewing it. If you intend to edit the file and check in a new version, you must lock the file for edit. Also see 2D and 3D viewers.

workspace

A collection of people, folders, content, routes, tasks, Web meetings, and access privileges assembled to accomplish a particular business need.

Workspace Lead

A workspace member who is able to add and remove people from the workspace, change access privileges for members (for example, give members the ability to create routes, add files to folders, etc.), add folders and subfolders to the workspace, and view any route in the workspace, even those they don't belong to. Note that Workspace Leads are assigned per workspace, so a person who is a Workspace Lead for one workspace need not be a Workspace Lead for another workspace.

The workspace owner is automatically designated as a Workspace Lead. The workspace owner can then designate other workspace members to be Workspace Leads as needed.

workspace member

Any person added to a workspace is a workspace member, including people designated as a Workspace Lead and the workspace owner. When Workspace Leads add members to a workspace, they can include people from within their company or from within any collaborating organization. Workspace members also include roles assigned to the workspace and people assigned because they belong to an associated Buyer Desk.