Design Management

Design management is the process of planning, managing, and issuing controlled documents for a project, such as drawings, reports, specifications, schedules, and so on.

When you create or receive controlled documents for a project, you add them to document placeholders associated with the project via the project's DLM tab. Controlled documents can be revised if necessary, and then issued to selected people who work on a project.

The system enforces the following rules to ensure that a correct audit trail is maintained when controlled documents are updated and superseded:
  • You must provide a new revision number when you supersede a document.
  • You cannot delete a document if it has already been issued. To prevent a document from being issued, you must obsolete it.
  • You cannot revert a document if it has been issued. To correct any errors, you must create a new revision.