New engineers and their team leads
Onboarding a new engineer to the company's PLM system
Use cases
About
The 'How to use the PLM' mind map template provides a structured guide for navigating Product Lifecycle Management (PLM) systems, covering 45 nodes across 11 major branches. It walks users through essential tasks such as creating parts, EBOMs, and documents, managing changes via ECR/ECO workflows, generating reports, and optimizing daily PLM usage. Key branches include 'Start', 'Create a Part', 'Create an EBOM', 'Create a Document', 'Release your product', 'Change something', 'Get a report', 'Find any information', and role-specific workflows for RD PTM, Mechanical Designer, Project Manager, Purchasing PTM, Quality PTM, and Process PTM. The template also offers efficiency tips like 'Set your Preferences' and 'Work from your Design Organization'. This PLM cheat sheet is ideal for engineers, project managers, and PLM administrators seeking a quick reference for standard PLM processes.
Terms and ConditionsWhen to use this template
Quality managers and PLM administrators
Preparing for a PLM audit or process review
Project managers, designers, and purchasing PTM
Training cross-functional teams on standard change management procedures
How to use this template
Step 1
Open and Explore the PLM Workflow
Open the template in Xmind to navigate through the eleven major branches covering part creation, EBOM management, and product release cycles.
Step 2
Review Detailed Instructions and Role Workflows
Expand the subtopics within each branch to follow step-by-step instructions for specific tasks like ECR/ECO workflows or role-specific project management.
Step 3
Customize and Share Your PLM Guide
Tailor the nodes to match your specific organizational environment before exporting the map as a PDF or image to share with your engineering team.
Frequently asked questions
The template covers 45 nodes across 11 branches, including starting PLM, creating parts/EBOMs/documents, releasing products, managing changes (ECR/ECO), generating reports, and role-specific workflows for RD, Mechanical Designer, Project Manager, Purchasing, Quality, and Process PTM.
Navigate to the 'Change something' branch. For documents, choose between 'Create a minor change' or 'Create a major change', then follow the sub-branches for draft, series (ECR/ECO), or production documents. Similar steps apply for changing parts and EBOMs.
Yes, the template includes a dedicated 'Project Manager work' branch with tasks like 'Define your Team (DO)', plus guidance on reports and release processes. It also covers cross-functional collaboration with other PTM roles.
Absolutely. Open the .xmind file in Xmind, then edit any node text, add subtopics, or rearrange branches to match your organization's specific PLM procedures and terminology.
The 'Learn to search information' sub-branch includes 'Quick Search', 'Firefox shortcuts', 'General search', 'Viewable search', 'Collections and Saved search', and 'Standard Search'.
The 'Create an EBOM' branch provides a dedicated workflow for building Engineering Bill of Materials. Additionally, the 'EBOM Report' under 'Get a report' helps verify and document the EBOM structure.
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