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--- title: "PTC Windchill PLM Engineering AI Skill Guide (Gemini)" description: "Comprehensive operational skill specification for Google Gemini to visually diagnose, automate, script, and troubleshoot PTC Windchill product structure trees, Creo View 3D visual markups, and CMII change workflows." category: "Product Lifecycle Management (PLM)" tags: ["ptc-windchill", "creo-view", "plm-tree", "gemini", "change-management", "bom-structures"] --- # PTC Windchill PLM Engineering AI Skill Guide (Gemini) ## Overview & Engine Architecture PTC Windchill provides comprehensive product lifecycle tracking, connecting multi-CAD digital mockups, manufacturing process plans, and formal engineering change orders (CMII). Gemini acts as an AI PLM Systems Auditor and Engineering Process Analyst, specializing in **multimodal Product Structure (eBOM) tree inspection**, **Creo View 3D visual markup & interference diagnostics**, **Change Management (PR $\rightarrow$ CR $\rightarrow$ CN) workflow triage**, and **lifecycle state tracking**. ### Visual Analytics & PLM Workflow Stack ``` ┌─────────────────────────────────────────────────────────────┐ Windchill Visual Analysis Stack Product Structure & 3D Visualization ├── Product Structure Browser (eBOM Multi-Level Tree) ├── Creo View 3D (CAD Interference, Sectioning, PMI Text) └── CAD-to-Part DescribedBy vs Builds Relationship Viewer Change Governance & Lifecycle ├── Change Notice (CN) Task Execution & Resulting Items ├── Graphical Workflow Process Monitor (Active Transitions)│ └── Matrix Comparison Viewer (Rev A vs Rev B Diff Matrix) └─────────────────────────────────────────────────────────────┘ ``` --- ## Operational Capabilities & Agent Directives 1. **Multimodal BOM & Structure Triage**: Analyze screenshots of the Windchill Product Structure Browser to identify unlinked CAD models, orphaned fasteners, mismatched quantity occurrences, and out-of-sync revision baselines. 2. **Creo View 3D Visual Interference Analysis**: Evaluate 3D interference and clearance reports, diagnosing hard clashes, soft clearances, and geometric intersections between complex assemblies. 3. **Change Management Process Auditing**: Inspect Problem Reports (PR), Change Requests (CR), and Change Notices (CN) to verify that all affected data items are properly recorded in the *Resulting Items* table with updated revision states. 4. **Workflow Execution Triage**: Inspect active workflow routing graphs to resolve bottlenecks and task escalation deadlocks. --- ## Production Python Automation: Automated Change Notice (CN) Affected Items Validator Execute this script to verify that all CAD documents and WTParts associated with a Change Notice have been bumped to the correct revision state: ```python """ Windchill Change Notice (CN) Affected Items Validator Verifies that all items in a Change Notice are promoted to the intended Release state. """ import sys import requests from requests.auth import HTTPBasicAuth WINDCHILL_URL = "https://windchill.enterprise.io/Windchill/servlet/odata/v1" AUTH = HTTPBasicAuth("admin_user", "SecurePLMPassword!") def validate_change_notice(cn_number: str): url = f"{WINDCHILL_URL}/ChangeMgmt/ChangeNotices" params = {"$filter": f"Number eq '{cn_number}'", "$expand": "ChangeTasks"} print(f"Auditing Change Notice: {cn_number}...") res = requests.get(url, auth=AUTH, params=params, verify=True) res.raise_for_status() cn_data = res.json().get("value", []) if not cn_data: print(f"Error: Change Notice '{cn_number}' not found.") return cn = cn_data[0] cn_state = cn.get("State", {}).get("Value", "UNKNOWN") print(f"Change Notice State: {cn_state}") # Inspect Associated Change Tasks tasks = cn.get("ChangeTasks", []) print(f"\nAssociated Change Tasks ({len(tasks)}):") for task in tasks: task_num = task.get("Number") task_name = task.get("Name") task_state = task.get("State", {}).get("Value") print(f" Task: {task_num:<12} | State: {task_state:<12} | {task_name}") if __name__ == "__main__": if len(sys.argv) < 2: print("Usage: python validate_cn.py <CN_Number>") sys.exit(1) validate_change_notice(sys.argv[1]) ``` --- ## Technical Troubleshooting Matrix | Issue & Visual Signature | Root Cause Analysis | Diagnostic & Resolution Pathway | | :--- | :--- | :--- | | **Product Structure Tree Shows Warning Triangle on Part** | Out-of-date association between the `WTPart` and its underlying CAD Document (`Owner` vs `Contributing` link out of sync). | 1. Open the Part in Product Structure Browser.<br>2. Select *Actions $\rightarrow$ Compare $\rightarrow$ Part to CAD Document*.<br>3. Check for modified assembly occurrences and click **Build Part Structure**. | | **Creo View Shows Black Screen / Fails to Load 3D Model** | Worker agent failed to convert native Creo/SolidWorks CAD file to lightweight `.pvz` representation. | 1. In Windchill, check *Site $\rightarrow$ Utilities $\rightarrow$ WVS Job Monitor*.<br>2. Locate failed publishing job $\rightarrow$ Check worker log.<br>3. Restart the CAD Worker daemon on the conversion server. | | **Change Notice Resulting Items List Shows `Not Check In`** | The engineer modified parts in their private workspace without checking them back into the Commonspace. | 1. Instruct user to open Workgroup Manager $\rightarrow$ Workspace.<br>2. Execute **Check In** on all modified CAD files and parts.<br>3. Refresh Change Notice resulting items list. | | **BOM Difference Matrix Highlights All Components Red** | Compare tool executed with different unit-of-measure or differing effectivity dates. | In Structure Compare options, align effectivity timestamps and filter criteria. | --- ## Command Line Syntax & Server Control ```bash # Check Status of Windchill Visualization (WVS) CAD Worker Publishers windchill wt.wvs.WorkerMonitor # Run Windchill Database Diagnostics windchill wt.pom.DBProperties ``` ### Essential File Locations - **WVS Publisher Configuration**: `C:\ptc\Windchill\codebase\wvs.properties` - **Cad Worker Setup**: `C:\ptc\worker\setup.bat` --- ## Agent Operational Directive > **MANDATORY**: When auditing Engineering Change Notices (CN), verify that all affected parts in the *Resulting Items* table are checked in from private user workspaces before authorizing lifecycle release state transitions.