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Planview Customer Success Center

PTC Windchill

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PTC Windchill is a PLM tool (Product Life Cycle Management) that focuses on the life cycle of physical products, such as parts, from the introduction phase, to growth, to maturity and finally decline. Within this world, businesses need software to guide them through each phase efficiently while ensuring high quality and centralized data. Windchill is able to this while executing rapidly on an interconnected system and ensuring that information flow from product concept to retirement is integrated between multiple teams across multiple departments. 



Connector Setup Details

This section describes the basic steps needed to prepare your PTC Windchill instance for use with Viz. 

Minimal User Permissions & Viz User

We recommend that you create a new user within your external tool, to be used only for Viz. This is the user information you will enter when setting up your tool connection within Planview Viz. By creating a new user, you will ensure that the correct permissions are granted.

In general, your user account should have sufficient permissions to read artifacts in your tool. 

Your user should have a secure password or token. Please be aware that Viz will not allow you to save a tool connection utilizing a weak password/token, such as 'tasktop.'

See here to learn how to create a custom user in PTC Windchill.

Apply the following permissions to the relevant user or user group in the applicable domain in PTC Windchill:

  • Read

Connecting to the PTC Windchill Repository

Standard Authentication

Required Fields: 

PTC Windchill Tool Connection Screen



Supported Artifacts

Supported Work Items

Supported Work Item Type

Applicable Repository Versions

Unique URL?


Any supported repository version:


Problem Report

Any supported repository version:


Change Request

Any supported repository version:



Any supported repository version:


Change Notice

Any supported repository version:


Change Task

Any supported repository version:


Supported Containers

Containers that can be modeled as Flow Items

Applicable Repository Versions

Unique URL?




Containers used to define which artifacts are included in an Artifact Set




Any supported repository version:




Supported Field Types

Planview Viz supports configuring rule-based modeling (i.e., conditional modeling) using the field types shown below.

Note: If one field of a given type is supported, others that are also that type in theory should also work. However, sometimes there are instances in which this is not the case due to the repository. So, while we can claim support for fields at the type level, there is a chance that some specific fields of a given type will not function properly.

Field Type

How is field type referenced in the repository?

Sample Repository Fields Supported

1checkicon.png String


Name, Number

1checkicon.png Single-select

String (Selection List)

Priority, Category

1Not_allowed.svg.png Multi-select



1checkicon.png Boolean


Investigation Required