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Case study · PTC Creo+

A history graph for CAD design evolution

I designed a visual history and audit trail for Creo+, so engineers could see how a model changed, who changed it, and why, and safely return to any point in its evolution.

Creo+ history graph, showing a branching timeline of model versions alongside the 3D chair assembly
Role
Lead Product Designer. Research, information architecture, interaction, UI.
Timeline
2023. Discovery through design handoff.
Platform
Creo+, PTC's cloud-connected CAD environment.
Outcome
Design history stopped being a black box. Engineers could branch to explore ideas freely and converge on one live source of truth.
Branch freely

Explore ideas on a branch without touching the main design, then merge back when they are proven.
One source
of truth
The main branch keeps everyone on the same model, working together in real time with changes seen instantly, no check-in or check-out.
Traceable by design
A visual timeline replaces the opaque list of operations, and every change carries who, when, and why as a first-class record.
The problem

Nobody could tell the story of how a model got here.

CAD models evolve through hundreds of operations, across multiple engineers, over months. The existing history was a long linear list of features with no sense of time, authorship, or intent. When something broke, tracing the cause meant scrolling and guessing.

Reverting was worse. Rolling back to fix an early mistake risked discarding everything built on top of it, so engineers avoided it entirely and worked around problems instead.

"I don't touch the early history. If I roll it back, I don't know what I'll lose."
Research

How engineers reason about change

I studied how engineers investigate a model's past, what questions they ask when something goes wrong, and where the existing history left them stranded.

3
Questions, every time
What changed, who changed it, and can I safely undo it.
100s
Operations per model
Flattened into one undifferentiated list with no hierarchy.
Avoided
Rollback as a habit
Too risky to use, so problems were patched over instead of fixed.
The insight that set direction
Engineers did not need more history. They needed history they could read as a narrative, with enough safety to act on it.
The design

Turn a list into a graph you can read

The design reframed history as a time-based graph. Structure, authorship, and consequence became visible, and every action carried a clear preview of what it would affect.

History timeline panel listing model versions in order, with branch points
01
Read it as a timeline
Versions lay out over time with authorship, so the model's evolution reads like a story instead of a flat list.
Change detail popover showing who modified CHAIR_ASSEMBLY.ASM, and when
02
Attribute every change
Select any point to see who made the change, when, and the intent behind it, as a first-class audit record.
Impact preview comparing a change against the highlighted original geometry
03
Preview the consequence
Before reverting, see exactly what downstream work a change would affect, so rollback becomes a safe, informed decision.
Restore context menu, showing Restore as Latest and Restore options over a highlighted chair assembly
04
Return without fear
Restore a prior state as a deliberate, recoverable step rather than a destructive one.
Part of a bigger picture

Traceability as a platform principle

The history graph shared a foundation with the contextual commenting work: both treat the record of a change as a first-class object, tied to a specific state and author. Together they pushed Creo+ toward traceability by default.

That same principle, versioned, attributed, recoverable, carried forward into how PTC thought about collaboration and governance across the platform.

Impact

What changed

History became readable
A linear list of operations turned into a legible, time-based narrative.
Rollback became safe
Impact previews let engineers revert with confidence instead of avoiding it.
Traceability by default
Reinforced a platform-wide move toward versioned, attributed change.
Want to see the next one?
The contextual commenting case study covers the pattern that became Jetstream's foundation.
Read Creo+ Commenting All work
Ortal Lampert · Senior Product Designer