Managing the flow of data and your optimize your workflow

Managing the flow of data is crucial to keeping a project on schedule. With Product Data Management you’re able to optimize your workflow, improve the way groups manage and collaborate on projects and leverage a secure vault to safely manage the product development lifecycle. Stay organized and avoid the headaches of re-works and schedule overruns with SOLIDWORKS Product Data Management.

Take the Guesswork Out of Searching with SOLIDWORKS PDM

It happens every day. As we are engaged in our daily activities we need to create or reference documents that are stored in various locations throughout the business. In this episode, we’ll tackle how you can reclaim your lost time searching and put it to better use!

Tailored Data Management Solutions for Businesses Of All Sizes

SOLIDWORKS PDM Standard

SOLIDWORKS PDM Standard is a data management solution for smaller workgroup environments in a single location. This tool is included in the SOLIDWORKS Professional and SOLIDWORKS Premium packages. The benefits of utilizing a PDM system are many, but chief among them are ensuring that team members have access to the right files at the right time and maximizing your efficiency in the development process.

SOLIDWORKS PDM Professional

SOLIDWORKS PDM Professional is a full featured data management solution for organizations of any size. With PDM Professional, companies are able to find and repurpose files and drawings but also share design information and automate workflows. PDM Professional is the best way to organize and share your data.

SOLIDWORKS Manage

SOLIDWORKS Manage is a record-based data management system that extends capabilities of SOLIDWORKS PDM Professional by adding powerful project, process, and item management capabilities with interactive dashboards and reports.

EXALEAD OnePart

EXALEAD OnePart accelerates reuse of your parts, designs, specifications, standards, test results, and related data for all your engineering and manufacturing needs. OnePart locates information from multiple sources and makes it available instantly.

PDM Standard

PDM Professional

Manage

File Management

File Management

File Management

PDM Standard: File Management

PDM Professional: File Management

Manage: File Management

Manage and track all data relating to your product growth. With SOLIDWORKS PDM, a single data location and vault can be created and maintained which users can access to store and retrieve files. SOLIDWORKS PDM manages all the file references and updates them automatically whenever you move or rename a file to another folder, eliminating broken references or the time it takes to manually locate and fix lost references.

Design and Reuse

Design and Reuse

Design and Reuse

PDM Standard: Design and Reuse

PDM Professional: File ManagementDesign and Reuse

Manage: Design and Reuse

Locate and reuse existing design data quickly, saving time and cost control. You can create a framework to quickly locate and reuse existing design data, or repurpose them. You can use SOLIDWORKS PDM tools to quickly locate them instead of spending time trying to find prior designs on shared drives or local workstations – or recreating designs when you can't find them.

Revision Management

Revision Management

Revision Management

PDM Standard: Revision Management

PDM Professional: Revision Management

Manage: Revision Management

Track changes in design, and avoid manual method errors. Track changes and keep a full revision history of the evolution of a design.

Secure File Vaulting

Secure File Vaulting

Secure File Vaulting

PDM Standard: Secure File Vaulting

PDM Professional: Secure File Vaulting

Manage: Secure File Vaulting

Establish a protected file vault to monitor access to information about confidential or proprietary items. With SOLIDWORKS PDM, a single data location and vault can be created and maintained which users can access to store and retrieve files. Data is kept secure, up-to-date, and accessible with the SOLIDWORKS PDM products. The system eliminates duplicate labor and delays while saving time and cost of development. Individual and/or group user rights are easily established and assigned. In SOLIDWORKS PDM products, the product development process is represented graphically through an easy-to-use flowchart interface.

Revision Control

Revision Control

Revision Control

PDM Standard: Revision Control

PDM Professional: Revision Control

Manage: Revision Control

Ensure that you are always using the revision and version control capabilities to work with the "right version" of a design. Customize file naming and revision control systems, maintain document history, and handle document revisions easily to prevent costly fabrication mistakes associated with dealing with the wrong revision.

Audit Trail

Audit Trail

Audit Trail

PDM Standard: Audit Trail

PDM Professional: Audit Trail

Manage: Audit Trail

Keep a comprehensive overview of the product design, development, and monitoring and auditing activities.

Integrated Search

Integrated Search

Integrated Search

PDM Standard: Integrated Search

PDM Professional: Integrated Search

Manage: Integrated Search

Save time and rising development costs by reusing design by quickly identifying needed data across a variety of file types using the powerful PDM search tools. You can quickly search for file contents on multiple data types (such as CAD files, Microsoft Word documents, Excel ® spreadsheets, Outlook ® emails, and image files) and locate documents using a variety of search criteria (including name, date, metadata, and workflow status).

eDrawings Preview

eDrawings Preview

eDrawings Preview

PDM Standard: eDrawings Preview

PDM Professional: eDrawings Preview

Manage: eDrawings Preview

View within SOLIDWORKS PDM eDrawings ®, SOLIDWORKS, and AutoCAD ® documents.

Engineering Change Management

Engineering Change Management

Engineering Change Management

PDM Standard: Engineering Change Management

PDM Professional: Engineering Change Management

Manage: Engineering Change Management

Reduce the time to complete the processes of your design approval and the Engineering Change Order (ECO). The product development process is represented graphically via an easy to use flowchart interface. For SOLIDWORKS PDM Professional, the reports on technical improvements and approvals for modifications are fully electronic.

Bill of Materials Management

Bill of Materials Management

Bill of Materials Management

PDM Standard: Bill of Materials Management

PDM Professional: Bill of Materials Management

Manage: Bill of Materials Management

To support downstream applications and systems, keep, manipulate, and leverage the Bill of Materials (BOM) information. Create individual BOM objects from existing CAD file structures that update automatically parallel to the CAD model 's evolution, eliminating the frequent manual updates required when using spreadsheets. Connect your CAD data to your Enterprise Resource Planning ( ERP) or Manufacturing Resource Planning ( MRP) systems, allowing you to easily update BOM information in other enterprise business systems. Use customizable templates for displaying BOM information in multiple formats or for formatting BOM information to meet a user or group's needs.

Regulatory Compliance

Regulatory Compliance

Regulatory Compliance

PDM Standard: Regulatory Compliance

PDM Professional: Regulatory Compliance

Manage: Regulatory Compliance

Facilitate compliance with regulatory requirements of the Government and industry standards. SOLIDWORKS PDM Professional can support compliance with multiple types of regulatory requirements, such as FDA, RoHS, ISO 9001 and 14000, ANSI, etc.

Distributed Collaboration

Distributed Collaboration

Distributed Collaboration

PDM Standard: Distributed Collaboration

PDM Professional: Distributed Collaboration

Manage: Distributed Collaboration

Work together in the company, while keeping people informed, up-to-date, and operating on the same data set. Creating and maintaining a single data location and vault which users around the world can access to store and retrieve files. Configure the SOLIDWORKS PDM Professional system to automatically notify users when documents in the electronic workflow you set have progressed through various states or stages. Many types of neutral file formats are automatically created from SOLIDWORKS and other file types.

Enterprise Scalability

Enterprise Scalability

Enterprise Scalability

PDM Standard: Enterprise Scalability

PDM Professional: Enterprise Scalability

Manage: Enterprise Scalability

Connect your entire enterprise to the design data needs. Creating and maintaining a single data location and vault which users around the world can access to store and retrieve files. In addition to preserving secure product design data backup, secure file vaulting eliminates multiple information "silos," duplicate files, and unsynchronized revisions. SOLIDWORKS PDM Professional software includes tools that allow you to configure and tailor many aspects of your PDM system to suit the specific needs of organizations of all sizes.

Advanced Search and Favorites

Advanced Search and Favorites

Advanced Search and Favorites

PDM Standard: Advanced Search and Favorites

PDM Professional: Advanced Search and Favorites

Manage: Advanced Search and Favorites

Save search criteria and share them as "favorites," giving you instant access to common searches.

Multi-Document Preview

Multi-Document Preview

Multi-Document Preview

PDM Standard: Multi-Document Preview

PDM Professional: Multi-Document Preview

Manage: Multi-Document Preview

Using the Preview window to display several documents.

Scalability

Scalability

Scalability

PDM Standard: Scalability

PDM Professional: Scalability

Manage: Scalability

Link the entire enterprise 's design data needs easily, whether for only a few users at a single location or hundreds of developers working at different sites. SOLIDWORKS PDM Professional provides a convenient, vaulted location to store and retrieve data from colleagues. Efficient storage and retrieval of files allow for the handling of millions of files.

Automated Neutral File Creation

Automated Neutral File Creation

Automated Neutral File Creation

PDM Standard: Automated Neutral File Creation

PDM Professional: Automated Neutral File Creation

Manage: Automated Neutral File Creation

Save communication time and energy by configuring SOLIDWORKS PDM Professional to build automatically neutral formats of files.

Custom Configuration

Custom Configuration

Custom Configuration

PDM Standard: Custom Configuration

PDM Professional: Custom Configuration

Manage: Custom Configuration

In SOLIDWORKS files, map variables to both predefined properties (such as Title and Author) and custom named properties. If configurations are in a SOLIDWORKS file, the names of the configuration will appear as tabs in the data card. The corresponding tab displays configuration-specific values.

Automated Data Import and Export

Automated Data Import and Export

Automated Data Import and Export

PDM Standard: Automated Data Import and Export

PDM Professional: Automated Data Import and Export

Manage: Automated Data Import and Export

SOLIDWORKS PDM Professional can import variable values into a vault database from an XML file. In the vault, existing files or items that match import criteria acquire the values at specified points in the file workflow. Create an export rule for exporting variables from SOLIDWORKS PDM BOM which can be read into ERP systems.

Serial Number Generators

Serial Number Generators

Serial Number Generators

PDM Standard: Serial Number Generators

PDM Professional: Serial Number Generators

Manage: Serial Number Generators

Using serial numbers to assign files and directories with automatic names, assign objects with unique IDs, or add specific running values to card controls. Any number of serial numbers can be placed in each vault. Object Serial numbers are set to produce unique object IDs by default.

Distributed Design Teams

Distributed Design Teams

Distributed Design Teams

PDM Standard: Distributed Design Teams

PDM Professional: Distributed Design Teams

Manage: Distributed Design Teams

SOLIDWORKS PDM Professional offers the resources and skills the organization requires to keep people linked, informed, and operating on the same collection of data, irrespective of where they are located. This global connectivity facilitates distributed collaboration, which is important for compressing development cycles and speeding up time to market.

Remote Access

Remote Access

Remote Access

PDM Standard: Remote Access

PDM Professional: Remote Access

Manage: Remote Access

Enable staff and partners to contribute from various connected devices like smartphones and tablets through web-enabled portals.

Automated Approval Process

Automated Approval Process

Automated Approval Process

PDM Standard: Automated Approval Process

PDM Professional: Automated Approval Process

Manage: Automated Approval Process

Make multiple required approvals with parallel transitions automatically easier.

Email Notifications

Email Notifications

Email Notifications

PDM Standard: Email Notifications

PDM Professional: Email Notifications

Manage: Email Notifications

A SOLIDWORKS PDM Notification can be implemented from the Local Vault so that if a predefined event happens in a file or folder the logged-in user will receive an email message.

Project Management

Project Management

Project Management

PDM Standard: Project Management

PDM Professional: Project Management

Manage: Project Management

Provide critical information to help teams focus on important tasks, and provide an overview of resource capacity to better plan and use. Manage phases, schedules, and achievements of the project along with the usage and capacity of the capital. Use the app tasks and timesheets to track progress automatically.

Process Management

Process Management

Process Management

PDM Standard: Process Management

PDM Professional: Process Management

Manage: Process Management

Streamline business processes, simplify the development of documentation, and put together all parties concerned with new goods, from sales and marketing to production and support. In all types of business processes, such as Technology Change Requests (ECR), Orders (ECO), and Notices (ECN), transmissions and approvals, customize statements, and decision points.

Item Management

Item Management

Item Management

PDM Standard: Item Management

PDM Professional: Item Management

Manage: Item Management

By associating items, files, and free text, you create, edit, and compare complete bills of materials (BOM). Manage variations in the product for different applications and use cases. Drive SOLIDWORKS drawing the materials bill and the number of products directly from device info.

User Tasks

User Tasks

User Tasks

PDM Standard: User Tasks

PDM Professional: User Tasks

Manage: User Tasks

Through using tasks and schedules, provide users with the skills they need to function more effectively.

Dashboards and Reports

Dashboards and Reports

Dashboards and Reports

PDM Standard: Dashboards and Reports

PDM Professional: Dashboards and Reports

Manage: Dashboards and Reports

Build interactive graphic dashboards and distribute them to display important information. Display the dashboards continuously updated on community monitors. Configure business performance reports, and post them automatically or on request.

Microsoft Outlook® Integration

Microsoft Outlook® Integration

Microsoft Outlook® Integration

PDM Standard: Microsoft Outlook® Integration

PDM Professional: Microsoft Outlook® Integration

Manage: Microsoft Outlook® Integration

Create new records from Microsoft Outlook ® emails, like Cases, based on the email information including attachments. Copy the emails to reference existing records.

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