SOLIDWORKS Manage

Data management solution for product development and lifecycles, adding powerful capabilities to SOLIDWORKS PDM.

What is SOLIDWORKS Manage?

SOLIDWORKS Manage offers a comprehensive set of data management capabilities that can be used across many areas of your organization.

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Tools in SOLIDWORKS Manage

Flexible Processes

Sophisticated configuration is possible for various business processes. Users can model New Product Introduction (NPI), Engineering Change, Stage-Gate, and other processes. Include notifications to alert users on required approvals.

Advanced Bills of Materials

Create variances for regional sourcing differences. Determine how procurement constraints will impact delivery. Compare bills of materials (BOM) to provide insight into production.

User Task Assignments

Let users know what work needs to be accomplished without resorting to email. See updates as tasks are completed to review progress.

Items Management

Users can include consumables such as paint, grease, and packaging without CAD models. Documentation can be attached to items to provide pertinent information.

Dynamic Dashboards

Keep your team informed from the board room to the shop floor with charts, graphs, and tables showing information from various data sources.

Project Management

Relate CAD data to tasks to unify engineering design and project work. See the impact of delays on the critical path. Determine resource availability and balancing.

SOLIDWORKS Manage Features

Project Management

Identify resource capacity for better resource planning and utilization, and provide critical information to help teams focus on vital tasks. Keep track of project stages, timelines, milestones, and resource utilization. Track progress automatically using user tasks and timesheets.

Process Management

Integrate sales and marketing, manufacturing, and support teams by streamlining business processes, automating document creation, and bringing all stakeholders together. You can configure different types of decision points, such as Engineering Change Requests (ECRs), Orders (ECOs), and Engineering Change Notices (ECNs).

Item Management

Associate items, files, and free text to create, edit, and compare complete bills of materials (BOM). Adapt products to different applications and use cases. From system data, generate SOLIDWORKS drawing bills of materials and item numbers.

User Tasks

Improve user productivity by leveraging built-in tasks and calendars.

Dashboards and Reports

Display critical information through constantly updating interactive visual dashboards. Publish reports automatically or on demand according to company standards.

File Management

Organize, control and manage all the data related to the development of your product. Users can access and retrieve SOLIDWORKS files and other related documents, maintaining a single source of truth. File references are automatically updated whenever a file is moved or renamed, eliminating errors.

Design and Reuse

SOLIDWORKS Manage tools help you find previous designs quickly instead of searching through shared drives or local workstations. If you can’t find a design, you can recreate it.

Revision Management

Automatically track changes and maintain revision history of product designs with SOLIDWORKS Manage. This function helps save you time by eliminating the traditional manual processes used to track revisions.

Secure File Vaulting

SOLIDWORKS Manage lets you store sensitive and proprietary data securely, so you can control who has access to it. Save time and money with Secure File Vaulting, eliminating duplicate work and delays. Users can quickly establish and assign rights to individuals and groups. SOLIDWORKS Manage provides an easy-to-use flowchart interface that graphically represents the product development process.

Revision Control

Use Revision Control to ensure you always work with the most up-to-date design version. Avoid costly manufacturing errors associated with the wrong revision by customizing file naming and revision control schemes, maintaining document history, and managing document versions efficiently.

Audit Trail

To ensure compliance with reporting and auditing requirements, keep a complete history of all product development and engineering activities.

Integrated Search

Leverage powerful search tools to find and reuse data quickly, saving you time. The integrated search works with various data file types, including CAD files, Microsoft Word documents, Outlook emails, image files, and Microsoft Excel spreadsheets. Additionally, users can conduct searches utilizing name, date, metadata, and workflow status.

eDrawings Preview

Users can access eDrawings, SOLIDWORKS 3D CAD, and AutoCAD documents within SOLIDWORKS Manage.

Engineering Change Management

Design approval and ECO processes can be streamlined using a comprehensive flowchart interface that displays the product design lifecycle.

Bill of Materials (BOM) Management

Maintain, manipulate, and use Bill of Materials (BOM) information to support downstream applications and systems. Automate updating individual BOM objects from existing CAD model file structures, eliminating the need for manual updates. Integrate your CAD data with your ERP or MRP system to easily update BOM information. Using customizable templates, format BOM information according to a user’s or group’s needs.

Regulatory Compliance

Ensure you meet government regulatory requirements and industry standards, including FDA, RoHS, ISO 9001, ISO 14000, ANSI, and more.

Distributed Collaboration

Keep everyone connected, up-to-date, and working with the same data as you collaborate throughout your organization. Provide users access to a single data vault and location that will enable them to store and retrieve files from anywhere. Set up SOLIDWORKS Manage to notify users when documents progress through different stages of an electronic workflow. Users can easily convert SOLIDWORKS and other file types into neutral file formats.

Enterprise Scalability

Ensure that you meet all of your enterprise’s design data needs with one solution. Create a centralized data vault that users can access to store and retrieve files worldwide. Secure file vaulting preserves product design data in addition to eliminating duplicate files, “silos,” and unsynchronized revisions. Many features of SOLIDWORKS Manage software can be configured and customized to meet your organization’s requirements.

Advanced Search and Favorites

Easily access your favorite searches by saving and sharing them as favorites.

Multi-Document Preview

Leverage the preview window in SOLIDWORKS Manage to view multiple document types.

Automated Neutral File Creation

SOLIDWORKS Manage can generate neutral file formats automatically, saving you time and effort.

Custom Configuration

In SOLIDWORKS, you can map variables to predefined properties (like Title and Author) and custom-named properties. Property Cards in SOLIDWORKS Manage contain configuration names if the file includes configurations. The corresponding tab displays configuration-specific values.

Automated Data Import and Export

Trigger XML Bills of Materials (BOM) output from SOLIDWORKS Manage processes to ERP systems.

Serial Number Generators

You can use serial numbers to name files and folders automatically, identify items, or add running values to card controls. There is no limit to the number of serial numbers you can set up in each vault. The default configuration automatically generates serial numbers to create unique item identifiers.

Distributed Design Teams

Manage keeps your company connected, up-to-date, and working on the same data no matter where they are. This collaboration enhances engineering cycles and accelerates time-to-market.

Remote Access

Leverage web-based portals from various devices, like smartphones and tablets, for collaboration between staff and partners.

Automated Approval Process

Speed up your design approval process with SOLIDWORKS Manage’s automated approval process, giving you a digital “paper trail” and automatic document notifications.

Email Notifications

SOLIDWORKS Manage’s email notifications can keep logged-in users informed about specific events that happen to a file or folder.

Microsoft Outlook® Integration

Microsoft Outlook® emails can be converted into new records, like Cases, based on the information in the email, including attachments. Users can copy emails to existing records to reference in the future.

The Best Technical Support in the Industry

We at TPM have extensive knowledge of SOLIDWORKS and can assist you in achieving success using the software. You can count on our industry-leading team for assistance with any task you may need.

Quick Response Customer Service

Providing you with quick and accurate customer service is a priority of TPM’s Customer Experience team. We are here to help you no matter your business goals, whether it’s a question about your subscription or services.

SOLIDWORKS Training

TPM offers SOLIDWORKS training online and in person, taught by certified SOLIDWORKS instructors. TPM provides SOLIDWORKS certification preparation materials and a Course Completion Certificate to each student upon completion.

Open enrollment courses or specialized courses
Instructors who are certified in SOLIDWORKS
Smaller and more focused classes

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