SOLIDWORKS Manage
Data management solution for product development and lifecycles, adding powerful capabilities to SOLIDWORKS PDM.
What is SOLIDWORKS Manage?
Tools in SOLIDWORKS Manage
Flexible Processes
Advanced Bills of Materials
User Task Assignments
Items Management
Dynamic Dashboards
Project Management
SOLIDWORKS Manage Features
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.
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).
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.
Improve user productivity by leveraging built-in tasks and calendars.
Display critical information through constantly updating interactive visual dashboards. Publicize reports automatically or on demand according to company standards.
Organize, control and manage all the data related to the development of your product. Users can access and retrieve files using SOLIDWORKS PDM by creating and maintaining a single data vault. File references are automatically updated whenever a file is moved to a new folder or renamed in SOLIDWORKS PDM, eliminating errors.
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.
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.
SOLIDWORKS PDM 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 PDM provides an easy-to-use flowchart interface that graphically represents the product development process.
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.
To ensure compliance with reporting and auditing requirements, keep a complete history of all product development and engineering activities.
Leverage PDM’s 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.
Users can access eDrawings, SOLIDWORKS 3D CAD, and AutoCAD documents within SOLIDWORKS PDM.
Design approval and ECO processes can be streamlined using a comprehensive flowchart interface that displays the product design lifecycle.
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.
Ensure you meet government regulatory requirements and industry standards, including FDA, RoHS, ISO 9001, ISO 14000, ANSI, and more.
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 PDM Professional 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.
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 PDM Professional software can be configured and customized to meet your organization’s requirements.
Easily access your favorite searches by saving and sharing them as favorites.
Leverage the preview window in SOLIDWORKS Manage to view multiple documents at once.
SOLIDWORKS PDM Professional can generate neutral file formats automatically, saving you time and effort.
In SOLIDWORKS, you can map variables to predefined properties (like Title and Author) and custom-named properties. Datacard tabs in SOLIDWORKS contain configuration names if the file includes configurations. The corresponding tab displays configuration-specific values.
Users can import the XML file into the vault database of SOLIDWORKS PDM Professional. The vault acquires values at specified points in the file workflow for existing files or items that match import criteria. Export SOLIDWORKS PDM BOM variables for ERP systems by creating an export rule.
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.
PDM Professional 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.
Leverage web-based portals from various devices, like smartphones and tablets, for collaboration between staff and partners.
Speed up your design approval process with SOLIDWORKS Manage’s automated approval process, giving you a digital “paper trail” and automatic document notifications.
SOLIDWORKS Manage’s email notifications can keep logged-in users informed about specific events that happen to a file or folder.
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