SOLIDWORKS PDM

Maintain your data in a single, secure vault. SOLIDWORKS PDM manages file references and automatically updates them if and when you move or rename a file. This type of file management eliminates broken references and the time required to locate and manually fix lost references.

Find and reuse existing design data. Locate files quickly with PDM’s tools rather than spending time searching for prior designs on shared drives or local workstations — or, worse yet, recreating designs when you can’t find them.

Avoid errors associated with manual revision control methods. Track changes and maintain a history of revisions through the design’s lifecycle.

You can also use custom file naming and revision control schemes to ensure you are working with the correct version of the design.

Check-in and check-out procedures allow for no-risk collaboration when working with large designs (such as industrial equipment) when many users make design changes.

Control access to your proprietary product data. You can assign specific access rights to individuals and groups.

Some industries, such as the medical field, require a complete audit trail of product development and testing.

SOLIDWORKS PDM maintains a complete history of your design, engineering, and product development activities for reporting and auditing as soon as you start using the software. It automatically records every action on a file, including date, time, and user stamps.

Find your data using powerful search tools. You can search multiple file types — including CAD, Microsoft Word, or Excel and more — and use multiple search criteria, including name, date, metadata, and workflow status

View eDrawings, SOLIDWORKS, and AutoCAD documents in eDrawings from within SOLIDWORKS PDM.

SOLIDWORKS PDM will easily reflect all your design data contained within the CAD files you create. You can view BOM files without having to open SOLIDWORKS.

Handle all your file types with unique workflows. These workflows can help you get all the stakeholders involved in approval processes for your different document types.

Uphold compliance with industry standards and government regulatory requirements, such as FDA, RoHS, ISO 9001 and 140000, and ANSI, for all your document types with unlimited workflows.

Collaborate throughout your organization while keeping people connected, current, and working on the same data set in the vault, regardless of their location across your entire enterprise.

Secure file vaulting eliminates “silos” of information, duplicate files, and unsynchronized revisions.

Configure your PDM system to notify users automatically when documents progress through various states or stages in your established electronic workflow.

SOLIDWORKS PDM Professional includes tools that allow you to configure and customize your PDM system to match the specific needs of large and small organizations. Customize your PDM system to match the specific needs of large and small organizations.

Get instant access to your most popular searches by saving and sharing search criteria as “favorites.”

Preview nearly any file type before ever opening them, such as images, Microsoft Office documents, and email files in the Preview window with PDM Professional.

Give departments responsible for managing documentation generated in Word, Excel , and Powerpoint easy access within the application to check files in and out, manage their revisions, etc

SOLIDWORKS MANAGE ONLY: There’s even a connection for Microsoft Outlook that’s powerful for capturing an email and creating records based on that. Ever had a customer send you a request to change something? How about a streamlined way to capture that as part of an ECR to keep a full audit trail and keep everything on track?

Save time by configuring the software to create neutral file formats automatically. PDM Standard creates PDFs from SOLIDWORKS drawings. PDM Professional creates DXF, STEP, and STL from CAD files and PDFs from Microsoft Office documents.

Map variables to predefined properties, such as Title and Author, and custom named properties in your files. If your SOLIDWORKS file contains configurations, the configuration names appear as tabs in the data card. Configuration-specific values appear in the corresponding tab.

Import variable values from an XML file into a vault database. In the vault, existing files or items that match import criteria acquire the values at specified points in the file workflow. You can also create a rule to export SOLIDWORKS PDM BOM variables that can be read into ERP systems.

Use serial numbers to automatically assign names to files and folders, assign unique IDs to items (part numbering), or add unique running values to card controls. You can set up as many serial numbers as you need in each vault. Generate unique item IDs with “Item Number” serial numbers by default.

Empower staff and partners to contribute through web-enabled portals from connected devices such as smartphones and tablets.

Facilitate multiple required approvers automatically with parallel transitions and from different departments for any document type.

Use PDM Professional to notify individuals via email if they have an action item to follow through on, such as releasing for manufacturing.

Leverage PDM Professional's API to customize the functionality of your PDM environment and develop custom add -ins for anything that the system doesn’t currently do out of the box.

Manage projects and see an overview of your resources and their capacity along with project stages and timelines to help with your planning and assignments. Automatically track progress using tasks and timesheets and even use your CAD data and other documents as deliverables for any project stage.

Streamline processes, automate document creation , and unite stakeholders in new product development. Configure states and decision points for all business processes, including ECR/ECO/ECN, Document or Design Approval, CAPA, NCR, Quoting, Project Initiation, and more.

Create, edit, and compare BOMs with associated items, files, and free text. Manage product variations for different applications and generate SOLIDWORKS drawing BOMs and item numbers directly from system data.

Ensure your users have the knowledge they need to get projects done through tasks and calendars, keeping them working effectively and efficiently.

Create custom, visual dashboards to showcase product and project information. You can configure your reporting to your company’s standards and publish reports on an automated schedule or on demand. Real-time dashboards keep every stakeholder up to date with what’s going on in the organization.