SolidWorks Training
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Training Courses: Workgroup PDM User

Workgroup PDM, which is included in SolidWorks Professional, uses a secure vault in which users can store information, control revisions, and review history. This course teaches how to properly navigate and utilize this tool. Learn how to check in documents, take ownership of files and review part properties and history. Also generating reports on parts, assemblies or entire projects are covered.


Class Duration: 1 Day

Recommended Pre-Requisites:

  • Introduction to SolidWorks

Main Topics Covered:

  • Starting and Using the Workgroup PDM
  • Setting User Options
  • Navigating the Vault
  • Checking In Documents to the Vault
  • Changing and Controlling Revisions
  • Creating and Outputting Reports
  • Changing Lifecycle Status
  • Opening, Owning, and Checking Out Documents from the Vault
  • Displaying Document Information
  • Searching for Documents in the Vault
  • Using Drawing Revision Tables
  • Checking Non-SolidWorks Files into the Vault
  • Creating Attachments to Files within the Vault
  • Comparing Documents
  • Adding Custom Properties to Files
  • Managing Toolbox and Non Revision Parts
  • Deleting Files from the Vault
  • Archiving Older Files
  • Revision Control of Configurations

Upcoming Classes

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