- features
- SOLIDWORKS PDM Standard
- SOLIDWORKS PDM Professional
- SOLIDWORKS Manage
Manage and control all your product development data. With SOLIDWORKS PDM, you can create and maintain a single data location and repository that users can access to store and retrieve files. SOLIDWORKS PDM manages all file references and automatically updates them as you move files to other folders or rename them, avoiding missing references or the time-consuming manual effort to find and fix missing references.
Quickly find and reuse existing design data to save time and control costs. You can create a framework to quickly find and reuse or repurpose existing design data. You can use SOLIDWORKS PDM tools to quickly find designs without spending time finding previous designs on shared drives or local workstations, or recreating designs if they cannot be found.
Track design changes and avoid errors caused by manual methods. Track changes and keep a full revision history as your design evolves.
Establish secure file repositories to control access to sensitive or proprietary product information. With SOLIDWORKS PDM, you can create and maintain a single data location and repository that users can access to store and retrieve files. With SOLIDWORKS PDM products, data remains secure, up-to-date, and accessible. The system eliminates duplication of work and delays, while saving time and development costs. Easily establish and assign individual and/or group user permissions. Graphically present the product development process with the easy-to-use flowchart interface in the SOLIDWORKS PDM product.
Make sure you're always using the "correct version" of your design by using revision and version control features. Customize file naming and revision control schemes, preserve document history, and easily manage document versions to avoid costly manufacturing errors with incorrect revisions.
Keep a complete history of your product design, engineering and development activities for reporting and auditing purposes.
Use the powerful search tools provided by PDM to quickly find the data you need across multiple file types, saving time and reducing development costs by reusing designs. You can quickly search file content across multiple data types such as CAD files, Microsoft Word documents, Excel® spreadsheets, Outlook® emails, and image files, and use data including name, date, metadata, and workflow status Find documents with various search criteria.
View eDrawings®, SOLIDWORKS, and AutoCAD® documents within eDrawings in SOLIDWORKS PDM.
- Engineering Change Management
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Reduce the time required to complete design approval and engineering change order (ECO) processes. Graphically demonstrate the product development process through an easy-to-use flowchart interface. Engineering change documentation and change approval are fully electronic processes in SOLIDWORKS PDM Professional.
- Bill of Materials Management
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Maintain, manipulate, and leverage Bill of Materials (BOM) information to support downstream applications and systems. Create individual BOM objects from an existing CAD file structure that automatically update as the CAD model evolves, eliminating the frequent manual updates required with spreadsheets. Connect your CAD data to an Enterprise Resource Planning (ERP) or Manufacturing Resource Planning (MRP) system, allowing you to easily update BOM information in other enterprise business systems. Use customizable templates to display BOM information in multiple formats, or format BOM information to meet the needs of users or groups of users.
Helps comply with government regulatory requirements and industry standards. SOLIDWORKS PDM Professional helps you comply with regulatory requirements such as FDA, RoHS, ISO 9001 and 14000, ANSI, and others.
- distributed collaboration
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Collaborate across your organization while keeping your employees connected, getting the latest data, and working on the same datasets. Create and maintain a single data location and warehouse that can be accessed by users around the world to store and retrieve files. Configure the SOLIDWORKS PDM Professional system to automatically notify users when documents pass through different states or stages of an electronic workflow you have established. Many types of neutral file formats and other file types are automatically created from SOLIDWORKS.
Correlate design data needs across the enterprise. Create and maintain a single data location and warehouse that can be accessed by users around the world to store and retrieve files. In addition to maintaining secure backups of product design data, a secure file repository eliminates multiple "silos" of information, duplicate files, and out-of-sync revisions. SOLIDWORKS PDM Professional includes the right tools to help you configure and customize many aspects of a PDM system to meet the specific needs of organizations of all sizes.
- Advanced Search and Favorites
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Save and share search criteria as "Favorites," giving you instant access to common searches.
- Multiple document preview, scalability
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Multiple Document Preview: View multiple documents in the Preview window.
Scalability: Easily correlate design data needs across the enterprise, whether for a small number of users in a single location or hundreds of contributors across multiple locations. SOLIDWORKS PDM Professional provides a convenient vault location where colleagues can store and retrieve data. Efficient file storage and retrieval can manage millions of files.
- Automatically create neutral files
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Configure SOLIDWORKS PDM Professional to automatically create neutral file formats, saving the time and effort required for communication.
Map variables to both predefined and custom named properties (such as Title and Author) in the SOLIDWORKS file. If the SOLIDWORKS file contains a configuration, the configuration name is displayed as a tab within the data card. Configuration specific values are displayed in the corresponding tabs.
- Import and export data automatically
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SOLIDWORKS PDM Professional can import variable values from XML files into a library database. In the library, existing files or items that match the import criteria will get values at specific points in the file's workflow. Create export rules to export SOLIDWORKS PDM BOM variables that can be read into the ERP system.
Use serial numbers to assign automatic names to files and folders, unique IDs to items, or to add unique running values to card controls. You can set any number of serial numbers in each library. The Item Number serial number will be defined by default to generate a unique item ID.
SOLIDWORKS PDM Professional gives your business the tools and capabilities needed to keep employees everywhere connected, updated, and working with the same set of data. This global interconnectivity enables distributed collaboration that is critical to compressing engineering cycles and accelerating time to market.
- Remote access, automated approval process
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Remote Access: Enables employees and partners to participate through a web portal on a variety of connected devices such as smartphones and tablets.
Automated Approval Process: Automatically assist multiple required approvers with parallel transitions.
SOLIDWORKS PDM notifications can be added from the local vault so that logged in users will receive email messages when predefined events occur in a file or folder.
- project management
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Provides key information to help teams focus on important tasks and provides an overview of resource capacity for better planning and utilization. Manage project phases, timelines and milestones, as well as resource usage and capacity. Utilize user tasks and schedules to automatically track progress.
- Process management
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Streamline business processes, automate document creation, and bring together everyone involved in a new product, from sales and marketing to production and support. Configure states and decision points for all types of business processes, such as Engineering Change Requests (ECRs), Engineering Change Orders (ECOs) and Engineering Change Notifications (ECNs), transfers and approvals.
- item management
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Create, edit, and compare complete bills of materials (BOMs) by associating items, files, and free text. Manage product variants for different use cases and applications. Extract SOLIDWORKS drawing bills of materials and item numbers directly from system data.
- User task
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Give users the knowledge they need to work more efficiently with tasks and calendars.
- Dashboards and Reports
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Create and assign interactive graphical dashboards to display key information. Display a continuously updated dashboard on the Community Monitor. Configure reports according to company standards and publish them automatically or on demand.
- Microsoft Outlook integration
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Create a new record, such as a case, from a Microsoft Outlook® email based on the information in the email, including attachments. Copy the email to an existing record for reference.