FEATURES | SOLIDWORKS PDM Standard | SOLIDWORKS PDM Professional | SOLIDWORKS Manage |
File Management
Manage and control your product development data with a secure file vault. SOLIDWORKS PDM manages all SOLIDWORKS file references and automatically updates them whenever you move or rename files, eliminating broken references. | ✓ | ✓ | ✓ |
Design and Reuse
Quickly locate and reuse existing designs to save time and control costs. Instead of spending time locating prior designs on shard drives or recreating designs when you can’t find them, use SOLIDWORKS PDM tools to locate them quickly. | ✓ | ✓ | ✓ |
Revision Management
Track design changes automatically and maintain a complete revision history with a standardized process that’s customized for your company’s needs. | ✓ | ✓ | ✓ |
Secure File Vaulting
With SOLIDWORKS PDM your company’s sensitive and proprietary data is secure, up-to-date, and accessible with configurable security controls. User permissions can be assigned based on individuals, groups, or company role. Every change is tracked and unauthorized changes are eliminated. | ✓ | ✓ | ✓ |
Revision Control
Ensure you are always working with the “right version” of a design with SOLIDWORKS PDM’s revision and version control capabilities. You can customize file naming and revision control schemes, maintain document history, and easily manage document versions to avoid the costly manufacturing errors associated with working with the wrong revision. | ✓ | ✓ | ✓ |
Audit Trail
Maintain a complete history of your product design, engineering, and development activities for reporting and auditing purposes. | ✓ | ✓ | ✓ |
eDrawings Preview
View eDrawings, SOLIDWORKS, and AutoCAD documents in eDrawings inside SOLIDWORKS PDM. With SOLIDWORKS PDM Professional you can view multiple other file types including MicrosoftOffice documents. | ✓ | ✓ | ✓ |
Integrated Search
Save time and reduce development costs through design reuse by quickly finding needed data across a range of file types using the powerful searching tools PDM offers. You can quickly perform file content searches on multiple data types (such as CAD files, Microsoft Word documents, Excel spreadsheets, Outlook
emails, and images) and locate documents using a range of search criteria (including name, date, metadata, and workflow status). | ✓ | ✓ | ✓ |
Engineering Change Management
Reduce the time to complete design approvals and Engineering Change Orders (ECO). The product development process is graphically represented through an easy-to-use flowchart interface. Engineering change documentation and change approvals become completely electronic with SOLIDWORKS PDM Professional. | | ✓ | ✓ |
Bill of Materials Management
Maintain, manipulate, and leverage Bill of Materials (BOM) information to support downstream applications and systems. Create individual BOM objects from existing CAD file structures that automatically update in parallel with design changes, eliminating manual updates and required when using spreadsheets. Connect your CAD data with your ERP or MRP systems, enabling you to easily update BOM information in other businesses applications. BOM information can be customized using templates to meet the needs of different users and groups. | | ✓ | ✓ |
Regulatory Compliance
Facilitate compliance with government regulatory requirements and industry standards. SOLIDWORKS PDM Professional can bolster compliance for several types of regulatory requirements, including: FDA, RoHS, ISO 9001 and 14000, ANSI, and others. | | ✓ | ✓ |
Enterprise Scalability
Create and maintain a single data location and vault that can be accessed by users worldwide to store and retrieve files. In addition to preserving a secure backup of product design data, secure file vaulting eliminates multiple sources of information, duplicate files, and unsynchronized revisions. SOLIDWORKS PDM Professional can be customized to meet the specific needs of your organization. | | ✓ | ✓ |
Distributed Collaboration
Collaborate throughout your organization while keeping people connected, current, and working on the same set of data. Create and maintain a single data location and vault that can be accessed by users worldwide to store and retrieve files. Configure the SOLIDWORKS PDM Professional system to automatically notify users when documents have progressed through various states or stages in the electronic work flow you establish. Automatically create many types of neutral file formats from SOLIDWORKS and other file types. | | ✓ | ✓ |
Advanced Search and Favorites
Save and share search criteria as “favorites”, providing you with instant access to common searches. | | ✓ | ✓ |
Multi-Document Preview
View multiple documents in the Preview window. | | ✓ | ✓ |
Scalability
SOLIDWORKS PDM Professional provides one convenient, vaulted location where colleagues can store and retrieve company data. Efficient file storage and retrieval enables millions of files to be managed effortlessly. | | ✓ | ✓ |
Automated Neutral File Creation
Save time and effort communicating by configuring SOLIDWORKS PDM Professional to automatically create neutral file formats. | | ✓ | ✓ |
Serial Number Generators
Use serial numbers to assign automatic names to files and folders, to assign unique IDs to items, or to add unique running values to card controls. You can set up any number of serial numbers in each vault. Item Number serial numbers are defined by default to generate unique item IDs. | | ✓ | ✓ |
Custom Configuration
Map variables to both predefined properties (such as Title and Author) and custom named properties in SOLIDWORKS files. If a SOLIDWORKS file contains configurations, the configuration names appear as tabs in the data-card. Configuration-specific values are shown in the corresponding tab. | | ✓ | ✓ |
Automated Data Import and Export
SOLIDWORKS PDM Professional can 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 work flow. Create an export rule to export SOLIDWORKS PDM BOM variables that can be read into ERP systems. | | ✓ | ✓ |
Distributed Design Teams
SOLIDWORKS PDM Professional provides the tools and capabilities that your enterprise needs to keep people connected, up-to-date, and working together, regardless of location. This global connectivity supports the distributed collaboration essential for reducing engineering development and accelerating time-to-market. | | ✓ | ✓ |
Remote Access
Enable staff and partners to contribute through web-enabled portals from various connected devices including smart phones and tablets. | | ✓ | ✓ |
Automated Approval Process
Automatically facilitate multiple required approvers with parallel transitions. | | ✓ | ✓ |
Email Notifications
SOLIDWORKS PDM can automatically send email notifications to alert users of changes to projects or requests for them to take actions. | | ✓ | ✓ |
Project Management
Provide critical information to help teams focus on important tasks, and provide an overview of resource capacity for better planning and utilization. Manage project stages, time lines, and milestones along with resource utilization and capacity. Utilize user tasks and time sheets to automatically track progress. | | | ✓ |
Process Management
Streamline business processes, automate document creation and bring together all involved stakeholders for new products, from sales and marketing to production and support. Configure states and decision points for all types of business processes such as Engineering Change Requests (ECR), Orders (ECO) and Notices (ECN), transmittals and approvals. | | | ✓ |
Item Management
Create, edit and compare complete bills of materials (BOM) by associating items, files and free text. Manage product variations for different use cases and applications. Drive SOLIDWORKS
drawing bill of materials and item numbers directly from system data. | | | ✓ |
User Tasks
Provide users with the knowledge they need to work more effectively by utilizing tasks and calendars. | | | ✓ |
Dashboards and Reports
Create and distribute interactive graphical dashboards to display critical information. Configure reports to company | | | ✓ |
