File Management
Manage and control your product development data with a secure file vault
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. | | | |
Revision Management
Track design changes automatically and maintain a complete revision history
with a standardised process that’s customised 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 unauthorised changes are eliminated. | | | |
Revision Control
You can customise 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 Microsoft Office 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. | | | |
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 unsynchronised revisions. | | | |
Distributed Collaboration
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
Provide 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 utilisation.
Manage project stages, time lines, and milestones along with resource
utilisation and capacity. Utilise 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
utilising tasks and calendars. | | | |
Dashboards and Reports
Create and distribute interactive graphical dashboards to display critical
information. Configure reports to company. | | | |
