SolidWorks PDM Professional

A comprehensive PDM design solution

SolidWorks PDM Professional

SolidWorks PDM Professional


SolidWorks PDM Professional is a full-featured data management solution for organizations large and small. A data vault powered by Microsoft® SQL Server® guarantees all information is securely stored and indexed for fast retrieval by authorized users within your company. Easy to implement, fully configurable and extensible via the API, SolidWorks PDM Professional efficiently guides your product teams through your development processes, ensuring that team members have access to the right files at the right time. Localized vault replication and support of multiple CAD applications provides unmatched productivity, no matter the size, distribution, and diversity of your organization.

Video: First Look SolidWorks PDM Professional
What's New in SolidWorks 2018?

SOLIDWORKS PDM 2018 is packed full of new features and enhancements to improve file management, most of which were created in direct response to customer requests. During this recorded webinar we demonstrate the new Branch and Merge feature, SOLIDWORKS Revision Table integration, and discuss many other new enhancements added to the latest version of PDM.

Webinar: What's new in SolidWorks 2018?
Video: An Introduction to SOLIDWORKS PDM
An Introduction to SolidWorks PDM

SOLIDWORKS PDM 2018 is packed full of new features and enhancements to improve file management, most of which were created in direct response to customer requests. During this recorded webinar we demonstrate the new Branch and Merge feature, SOLIDWORKS Revision Table integration, and discuss many other new enhancements added to the latest version of PDM.

SOLIDWORKS PDM

Feature Matrix
SOLIDWORKS PDM
Standard
SOLIDWORKS PDM
Professional
SOLIDWORKS
Manage
File Management

Manage and control all your product development data. With SOLIDWORKS PDM, you can create and maintain a single data location and vault that can be accessed by users to store and retrieve files. SOLIDWORKS PDM manages all file references and automatically updates them whenever you move a file to a different folder or rename it, eliminating broken references or the time required to locate and fix lost references manually.

Design and Reuse

Quickly locate and reuse existing design data to save time and control costs. You can create a framework for quickly locating and reusing or repurposing existing design data. Instead of spending time trying to find prior designs on shared drives or local workstations—or recreating designs when you can’t find them—you can use SOLIDWORKS PDM tools to locate them quickly.

Revision Management

Track design changes and avoid the errors of manual methods. Track changes and maintain a complete revision history of a design’s evolution.

Secure File Vaulting

Establish a secure file vault to control access to sensitive or proprietary product information. With SOLIDWORKS PDM, you can create and maintain a single data location and vault that can be accessed by users to store and retrieve files. With SOLIDWORKS PDM products, data is kept secure, up-to-date, and accessible. The system eliminates duplicate work and delays, while saving time and development costs. Easily establish and assign individual and/or group user rights. Graphically represent the product development process through an easy-to-use flowchart interface in SOLIDWORKS PDM products.

Revision Control

Ensure you are always working with the “right version” of a design by using the revision and version control capabilities. 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.

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 image files) and locate documents using a range of search criteria (including name, date, metadata, and workflow status).

eDrawings Preview

View eDrawings®, SOLIDWORKS, and AutoCAD® documents in eDrawings inside SOLIDWORKS PDM.

Engineering Change Management

Reduce the time to complete your design approval and Engineering Change Order (ECO) processes. Graphically represent the product development process 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 the evolution of the CAD model, eliminating the frequent manual updates required when using spreadsheets. Connect your CAD data with your Enterprise Resource Planning (ERP) or Manufacturing Resource Planning (MRP) systems, enabling you to easily update BOM information in other businesses enterprise systems. Use customizable templates to display BOM information in multiple formats or to format BOM information to meet the needs of a user or group.

Regulatory Compliance

Facilitate compliance with government regulatory requirements and industry standards. SOLIDWORKS PDM Professional can bolster compliance for several types of regulatory requirements, such as FDA, RoHS, ISO 9001 and 14000, ANSI, and others.

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 workflow you establish. Automatically create many types of neutral file formats from SOLIDWORKS and other file types.

Enterprise Scalability

Connect the design data needs of your entire enterprise. 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 “silos” of information, duplicate files, and unsynchronized revisions. SOLIDWORKS PDM Professional software includes tools that enable you to configure and customize many aspects of your PDM system to match the specific needs of organizations of all sizes.

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

Easily connect the design data needs of your entire enterprise, whether for just a few users in a single location or hundreds of contributors working in multiple locations. SOLIDWORKS PDM Professional provides one convenient, vaulted location where colleagues can store and retrieve data. Efficient file storage and retrieval enables millions of files to be managed.

Automated Neutral File Creation

Save time and effort communicating by configuring SOLIDWORKS PDM Professional to automatically create neutral file formats.

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 datacard. 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 workflow. Create an export rule to export SOLIDWORKS PDM BOM variables that can be read into ERP systems.

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.

Distributed Design Teams

SOLIDWORKS PDM Professional provides the tools and capabilities that your enterprise needs to keep people connected, up-todate, and working on the same set of data, regardless of location. This global connectivity supports the distributed collaboration that is essential for compressing engineering cycles and accelerating time-to-market.

Remote Access

Enable staff and partners to contribute through web-enabled portals from various connected devices including smartphones and tablets.

Automated Approval Process

Automatically facilitate multiple required approvers with parallel transitions.

Email Notifications

A SOLIDWORKS PDM Notification can be added from the Local Vault so that the logged-in user will receive an email message when a predefined event occurs in a file or folder.

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, timelines, and milestones along with resource utilization and capacity. Utilize user tasks and timesheets 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 standards and publish automatically or on demand.

Video: Improve Everyday Productivity
Video: Optimize Your Work Process
Video: Reduce Operations Costs
Video: Solve More Design Challenges

SolidWorks PDM Professional Capabilities

Listed below, are some of the powerful features that SolidWorks PDM Professional users benefit from. If you would like to know more or have any questions, please contact us.

File Management

Video: File Management Preview

Manage all types of product development files using affordable, easy-to-implement SolidWorks PDM Professional or SolidWorks PDM Standard product data management solutions. These robust file management solutions provide the centralized file vaulting capabilities needed to manage and control electronic intellectual property and product design data. With little user overhead and a short learning curve, the system delivers a low total cost of ownership. The intuitive user interface, built right into Windows® Explorer, is extremely easy to use because there’s no need to learn a separate interface.

Revision Management

Video: Revision Management Analysis Preview

Focus on innovative product development by managing design revisions more effectively with SolidWorks PDM Professional or SolidWorks PDM Standard software. Track changes, maintain a complete revision history of a design’s evolution, and avoid the errors of manual approaches.

Bill of Materials Management

Video: Bill of Materials Management Analysis Preview

Efficiently and accurately maintain bill of materials (BOM) information with the BOM management solutions in SolidWorks PDM Professional software. Traditional maintenance of BOM information using standard spreadsheet tools is inefficient and error-prone with no direct link to the CAD data. The SolidWorks PDM Professional system offers a range of tools for making BOM information management more efficient, enabling you to export BOM data in multiple ways to use in downstream applications and systems, and giving non-CAD users access to BOM data.

Distributed Collaboration

Video: Distributed Collaboration Analysis Preview

Drive collaboration throughout your organization, whether it’s in just one place or around the world. SolidWorks PDM Professional provides the tools and capabilities that your enterprise needs to keep people connected, up to date, and working on the same set of data, regardless of their location. This global connectivity supports the distributed collaboration that is essential for compressing engineering cycles and accelerating time-to-market.

Regulatory Compliance

The SolidWorks PDM Professional system helps companies in regulated fields (like medical device development) comply with government regulatory requirements or industry standards for controlled development processes and product documentation by increasing operational efficiency, ensuring regulations are met,and generating the information needed to demonstrate compliance. SolidWorks PDM Professional takes just weeks to implement—not the months needed by other systems—to improve both processes and documentation performance. Its high user acceptance and low total cost of ownership enable compliance efforts to be improved quickly and affordably, providing a rapid return on your investment.

Design Reuse

Video: Design Reuse Preview

Save time, control costs, and improve quality through design reuse, using SolidWorks PDM Professional or SolidWorks PDM Standard to create a framework for quickly locating and reusing or repurposing existing design data. Instead of spending time trying to find prior designs on shared drives or local workstations—or recreating designs when you can’t find them—you can use SolidWorks PDM tools to locate them quickly.

Engineering Change Management

Video: Engineering Change Management Preview

Significantly reduce the time needed to complete your design approval and engineering change order (ECO) processes with the automated electronic workflow system in SolidWorks PDM Professional software. Automatically expedite the flow of information instead of managing engineering changes through manual or paper-based methods—often so time-consuming that they require full-time staff to coordinate.

Secure File Vaulting

Video: Secure File Vaulting Preview

Securely control access to sensitive or proprietary product information using the easy-to-implement SolidWorks PDM Professional and SolidWorks PDM Standard systems. With secure file vaulting, user access is tightly managed—even within distributed computing environments—and security risks that arise from using shared network drives are eliminated. The benefits of secure file vaulting extend beyond individual file security and user access control, including:

  • Workflow tracking
  • File routing
  • Data storage
  • Replication
  • Data backup

With SolidWorks PDM products, data is kept secure, up to date, and accessible. The system eliminates duplicate work and delays, while saving time and development costs.

Enterprise Scalability

Video: Enterprise Scalability Preview

Easily connect the design data needs of your entire enterprise, whether for just a few users in a single location or hundreds of contributors working in multiple locations around the world. SolidWorks PDM Professional provides one convenient, vaulted location where colleagues can store and retrieve data. Efficient file storage and retrieval enables millions of files to be managed.