Change the Default SOLIDWORKS Task Pane to PDM

How often do you use the SOLIDWORKS PDM task pane? Do you use it more than the default SOLIDWORKS Resources task pane? You’re in luck! If you are manually changing the task pane every time you open SOLIDWORKS, there is a better way! First introduced in 2019, there is now an easy way to set PDM as the default task pane tab! Switching the default task pane tab to PDM is easy! Just follow the steps and image below. Right […]

Read More

12 Days of InFlow – Task Assignments

  With Santa and his design team fully adopting SOLIDWORKS Manage for their advanced product data management needs, we decided to showcase one last Manage feature. This feature makes life easier at the North Pole. In this post, we will look at assignable tasks, in SOLIDWORKS Manage. Tasks are a building block to the SOLIDWORKS Manage system. They can be created automatically when we create project templates or start a new process, but what if we need to create a […]

Read More

Turkey, Stuffing, and… SOLIDWORKS PDM?

It’s Thanksgiving in the United States and I’m excited to sit down, watch the parade and some football, and eat my fill of delicious, home-cooked food. While everyone is off with their families and friends, I thought today would be a great time to write about 5 features in SOLIDWORKS PDM Professional that I’m thankful for. Each of these features covers a key need in the SOLIDWORKS community and each of them needs to be spotlighted. So, without further ado, […]

Read More

Comparing SOLIDWORKS PDM Professional & Standard against SOLIDWORKS Manage

SOLIDWORKS PDM has been on the market for a number of years now; its capabilities and functionalities are well known throughout the globe. But what about SOLIDWORKS Manage? Do you know what it is, what it does, or how it can help bridge some functionality gaps in existing systems? Today, SOLIDWORKS PDM is a powerful data management solution for most of our customers. However, if you are looking for added capability such as intuitive dashboards, advanced bill of materials, project/process […]

Read More

SOLIDWORKS 2020 What’s New – Warning Users When Transitioning Files – #SW2020

Do you use SOLIDWORKS PDM workflows to submit files for approval? Are you kept up at night by the thought of sending a file through the workflow transition without first selecting the team member who must approve the file? Fear no more! New functionality in SOLIDWORKS PDM 2020 now displays a warning if you try to transition a file through a workflow transition without selecting a recipient. SOLIDWORKS workflows can be used to notify team members when a file changes […]

Read More

SOLIDWORKS 2020 What’s New – Defining Child Reference State Conditions – #SW2020

When using SOLIDWORKS PDM it is important to release components in the appropriate order. PDM users learn that releasing a parent file before its children will result in the parent file referencing an earlier version of its children. In other words, the result can be a discrepancy between the “as built” and “latest” version of a parent assemblies’ references. In PDM 2020 the transition of a parent file can be prevented unless its immediate children meet conditions. It is now […]

Read More

SOLIDWORKS 2020 What’s New – You’ll get 2020 vision into your vault with the new PDM Searches

PDM Pro and Standard got a significant search feature boost in the 2020 release. The ability to search across multiple variables at once in edit boxes “AND”, “OR” and “NOT” Operators Quick search from within Windows Explorer – you don’t have to use search cards anymore The ability to search across multiple variables at once When editing a search card, there is a new property for Edit boxes: “Multi-variable”. When you check that option the variable drop list changes to […]

Read More

SOLIDWORKS 2020 What’s New – Quick Search and Re-Ordering Search Columns

One of the best parts of the SolidWorks PDM interface is its integration into Windows Explorer. Users who are familiar with the Windows interface can intuitively browse the PDM vault without need for extensive training on specific systems and interfaces. However, the search functionality has always been one area where the comparison has not been totally apples to apples. Search Cards in PDM are robust and detailed, but for users less familiar with data cards and variables they can seem […]

Read More

SOLIDWORKS 2020 What’s New – Logging out of PDM from Windows Explorer – #SW2020

How familiar is this scenario? You are going about your workday, using SOLIDWORKS PDM to help you with your productivity, when you get that frantic call from a co-worker: “I need to get into PDM ASAP, but there aren’t any available licenses! I need you to log out so I can get in!” Now, to do that, you have to first remember where that log off menu is located. Once you do, you have to move your mouse all the […]

Read More

Backing up PDM: The Minimum Requirements

Whether it be due to a hard drive failure, a bad rollback, a ransomware attack, or a natural disaster, the need for data recovery is always going to strike, ready or not. Here are some common questions you should be asking about your backups and data recovery plan for SOLIDWORKS PDM: What type of backups do I need? A SOLIDWORKS PDM environment has three major components that work together. Each part Is important to the recovery of the system. PDM […]

Read More