SOLIDWORKS Manage

Powerful project, process and item management capabilities.

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SOLIDWORKS Manage Documents

SOLIDWORKS Manage Datasheet
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SOLIDWORKS PDM Datasheet
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SOLIDWORKS Data Management Matrix
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SOLIDWORKS PDM – Top 10 Enhancements
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SOLIDWORKS PDM Whitepapers

SOLIDWORKS PDM Quality Assurance/Release Processes Technical Paper
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Five Ways SOLIDWORKS PDM Can Help You Succeed through Design Reuse
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Leveraging the Power of SOLIDWORKS Manage

SOLIDWORKS Manage is a unique set of advanced data management tools that leverage the file management capabilities of SOLIDWORKS PDM Professional and adds powerful project, process and item management capabilities with interactive dashboards and reports.

SOLIDWORKS Manage is an advanced item or record based data management system that includes, or sits on top of, the global file management and application integrations enabled by SOLIDWORKS PDM Professional. Major functional areas available in SOLIDWORKS Manage include Project Management, Process Management, Item Management and the creation of dashboards and reports.

Client and server requirements are basically the same as they are for SOLIDWORKS PDM Professional. SOLIDWORKS Manage runs on the same SQL Server® instance as SOLIDWORKS PDM Professional and has its own dedicated database that connects to SOLIDWORKS PDM Professional vault databases.

SOLIDWORKS Manage has a dedicated desktop User Interface (UI), but users can also access information and functions in Windows® Explorer, and via a SOLIDWORKS CAD add-in. There is also a browser-based UI that does not require any installation on clients. No matter how it is accessed, SOLIDWORKS Manage has an easy-to-use administration tool with graphical UIs, so companies can easily configure and manage the system without a dedicated IT support team or outside consultants.

Manage vs PDM Comparison Matrix

SOLIDWORKS PDM StandardSOLIDWORKS PDM ProfessionalSOLIDWORKS Manage
File Management
Design and Reuse
Revision Management
Secure File Vaulting
Revision Control
Audit Trail
Integrated Search
eDrawings Preview
Engineering Change Management
Bill of Materials Management
Regulatory Compliance
Distributed Collaboration
Enterprise Scalability
Advanced Search and Favorites
Multi-Document Preview
Scalability
Automated Neutral File Creation
Custom Configuration
Automated Data Import and Export
Serial Number Generators
Distributed Design Teams
Remote Access
Automated Approval Process
Email Notifications
Project Management
Process Management
Item Management
User Tasks
Dashboards and Reports

Key Benefits:

  • Reduces the time in creating complete Bills of Materials(BOMs) through an easy-to-use editing feature that combines file and record data, and by automatically sharing product data with other business systems.
  • Lessens the expense of maintaining multiple data management systems and separate applications by providing access to synchronized data all in one system and by eliminating the need for external resources or consultants.
  • Avoids project development time and cost overruns by having all timelines, resources, tasks, and deliverables linked to a common project object and updated in one system.
  • Provides project managers with information to make critical product development decisions with the help of interactive dashboards and an overall view of resource capacity.

Management Capabilities

SOLIDWORKS Manage offers powerful dashboard and reporting tools that can pull data, including project progress, resource allocation, and quality performance from every aspect of the system and present it in a very easy-to-consume way. It supports four major functional areas with the following capabilities:

Project Management

  • Manage project stages from project inception to completion with start and finish links, Gantt chart, and Work Breakdown Structure (WBS) views.
  • View overall timelines, critical path, and milestones.
  • Assign resources to each stage of the project and view utilization and capacity.
  • Assign user tasks to track stage completion and provide users with an up-to-date to-do list.
  • Attach records and files in the form of a BOM, reference documents, and deliverables.
  • Enable granulation time tracking through the use of timesheets.
  • Track progress by utilizing user tasks completion, timesheets, or manual updates.

Process Management

  • Configure states and decision points for all types of engineering and business processes.
  • Automatically notify stakeholders via email and/or text messages.
  • Attach affected records, files, and other related information.
  • Enable ad-hoc approvers and automatically assign user tasks.
  • Automatically create processes via SOLIDWORKS PDM workflow state changes.

Item Management

  • Create, edit, and compare complete BOMs using records and files.
  • Maintain connected but separate BOM variants.
  • Automatically or selectively create records for SOLIDWORKS configurations.
  • Add virtual configurations for any object type.
  • Push BOM data to SOLIDWORKS drawings, including assigned item or find numbers.

Dashboards and Reports

  • Create interactive graphical dashboards to display critical information.
  • Utilize many different types of controls to display information such as charts, graphs, date selectors, and lists.
  • Configure reports to company standards and publish automatically or on demand.
  • Send reports via email attachments in various formats including PDF, Excel®, HTML, and TIFF.