SOLIDWORKS PDM

PRODUCT MATRIX

Learn about PDM Functions
View our Matrix
Discover the features of SOLIDWORKS Data Management and compare all versions, SOLIDWORKS PDM Profesional and SOLIDWORKS PDM Standard. Click on each capability to find out more about each element of functionality. A copy of the product matrix can be found at the bottom of the SOLIDWORKS Data Management Datasheet.
SOLIDWORKS PDM
STD
PRO
MAN
Secure Access
  • Protect your product design data with secure, managed access for only authorised individuals. In addition to internal users, you can permit access to partners, customers and your supply chain through VPN access. *Supports windows logins
Revision Control
  • Help your team avoid overwriting files and help purchasing and manufacturing order and produce the correct parts,every time. *Supports multiple revision schemes and workflows
File History (Audit Trail)
  • Quickly access a full audit trail of product development activities. Meet internal and external compliance reporting requirements. Identify process issues and drive continuous improvement to maintain your competitive advantage.
Find and Reuse Design Data
  • Quickly locate documents based on multiple parameters including names, contained data, attached metadata and workflow state.
Integrated Search - Quickly Find Files
  • Quickly and easily find SOLIDWORKS files by searching on metadata (Custom Properties).
Manage SOLIDWORKS Files
  • Manage all SOLIDWORKS documents, including parts, assemblies and drawings.
Manage Other CAD Files
  • PDM STD: DraftSight Professional
  • PDM PRO/MANAGE: AutoCAD, Inventor, Creo and Solid Edge
Manage Microsoft Office Files
  • PDM STD: Through Windows Explorer
  • PDM PRO/MANAGE: Add-in available for Office 2007 to 2013
Manage Any File
  • Manage any file, directly Open/Save from any application within a standard Windows explorer.
  • PDM PRO/MANAGE: Add-Ins for multi-CAD and MS Office
Integrated Preview Powered by eDrawings
  • Dynamically preview SOLIDWORKS and DraftSight files with the intergrated eDrawings preview window.
Automated Approval Process
  • Increase productivity, quality and accountability when you engage key users in workflow and approval processes.
Email Notifications
  • Automatic email notifications and electronic signatures bring greater efficiency and security to approvals and other data automation initiatives.
  • PDM STD: In-built mail client
  • PDM PRO/MANAGE: Supports SMTP
Conditional / Multiple Workflows
  • Automatic email notifications and electronic signatures bring greater efficiency and security to approvals and other data automation initiatives.
  • PDM STD: Limited to 1
Unlimited Workflow States
  • PDM Standard is limited to 10
Transition Actions
  • PDM STD: Supports only "set variable" actions
Contributor Client
  • Add-In for Windows Explorer, enables uses to contribute to the vault.
Viewer Client
  • Add-In for Windows Explorer, gives users a view into the vault and is sold in packs of 5 users.
Scalability
  • Work with the same high level of speed, functionality and security as your design organisations grows.
Distributed Design Teams
  • For multi-site and multi-national teams, SOLIDWORKS PDM Professional supports document/drawing vault replication over a WAN, making current design information immediately available worldwide.
  • PDM Pro: *Vault replication within a WAN
Remote Access (web)
  • Increase the productivity of designers, managers and sales/marketing personnel by permitting remote access to design data.
  • PDM Pro: Fully functional’ web client with mobile version
Scalability
  • Work with the same high level of speed, functionality and security as your design organisations grows.
Named Bill of Materials
  • Editable BoM that can be ‘checked in’ and follow Workflow
Manage SOLIDWORKS Simulation Files
  • Manage all SOLIDWORKS Simulation documents, and studies.
Full Document Preview
  • View and print more than 250 file types, including SOLIDWORKS, AutoCAD, Inventor, SolidEdge, PDF and Microsoft Office, plus images, animations, movie files and many others.
  • PDM Pro: *Supports over 500+ file formats
Advanced Search and Favorites
  • Perform context based searches to find certain text strings with documents. For even greater productivity you can pre-define, save and share searches.
Document and Folder Templates
  • Automatically generate files or folders via template card.
Automatic Serial Number
  • Configure serial number generators to automatically name files and folders, assign projects and ECN/ECR numbers
Automated Workflow Tasks
  • Convert SOLIDWORKS files, Export / Import to or from XML
Automated Neutral File Creation
  • Automatically create neutral files such as PDF's of STEP from SOLIDWORKS files.
Custom Configuration
  • SOLIDWORKS PDM Professional is fully configurable to work effectively within your unique team structure, design process and industry.
Automated Data Import and Export
  • Automatically import and export data to/from other business systems such as MRP/ERP applications
Role based Parallel Transitions
  • Comes with SOLIDWORKS PDM Professional & Premium
Conditional / Automatic Transitions
  • Comes with SOLIDWORKS PDM Manage
Paste Shared Links
  • Comes with SOLIDWORKS PDM Manage
Macro Language and API interface
  • Comes with SOLIDWORKS PDM Professional
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. Display continually updating dashboards on community monitors. Configure reports to company standards and publish automatically or on demand.
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.
Bills 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.
Microsoft Outlook® Integration
  • Create new records, like Cases, from Microsoft Outlook® emails based on information in the email including attachments. Copy emails to existing records for reference.

 Part of Solid Solutions Group

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