3DEXPERIENCE Project Planner

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3DEXPERIENCE Project Planner is a cloud-based collaboration tool that lets you manage design projects by assigning tasks, tracking milestones, and reporting on project status.

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Cloud-Based Project Management for Design Engineers

Project Planner offers an easy-to-use tool so you can plan, execute, and monitor all of your design projects on the cloud-based 3DEXPERIENCE platform. This secure environment allows you to work collaboratively with your teams from anywhere, on any web-enabled device.

Project Planner gives you a task-specific file storage space and activity stream to keep you and your team focused to meet milestones and delivery timelines. Stay on track by sharing tasks, defining deliverables, and monitoring project status in real-time charts.


Optimize Schedules
Automatically optimize project schedules based on your project constraints and resources. Break projects into manageable tasks and deliver real-time notifications of schedule changes to all team members, improving teamwork and collaboration.
Status Tracking
Easily track the status of your deliverables by with notifications for tasks or milestones that are past key dates. View critical and past due tasks in simple, color-coded charts. Team members can communicate using embedded comments, preserved for traceability.
Graphical Views
Easily monitor and edit your project schedule. You can leverage tasks and milestones along with Gantt chart timelines. You can also create dependencies and modify information as required.
Manage Access Rights for Security
Secure your projects by managing access rights. The project owner can select who can view and edit tasks, guarding access to stored content, including CAD data and documents.
Manage Related Content
Easily manage your related content at the project and individual task level, storing and sharing files with the data management tools and collaborative spaces of the cloud-based 3DEXPERIENCE platform.


As an experienced leader in 3DEXPERIENCE knowledge, our team is here to help you decide if cloud-based project management tools are right for your situation. And we will be right there with you to help you make the transition and get everything setup for success.

We helped an industrial machinery company with implementing a simple and painless project task workflow for better organizing of their collaborative workflows. Moving from disjointed instant messenger and email requests to a central list of tasks sequenced into projects, they were better able to organize their work.

We helped a contract design firm that was struggling with user adoption of an existing project management tool among their designers. By making each designer's task list visible from within SOLIDWORKS and by being able to mark completion within that interface, integration with the project plan became more natural, reducing secondary follow-up. Additionally, their clients could be invited into the project plan to monitor status and complete their own actions.

3dexperience services


Our comprehensive onboarding services help your teams get started with 3DEXPERIENCE Project Planner. We’ll help setup logins and permissions for your team, customize the system to meet your business needs, then instruct your team on the core workflows that are important when managing your projects.

3dexperience  training


To get started with 3DEXPERIENCE Project Planner, Hawk Ridge Systems provides both video training for key workflows and customized user training for your team as part of our onboarding services. This provides a video resource you can refer back to, as well as personalized instruction for your team’s specific workflows.



Our support team is among the most experienced with 3DEXPERIENCE workflows. We can help diagnose any issues and assist with specific questions. For deeper reviews, our Ask-an-Expert sessions can provide a deep-dive into a specific area of functionality for your team members.

3dexperience support


What is the 3DEXPERIENCE?
Think of the 3DEXPERIENCE platform as a web-connected operating system for next-generation design and business applications. It allows a variety of functions to run, and these are unlocked by purchasing roles to conduct different workflows. In the case of Project Planner, it provides a web-based project management tool that also be viewed within the SOLIDWORKS interface.
What roles do I need?
To use Project Planner, each user must also have the basic pre-requisite to get access to the 3DEXPERIENCE platform – Collaborative Business Innovator. However, all users engaging with your design data will also need Collaborative Industry Innovator, so in most cases both will be needed. From there, any user wanting to build, edit and oversee overall project plans will need the Project Planner role, but tasks can be assigned to users without them needing the role.
Who is 3DEXPERENCE Project Planner recommended for?
Project Planner is intended as a simple and efficient project management tool. It doesn’t require significant planning overhead, but allows tasks and milestones to be sequenced and assigned to individuals, and for the overall project plan to be reviewed and managed. Visibility of the tasks and plan is available from within desktop SOLIDWORKS, which is a huge advantage for CAD users.
How is Project Planner licensed?
Project Planner, like all 3DEXPERIENCE roles, is purchased as a named-user term license, on either annual or quarterly terms. Each user participating in the project planning workflow will need their own license which will be aligned with their email address. Each user can be assigned different roles, based on the functions they need to perform, and each role can be reassigned once every 30 days.


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