3DEXPERIENCE Project Planner
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.
Internal ID
SWX0029-27
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.
KEY FEATURES AND BENEFITS
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.
SERVICES
MORE THAN JUST A PROVIDER
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.
TRAINING
IMPROVE PERFORMANCE THROUGH TAILORED LEARNING
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.
SUPPORT
TOP-RANKED SUPPORT, COMMITTED TO YOUR SUCCESS
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.
FREQUENTLY ASKED QUESTIONS
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.
YOU'VE GOT QUESTIONS, WE'VE GOT ANSWERS
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