Product Lifecycle Management

SOLIDWORKS Manage

SOLIDWORKS Manage is a PLM solution that offers robust project management, advanced item and BOM management, powerful process automation, and insightful business analytics.
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The Power of PLM in a Familiar Environment

SOLIDWORKS Manage brings advanced data management tools to your business, and its deep integration with SOLIDWORKS CAD and PDM allows you to build upon your existing engineering tools and processes. The software’s powerful item and BOM management capabilities expand your product definition beyond CAD models, and flexible analytic features such as dashboards and reports deliver valuable product, project, and process insights.

With SOLIDWORKS Manage, you gain more control and visibility to your engineering data and ongoing projects in a more holistic view.

solidworks manage dashboard screen

Key Features & Benefits

Project Management

Easily manage projects and see an overview of your resources and their capacity along with project stages and timelines to help with your planning and assignments. Automatically track progress using tasks, timesheets, your CAD data and other documents as deliverables for any project stage.

Process Management

Efficiently streamline processes, automate document creation and unite stakeholders in new product development. Configure states and decision points for all business processes, including ECR/ECO/ECN, Document or Design Approval, CAPA, NCR, Quoting, Project Initiation and more.

BOM Management

Quickly create, edit and compare bills of materials (BOMs) with associated items, files and free text. Manage product variations for different applications and generate SOLIDWORKS drawing BOMs and item numbers directly from system data.

User Tasks

Ensure your users have the knowledge they need to get projects done through the use of tasks and calendars, keeping them working effectively and efficiently.

Dashboards & Reports

Create custom visual dashboards to showcase product and project information. Configure your reporting to your company’s standards and publish reports on an automated schedule or on demand. Real-time dashboards keep every stakeholder up to date with what’s going on in the organization.

Advanced Filtering

Find what you need, when you need it. Filter anywhere within the SOLIDWORKS Manage interface by Product Type, User or Group, Document Type or an endless possibility of customized fields to help you find what you need quickly.

Microsoft Integration

Get easy access to Microsoft products within the application to check files in and out, manage revisions and more. This is ideal for departments responsible for managing documentation generated in Word, Excel and PowerPoint. The integration also has a connection for Microsoft Outlook.

Site Replication/ Distributed Teams

Stay connected across multiple sites to the same data source in SOLIDWORKS Manage and PDM with the best performance possible using site replication. They can all connect to their local site server to stay productive as they work.

Automated Notifications

Automatically keep everyone in the loop with email notifications, so your team knows when it’s time for the next person to participate in a process, complete a task or work on a project.
 

Fundamentals of SOLIDWORKS Manage

Bringing all of your data together is one of the most important aspects of what a PLM system does. More importantly, working in one common environment allows you to significantly reduce downtime, guesswork and manual tasks. SOLIDWORKS Manage is here to ensure that whatever process, project type, or data you wish to manage, you have a configurable system to help you get there.
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Services & Customer Benefits

Frequently Asked Questions

What license types are available for SOLIDWORKS Manage?

SOLIDWORKS Manage comes in three different license types — using the same structure you are used to in SOLIDWORKS PDM — all of which are global floating licenses: Viewer, Contributor and CAD Editor. It’s important to note that SOLIDWORKS Manage Licensing also includes licensing for PDM Professional Vault capabilities.

  • Viewer Licenses provide basic access to view, search and print documents and records. With this license, you can also view CAD and non-CAD data and other information, such as project statuses, processes, bill of materials (BOMs), dashboards and more.
  • Contributor Licenses add the ability to assign tasks, run reports and edit or update most items within Manage other than CAD data.
  • The CAD Editor License adds the ability to create and edit CAD data with an integrated Add-In for SOLIDWORKS CAD.
How does SOLIDWORKS Manage compare to other PLM systems?

SOLIDWORKS Manage is a highly configurable system and can be used to handle any number of traditional product lifecycle management (PLM) functions, including BOM management, change management, document control and quality management.

A major differentiator between SOLIDWORKS Manage and other PLM software is that SOLIDWORKS Manage is tightly integrated with SOLIDWORKS CAD data, meaning if that’s where the bulk of your product design IP is created, you will be able to leverage that data seamlessly for PLM functions and processes.

How does project management in SOLIDWORKS Manage differ from other tools available?
Most project management tools are either not integrated with data management solutions or they lack functionality. SOLIDWORKS Manage integrates tightly with SOLIDWORKS and PDM Professional, allowing you to consolidate data from your engineering team, document control and other related departments within a single user interface that also offers downstream benefits for project reports and other analytics.
How does BOM management in SOLIDWORKS Manage differ from other tools available?

We know that SOLIDWORKS does an excellent job of calculating bills of materials (BOMs) based on what’s in the CAD file. The fact that SOLIDWORKS Manage uses your native SOLIDWORKS files is a game changer when it comes to keeping a product BOM up to date. When the CAD file changes, your BOM record receives those updates.

There are still other items to account for in a BOM, though. Non-modeled items such as packaging material, documentation, spare parts, assembly tools or consumables. The good news is that those items can be managed in one common environment with SOLIDWORKS Manage, so you can easily add those to a BOM structure along with your CAD data. Automatic updates and ease of adding non-modeled items will streamline the maintenance of your product BOM.

How does process management in SOLIDWORKS Manage differ from other tools available?
SOLIDWORKS Manage can be configured to leverage any process that your company wishes to automate. Think of a workflow that defines specific steps that need to happen for product deliverables to make it to and from your organization. With these advanced flow chart capabilities, you can build any process and automate the tasks associated with it. From quality management, engineering change processes, sales, service and more, the system can work for you and eliminate redundant or mundane tasks so your organization can focus on what’s important —providing the best product and experience possible for your customers.
If I have SOLIDWORKS PDM Standard, can I use SOLIDWORKS Manage?
No. SOLIDWORKS Manage integration with SOLIDWORKS PDM is supported only for PDM Professional. The good news is that there’s an easy upgrade path. You can easily upgrade your PDM Standard Vault when you purchase SOLIDWORKS Manage licenses, which also includes licensing for PDM Professional. This upgrade process actually makes it very straightforward because there is no migration of data involved for your PDM system.
If I’m using SOLIDWORKS Manage, why do I also need SOLIDWORKS PDM Professional?
PDM and PLM are two acronyms that often get used interchangeably, but the fact is, they are different concepts altogether. PLM is the management of your product lifecycle from cradle to grave, meaning ALL the processes involved with your product. PDM is a PART of PLM strategy. You still need a place to securely store, revise and control your product design data. There’s no better tool than SOLIDWORKS PDM for SOLIDWORKS CAD data management. SOLIDWORKS Manage simply adds another level of possibilities in terms of handling your company’s PLM initiatives.
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