Manage project timelines, resources, processes, and advanced items

What is SOLIDWORKS Manage?

SOLIDWORKS® Manage provides a unique set of advanced data management tools. This is accomplished by leveraging the file management capabilities and ease of use of SOLIDWORKS PDM Professional and adding powerful project, process, and item management capabilities.

Distributed Data Management

SOLIDWORKS Manage takes the place of the separate disconnected tools that an organization might use to manage engineering resources and processes. It is compatible with many existing tools, and works to more efficiently and effectively maintain the integrity of enterprise information.

With SOLIDWORKS Manage, organizations can now plan each stage of a project, assign resources and tasks, and attach required documentation within the same ecosystem used to design. When users complete their tasks, project progress is automatically updated. And, project managers can take advantage of powerful dashboard capabilities to see critical information in a single, easy-to-understand interface.


SOLIDWORKS Manage is here to help tame your data complexity with project management capabilities

SOLIDWORKS Manage Project Example
  • Dashboards

    With SOLIDWORKS Manage, information can be presented in an easy to understand dashboard that can be tailored not only to display the critical information you need, but also present the right information to the functional areas of your team.

  • Real-time Reporting

    Real-time Reporting can be tailored per user and can display data in a variety of chart styles to help everyone make sense out of the complex data that is important to them.

  • Project Task Creation

    Because SOLIDWORKS Manage is an extension of SOLIDWORKS PDM Professional, it's now easy to attach document records from PDM to tasks.

  • Project Lists

    Project Lists give a deeper understanding of the progress status of your projects, and can quickly consume project details through project tabs.

  • Gantt Charts

    Gantt charts can be created by templates that have key stages and milestones for your project process. Once created, timelines can be easily modified with simple drag and drop.

  • Project BOM

    With SOLIDWORKS Manage you can leverage the existing mechanical BOM from SOLIDWORKS PDM Professional, as well as capture additional items like tooling, electrical components, and packaging

  • Task Lists

    SOLIDWORKS Manage reminds users through Task lists. When users log in, they will immediately see his to-do list of tasks. They even display on a calendar so users know when to work on each item.

  • PDM Connection

    SOLIDWORKS Manage is directly connected to your SOLIDWORKS PDM. SOLIDWORKS PDM shows you  where this part is used in assemblies and drawings. And now, with SOLIDWORKS Manage, you have visibility to its use in Bills of Materials, Projects...and several Engineering Change Requests.

  • BOM Collaboration & Variants

    SOLIDWORKS Manage allows cross functional collaboration on the BOM and different versions can be generated when required for different teams or applications.

Secure Access
Establish a secure file vault to control access to sensitive or proprietary product information.
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Revision Control
Track design changes and avoid the errors of manual methods. Track changes and maintain a complete revision history of a design’s evolution.
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Find and Reuse Design Data
Quickly locate and reuse existing design data to save time and control costs.
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Audit Trail
Maintain a complete history of your product design, engineering, and development activities for reporting and auditing purposes.
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Integrated Search
Save time and reduce development costs through design reuse by quickly finding needed data across a range of file types using the powerful searching tools.
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Integrated eDrawings Preview
View eDrawings®, SOLIDWORKS, and AutoCAD® documents in eDrawings.
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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.
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Bill 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.
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Regulatory Compliance
Facilitate compliance with government regulatory requirements and industry standards. SOLIDWORKS PDM Professional can bolster compliance for several types of regulatory requirements, such as FDA, RoHS, ISO 9001 and 14000, ANSI, and others.
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Advanced Search and Favorites
Save and share search criteria as “favorites”, providing you with instant access to common searches.
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Multi-Document Preview
View multiple documents in the Preview window.
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Easily connect the design data needs of your entire enterprise, whether for just a few users in a single location or hundreds of contributors working in multiple locations.
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Automated Neutral File Creation
Save time and effort communicating by configuring SOLIDWORKS PDM Professional to automatically create neutral file formats.
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Custom Configuration
Map variables to both predefined properties (such as Title and Author) and custom named properties in SOLIDWORKS files.
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Automated Data Import and Export
Import variable values from an XML file into a vault database. Create an export rule to export SOLIDWORKS PDM BOM variables that can be read into ERP systems.
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Serial Number Generators
Use serial numbers to assign automatic names to files and folders, to assign unique IDs to items, or to add unique running values to card controls.
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Distributed Design Teams
Tools and capabilities that your enterprise needs to keep people connected, up-todate, and working on the same set of data.
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Remote Access
Enable staff and partners to contribute through web-enabled portals from various connected devices including smartphones and tablets.
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Automated Approval Process
Automatically facilitate multiple required approvers with parallel transitions.
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Email Notifications
Logged-in user will receive an email message when a predefined event occurs in a file or folder.
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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.
User Tasks
Provide users with the knowledge they need to work more effectively by utilizing tasks and calendars..
Process management
Track design changes and avoid the errors of manual methods. Track changes and maintain a complete revision history of a design’s evolution.
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.
Dashboards and reports
Create and distribute interactive graphical dashboards to display critical information. Configure reports to company standards and publish automatically or on demand.


SOLIDWORKS Manage Features

Features to tame your data complexity

SOLIDWORKS Manage Project Management

Project Management

SOLIDWORKS Manage provides critical information to help teams focus on important tasks and provides an overview of resource capacity for better planning and utilization.

  • Manage project stages, timelines, and milestones.
  • View resource utilization and capacity.
  • Attach items, files, and list deliverables.
  • Utilize user tasks and timesheets to track progress.
SOLIDWORKS Manage Item Management

Item Management

SOLIDWORKS Manage brings together, in one place, all components required for product definition, whether represented by a CAD model, document, or database-only items.

  • Create, edit and compare Bills of Materials (BOMs) using items and files.
  • Automatically or selectively create items for SOLIDWORKS configurations.
  • Drive SOLIDWORKS drawing BOMs and item numbers.
SOLIDWORKS Manage Process Management

Process Management

SOLIDWORKS Manage streamlines business processes, automates document creation, and brings together all involved stakeholders with new products, from sales and marketing to production and support.

  • Configure states and decision points for all types of business processes.
  • Attach affected items and files and enable ad-hoc approvers and user tasks.
SOLIDWORKS Manage Reports

Dashboards and Reports

SOLIDWORKS Manage provides instant access to critical information in an easy-to-consume format for better decision making.

  • Create interactive graphical dashboards to display critical information.
  • Configure reports to company standards and publish automatically or on demand.


Frequently asked questions from SOLIDWORKS PDM customers


Discover how SOLIDWORKS Manage connects with SOLIDWORKS PDM Professional:

No, SOLIDWORKS Manage can incorporate existing PDM data so it can be accessed either through the SOLIDWORKS Manage user interface or via Windows Explorer.

SOLIDWORKS PDM Professional with Manage

SOLIDWORKS Manage provides existing customers with a unique set of advanced data management tools. This is accomplished by leveraging the data and ease of use of SOLIDWORKS PDM Professional and adding powerful project, process, and item management capabilities.

  • SOLIDWORKS Manage leverages file data in SOLIDWORKS PDM Professional thus no data migration is required for existing PDM Professional customers.
  • Upgrades from all existing SOLIDWORKS PDM Professional licenses will be available
  • SOLIDWORKS Manage:
    • Integrates with SOLIDWORKS PDM Professional allowing the use of the existing Windows Explorer integration as well as a new SOLIDWORKS Manage user interface.
    • Includes SOLIDWORKS PDM Professional technology which provides connections to many different CAD and non-CAD applications.
    • Uses SolidNetWork licensing as and the same global concurrent license policy as SOLIDWORKS PDM Professional

Customer Testimonials

SOLIDWORKS Services included

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Technical Support

With SOLIDWORKS Subscription Service, you have access to extensive help from our SOLIDWORKS experts. Which will enhance your software investment and guide you through development challenges.

  • Live Technical Support from our certified support team.
  • Remote Support to solve your technical issue right on your machine.
  • Regular Communication of software updates and technical tips and tricks.

Upgrades & Resources

Enjoy the latest version of your software and direct access to a comprehensive library of drawings, parts, assemblies, and features contributed by users around the globe.

  • Automatic Upgrades to the most Up-to-date Version of your SOLIDWORKS software.
  • FREE access to the SOLIDWORKS Customer Portal for Macros, Documentation, and the ability to submit Enhancement Requests.
  • Full access to the SOLIDWORKS Knowledge Base for Articles, Tech Tips, and Best Practices.
SolidProfessor on-demand learning platform SOLIDWORKS Add-in

Online Training & Certification

A SolidProfessor and a MySolidWorks online account is included with your subscription service where you can get answers, stay current, and sharpen your design skills with online training:

  • SolidProfessor includes 15K+ online tutorial videos.
  • FREE access to SOLIDWORKS testing and certification to help you become a Certified SOLIDWORKS Associate (CSWA) or Professional (CSWP).

Learn more about SolidProfessor »

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