Project Planner

Iterative planning, execution and monitoring of projects on the 3DEXPERIENCE Platform


Project Planner provides simple and assisted iterative planning, execution and monitoring of projects. It helps collaborators to accelerate the time from idea to delivery through lean collaborative planning and execution.

Project Planner captures innovation tasks and deliverables into projects where team leaders invite team members to collaborate with ad-hoc access rights.

Organize your projects on the cloud

A flexible, team-based and collaborative approach dynamically builds up the project network from team activities. Team members rapidly define, refine and complete their tasks and deliverables through continuous planning and execution. Project Planner delivers an innovative engine that automatically schedules and optimizes project activities to meet key milestones and delivery dates, providing real time updates and notifications to team members.

The Project Planner allows 3DEXPERIENCE users to:

  • Accelerate time from idea to delivery
  • Improve team productivity
  • Securely collaborate with team members through ad-hoc access rights
  • Connect attachments and deliverables to tasks for review by team members
  • Define project scope, min-max task durations, dependencies and milestones
  • Automatically schedule and optimize planning activities and resources to meet key milestones
  • Keep up with the progress and work to be done from anywhere with real time notifications
  • Access anywhere, anytime through a cloud, in-app and mobile experience


Enable teams to plan and monitor project status in real time by sharing tasks and defining deliverables, dependencies, and key milestones

3DEXPERIENCE Platform Product Development

Schedule Management

To reduce the complexity of today’s product development projects, users can decompose activities into smaller manageable projects and optimize teamwork. The scheduler engine automatically optimizes the schedule to meet project constraints and resource availability. Project Planner delivers all schedule changes to all project members in real-time.

Schedule View

Schedule view provides an easy way to review and edit the project schedule in a graphical view. Tasks and milestones display as bar charts on a timeline. The user can drag & drop tasks and milestones along the timeline, create dependencies between them, and modify information using touch-based gestures or a traditional mouse.

Access Rights Management

The project plan owner invites team members to participate in the project through various levels of access rights (Viewer, Author or Leader). Project Planner maintains access rights to task deliverables and attachments by using the security definition of the platform (People & Organization security definition consisting of Collaborative Space, Role, and Organization).


Project Tasks

By associating project deliverables to a project or a task, all project members can readily track their status. Project leaders receive notifications when tasks or milestones are late. The system highlights late and critical / compressed tasks in the Task View with colored pictograms. Project members can also collaborate on tasks using embedded 3DComments and other collaboration services.

Project Content Management

Attachments (inputs for task execution) and deliverables (outputs of completed tasks) can be associated to the project itself and to individual project tasks. Task assignees can connect attachments and deliverables from 3DDrive, 3DSpace and 3DSwYm, and the latest iteration is always available for review by team members – provided they have the appropriate security access rights.

3DS Logo

The 3DEXPERIENCE platform provides a Safe, Social, Connected, Informed and Structured environment for team leaders, project managers and other professionals who want to manage data on the cloud and collaborate without constraints.

Safe: Customer controlled access. Transparent cloud backup. Encrypted communication protocols. Data always safe—no overwrite, no loss of data.

Social: Integrated structured and unstructured collaboration tools enabling social innovation. Collaborate on product design or engage with your stakeholders early in product development.

Connected: Every user always connected to a single, common database. Access data anywhere, anytime, on any device. Review and markup models.

Informed: Choose from the widget library, Create and share Dashboards. Get the latest information about your product development. Always have access to your latest data.

Structured: Zero overhead data management - store and manage data across collaborative spaces, share information in communities. Find indexed data faster by using tags, custom search, etc.

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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.
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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).

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