Setting the SOLIDWORKS Workgroup PDM Working Folder

Article by Andrew Lidstone, CSWE updated December 4, 2017


When working with SOLIDWORKS files from the Workgroup PDM vault, a copy of the files is cached to the local computer.

It’s generally best practice to set a specific folder for these local copies of the files to be stored in so that they are easier to manage.

To set the local “working” folder, right click in the Workgroup PDM tab in the Task Pane and select “SOLIDWORKS Workgroup PDM Options…

SOLIDWORKS Workgroup PDM Options

SOLIDWORKS Workgroup PDM Options

Go to the Folders tab to see where the Workgroup files are currently being stored.  By default, the option “Use most recently used SOLIDWORKS or SOLIDWORKS Workgroup PDM folder” with be selected if you haven’t previously set Workgroup PDM to use a specific folder.  Generally, to keep your files better organized, it’s best practice to set a specific folder.  This can be done by selecting the radio button for “Use folder:

SOLIDWORKS Workgroup PDM Working Folder

SOLIDWORKS Workgroup PDM Working Folder

After clicking the radio button “Use Folder:”, a browsing window will launch where you can select the folder where you want to cache your Workgroup PDM working files.  If you decide to change the folder where you are storing the files, click “Browse…” to relaunch the window.

Browse for a folder

Browse for a folder

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Andrew Lidstone, CSWE

Andrew Lidstone is a SOLIDWORKS Elite Application Engineer specializing in Data Management systems. He has been working in the SOLIDWORKS reseller channel since 2010 helping clients get the most from their CAD tools.