SOLIDWORKS Visualize 2020 PDM Menu Integration

Article by Andrew Lidstone, CSWE updated January 3, 2020


A great addition in SOLIDWORKS Visualize 2020 is the new SOLIDWORKS PDM menu.  This menu provides better integration between Visualize and your data management tools.

The menu will become active when a file stored in a SOLIDWORKS PDM Professional vault is opened in Visualize (this functionality is not currently available for SOLIDWORKS PDM Standard).



Now, directly through the Visualize interface, users can manage files in PDM.  Actions such as Get Version, Check In, Check Out and Change State can be performed through the drop menu.

Version and Transition Comments can be entered directly through the interface without leaving the program.

Version and Transition Comments

Version and Transition Comments

Specific file information including, Local Version, Local Revision, Checked Out By, Checked Out In and the current Workflow State are all listed at the bottom of the menu.

Additionally, you can open the file’s Data Card, and view or edit it inside the SOLIDWORKS Visualize program.

Specific file information

Specific file information

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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.