3DEXPERIENCE SOLIDWORKS Tutorial Part 1: Project Planner

Article by TriMech Solutions, LLC updated July 8, 2021

Article

In this multi-part video tutorial series, our goal will be to create and design the ergonomic handle of an electronic reciprocating carving knife. We will be walking you through the concept, design, simulation and production of real product prototypes using 3DEXPERIENCE Works to manage all the project personnel and data. Establishing a centralized plan can significantly increase the success of a project, so we are kicking off the series with how to use the 3DEXPERIENCE SOLIDWORKS Project Planner Role/App.

After all, you can’t start successful product development without tasks, people to do those tasks, and milestones for those people to achieve. Watch the video below that details how establishing a centralized plan using the Project Planner app can significantly increase the success of your project:

Using the 3DEXPERIENCE SOLIDWORKS Project Planner

Using the Project Planning app from the Project Planner role on the 3DEXPERIENCE Platform, you can design the order and flow of a plan, assign users to tasks, get real-time updates as the project progresses, monitor metrics and leverage a secure and centralized source of deliverables.

Even better, this master plan can be accessed anywhere you can log onto the 3DEXPERIENCE Platform, including through the 3DEXPERIENCE tab in your SOLIDWORKS Task Pane.

Project Plan

Project Plan

Create a New Project

The Project Planning App can be found in your Compass. Leverage the search at the top of your app list.

Create a New Project

Access Project Planning

Drag and drop this app onto a new tab in your dashboard and maximize the widget.

Creating a Project

Create a Project

Upon creating a new project, you can customize the title, project icon, description, and even reuse some elements of a preexisting project structure.

New Project Dialog Box

New Project Dialog Box

Adding Tasks

A task captures the duration, owner, priority, referenced files and progress of duties or phases of a project. Add all necessary tasks by populating the Create a Task text field. Each task will automatically populate the To Do column in the Tasks view.

Tasks List

Tasks List

The 3DEXPERIENCE Project Planner Schedule view sets us up to design a Gannt chart using these new tasks.

Schedule View of Tasks

Schedule View of Tasks

Editing Tasks: Scheduling and Settings

Editing the task via a right-click will reveal configurable properties. These properties capture metadata centralized on the 3DEXPERIENCE Platform such as Priority, Maturity State, Percent Completion, links to appropriate files in the Collaborative Space and the user(s) assigned to the tasks.

Project Planner Task Properties

Task Properties

 

Project Duration

Project Duration

For example, from within a task, you can link referenced attachments from a collaborative space and even upload your tasks’ deliverables from within the task to streamline communication.

The Planned Start, Planned End and Estimated Duration will update the Schedule view of your tasks to a useful Gannt Chart. Link dependencies between tasks by connecting the end of one task to the beginning of another.

Project Planner Task Association

Project Planner Task Association

When a task duration is updated, the expected start and respective end dates will adjust accordingly for any downstream linked tasks. With the tasks appropriately linked, the project impact of any scheduling delays or early completions is instantaneously visible.

Project Planner Linked Tasks

Project Planner Linked Tasks

Add Milestones

Adding Milestones to this Project Planning Schedule view helps you design and adjust the schedule around any significant dates of your project. These milestones are collected in the top row of your project.

Adding Milestones

Adding Milestones

Project Planner Milestone Properties

Project Planner Milestone Properties

There are options to link tasks to milestones as well as fix the target dates. When a schedule shift interferes with a fixed date, the Project Planning app will bring visible attention to tasks being crunched to adhere to fixed dates within your project.

Project Planner Showing Milestones

Showing Milestones

Assign Users

A benefit of having all participants in a project on the 3DEXPERIENCE Platform is being able to assign one or more colleagues to any task. Doing so will create notifications at appropriate times to the appropriate audience. The avatars of the assigned users will appear at the end of the task name.

Task Assignees

Task Assignees

The Tasks tab lays out the Maturity State of each task: To Do, In Work, or Completed. Once a user has completed their task, they can easily drag and drop the tile representing their task from one Maturity State to the next. This interface allows the users to quickly visualize and interact with the progress of the project.

Maturity State Summary

Maturity State Summary

You’re All Set Up!

Leveraging the 3DEXPERIENCE SOLIDWORKS Project Planning app for this carving knife project, we can quickly define the project scope, members and key delivery milestones, in one environment. Being able to visualize the project before execution can help identify risks early and adjust as needed. Since this information is captured on the cloud in the 3DEXPERIENCE Platform, users can monitor, receive updates and interact with the project progress in real-time.

Learn more about the 3DEXPERIENCE SOLIDWORKS Project Planner

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. Learn More »

Related Links

Discover SOLIDWORKS & 3DEXPERIENCE Works

Learn more about SOLIDWORKS cloud-based collaboration:

TriMech Solutions, LLC

TriMech provides thousands of engineering teams with 3D design and rapid prototyping solutions that work hand-in-hand, from sketch to manufacturing. Javelin became a subsidiary of TriMech Solutions LLC in 2021.