SOLIDWORKS 3DEXPERIENCE Works xApps Project Part 2: Project Planner

Article by TriMech Solutions, LLC updated September 6, 2021

Article

The success of any project starts with a good plan and a team that understands what that plan is. In this second part of our 3DEXPERIENCE xApps series, we will cover how the Project Planner role included with SOLIDWORKS 3DEXPERIENCE Works can assist us in ensuring the success of our projects through better data visibility, improved collaboration and purpose-built project management applications.

With the right tools, your team can collaborate securely with a task-specific file repository, activity stream, real-time summary charts, real-time notifications, a schedule to help meet project constraints and resources and much more! Watch the video below for the full walk-through of how we set up our Project Planning xApp for our Circular Saw design:

Project Planning xApp

The Project Planning xApp is part of the Project Planner role on the 3DEXPERIENCE platform. This app promotes team-based planning through simple planning, execution and monitoring of projects. The app allows you to integrate your project management efforts with your resources, tasks and deliverables, while providing end-to-end visibility into the project.

3DEXPERIENCE Project Planning xApp

3DEXPERIENCE Project Planning xApp

Creating a New Project

Before we can start a new project, we will need to add the Project Planning xApp to our 3DEXPERIENCE dashboard. The Project Planning xApp can be found in your Compass. Simply drag and drop this app onto a new tab in your dashboard.

Creating a project is simple, click Create New Project, and give the project a name. You can also include a project icon and a description. If this is not your first project and you would like to reuse elements from an existing project structure, simply select the existing project under Create from Project.

Create New Project

Create New Project

Adding Stakeholders

Once the project has been created, navigate to the Members tab. Here we can click on the + icon to add project collaborators and viewers so that all stakeholders can stay connected and informed on the project. You can control their levels of access rights by assigning them as a Leader, Author or Viewer.

3DEXPERIENCE Project Planner adding Stakeholders

3DEXPERIENCE Project Planner adding Stakeholders

Adding Tasks

We can create specific tasks to be assigned to team members under the Tasks tab in the Project Planning app. Click on the + icon, give the task a name and click on Add and Open. This will open the task properties pane, where we can add further details such as a description, priority, duration and even a repository where users can add all of the project files as they relate to their task.

Adding Tasks

Adding Tasks

To assign a task to an individual user, click on the People tab and find the user by typing their name under Assignees.

Adding Users

Adding Users

Scheduling

When a task is created, it will get added to your schedule. The project schedule will be defined based on the duration that you specify for the tasks, and the start and end date specified in the task properties.

Project Planner Scheduling

Project Planner Scheduling

Often, project schedules must remain fluid, so instead of defining set start and stop dates for individual tasks, we can link our tasks together to create dependencies. This allows us to link the start date from one task based on when a different task is marked as complete. To do this, click and drag the + icon at the start of a task and drag it to the + icon at the end of another task.

Project Planner Dependencies

Project Planner Dependencies

If any schedule changes occur, the start and end dates will adjust automatically for any of the downstream linked tasks.

Project Summary Tab

To get a quick overview of a project at a glance, we can use the Summary tab. This provides you with insightful graphical representations of your project status, helping you get a better understanding of your resources and due dates.

Project Status

Project Status

Remember, all of this is accessible from any device with an internet connection, so you can update your project at any time and ensure all your stakeholders stay on the same page. These tools allow you to leverage the power of the 3DEXPERIENCE platform to enhance how you plan, execute and monitor projects.

Interested in 3DEXPERIENCE Works?

Visit our website to learn how 3DEXPERIENCE Works provides an online SOLIDWORKS product development environment.

Related Links

Discover SOLIDWORKS & 3DEXPERIENCE Works

Learn more about SOLIDWORKS cloud-based collaboration:

Posts related to 'SOLIDWORKS 3DEXPERIENCE Works xApps Project Part 2: Project Planner'

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.