SOLIDWORKS Manage

Learn how to manage project timelines, resources, and processes with SOLIDWORKS Manage

How to split Splitting Projects into Stages with SOLIDWORKS Manage

If there is a period of time where no work is being done on a SOLIDWORKS Manage Project, the Project can be Split, so that time is not included in the percentage completion of Project. To do this, after creating or editing a Project, select the Planning tab. Right-click a Stage and select Split Stage….

Read More...

How to enable Rich Text in SOLIDWORKS Manage Memo Fields

When editing or creating an Object Memo Field, within the Administration Options. From Options tab, the SOLIDWORKS Manage Administrator can enable Use Rich Text Format.  Once enabled, a user can copy an image file or rich text into a Memo Field.

Read More...

How to define SOLIDWORKS Manage Working Days & Hours for Projects

SOLIDWORKS Manage Working Days

To help determine the total time available to complete a project stage, a SOLIDWORKS Manage Administrator can define the company default working days and hours. A user can then refine these hours based on their availability. In this way a total amount of available hours for a project can be determined. The default hours for working days is set…

Read More...

How to handle Duplicate BOM Line Items in SOLIDWORKS Manage

For situations where instances of an item contain variants, such as colour or finish, Duplicate Line Items can be added to a SOLIDWORKS Manage BOM. Before thus can be done though, the Duplicate Line Item functionality must first be enabled by the SOLIDWORKS Manage Administrator. This is done from Administrative Options. Next edit an Object, by…

Read More...

SOLIDWORKS Manage Configuration File Utility

The SOLIDWORKS Manage Configuration File Utility can be used to test the connection to the SolidNetWork License Manager and resetting the SOLIDWORKS Manage Admin Password. During the installation SOLIDWORKS Manage Server, the *.swmc file is created and its location is noted in the SOLIDWORKS Manage Log-in screen, by expanding Options.   In the this same folder as the …

Read More...

Adjusting the SOLIDWORKS Manage Bill of Materials Performance

SOLIDWORKS Manage BOM Level

To increase SOLIDWORKS Manage performance when a large BOM of Record is selected for the first time, an administrator can specify the number of BOM levels that will be loaded. To do this select Administration Options.   Next from the Advanced options, select the General and click on the BOM tab. The Number of Levels can…

Read More...

Selecting a source to be used as a SOLIDWORKS MANAGE Document Template

When creating a new Document or Record in SOLIDWORKS Manage 2019, a user with sufficient permissions, can select a source to be used as the SOLIDWORKS MANAGE Document Template. The new Document or Record source can be an existing SOLIDWORKS Manage document object or a SOLIDWORKS PDM file. After clicking on New to create a new Document or…

Read More...

SOLIDWORKS Manage 2019 Update PDM Variables

In SOLIDWORKS Manage 2019, we can update PDM variables within Manage, giving us full control of our documents in one place. How to update SOLIDWORKS Manage PDM Variables Start Manage and open the Administration Options… Structures > Documents & Records Select the PDM Object > Edit From the SOLIDWORKS PDM Configuration Wizard select the Fields screen Select the Field…

Read More...

SOLIDWORKS Manage 2019 Change PDM State Process

In SOLIDWORKS Manage 2019 we can initiate a PDM transition of a file via a process within Manage, giving us full control of our documents in one place. How to create a SOLIDWORKS Manage Change PDM State Process Start Manage and open the Administration Options… Structures > Processes Select the process to modify and select Edit From the…

Read More...

Subscribe for Daily Tech Tips

Get Tech Tips delivered daily to your inbox, unsubscribe at any time.