SOLIDWORKS Manage

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

Project Management is made easy with SOLIDWORKS Manage Software

Project Management with SOLIDWORKS Manage

SOLIDWORKS® Manage provides a unique set of advanced data management and project management tools. This is accomplished by leveraging the file management capabilities and ease of use of SOLIDWORKS PDM Professional and adding powerful project, process, and item management capabilities. Watch our demonstration video filmed at SOLIDWORKS World for an overview of SOLIDWORKS Manage. Learn how the Project Management tools…

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SOLIDWORKS Manage Client Installation

After the SOLIDWORKS Manage Server installation, the clients can then be installed. The SOLIDWORKS Manage install can be launched by clicking on the SOLIDWORKS Manage msi, located in the SWManageClient folder, of the SOLIDWORKS Installation file-set. This will start the SOLIDWORKS Manage Client InstallShield Wizard. You will then be asked for the Destination Installation Folder…

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Why can’t I send a Record to a Process in SOLIDWORKS Manage?

No process

When setting up a new process in SOLIDWORKS Manage, for instance, an Engineering Change Process to be used by a certain object type, it is common to see the screen below when trying to send your record to the new process. The drop-down is empty and you simply cannot select a process? In order to…

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SOLIDWORKS Manage Log-in Process for Users and Administrators

Once the SOLIDWORKS Manage Client has been installed, both Users and Administrators, can access the same Manage interface. This is done by launching SOLIDWORKS Manage from a Shortcut, entering  SOLIDWORKS Manage in Windows Start or the SOLIDWORKS Program Group. When SOLIDWORKS Manage is launched for the first time, it may take a few minutes for…

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How to fix a SOLIDWORKS Manage Can not Authenticate Error

During the process of restoring a SOLIDWORKS Manage database, you could receive the error “Could not Authenticate!” if you try to test the Sites Properties. Reason for this error The reason for this error is an incomplete procedure for restoring the SOLIDWORKS Manage database and this can cause a miss authentication on the File Server….

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How to Split a SOLIDWORKS Manage Auto Number

A delimiter can be added, to the display of a Number (Part Number, Project Number, Document Number etc.) created by Auto Number. This will not change value in the system, but only how the Number is displayed. Splitting of an Auto Number, is accomplished through SOLIDWORKS Manage Administration Options. Select Numbering Schemes from the Advanced…

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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….

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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.

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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…

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