Using SOLIDWORKS PDM

WHAT IS THE USING PDM CLASS?

This one-day course focuses on the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM.

WHO IS THIS COURSE DESIGNED FOR?

The Using PDM Training Course is designed for any user who will need to access or manage files with the SOLIDWORKS PDM vault.

TRAINING CLASS AGENDA

Download Class Outline

1 SOLIDWORKS PDM Concepts

Fundamentals of Product Data Management
What is SOLIDWORKS PDM?
SOLIDWORKS PDM Overview
SOLIDWORKS PDM Modules
SOLIDWORKS PDM Components

2 SOLIDWORKS PDM User Interface

Exploring SOLIDWORKS PDM
The Interface Layout

3 Document Creation and Check-In

Checking in Documents to PDM
Advanced Document Check In

4 Versioning

How to Check out Files
The Optional Check Out Method
How to Overwrite the Latest Version
How to Get the Latest Version
Overwriting Checked Out Versions

5 File References

How to Create and Remove References
Copying Files with References
Moving Files with References
Sharing Files

6 Searching

Smart Searching
Searching SOLIDWORKS PDM
How to Search for Checked Out Files

7 Workflow and Notifications

The SOLIDWORKS PDM Workflow
How to Change a File State

8 Working in SOLIDWORKS

Versioning SOLIDWORKS Files
How to Manage the Local Cache

Appendix

Working with the Bill of Materials