Task Management in Real-time and Seamless with 3DEXPERIENCE Works

Innovation in the quickly evolving domains of technology and design depends on teamwork. The 3DEXPERIENCE platform is excellent at fostering adaptable teamwork and creative thinking. At the center of this collaborative revolution is the 3DEXPERIENCE Collaborative Task, a feature that allows teams to collaborate in real-time, overcoming physical boundaries and revolutionizing the entire process of product development.

Step1:

Drag and drop a Collaborative tasks app from dashboard

Step 2:

• Create a new task

Step 3:

• Next, enter the description and title. 

Step 4:

• First, assign a person and then enter the details of the task.

Step 5:

• Furthermore, the user can get notifications through the platform.

Step 6:

• Additionally, update the task status through the platform

Step 7:

Next, move the task from the To Do stage to the In Work stage.

Once task is completed drag and drop a task to completed stage.

Partnering is far more than an expression of intent; in a world where creativity propels progress, teamwork is vital. Clearly, it becomes apparent that encouraging effectiveness, cooperation, and communication throughout the product development process needs the 3DEXPERIENCE Collaborative Task. As a result, breaking down organizational silos enables real-time collaboration, enhances communication, and seamlessly integrates with other tools—all of which contribute to the innovation and effectiveness of teams. Companies that want to succeed in the long run must acknowledge that collaboration platforms like 3DEXPERIENCE Works are a strategic need as they continue to handle the complexities of a rapidly evolving industry.

Introduction

Several tools are available to prepare and move your SOLIDWORKS CAD files to the 3DEXPERIENCE platform.

1. SOLIDWORKS File Utilities

All packages of 3DEXPERIENCE SOLIDWORKS and SOLIDWORKS Desktop include the SOLIDWORKS File Utilities.

The utilities are accessible when you right-click a SOLIDWORKS file in File Explorer.

Use this tool during the file preparation phase to rename, replace and move files.

2. Pack and Go

Pack and Go is a very powerful SOLIDWORKS File Utilities tool. It is useful to gather all related files for a model and it allows you to rename and copy all related files to another location.

Pack and Go is accessible when you right-click a SOLIDWORKS file in File Explorer, or from the File menu within SOLIDWORKS.

Use this tool during the file preparation phase to locate your file set.

3. Interactive Save to 3DEXPERIENCE

The Save to 3DEXPERIENCE command is available from the SOLIDWORKS File menu, toolbars and from the My Session app within the 3DEXPERIENCE task pane. This is an interactive, synchronous command that securely uploads SOLIDWORKS files and creates corresponding SOLIDWORKS mastered database objects in a specified collaborative space. This command works well for file sets containing several projects with a combined file size. < 500 MB.

• Accessible to all platform members.
• Included with all 3DEXPERIENCE SOLIDWORKS roles and Collaborative Designer for SOLIDWORKS.
• There is no gatekeeper. Saving the same files by multiple platform members only triggers a warning about duplicate data creation from the system. The system does not block the creation of duplicate data in the collaborative space.
• Limited efficiency since it prevents you from using SOLIDWORKS while the save processes.

4. Batch Save to 3DEXPERIENCE.

The Batch Save to 3DEXPERIENCE tool is available from the SOLIDWORKS Tools menu. This is an automated, asynchronous tool that has the same secure upload and database object creation capability as the Save to 3DEXPERIENCE command. It provides the ability to save SOLIDWORKS files from multiple folders into various collaborative spaces and bookmarks. Large datasets containing multiple projects with specific size requirements benefit from this command. < 5GB.

• Accessible to all platform members.
• Included with all 3DEXPERIENCE SOLIDWORKS roles and Collaborative Designer for SOLIDWORKS.
• Ability to save referenced files located outside of the selected folders. 
• Provides a save report. 
• The tool automatically prevents duplicate files within the same location when run multiple times on the same file set.

The tool improves efficiency because the save runs asynchronously, in a separate process. This allows you to use SOLIDWORKS while the save processes.

Introduction

3DEXPERIENCE Integration is a feature available for users of 3DEXPERIENCE on Cloud for managing SOLIDWORKS CAD data. The platform has been continuously providing companies with more customization options to tailor their experience.

One of the critical features to be aware of is 3DEXPERIENCE Integration, which allows for improved metadata specification (such as part number, description, and author). SOLIDWORKS allows you to access this feature by navigating to Tools > Options > System Options. Detailed information is available in the SOLIDWORKS Help. So, what exactly does this option do? Let's delve into it.

3DEXPERIENCE Integration:

3DEXPERIENCE Integration empowers users to control both the configuration structure of parts or assemblies and how that structure translates into the Platform.

To ensure compatibility with the 3DEXPERIENCE platform, enable the "Update SOLIDWORKS files" option.. Be aware that updating a document for 3DEXPERIENCE compatibility is permanent. Additionally, the Rules Editor allows users to create rules for how certain configurations become Physical Products versus representations of existing data, though this is beyond the scope of this article.

Update SOLIDWORKS files to ensure compatibility with the 3DEXPERIENCE platform.

Introduced in FD01 2024x (February 2024), this feature allows a single physical product in new parts/assemblies or multiple physical products. You might wonder, what is a physical product? Let's explore this option further.

Physical Product:

3DEXPERIENCE Integration provides better control over the CAD object's structure within the Platform. The Platform is the source of truth for a company’s Purchasing department or Management seeking part numbers. In SOLIDWORKS, users are familiar with its structure—a part configuration and derived configuration form the potential structure in CAD. In 3DEXPERIENCE, there are CAD Family, Physical Product, and representations. SOLIDWORKS utilizes representations, but these are not transferred to the Platform.

The traditional feature tree in SOLIDWORKS shows the CAD Family top-level object with three physical products underneath. In the Relations app (All Relations), we see one CAD Family, three physical products, and three objects referred to as representations, which allow viewing in the web via 3DPlay. Web browsers leverage these tessellated models to generate graphics.

The following example demonstrates a different mapping approach: the feature tree displays one CAD Family object, one Physical Product, and two representations. The "Large" and "Small" sizes do not appear in the Platform but as a master configuration called Bracket. Thus, only one string of metadata exists, with Large and Small being different sizes used in various CAD states.

Working with Physical Products:

Physical Products are crucial in the 3DEXPERIENCE platform, showing CAD geometry when using tools like 3DPlay, and downstream apps like Product Release Engineer and Project Planner primarily work with the physical product object type. Hiding the CAD Family object reveals a Bracket with two configurations (Large and Small). Even though hidden, the CAD Family object remains part of the package.

3DEXPERIENCE Integration allows converting between physical products and representations. This flexibility helps in part number generation and other properties. The user can convert objects to a physical product or a representation.

When turning off 3DEXPERIENCE Integration with two configurations one derived, you end up with three physical products in 3DEXPERIENCE, meaning three independent but connected objects. Disabling 3DEXPERIENCE Integration allows you to assign separate part numbers.

Check the object’s name the prd prefix is the default naming convention for the Physical Product object type. Different numbers indicate different Physical Product objects. The right-click menu provides an option named "Update for 3DEXPERIENCE compatibility" to process documents for compatibility even after they've been created.

Should I Use 3DEXPERIENCE Integration:

Each organization should test the use of 3DEXPERIENCE Integration. Companies might create templates to standardize this feature across their design team. At the very least, companies should consider their part numbering intent early and understand this option's nuances.

3DEXPERIENCE Integration offers better control over a company’s numbering intent and aligns 3DEXPERIENCE object names—CAD Family, Physical Product, and representations. With the option off, the verbiage remains configurations and derived configurations, and variants called configurations generally become physical products in 3DEXPERIENCE, potentially with separate part numbers.

Introduction

Metrics Reader is a cutting-edge application for public cloud dashboards that provides a range of essential features. With Metrics Reader, you can effortlessly generate charts based on your imported datasets, enabling you to gain valuable insights and analyse the data effectively. Additionally, this powerful tool allows you to compare multiple charts, empowering you to make informed decisions based on comprehensive visualizations.

Metrics Reader is compatible with 3DDrive, Social Analytics, and Potion for enhanced functionality.

When incorporating a Metrics Reader widget into your dashboard, it is essential to customize it with your specific data set to showcase a chart.

You can modify the settings of any Metrics Reader widget that you have personalized.

By importing your own data (.CSV or .XLS), you can analyse trends and uncover valuable insights through customizable charts and graphs.

The Task Shows:

1. Select data type.
2. Import data.
3. Select Range.
4. Customize.

1. Select Data Type:

• Quantitative Time-series
• Quantitative Series
• Qualitative Series

Quantitative Time-Series:

Bring in a collection of numeric data gathered at consistent time intervals. We will closely examine the Quantitative time series.

2. Import Data:

There are three options for importing the data.

Cloud (One time upload):

This is a one-time upload process where you will need to enter your Login ID and Password in the File URL field.

Select the Cloud option and enter the URL of a file saved on the cloud. If access is limited, please provide your login information.

Note: Your 3DEXPERIENCE Platform requires Internet access if the URL you provided directs to an online resource.

Paste Data:

Select the "Paste data" option and then paste the data that you have copied from your clipboard.

Dropped file:

Choose the dropped file and effortlessly transfer a file from your 3DDrive (3DDrive is the storage application located on the 3DEXPERIENCE Platform. To draw a parallel, it functions similarly to Dropbox, Google Drive, and OneDrive. Interestingly, these three programs can also be seamlessly integrated into 3DEXPERIENCE).

In addition, there is an advantage to editing the dropped file from 3DDrive, as it will automatically update the Charts.

3. Select Range

You have the option to choose a column and import the time zone, indicating the date column and the desired date format. Additionally, you can display the results as Sum, Average, Maximum, or Minimum.

4. Customize

Within the design tab, you can modify the sequence of your products using Forecast, Smooth curve, Linear regression, total, and time zone. Additionally, you can define the name and Source URL in the Credits tab before choosing the Chart type displayed in the image.

The personalized dashboard is utilized by millions daily to effectively monitor, customize, and share various aspects of their digital lives. Depending on your company's needs, you can choose from a variety of chart types and configure multiple metric readers on the desired tab within the dashboard. This ensures that all the essential data of your company is conveniently accessible on a single page.

Essentially, this tool can assist you in replacing the outdated process of manually analysing Excel files, which often results in errors and is quite time-consuming. Moreover, it can be conveniently accessed from any location, at any time, and on any device - all you have to do is log in to the platform to access it.

Introduction

Learn how to manage files on the 3DEXPERIENCE Platform using a 3DEXPERIENCE Title identifier in this blog.

As a SOLIDWORKS model, the 3DEXPERIENCE platform offers an excellent file management solution that makes sure all references are kept up-to-date, even if models are renamed or moved across multiple projects. SOLIDWORKS uses references to verify that all drawings, assemblies, and parts link together during parametric changes.

Windows File Management

The File and folder Name's that we've become use to is a unique Windows identification. It is the filename that is saved in various folders on the hard disk. The same name may appear in more than one file stored in different folders. If SOLIDWORKS PDM isn't used, then changing a file name or folder structure will unavoidably lead to file reference issues.

3DEXPERIENCE File Management

The 3DEXPERIENCE platform offers a different approach. All files are saved to a single local cache folder with unique file names, even though Windows still needs a file name to save a local copy to disk. The file name is no longer useful once it is saved to the platform.  It is actually unchangeable at this point. 

Now that we have a 3DEXPERIENCE attribute called Title, we can manage the naming. It is simple to rename this at any time. Organizing is done with the Bookmark Editor instead of storing things in different folders. References are not broken because the files are not renamed or moved to a different folder.

Differences in Terminologies

In the 3DEXPERIENCE platform, file management is referred to by a few terms. Here is a brief explanation, however the title is the primary and most important part.

1. File Name

This file's name is stored in Windows' local cache folder. The file is locked and cannot be modified once it has been saved to the platform. That prevents any references from being missed. Since Windows prohibits multiple files with the same name in the same folder, if two files with the same name were saved to the platform, the local cache may apply a unique file name (e.g., xcadmodel###.sldprt).

2. Name

A unique 3DEXPERIENCE identification, such as (prd-R###) is used to differentiate a product within a Collaborative Space.

3. File Title

This is a 3DEXPERIENCE feature that may be utilized for organizing your models. The CAD Family, physical products and drawing title are all included with this.

4. Title

This characteristic is also known as the Physical Product Title; it is basically the same as the File Title.

• When a part or assembly has many configurations, the configuration name is added in the title to keep them unique, as in "Part123(Config123)".
• In the case of a drawing, this might be the specific file title or the file title of the part or assembly that is being referenced.

5. Component Name

This is a unique SOLIDWORKS identifier that appears in the My Session app and provides the component's assembly instance number. This is related to the File Title.  Any modifications made to the File Title will have an impact on the Component Name.

Renaming the 3DEXPERIENCE Title

We can now rename the Title without affecting the SOLIDWORKS references because we know the file name will never change. By right-clicking on the top of the Feature Manager Design Tree and selecting Rename Title, you can change it.

Conclusion:

The ability to connect to dashboards, messaging, activity streams, communities, and drag-and-drop task management means everyone is on the same page directly from SOLIDWORKS.

Windows explorer has current limitation on cache file, which will be removed in 3DEXPERIENCE SOLIDWORKS. 

3DEXPERIENCE SOLIDWORKS has an in-built data management solution to manage and organize your CAD and Non-CAD Data with the help of Bookmark editor.

Introduction

Potion Lab is an innovative application in the 3DEXPERIENCE platform
that simplifies workflow automation. By setting triggers like file
uploads or project creations, users can activate automated actions
effortlessly. What makes PL unique is its customizable
ingredient selection, enabling users to choose outputs like notifications
or bookmarks.

PL = Potion Lab.

What is Potion Lab?

Potion Lab is a groundbreaking application within the 3DEXPERIENCE
platform that allows users to automate tasks and processes seamlessly.
Whether you're managing projects, collaborating with teams, or
optimizing workflows, PL empowers you to streamline your
operations with ease.

How Does Potion Lab Work?

Creating your own "Potion" with Potion Lab is a breeze. You start by
setting a trigger, which can range from a file being uploaded to the cloud
to the creation or termination of a project. This trigger serves as the
catalyst for your automated process, kicking off the magic of PL.

Next, you select the output, known as an ingredient, which determines
what action should occur when the trigger is activated. The possibilities
are endless – from sending notifications and emails to creating a new
bookmark or updating the lifecycle of a component. With up to five
ingredients per Potion, you have the flexibility to tailor your automation
to suit your specific needs.

Empowering Users with Potions:

Potion Lab offers users the remarkable ability to harness the full
potential of automation, placing control firmly in their hands. With each
3DSwym (IFW) role, users are granted the opportunity to craft three
Potions, presenting ample scope to refine their workflows and amplify
productivity levels. This allocation empowers users to tailor automation
to their specific needs, whether it involves simplifying file management,
expediting project processes, or automating communication tasks.

Furthermore, for individuals with the Social Analytics (NBA) role, the
horizon expands exponentially, as they gain access to a generous quota
of 20 Potions. This heightened accessibility not only broadens the scope
of automation but also enables users to delve into more intricate and
expansive automation scenarios. Whether users aim to streamline team
collaboration, optimize data analysis processes, or enhance project
management efficiency, PL equips them with the tools to
transform their workflow landscape and achieve unprecedented levels
of automation prowess.

Benefits of Potion Lab

Increased Efficiency:

Say goodbye to manual tasks and repetitive processes. Potion Lab
automates routine actions, allowing you to focus your time and energy
on more meaningful tasks

Enhanced Collaboration:

With Potion Lab, teams can collaborate more effectively by
automating notifications, updates, and other communications, ensuring
everyone stays in the loop.

Greater Control:

Potion Lab gives you full control over your automation processes.
Easily customize triggers and ingredients to meet your unique
requirements and preferences.

Ready to experience the transformative power of automation? With
PL, you can unlock new levels of efficiency, collaboration, and
control on the 3DEXPERIENCE platform. Start creating your Potions and
unleash the magic of automation in your workflow.
Revolutionize your workflow on the 3DEXPERIENCE platform? Look no
further than PL, one of the most innovative applications that
can automate large parts of your platform experience. Let's dive into
how PL can transform the way you work and unleash a world
of possibilities.

3DEXPERIENCE Dashboard

The 3DEXPERIENCE platform empowers users with a powerful tool: dashboards. These customizable interfaces provide a centralized location to access resources and content relevant to your organization's activities. Imagine having all the information you need at your fingertips, organized to streamline your workflow. That's the magic of 3DEXPERIENCE dashboards.

This guide walks you through the process of creating and customizing dashboards, putting you in control of your 3DEXPERIENCE experience.

Getting Started with "My First Dashboard"

Upon logging into 3DEXPERIENCE for the first time, you'll encounter "My First Dashboard." This serves as your launchpad, featuring pre-populated tabs like "Getting Started" and "Learn the Experience." These tabs showcase available widgets and applications in action, giving you a taste of the platform's capabilities.

Creating a New Dashboard

Ready to personalize your experience? Let's dive into creating a new dashboard.

1. Locate the Dashboard Menu:

Navigate to the top left corner of the page, next to the Compass icon. Expand the "Dashboard and Cockpit Search" menu by clicking it.

2. Initiate Dashboard Creation:

Click the plus sign (+) symbol displayed beside the search bar.

3. Choose Your Template (Optional)

The "Create Dashboard" menu appears. Here, you can choose between a blank dashboard or leverage a template to jumpstart the process. Template availability depends on your assigned roles. Provide a name for your dashboard and an optional description to personalize it further. Once satisfied, click "Create" to bring your new dashboard to life. For this example, let's create a blank dashboard named "Examples."

4. Your New Dashboard Appears:

The newly created dashboard will populate the main view and be added to your dashboard list.

Customizing Your Dashboard with Tabs

1. Welcome to the New Tab:

Upon creating a new dashboard, you'll land on a blank "New Tab." Rename this tab to reflect the tasks you intend to accomplish within this section.

2. Explore Roles and Apps:

Click the 3DEXPERIENCE Compass icon to explore the available Roles and Apps within the platform.

3. Identify Task-Specific Apps:

Locate the applications most relevant to your tasks. Widgets, identifiable by the arrow icon in their upper right corner, represent these applications.

4. Drag and Drop for Seamless Integration:

Don't hesitate to add widgets to your tabs! Simply drag and drop any widget you require onto the designated page.

5. Snapping to the Grid:

As you drag and drop widgets, observe how they attempt to snap to specific locations within the viewport, ensuring a clean and organized layout.

6. Widget Resizing and Rearrangement:

Widgets are not limited to their default square size. Feel free to rearrange and resize them to fit your preferences.

This guide equips you with the knowledge to create and personalize dashboards and tabs within 3DEXPERIENCE. With these custom dashboards, you can streamline your workflow, gain instant access to crucial information, and ultimately boost your productivity.

The 3DEXPERIENCE platform offers a powerful tool for collaboration and communication: 3DSwym. It empowers users to share ideas, spark discussions, and drive innovation within communities. This guide explores the various post types available in 3DSwym, equipping you to leverage its full potential.pen_spark

3DSWYM POSTS:

Share text-based content using 3DSwym's posts. Utilize the Rich Text Editor to format your message for clarity and impact. Additionally, categorize your posts with 6WTags for better organization. Furthermore, embed multimedia content to enhance understanding.

Engage Through Posts:

Take center stage with multimedia content using the 3D/Photo/Video post type. Upload directly to your SWYM community and don't worry if you lack pre-made media. Create presentations, tables, and drawings directly within this content type to support your message.

Showcase Visuals with 3D/Photo/Video:

Community ideas form the foundation for groundbreaking designs and advancements. These function similarly to articles, with an added advantage: users can evaluate and refine the concept. You can even customize the idea pipeline to match your existing workflows.

Ask and Answer with Questions:

Conduct surveys within your SWYM community to gather valuable insights. 3DSwym offers multiple answer formats, including rating scales, open-ended questions, and multiple choice. Results can be visualized in pie charts or downloaded as CSV files for further analysis.

Fuel Innovation with Ideas:

Wiki Pages serve as editable online resources for storing and sharing information within a community. Maintain a glossary of industry terms, provide quick access to crucial company documents, or leverage rich text formatting and embedded media for effective information presentation. Wikis can be nested for a structured hierarchy, and locked once finalized to prevent unauthorized changes.

Make Decisions with Surveys:

WeDos provide a space to assign simple tasks to community members or colleagues during discussions. They function alongside the Project Planning widget for enhanced capabilities. Add an optional title and description for further context. Leveraging your SWYM Community, you can assign WeDos to up to ten participants, each receiving relevant materials and deadlines based on their user credentials.

Organize Knowledge with Wiki Pages:

3DSwym unlocks a world of possibilities for collaborative communication within the 3DEXPERIENCE platform. By mastering the various post types, you can share knowledge, spark discussions, and drive innovation within your teams. Start exploring 3DSwym today and unlock the full potential of collaborative creation!

Assign Tasks with WeDos:

WeDos provide a space to assign simple tasks to community members or colleagues during discussions. They function alongside the Project Planning widget for enhanced capabilities. Add an optional title and description for further context. Leveraging your SWYM Community, you can assign WeDos to up to ten participants. Each participant will then receive relevant materials and deadlines based on their user credentials.

Empower Your Collaboration

Unleash the power of collaborative communication within the 3DEXPERIENCE platform with 3DSwym. By mastering its various post types, you can effortlessly share knowledge, spark engaging discussions, and ultimately drive innovation within your teams. Therefore, start exploring 3DSwym today and unlock the full potential of collaborative creation!

In today's fast-paced design environment, clear and efficient communication is paramount. Imagine a world where highlighting design issues, sharing feedback, and collaborating with colleagues becomes effortless.

This is the power of 3D Markup within the innovative 3DEXPERIENCE platform. It empowers users to streamline the review process, eliminate communication roadblocks, and foster seamless collaboration throughout the design cycle.

This blog post will guide you through the creation and utilization of 3D Markups, allowing you to leverage the full potential of this valuable tool within the 3DEXPERIENCE platform.

Get ready to revolutionize the way you communicate design ideas and dramatically improve project efficiency!

Accessing 3D Markup:

Before diving into creating markups, let's explore how to access the 3D Markup application within the 3DEXPERIENCE platform:

1. Open the 3DEXPERIENCE Platform: Head to Google Chrome and launch the 3DEXPERIENCE platform webpage.
2. Login with your Credentials: Use your 3D Passport login credentials to access the platform.
3. Finding 3D Markup: There are two ways to access 3D Markup. You can either open it directly from the Compass icon or drag it to your dashboard for easy future access.

Creating a New Markup:

Now that you've accessed 3D Markup, let's create a new markup to highlight design elements and communicate your ideas:

1. Initiate a New Markup: Within the Markup tab, locate and select the "Markup" icon to create a fresh markup.
2. Select Your File: It allows you to work with various file types. Choose the component, existing markup, drawing, or any other approved file type you want to annotate.

Enriching Your Markup:

With your file selected, it's time to add value through annotations:

• Include Notes and Annotations: Clearly communicate your ideas by incorporating essential notes, shapes, or annotations directly onto the 3D model.
• Save as Slides: Organize your markups for clear and efficient information sharing by saving them as slides.

Additional Features of 3D Markup

3D Markup offers even more functionalities to streamline your design review process:

• Issues and Change Actions: Facilitate efficient problem-solving by creating Issues and Change Actions directly within the markup.
• Share with the Community: Capture screenshots of your markups with ease and share them with the 3DSwym community, fostering a platform for exchanging ideas.
• Seamless Transition to 3DPlay: After adding notes and annotations, simply switch to the 3DPlay application for further analysis while keeping the document active.

Creating Markups Directly from 3DPlay:

Here's a bonus tip: Did you know you can also create markups directly from within 3DPlay? Simply access the "Annotations Commands" icon in the Tools menu of the 3DPlay window to generate annotations similar to those made in It.

By incorporating these steps and exploring the functionalities of 3D Markup, you can significantly enhance communication and collaboration within your design projects.

SolidWorks 3DEXPERIENCE Project Planner empowers teams to streamline project execution through a web-based solution. This guide explores its functionalities, equipping you to harness its potential for collaborative project management.

1. what is project planner?

SolidWorks 3DEXPERIENCE Project Planner simplifies project planning by offering a browser-based solution. Teams can define, share, and complete tasks and deliverables through continuous project planning and execution. This collaborative and secure environment, powered by the 3DEXPERIENCE platform, keeps teams on track and within budget, ultimately accelerating time to market.

2. Who needs a project planner?

3DEXPERIENCE Project Planner empowers teams and organizations to manage complex engineering and product development projects. It proves valuable for various professionals, including:

Engineers and Designers:  Plan and manage the development of 3D models, CAD designs, and other engineering-related tasks.

Product Managers: Plan and track new product development, including defining project timelines, assigning tasks, and monitoring progress.

Project Managers: Oversee and coordinate various project aspects, ensuring adherence to schedules and budgets.

Manufacturing and Production Teams:  Align the production process with the product design and development schedule.

Collaborative Teams: Facilitate collaboration among team members, including cross-functional teams, suppliers, and partners.

Large Organizations: Manage complex projects involving multiple teams and departments with a unified platform.

3DEXPERIENCE Project Planner is ideal for anyone working on projects involving 3D modeling, CAD design, and engineering, especially when collaboration and task management are crucial.

3. The usage of a project planner?

SolidWorks 3DEXPERIENCE Project Planner offers a range of functionalities to streamline project management:

Project Planning: You can create and define projects within the software,

Task Management: Create and define projects within the software.

Resource Allocation: Create tasks and sub-tasks, assign them to team members.

Gantt Charts:Allocate resources like team members, equipment, and materials to tasks or projects for efficient utilization.

Collaboration: Utilize Gantt charts to visualize project timelines, dependencies, and critical paths.

Document Management: Store and manage project-related documents, CAD files, designs, and other resources within the system for easy access and version control.

Project Tracking: Monitor the progress of your projects and tasks in real-time. Real-time tracking lets you identify tasks on schedule and those at risk of delay, allowing for swift corrective actions.

Risk Management: Proactively identify potential risks and develop mitigation strategies.

Reporting and Analytics: Generate reports to assess project performance, resource allocation, and other key metrics.

Integration:  Integrate with other SolidWorks software and tools for a holistic product design and engineering process.

4. Who needs a project planner?

SolidWorks 3DEXPERIENCE Project Planner significantly enhances productivity for teams involved in engineering, design, and product development. Here's how:

• Centralized Information: A central platform stores project information, tasks, documents, and communication, eliminating scattered information and saving time.
• Streamlined Task Management: Break down projects into tasks, assign responsibilities, and set deadlines for improved efficiency and accountability.
• Real-Time Collaboration: Real-time communication and data sharing among team members and external partners lead to faster decision-making and problem-solving.
• Visual Project Planning: Understand project structure and dependencies with Gantt charts and visual timelines, enabling efficient resource allocation and work planning.
• Resource Optimization: Allocate resources effectively to avoid overloading individuals or underutilizing resources, leading to better resource management and improved productivity.
• Reduced Errors: Version control and central document management minimize errors and rework. Teams can access the latest design documents and CAD files, improving quality and reducing correction time.
• Proactive Project Monitoring: Real-time project tracking allows for early identification of potential delays or issues. This proactive approach enables teams to take corrective actions swiftly, preventing small problems from becoming major setbacks.
• Data-Driven Improvement: By analyzing project performance, resource utilization, and other key metrics data, you can identify bottlenecks and areas for improvement in future projects.
• Integration Benefits: Integration with other SolidWorks tools and third-party software streamlines workflows and reduces manual data transfer, enhancing productivity by eliminating redundant tasks.
• Risk Mitigation: Identify and manage project risks to avoid costly delays and disruptions.

In summary, SolidWorks 3DEXPERIENCE Project Planner improves productivity by streamlining project management processes, enhancing communication and collaboration, reducing errors, and providing insights into project performance. It helps teams work more efficiently and effectively, ultimately leading to faster project completion, cost savings, and higher-quality outcomes.

5.Is it possible for me to make manual edits to the project? Or Certainly, here's the rewritten version?

Yes, you can make manual edits within your SolidWorks 3DEXPERIENCE Project Planner. The software typically provides user-friendly interfaces for creating, modifying, and updating project details, tasks, timelines, and resources. You can edit project plans, adjust task assignments, update deadlines, and make other changes as needed to keep your project information accurate and up-to-date. These manual edits are an essential part of actively managing your projects and adapting to changing circumstances.

6. it is only for internal purposes or it has any external community can use it?

SolidWorks 3DEXPERIENCE Project Planner empowers you to manage internal projects and collaborate with external partners or communities. The software facilitates communication and collaboration among all project stakeholders, including internal team members, external collaborators, suppliers, customers, and partners.. This flexibility allows for a broader and more inclusive approach to project planning and management, enhancing transparency and coordination across the entire project ecosystem.

7. Is it only for any specific project or we can do anything?

SolidWorks 3DEXPERIENCE Project Planner targets engineering, design, and product development projects. It specifically tailors its features to support tasks and activities commonly found in these fields. While it is highly versatile within this context, it may not be the most suitable tool for managing projects in unrelated fields, such as construction or event planning.

In summary, SolidWorks 3DEXPERIENCE Project Planner is most effective when used for projects in the engineering, design, and product development domains. It may not be as well-suited for managing projects outside of these areas.

Task Scheduler:

Focus: Task Scheduler is primarily focused on managing and automating individual tasks or processes within a project.

Scope: It deals with the execution and scheduling of specific tasks, often related to routine or repetitive activities
.
Automation: Task Scheduler is commonly used to automate tasks like backups, data imports, script executions, and system maintenance. It's more about automating technical or operational processes.

Granularity: It can manage tasks at a granular level, often focusing on individual actions rather than the overall project.

Project Planner:

Focus: Project Planner is designed for comprehensive project management, from planning and resource allocation to execution and monitoring of the entire project.

Scope: It deals with the entire project lifecycle, including defining project objectives, creating task dependencies, assigning resources, tracking progress, and generating reports.

Project Management: Project Planner is a tool for managing projects of varying complexities, such as product development, construction, event planning, and more. It encompasses all aspects of project management.

Granularity: Project Planner offers a broader perspective and can handle tasks at various levels, from high-level project phases down to detailed task management.

Task Scheduler excels at automating and managing specific, recurring tasks or processes, often technical or operational in nature. In contrast, Project Planner tackles comprehensive project management. It handles the entire project lifecycle and is well-suited for complex projects with diverse tasks and dependencies. The choice between them depends on your specific needs and the scale of the project you are managing.

Struggling to manage complex 3D printed product designs across multiple design tools? Look no further than 3D Product Architect (PAU), a revolutionary browser-based application that empowers seamless collaboration and streamlines the entire 3D printed product development process.

3D Product Architect enables users to create or modify multi-CAD product structures without the use of design tools. Being able to digitally mockup a proposal reduces design iterations and makes reviews available to the product development process.

1. Connect everyone with the product development process using a browser-based application.
2. Enable non-CAD users to mock-up new products or product changes prior to the detailed design.
3. Create multi-CAD mock-ups of a product.
4. Optimize the product definition for configurable products into a single definition that satisfies the intent of product variations and maximizes IP reuse.

Beyond the Basics: Advanced Features for Efficiency:

3D PAU offers a robust set of features to optimize your 3D printed product development workflow:

• Effortless 3D Visualization: Visualize and navigate your entire product structure in 3D, allowing for a comprehensive understanding of the design and the impact of any changes.
• Intuitive Product Development: Create, modify, or derive new product structures directly from your web browser. Utilize drag-and-drop functionality and free-form tools for effortless product assembly.
• Digital Mock-up Made Easy: Effortlessly build digital mockups within the browser and seamlessly transfer them to your preferred CAD software.
• Work Under Change Management: Maintain complete control over design revisions. The "Work Under Change" feature captures all modifications within a designated change action, ensuring clear audit trails.

Key functionalities of 3D PAU include::

1. CAD Visualization
2. 3D Visualization
3. Product Development
4. Work Under Change
5. Digital Mock-up
6. Derivative Product Development
7. Measurement and Sectioning
8. Related Products and Specifications
9. Product Structure Filtering

Unleash the Power of Collaboration

• Effortless 3D Visualization: Visualize and navigate your entire product structure in 3D, allowing for a comprehensive understanding of the design and the impact of any changes.
• Intuitive Product Development: Create, modify, or derive new product structures directly from your web browser. Utilize drag-and-drop functionality and free-form tools for effortless product assembly.
• Digital Mock-up Made Easy: Effortlessly build digital mockups within the browser and seamlessly transfer them to your preferred CAD software.
• Work Under Change Management: Maintain complete control over design revisions. The "Work Under Change" feature captures all modifications within a designated change action, ensuring clear audit trails.

Beyond the Basics: Advanced Features for Efficiency

3D PAU offers a robust set of features to optimize your 3D printed product development workflow:

Effortless Derivative Product Development: Duplicate existing products to create variations, selectively reusing components and streamlining the design process.

Precise Measurement and Sectioning: Perform detailed measurements, create sections for design clarity, and locate specific features within your product structure.

Enhanced Navigation with Related Products and Specifications: Effortlessly navigate the relationships between product components, change actions, and other specifications.

Streamlined Filtering: Utilize volume queries to isolate specific sections of your product structure, simplifying the visualization of complex designs.

Revolutionize Your 3D Printing Workflow with 3D PAU

3D PAU empowers efficient collaboration, streamlines product development, and simplifies 3D printed product design for users of all experience levels. Experience the future of 3D printed product development with 3D PAU.