Bookmark Editor On The 3DEXPERIENCE Platform

The Bookmark Editor app on the 3DEXPERIENCE Platform allows you to view and manage your cloud data. You may develop an initial arrangement in Bookmark Editor based on products, departments, projects, or whatever else you would choose to arrange your files. Get four suggestions for working with 3DEXPERIENCE's Bookmark Editor in the following paragraphs.

  1. Customise the columns on your bookmark editor.
  2. Enable Product Expansion.
  3. Remove File vs Delete File.
  4. Index and Authoring in Active Mode.

1. Customize the columns on your bookmark editor:

The columns along the top row of the Bookmark Editor widget can reveal quite a lot of information about each file and can be used to organise and manage data. When you first begin working with the Bookmark Editor, one of the first things you need to do is customize your columns. You can rearrange the columns by dragging and dropping it, and you can specify which columns are displayed.

To hide and show columns, right-click any column header and choose Tree List View Options. You may choose which columns to display from this menu (Step-2).

More columns can be added by clicking the settings gear in the upper-right corner (Step-3) for "More Attributes" and then clicking "Select Attributes." (Step-4 & Step-5).

2. Enable Product Expansion:

When you can expand your files, it makes it much easier to navigate through subassemblies and subcomponents. Click the drop-down menu in the upper right corner of your Bookmark Editor Widget (Step-1) and select Preferences (Step-2).

Select the "Enable product expansion" checkbox (Step-3). Your files will now have a Plus sign next to them, allowing you to expand them so you can look at sub-components.

3. Remove File vs Delete File:

In remove files vs delete files, there are two possibilities. The first option is to right-click the file and select Remove or Delete.

When a file is selected in Bookmark Editor, Remove and delete commands appear at the top of the widget.

Remove - Removes the file from the current selected Bookmark. The file is still in the Collaborative Space where it was saved and may be accessible using other Bookmarks.

Delete - Removes the file from your Platform permanently.

4. Index and Authoring in Active Mode:

You can switch between Index and Authoring mode while working in Bookmark Editor. Index mode is enabled by default and displays the most recent items available from the server's database. When you save modifications or upload new files, the index ("indexing") may take a few minutes to update, making a little delay in what you see in Bookmark Editor. To see the most recent changes, go to Authoring mode. You can view what is still being indexed in Authoring mode. Unless otherwise configured in the Preferences, the window will automatically return to Index mode after a minute of being in Authoring mode.

How To Create 3D Markup With The Help Of 3DEXEPERIENCE Platform

In earlier times, workers were required to send emails to various locations worldwide, endure the wait for updates and responses, spend valuable time searching for files, and yet, even after all that effort, they were left without all the accurate information they sought. Fortunately, the 3DEXPERIENCE platform offers a comprehensive range of tools that empower users to effectively capture their ideas and instantly share them with their colleagues.

Within the 3DEXPERIENCE platform, users have access to a diverse range of applications that greatly facilitate collaboration. Among these valuable tools is 3D Markup. With 3D Markup, users can easily highlight problems, ask questions, and effectively communicate their thoughts. Sharing a markup is a seamless process, whether it's within the community or in Collaborative Tasks. To assist you, here is a detailed workflow for creating a 3D Markup.

  • Go to Google Chrome and open the 3DEXPERIENCE Page.
  • Login with a 3D Passport Login page to log in user.
  • To access the 3D Markup application, you can either open it directly from the Compass or simply drag it into your dashboard for easy access in the future.
  • Create a fresh markup by selecting the Markup icon within the Markup tab.
  • To create a new markup, simply select the Markup icon located in the Markup tab.
  • This can be done with any approved file type, whether it's a component, existing markup, drawing, or any other type of file.
  • You can include any necessary notes, shapes, or annotations to effectively communicate your ideas.
  • These can be saved as slides to ensure accurate information sharing.
  • Additionally, 3D Markup allows for the creation of Issues and Change Actions.
  • Enabling users to effortlessly capture screenshots of markups and share them with the 3DSwym community, the platform encourages the exchange of ideas.
  • After inserting notes, shapes, and annotations, a straightforward click on the 3DPlay application in the compass allows for a smooth transition from 3D Markup to 3DPlay, while keeping the document active in the window.
  • Moreover, users have the capability to create markups directly from 3DPlay.
  • By accessing the Annotations Commands icon in the Tools menu of the 3DPlay window, users can generate annotations akin to those made in 3D Markup.

3DEXPERIENCE Project Management (FAQ)

1. what is project planner?

Project Planner simplifies project planning by providing a browser-based solution that enables teams to define, share and complete tasks and deliverables through continuous planning and execution of a project. This collaborative, secure environment, powered by the 3DEXPERIENCE platform, helps teams stay on track and budget, ultimately accelerating time to market.

2. Who needs a project planner?

SolidWorks 3DEXPERIENCE Project Planner is a project management and planning tool designed to help teams and organisations manage and collaborate on complex engineering and product development projects. It can be useful for a variety of professionals and organizations, including:

Engineers and Designers: SolidWorks 3DEXPERIENCE Project Planner can be used by engineers and designers to plan and manage the development of 3D models, CAD designs, and other engineering-related tasks.

Product Managers: Product managers can use this tool to plan and track the development of new products, including defining project timelines, assigning tasks, and monitoring progress.

Project Managers: Project managers can benefit from the comprehensive project planning and management features to oversee and coordinate various aspects of a project, ensuring it stays on schedule and within budget.

Manufacturing and Production Teams: Those involved in manufacturing and production can use the project planner to ensure that the production process aligns with the product design and development schedule.

Collaborative Teams: The 3DEXPERIENCE platform is designed to facilitate collaboration among team members, including cross-functional teams, suppliers, and partners. It can help manage dependencies and ensure everyone is on the same page.

Large Organizations: Companies with complex projects that involve multiple teams and departments can benefit from a unified project planning and management platform like SolidWorks 3DEXPERIENCE Project Planner.

Ultimately, the software is suitable for anyone involved in projects that require 3D modelling, CAD design, and engineering, especially when there is a need for collaboration, task management.

3. The usage of a project planner?

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

Task Management: Create tasks and sub-tasks, assign them to team members,

Resource Allocation: Allocate resources such as team members, equipment, and materials to specific tasks or projects to ensure efficient resource utilization.

Gantt Charts: Use Gantt charts to visualize project timelines, dependencies, and critical paths. This helps you understand how different tasks and activities are interconnected and when they need to be completed.

Collaboration: The platform allows for collaboration among team members, whether they are in the same office or distributed across different locations.

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. You can see which tasks are on schedule and which ones may be delayed, allowing you to take corrective actions.

Risk Management: Identify potential risks and issues in your projects and develop strategies to mitigate them.

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

Integration: SolidWorks 3DEXPERIENCE Project Planner can be integrated with other SolidWorks software and tools, enhancing your overall product design and engineering process.

4. Who needs a project planner?

SolidWorks 3DEXPERIENCE Project Planner can significantly enhance productivity for teams and organizations involved in engineering, design, and product development. Here's how it can work to improve productivity:

Centralized Information: The software provides a centralized platform where all project-related information, tasks, documents, and communication are stored. This eliminates the need to search for scattered information in various places, such as emails or different software tools, thus saving time and improving efficiency.

Task Management: By breaking down projects into tasks, assigning responsibilities, and setting priorities and deadlines, teams can work more efficiently. Team members know what they need to do and when it needs to be done, reducing confusion and improving accountability.

Real-time Collaboration: The collaboration features enable real-time communication and data sharing among team members and external partners. This leads to faster decision-making, problem-solving, and idea sharing.

Visual Project Planning: Gantt charts and visual project timelines help teams understand the project's structure and dependencies at a glance. This clarity helps in efficient resource allocation and work planning.

Resource Optimization: With the ability to allocate resources effectively, teams can avoid overloading individuals or underutilizing resources. This leads to better resource management and improved productivity.

Reduced Errors: By providing version control and central document management, the software minimizes the risk of errors and rework. Teams can access the latest design documents and CAD files, which leads to improved quality and reduced time spent on corrections.

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 Analytics: The software can provide data and analytics on project performance, resource utilization, and other key metrics. This information can be used to identify bottlenecks and areas for improvement, leading to enhanced productivity in future projects.

Integration: Integration with other SolidWorks tools and third-party software can streamline workflows and reduce the need for manual data transfer. This seamless integration enhances productivity by eliminating redundant tasks.

Risk Mitigation: The software helps in identifying and managing project risks. By addressing potential issues early in the project, teams can 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 can be used for both internal project management and collaboration with external partners or communities. The software is designed to facilitate communication and collaboration among project stakeholders, which can include team members within your organization as well as external collaborators, suppliers, customers, or 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 is primarily designed for project management and planning related to engineering, design, and product development projects. It is specifically tailored to support tasks and activities associated with these types of projects. 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.

In summary, Task Scheduler is best suited for automating and managing specific, recurring tasks or processes, often at the technicalor operational level. Project Planner, on the other hand, is designed for comprehensive project management, encompassing the entire project lifecycle, and is suitable for managing complex projects with a variety of tasks and dependencies. The choice between them depends on your specific needs and the scale of the project you are managing.

3D Product Architect (PAU)

3D Product Architect enables users to create or modify multi-CAD product structures without the use of design tools. Being able to digitally mockup proposed 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.


  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

1. CAD Visualization:

Multi-CAD design mock-up provides a single context from multiple design sources, so products appear in their entirety to better understand how changes impact the product.

  • Product Structure Editor enables you to navigate and Author structures with a shared experience between a structure widget and a 3D widget.
  • Create and manage product created from multi-discipline tools.

Visualize, explore, and edit multi-CAD product structures within a web-browser.

Products with a common structure that were created in multiple CAD systems.

2. 3D Visualization:

3D Compose permits you to visualize and navigate the product in 3D to understand the effect of changes in the product structure.

  • Interactive exploded views of a structure
  • Drill down to specific components of the product

Expand different areas of a product structure for review while retaining context.

Easily navigate product structures to visualize designs and related changes.

  • Cross-highlighting between the structure and the 3D model
  • Locate and query sub-components from either application.

3. Product Development:

The browser-based Product Structure Editor enables users to modify an existing product, derive a new product from an existing one, or create a new product from scratch with available templates for each supported CAD solution.

  • Position components without CAD tools.
  • Use free-form tools to drag & drop components into place
  • Position parts relative to each other with tools that intuitively mate faces, edges, and cylinders of components for accurate placement.

4. Work Under Change:

The Product Structure Editor supports the ability to work under an existing change action to fully capture and audit changes made within the structure.

  • “Work Under” functionality allows the designer to activate an assigned Change Action
  • Capture all subsequent changes to the design in the Change Action

5. Digital Mock-up:

Build mockup sessions that can be loaded into CAD directly from a browser.

  • Quickly build a product structure with simple positioning tools
  • Persistent repositioning or product structures
  • Build large product structures beyond the scope of individual CAD system representations.

Drag & drop coordinate systems on any face to drag components along specific vectors and rotations.

6. Derivative Product Development:

Product duplication generates derived structures based wholly or partially on existing designs to create derivative product designs.

  • Duplicate existing products to derive new products.
  • Selective reuse existing products or create new ones.
  • Exclude products not required in the new design.
  • Duplicate existing products with new names:
    • Prefix
    • Suffix
    • Manual naming

Decide what to do with products either individually or in preselected groups.

Rename or add text to any selected product or preselected group.

7. Measurement and Sectioning:

Measure, section, and find the related objects of specific product features.

  • Section in any plane for design clarity
  • On-demand measurement of filtered primitives for accurate selection
  • Measure areas, and distances (orthogonal and minimum distances)

8. Related Products and Specifications:

Navigate through the relationships between products and other specifications.

  • Start from any component in the product structure.
  • Move freely up and down the structure and related objects such as Change Actions and Markups, etc.

9. Product Structure Filtering:

Select specific areas of the product structure with cube and sphere shapes in 3D Compose using volume queries to partially load or visualize areas of complex product structures. Save and reuse the resulting filtered structures.

  • Filter the product structure by volumes, attributes, and configurations

Save filtered definitions for reuse.

Sheet Metal Costing

The SOLIDWORKS costing tool helps you calculate how much it costs to manufacture sheet metal, machined, multibody parts, and assembles as well as plastic molded , cast, 3D printed parts, and multtibody weldments by automating the cost estimation and quotation process.

Evaluating the Cost of a Sheet Metal part with the material weight option:

The software depends on the un suppressing of flat patterns in sheet metal parts to determine the cut paths. If you apply Costing to a sheet metal part for which the flat pattern cannot be unsuppressed, the Costing results might be incorrect.

  • In a sheet metal part, click Costing (Tools toolbar or the Evaluate tab on the Command Manager) or Tools > SOLIDWORKS Applications > Costing.
  • If there is enough information in the sheet metal template, and if the part has a material assigned to it that matches the template, a cost estimate is performed and the Costing Task Pane displays the Estimated Cost Per Part.
  • If there is not enough information in the template, or if you want to edit the Costing input values, follow the steps below.
     Costing Task Pane
  • Under Costing Template, select a template. Default templates are available or you can create templates to use custom manufacturing data. See Creating a New Sheet Metal Template.
  • Under Material, make selections for Class, Name, and Thickness from template if they are not populated. The Class, Name, and Thickness from template are populated if the material in the part matches a class, name, and thickness in the sheet metal template.
  • The Material cost is the cost in the template for the selected Class, Name, and Thickness from template combination. You can override Material cost without editing the template. Overrides affect only the part that is open, not the template. If you override Material cost, the field appears in yellow.
Blank Size
  • Under Stock Type from Template, select Material Weight.
  • Under Area to cost select an item to define the material usage.
  • Under Quantity, set the Total number of parts and Lot size.
  • Optionally, under Markup/Discount, adjust the material cost or the total cost using a percentage factor.
  • The software extracts material information from the material set in the part and performs a cost estimate. The CostingManager displays manufacturing features such as cut paths and bends that were recognized in the part. The Costing Task Pane displays the Estimated Cost Per Part.
  • Click Begin Cost Estimation.
  • The cost Estimation of the solidworks Sheetmetal part will be shown.

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