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SOLIDWORKS Elite Specialists

SOLIDWORKS Data Management Matrix

Discover the features of SOLIDWORKS Data Management and compare all versions, SOLIDWORKS PDM Profesional and SOLIDWORKS PDM Standard. Click on each capability to find out more about each element of functionality. A copy of the product matrix can be found at the bottom of the SOLIDWORKS Data Management Datasheet.



Secure Access

Protect your product design data with secure, managed access for only authorised individuals. In addition to internal users, you can permit access to partners, customers and your supply chain through VPN access.
*Supports windows logins
* *

Revision Control

Help your team avoid overwriting files and help purchasing and manufacturing order and produce the correct parts,every time.
*Supports multiple revision schemes and workflows
* *

File History (Audit Trail)

Quickly access a full audit trail of product development activities. Meet internal and external compliance reporting requirements. Identify process issues and drive continuous improvement to maintain your competitive advantage.

Find and Reuse Design Data

Quickly locate documents based on multiple parameters including names, contained data, attached metadata and workflow state.

Integrated Search - Quickly Find Files

Quickly and easily find SOLIDWORKS files by searching on metadata (Custom Properties).


Manage all SOLIDWORKS documents, including parts, assemblies and drawings.

Manage Other CAD Files

*DraftSight Professional
**AutoCAD, Inventor, Creo and Solid Edge
* * *

Manage Microsoft Office Files

*Through Windows Explorer
**Add-in available for Office 2007 to 2013
* ** **

Manage Any File

Manage any file, directly Open/Save from any application within a standard Windows explorer.
*Add-Ins for multi-CAD and MS Office
* *

Integrated Preview Powered by eDrawings

Dynamically preview SOLIDWORKS and DraftSight files with the intergrated eDrawings preview window.

Automated Approval Process

Increase productivity, quality and accountability when you engage key users in workflow and approval processes.

Email Notifications

Automatic email notifications and electronic signatures bring greater efficiency and security to approvals and other data automation initiatives.
*In-built mail client
**Supports SMTP
* ** **

Conditional / Multiple Workflows

*Limited to 1

Unlimited Workflow States

Limited to 10

Transition Actions

*Supports only "set variable" actions

Contributor Client

Add-In for Windows Explorer, enables uses to contribute to the vault.

Viewer Client

Add-In for Windows Explorer, gives users a view into the vault and is sold in packs of 5 users.


Work with the same high level of speed, functionality and security as your design organisations grows.

Distributed Design Teams

For multi-site and multi-national teams, SOLIDWORKS PDM Professional supports document/drawing vault replication over a WAN, making current design information immediately available worldwide.
*Vault replication within a WAN

Remote Access (web)

Increase the productivity of designers, managers and sales/marketing personnel by permitting remote access to design data.
*Fully functional’ web client with mobile version

Named Bill of Materials

Editable BoM that can be ‘checked in’ and follow Workflow

Manage SOLIDWORKS Simulation Files

Manage all SOLIDWORKS Simulation documents, and studies.

Manage SOLIDWORKS Electrical Files

Manage all SOLIDWORKS Electrical documents and libraries.

Full Document Preview

View and print more than 250 file types, including SOLIDWORKS, AutoCAD, Inventor, SolidEdge, PDF and Microsoft Office, plus images, animations, movie files and many others.
*Supports over 500+ file formats

Advanced Search and Favorites

Perform context based searches to find certain text strings with documents. For even greater productivity you can pre-define, save and share searches.

Document and Folder Templates

Automatically generate files or folders via template card.

Automatic Serial Number

Configure serial number generators to automatically name files and folders, assign projects and ECN/ECR numbers

Automated Workflow Tasks

Convert SOLIDWORKS files, Export / Import to or from XML

Automated Neutral File Creation

Automatically create neutral files such as PDF's of STEP from SOLIDWORKS files.

Custom Configuration

SOLIDWORKS PDM Professional is fully configurable to work effectively within your unique team structure, design process and industry.

Automated Data Import and Export

Automatically import and export data to/from other business systems such as MRP/ERP applications

Role based Parallel Transitions


Conditional / Automatic Transitions


Paste Shared Links


Macro Language and API interface


Project Management

Provide critical information to help teams focus on important tasks, and provide an overview of resource capacity for better planning and utilization. Manage project stages, timelines, and milestones along with resource utilization and capacity. Utilize user tasks and timesheets to automatically track progress.

Process Management

Streamline business processes, automate document creation and bring together all involved stakeholders for new products, from sales and marketing to production and support. Configure states and decision points for all types of business processes such as Engineering Change Requests (ECR), Orders (ECO) and Notices (ECN), transmittals and approvals.

Item Management

Create, edit and compare complete bills of materials (BOM) by associating items, files and free text. Manage product variations for different use cases and applications. Drive SOLIDWORKS drawing bill of materials and item numbers directly from system data.

User Tasks

Provide users with the knowledge they need to work more effectively by utilizing tasks and calendars.

Dashboards and Reports

Create and distribute interactive graphical dashboards to display critical information. Display continually updating dashboards on community monitors. Configure reports to company standards and publish automatically or on demand.

Engineering Change Management

Reduce the time to complete your design approval and Engineering Change Order (ECO) processes. Graphically represent the product development process through an easy-to-use flowchart interface. Engineering change documentation and change approvals become completely electronic.

Bills of Materials Management

Maintain, manipulate, and leverage Bill of Materials (BOM) information to support downstream applications and systems. Create individual BOM objects from existing CAD file structures that automatically update in parallel with the evolution of the CAD model, eliminating the frequent manual updates required when using spreadsheets. Connect your CAD data with your Enterprise Resource Planning (ERP) or Manufacturing Resource Planning (MRP) systems, enabling you to easily update BOM information in other businesses enterprise systems. Use customizable templates to display BOM information in multiple formats or to format BOM information to meet the needs of a user or group.

Microsoft Outlook® Integration

Create new records, like Cases, from Microsoft Outlook® emails based on information in the email including attachments. Copy emails to existing records for reference.