The SOLIDWORKS PDM Software

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About Course

Course Overview:
The SOLIDWORKS® Product Data Management (PDM) Software course is designed to introduce participants to the essential tools and workflows for managing engineering data efficiently and securely. SOLIDWORKS PDM enables teams to control design data, collaborate effectively, automate workflows, and ensure version control—all integrated directly within the SOLIDWORKS CAD environment.
Through a structured series of lessons, this course covers the complete data lifecycle: from understanding PDM fundamentals and using the user interface, to managing file versions, document check-ins, workflows, and Bill of Materials (BOM) handling. Learners will also explore advanced topics such as smart folders, file references, notifications, search tools, and working with cached files and local copies.
Ideal for design engineers, CAD administrators, and project teams, this course empowers participants to streamline product development processes, maintain data integrity, and enable collaborative, secure engineering environments.

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What Will You Learn?

  • ✅ Understand core concepts of SOLIDWORKS PDM, including vaults, access control, and data cards
  • ✅ Create, manage, and version engineering documents and CAD files
  • ✅ Automate design approval workflows and track file states
  • ✅ Perform powerful searches, manage file references, and avoid data duplication
  • ✅ Work within SOLIDWORKS using the integrated PDM add-in
  • ✅ Handle BOMs efficiently with computed BOMs and quantity adjustments

Course Content

SOLIDWORKS PDM Concepts

  • The Fundamentals of PDM
  • What is SOLIDWORKS PDM
  • SOLIDWORKS PDM Overview
  • SOLIDWORKS PDM Modules
  • SOLIDWORKS PDM Components 1(File Vault)
  • SOLIDWORKS PDM Components 2(View of File Vault)
  • SOLIDWORKS PDM Components 3(Working Folder (Cache))
  • SOLIDWORKS PDM Components 4(Access Rights)
  • SOLIDWORKS PDM Components 5(SOLIDWORKS PDM Smart Files)
  • SOLIDWORKS PDM Components 6(SOLIDWORKS PDM Smart Folders)
  • SOLIDWORKS PDM Components 7(File Data Card)
  • SOLIDWORKS PDM Components 8(Folder Data Card)
  • SOLIDWORKS PDM Components 9(Workflow)

SOLIDWORKS PDM User Interface

Document Creation and check in

Versioning Files

File References

Searching

Workflow and Notification

Working in SOLIDWORKS

Working with Bill of Materials

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