Project Management with Enterprise PDM – Part 1 of 3

Stage Gate project management with Enterprise PDM This is a three part blog post on Project Management with Enterprise PDM. The first part is just an introduction. The next parts will highlight some of the key configuration requirements to make it happen. In this project management demonstration video, you will see simple and more complex examples of Project Management with EPDM. Anything in between, or even more complex applications can be configured. That’s the beauty of EPDM.

The simple project management example is focused on creating a consistent folder structure, some standard files used on all projects (e.g. a spec sheet or checklist) and engineering data. Any EPDM Admin familiar with basic implementation techniques can deploy this level of project management. It uses Enterprise PDM Template functionality to generate the folders and files with their appropriate permissions and a serial number to generate the project number. Common data entered at the beginning is used throughout the project (contacts, customer, project description, etc), even on files generated later within the project folders. This level of project management in EPDM focuses on design data. By the way, I use this to manage projects at DesignPoint. It creates standard statement of work, sign off sheet, project schedule, and several other documents for each project. Then I modify / add the details. This is a huge time saver for me.

Our more complex example of project management uses a Stage-Gate process (sometimes referred to as Phase-Gate) to manage data through all stages of the project. Files that are used in stage 1 of Scoping are locked down when the project moves onto stage 2. It’s also possible to prevent advancement to the next stage until certain approvals are met. Companies that require more stringent control of project data need these capabilities. This is typical of businesses that are highly regulated (e.g.: medical device manufacturers that are FDA regulated). The other feature of this Stage-Gate project management is that it goes well beyond design/engineering data management. This covers sales, marketing, business case analysis and all other stages involved in the life of a project.

So again, this first article is just a brief introduction. The next two articles will cover details of these project management examples. I hope you enjoy.

Upcoming Topics (Feel free to comment on what you would like to hear about next):

  • Next two articles will continue the topic of Project Management with Enterprise PDM
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  • Lifecycle Management with PDM: Workgroup vs Enterprise