November 22, 2021


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What to Expect

  • Duration: 2 days
  • Time: 8:00 AM – 5:00 PM — lunch is included!
  • Prerequisites: Basic understanding of SOLIDWORKS file references and Custom Properties
PDM Workflow screen capture for SOLIDWORKS Training Course PDM Professional

Key Benefits

Become an Effective PDM Vault Admin in Just Two Days!

  • Learn how to configure PDM to match your organization’s needs
  • Improve inefficient processes in managing your CAD data
  • Standardize file and project structures across your organization
cad files


Make Data Management Work for You, Not Against You!

User and Groups

Set up user log-ins, and organize them into groups for efficient assignment of all appropriate permissions.

Folder and File Card Creations

Learn how to design your own Folder and File Card. Customize the layout and manage the right metadata. Keep all relevant information at your fingertips.

Bill of Material Views

Standardize your Bill of Materials. Show a finished BOM result directly from your PDM view.

Electronically Capture your Workflow

Learn to design complex workflows in PDM to match your organization’s current processes. Route documents to the appropriate parties and keep everyone informed as to product status.

Automate painstaking tasks

Configure PDM tasks to do your “busy work”! Set-up tasks to automatically convert files or output PDFs of released document, just to name a few!

Standardize File/Folder structures

Utilize PDM Templates to create standardization of file and folder structures in your secure vault.

Basics of Data Migration

Learn some basic techniques to effectively migrate legacy data into your PDM vault.

View the Syllabus

PDM Trouble Sheet screen capture for SOLIDWORKS Training Course PDM Professional

Discover how More is Possible™
with DesignPoint today!

Contact us at or call 844-721-7211