Management Software


Adds powerful project, process, and item management capabilities, including interactive dashboards and reports, to a SOLIDWORKS PDM Professional implementation.

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SOLIDWORKS Manage is an advanced, record-based data management system that extends the global file management and application integrations enabled by SOLIDWORKS PDM Professional to include a comprehensive set of capabilities that you can use and distribute to many areas of your business.

SOLIDWORKS Manage offers powerful dashboard and reporting tools that can pull data, including project progress, resource allocation, and quality performance from every aspect of the system and present it in a very easy-to-consume way.

  • Project Management

  • Task and Resource Assignments

  • Project Tracking

  • Process Management

  • Configure States and Decision Points

  • Automatic Notifications

  • Item Management

  • Create, Edit, and Compare BOMs

  • Push BOM Data to SOLIDWORKS Drawings

  • Dashboards and Reports

  • Interactive Graphical Dashboards

  • Configured Reports to Company Standards

Which SOLIDWORKS PDM package is right for you?



SOLIDWORKS PDM Standard is the ideal data management application for smaller single-site SOLIDWORKS customers with an easy-to-use solution that can be easily upgraded to SOLIDWORKS PDM Professional when needs change. SOLIDWORKS PDM Standard is included FREE with every license of SOLIDWORKS Professional and SOLIDWORKS Premium.

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SOLIDWORKS PDM Professional is an all-inclusive application that utilizes Microsoft SQL Server Standard to provide high performance and scalability, and is included along with integrations to various authoring applications, including third-party CAD applications and Microsoft Office.

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SOLIDWORKS Manage is an advanced, record-based data management system that extends the global file management and application integrations enabled by SOLIDWORKS PDM Professional to include a comprehensive set of capabilities that you can use and distribute to many areas of your business.

Request a Quote



3DEXPERIENCE CLOUD PDM is product development data management without all the fuss. No hardware, no IT, no VPN, just a simple login and you have secure access to your data from anywhere, and you have the web-based management and collaboration tools to make the most of it.

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SOLIDWORKS Data Management Features PDM Standard PDM Professional Manage
File Management PDM Standard PDM Professional Manage

Manage and control all your product development data. With SOLIDWORKS PDM, you can create and maintain a single data location and vault that can be accessed by users to store and retrieve files. SOLIDWORKS PDM manages all file references and automatically updates them whenever you move a file to a different folder or rename it, eliminating broken references or the time required to locate and fix lost references manually.

Design and Reuse PDM Standard PDM Professional Manage

Quickly locate and reuse existing design data to save time and control costs. You can create a framework for quickly locating and reusing or repurposing existing design data. Instead of spending time trying to find prior designs on shared drives or local workstations—or recreating designs when you can’t find them—you can use SOLIDWORKS PDM tools to locate them quickly.

Revision Management PDM Standard PDM Professional Manage

Track design changes and avoid the errors of manual methods. Track changes and maintain a complete revision history of a design’s evolution.

Secure File Vaulting PDM Standard PDM Professional Manage

Establish a secure file vault to control access to sensitive or proprietary product information. With SOLIDWORKS PDM, you can create and maintain a single data location and vault that can be accessed by users to store and retrieve files. With SOLIDWORKS PDM products, data is kept secure, up-to-date, and accessible. The system eliminates duplicate work and delays, while saving time and development costs. Easily establish and assign individual and/or group user rights. Graphically represent the product development process through an easy-to-use flowchart interface in SOLIDWORKS PDM products.

Revision Control PDM Standard PDM Professional Manage

Ensure you are always working with the “right version” of a design by using the revision and version control capabilities. Customize file naming and revision control schemes, maintain document history, and easily manage document versions to avoid the costly manufacturing errors associated with working with the wrong revision.

Audit Trail PDM Standard PDM Professional Manage

Maintain a complete history of your product design, engineering, and development activities for reporting and auditing purposes.

Integrated Search PDM Standard PDM Professional Manage

Save time and reduce development costs through design reuse by quickly finding needed data across a range of file types using the powerful searching tools PDM offers. You can quickly perform file content searches on multiple data types (such as CAD files, Microsoft Word documents, Excel® spreadsheets, Outlook® emails, and image files) and locate documents using a range of search criteria (including name, date, metadata, and workflow status).

eDrawings Preview PDM Standard PDM Professional Manage

View eDrawings®, SOLIDWORKS, and AutoCAD® documents in eDrawings inside SOLIDWORKS PDM.

Engineering Change Management PDM Professional Manage

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 with SOLIDWORKS PDM Professional.

Bill of Materials Management PDM Professional Manage

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.

Regulatory Compliance PDM Professional Manage

Facilitate compliance with government regulatory requirements and industry standards. SOLIDWORKS PDM Professional can bolster compliance for several types of regulatory requirements, such as FDA, RoHS, ISO 9001 and 14000, ANSI, and others.

Distributed Collaboration PDM Professional Manage

Collaborate throughout your organization while keeping people connected, current, and working on the same set of data. Create and maintain a single data location and vault that can be accessed by users worldwide to store and retrieve files. Configure the SOLIDWORKS PDM Professional system to automatically notify users when documents have progressed through various states or stages in the electronic workflow you establish. Automatically create many types of neutral file formats from SOLIDWORKS and other file types.

Enterprise Scalability PDM Professional Manage

Connect the design data needs of your entire enterprise. Create and maintain a single data location and vault that can be accessed by users worldwide to store and retrieve files. In addition to preserving a secure backup of product design data, secure file vaulting eliminates multiple “silos” of information, duplicate files, and unsynchronized revisions. SOLIDWORKS PDM Professional software includes tools that enable you to configure and customize many aspects of your PDM system to match the specific needs of organizations of all sizes.

Advanced Search and Favorites PDM Professional Manage

Save and share search criteria as “favorites”, providing you with instant access to common searches.

Multi-Document Preview PDM Professional Manage

View multiple documents in the Preview window.

Scalability PDM Professional Manage

Easily connect the design data needs of your entire enterprise, whether for just a few users in a single location or hundreds of contributors working in multiple locations. SOLIDWORKS PDM Professional provides one convenient, vaulted location where colleagues can store and retrieve data. Efficient file storage and retrieval enables millions of files to be managed.

Automated Neutral File Creation PDM Professional Manage

Save time and effort communicating by configuring SOLIDWORKS PDM Professional to automatically create neutral file formats.

Custom Configuration PDM Professional Manage

Map variables to both predefined properties (such as Title and Author) and custom named properties in SOLIDWORKS files. If a SOLIDWORKS file contains configurations, the configuration names appear as tabs in the datacard. Configuration-specific values are shown in the corresponding tab.

Automated Data Import and Export PDM Professional Manage

SOLIDWORKS PDM Professional can import variable values from an XML file into a vault database. In the vault, existing files or items that match import criteria acquire the values at specified points in the file workflow. Create an export rule to export SOLIDWORKS PDM BOM variables that can be read into ERP systems.

Serial Number Generators PDM Professional Manage

Use serial numbers to assign automatic names to files and folders, to assign unique IDs to items, or to add unique running values to card controls. You can set up any number of serial numbers in each vault. Item Number serial numbers are defined by default to generate unique item IDs.

Distributed Design Teams PDM Professional Manage

SOLIDWORKS PDM Professional provides the tools and capabilities that your enterprise needs to keep people connected, up-todate, and working on the same set of data, regardless of location. This global connectivity supports the distributed collaboration that is essential for compressing engineering cycles and accelerating time-to-market.

Remote Access PDM Professional Manage

Enable staff and partners to contribute through web-enabled portals from various connected devices including smartphones and tablets.

Automated Approval Process PDM Professional Manage

Automatically facilitate multiple required approvers with parallel transitions.

Email Notifications PDM Professional Manage

A SOLIDWORKS PDM Notification can be added from the Local Vault so that the logged-in user will receive an email message when a predefined event occurs in a file or folder.

Project Management Manage

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 Manage

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 Manage

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 Manage

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

Dashboards and Reports Manage

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

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What Is Distributed Data Management? It’s PDM Plus Much More…

New Methods of Maximizing the Value of Data Throughout the Enterprise

The value of product design data extends beyond its traditional use by product development organizations to nearly every aspect of the manufacturing enterprise. While effectively managing this data as part of product development through product data management (PDM) solutions carries many proven benefits, distributing product data to other departments and leveraging its inherent value for other requirements advances data management in ways that increase its effectiveness, boost organizational efficiency, foster collaboration, inspire innovation, and improve enterprise mobility.

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Simplifying Data Management with SOLIDWORKS Manage

Bills of Materials

Reduces the time in creating complete Bills of Materials (BOMs) through an easy-to-use editing feature that combines file and record data, and by automatically sharing product data with other business systems.

Systems Management and IT Overhead

Lessens the expense of maintaining multiple data management systems and separate applications by providing access to synchronized data all in one system and by eliminating the need for external resources or consultants.

Project Management

Avoids project development time and cost overruns by having all timelines, resources, tasks, and deliverables linked to a common project object and updated in one system.

Provides project managers with information to make critical product development decisions with the help of interactive dashboards and an overall view of resource capacity.

Smarter Data Management

By bringing planning, tracking, and information- sharing onto a single system, SOLIDWORKS Manage enables projects conducted both inside and outside of the enterprise to be completed with greater confidence and speed. It’s more than just a new tool, it’s a smarter way to capture, share and unify data across the entire organization.

Do You Have a SOLIDWORKS Manage Success Plan?

Implementation Services

Through our comprehensive set of mentoring and consulting services, our team of advisors and technicians will help you introduce transformative new technology to your product development process. Drawing on our years of experience and industry knowledge, we take on the sometimes daunting challenge of making these complex tools work the way you need them to.

Services available for SOLIDWORKS CAD, Electrical, PDM, Manage, Simulation, Composer, Inspection, 3DEXPERIENCE Platform, ENOVIA, SIMULIA, CATIA, DriveWorks, CAMWorks, and more.

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The ability to support our customers is the cornerstone of our business. With 90+ engineers on staff available 12 hours per day, 5 days per week, our award-winning technical team can assist you with your SOLIDWORKS challenges in a timely manner.

Call: 888-285-2284
Support Hours: 7AM – 7PM Central Time
Support Days: Monday – Friday


SOLIDWORKS provides powerful tools, but without the right know-how, the full potential of these tools cannot be attained.  CATI provides our customers with comprehensive SOLIDWORKS training in both beginning and advanced topics.

Instruction by our certified trainers is available throughout the year at our nationwide campuses.  We focus on small class sizes that afford you the individual attention you need to learn and thrive.


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SOLIDWORKS Subscription

The SOLIDWORKS Subscription Service Program gives you immediate access to a number of items that will improve your CAD experience, expertise, and return on investment:

  • Live, local tech support with CATI
  • Software upgrades and new releases
  • Free access to SOLIDWORKS CAM Standard and SOLIDWORKS Visualize Standard (for SOLIDWORKS Professional and Premium subscribers)
  • Free CSWA and CSWP SOLIDWORKS Certification Exams
  • Access to MySolidWorks eLearning
  • SOLIDWORKS Customer Portal for info repository, enhancement requests, and beta access

Learn more in our SOLIDWORKS Subscription datasheet.

CATI Is Your SOLIDWORKS Manage Success Plan

As North America’s first SOLIDWORKS partner, no one is more qualified to build and support your product development process.  We believe everyone should have access to our curated portfolio of transformative engineering and manufacturing technologies.

By listening to and working with you, we will find the right solution for you at the right time, with an implementation and growth plan to support your business ambitions.

Get Started with SOLIDWORKS from CATI.

We’re ready to help figure out the right product development solution plan for you. Contact us today to get started with a quote, a free trial, a demo, or just ask questions.

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