SOLIDWORKS Manage SOLIDWORKS® Manage is an advanced data management system that extends the global file management and application integrations enabled by SOLIDWORKS PDM Professional. SOLIDWORKS Manage is the key element in providing Distributed Data Management. Contents Process Management Enhancements When you start a process, you can add affected items and the related references. You can add multiple records at once even from different objects such as libraries and Bills Of Material. Project Management Enhancements You can import projects as XML from other tools like Microsoft Project, visualize the life of a project, and plan the capacity of your resources. Dashboard Viewer and Plenary Web Client Task Templates You can use task templates to quickly create and assign common tasks with predefined parameters. Integration with Microsoft Outlook The integration of SOLIDWORKS Manage with Microsoft® Outlook and the expanded integration with SOLIDWORKS PDM helps to streamline and access important information. Object Notes The Object Notes feature lets administrators provide users with conceptual information about an object and steps to perform a task. The Object Notes feature is similar to Process Notes. Adding Conditions to a Process Stage You can add conditions to a process stage. This helps SW Manage to evaluate the field values of affected items and prevents the Send to Next Stage action, if any of the defined conditions is true. BOM Editing In the dialog box called Open BOM in new window, enhancements include check out and editing controls. PDM Options Tab The PDM Options tab provides options that affect files in a SOLIDWORKS PDM vault. Editing the Project Task Subject You can edit the subject of multiple project tasks to provide additional information. Export Feature of BOM Compare Tool The BOM Compare tool has an Export button that lets you export the comparison information to a Microsoft® Excel file. Send to Process The Send to Process functionality lets you select a process for the selected record. Custom Procedures An option on the Search tool lets specific users or groups run administrator-defined queries of the database without accessing the database management applications. View Hidden Controls in the Workflow Designer The icon on the Process Wizard page of the Workflow Designer displays hidden controls. Inactive Configuration Part Numbering Administrators can assign part numbers to inactive configurations. Main User Interface Controls for Records You can use the Back and Forward buttons to navigate between records. Customized Affected Item List You can customize the grid where you view the affected items. You can add fields and apply conditional highlighting. Process Task Assignment Controls When you create processes with predefined tasks, you can control the ownership and assignment of the tasks. Copy Manual Quantities of BOM When you edit a BOM using the Copy From dialog box, you can copy manual quantities by selecting Copy Manual Quantities.