3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.

: 3DS_Document_2012

Presented by:

Walt Bednarz - DesignPoint Solutions

Project Management with EPDM

Agenda
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Project Management with Enterprise PDM

Introduction: EPDM and Project Management

Project management examples

Demonstrations How to's

Introduction
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Enterprise PDM
File Management: vault server, client cache, check in/out

Life Cycle / Revision Management

Change Management: ECOs and redline markups Project Management
Multi-site Replication
ERP/MRP Integration Report Generation Web Access Portal

And more...

Manage Any Process

Introduction
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Project Management
What do we mean by project management with EPDM

Scheduling and Resource Planning

Project Data Management Providing structure and organization of data: e.g.: folder consistency Automation of creation and reuse: Data entered at beginning is reused Permissions based on project status e.g.: Lock files upon stage completion

Introduction
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Definition: Stage-Gate Project Management (or Phase-Gate Process)

Technique in which an project is divided into stages separated by gates. Continuation of the project is decided by a manager or a steering committee.

Google stage-gate wiki for more details and traditional stage information.

Introductions
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Who Needs This?

Regulated manufacturers e.g.: Pharmaceutical (FDA 21 CFR Part 11), Nuclear, etc. or Product Line Manufacturers (not build to order)
Typically medium size businesses seek this structure

Demonstrations
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Simple Project Management

Standard folder structure and files

Focus on engineering data

Initial project data reused later Life Cycle Workflow controls design data (Editing, Reviewing, Released)

Demonstrations
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Stage-Gate Project Management

Deeper level of organization

Beyond managing engineering data

Project workflow controls stages Stage requires approvals to proceed

How tos
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Simple Project Management

Template Template Card captures user input data

Template Variables Store Template Card values Create system generated values (e.g.: Project numbers, date stamps) Pushed to: Folder / File Names Folder / File Cards

How tos
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Stage-Gate Project Management

XML document handling (record sheet)

Workflows with conditions and set variable actions

Advanced folder card techniques (as advanced as you need it to be) Dispatch and API scripts to Update stage on folder cards and folder names Prevent data changes after stage is closed

10

How tos
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

XML Document Handling

Data updated on data card is updated immediately in file.

Preview window formatted using HTML (use stylesheet). Again, automatically updated.
XML is not a frequently used format. Works well for catagory definition and workflow routing Can create a unique file card that unlikely used by project data

11

How tos
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Workflows with conditions and set variable actions

Workflow is applied to summary sheet.

As project progresses (state changes), approvals variables are set (initials / dates)
Condition examples Cant move to next stage without proper approvals Cant apply the same approval twice

12

How tos
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Advanced Folder Card Techniques

Tab Control controlled by variable Tab names must be identical to project stage names Stage Variable is updated by Workflow Transition Actions

13

How tos
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Dispatch Scripts Prevent Data Editing

Prevents change state from completing if the file is in a closed stage.

Compares information in main and stage folder names.

Need separate script for each transition Must trigger script before transition is completed (need to cancel EPDM command). Includes a message to let user know cant transition.

14

How tos
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Dispatch Scripts Update Folder Cards

Updates project stage value on folder cards when Project Summary Sheet transitions to a new stage. Just used to display stage information on folder cards. Need separate script for stage transition

15

How tos
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

API Script
Renames project main folder (updates stage value) when the stage changes. Must have permission to rename folder Restrict to add-in use or Temporarily change folder permissions through add-in
API Method:
IEdmUserMgr7::SetFolderPermissions

16

Wrap-Up
3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

Project Management with Enterprise PDM

Scalable Solution

Simple Template (typically what is done in Quick Start implementations)

Manage More: Multi-Department All Stages of Development Project Status Control of File Access

17

3DS.COM/SOLIDWORKS Dassault Systmes | Confidential Information | 7/14/2013 | ref.: 3DS_Document_2012

18

Wrap Up

Q&A