Do not keep files checked out over the weekend. If your computer crashes, your un-checked-in work is lost.
Located at the bottom of the PDM File Explorer view. Selecting an assembly shows a structured list of every part and sub-assembly it relies on, including specific versions.
Move the file through the workflow to the "Released" state. How to Get a SOLIDWORKS PDM Tutorial PDF (2026) pdm solidworks tutorial pdf
: Tutorials teach users how to use the Local Cache , which avoids the lag of working directly on a network drive .
For CAD Managers and Administrators, the learning curve is steeper. An administrative tutorial PDF usually details: Do not keep files checked out over the weekend
– This book teaches you how to use the SOLIDWORKS PDM client, covering the management of CAD files (parts, assemblies, drawings) as well as non‑CAD documents like Word and Excel files within the PDM environment. The book provides downloadable exercise files and scan‑ready QR codes for free video lessons. It includes detailed chapters on environment configuration, creating new vaults and local views, setting up columns, and assigning permissions.
Beyond paid books, numerous free resources exist: Selecting an assembly shows a structured list of
Select your PDM server from the list. If it is not listed, click and enter the server name.