Using PDM to manage your data

00:09

Welcome back to our presentation called The Difference Between PDM and PLM, and why you need both.

00:16

My name is Klaus Loerincz and I'm a Senior Implementation Consultant with Autodesk,

00:21

and it will be my pleasure to guide you through the presentation.

00:25

I work with our customers mainly focusing On Product Data Management (often referred to as PDM),

00:32

and Product Lifecycle Management (often referred to as PLM).

00:37

I have 15 plus years of experience.

00:39

I like to work with our customers and their requirements, both from a product and a process point of view.

00:47

Within Part 2 of this presentation, we will concentrate on the PDM content supported by Vault.

00:56

Vault is a product that has been around for years.

01:01

It's a mature product.

01:03

It is not just for Inventor anymore.

01:06

Vault works with just about every CAD tool we issue at Autodesk and this is not where it stops.

01:14

I think the number is just under 40 different CAD applications just from Autodesk alone.

01:21

And then you layer in other CAD tools like SolidWorks or PTC's Creo.

01:27

It works with Adobe PDF and Microsoft Office.

01:32

We have a plugin of Vault right inside Word, PowerPoint, Excel, and Outlook.

01:39

Some applications, like the manufacturing applications at Autodesk, Power Mill and Netfabb for instance,

01:45

are supported as well with plugins issued from our customer success organization.

01:52

So if you need to capture anything, any file type, no question, you can Vault it.

02:01

So what does this mean?

02:03

It's CAD-integrated PDM.

02:06

Vault runs in Canvas.

02:09

So that means, for instance, inside of AutoCAD, the option to access Vault is there.

02:14

It represents itself up there in the toolbar.

02:18

There are menu pulldowns and it shows up in the Xrefs,

02:22

and other CAD applications will show it right where the user will need it to interact.

02:29

What this means is that if you're a designer and you're using the software,

02:35

you need to check in, check out, or undo a checkout for instance, or change the state of a document,

02:43

your Vault options are right at your fingertips, making it easy as possible to perform your actions without leaving the CAD applications.

02:60

It is there inside of AutoCAD and AutoCAD Electrical, Mechanical, MEP.

03:07

You get the idea.

03:09

It's just there inside the tools in Canvas, another natural part of your design process.

03:19

It's not just for AutoCAD, it is also for 3d Studio Max.

03:25

For instance, if you are using Max as part of the collection and you're bringing in other file formats and you want to capture that design,

03:35

capture the build, you can check it into your Vault from 3ds Max.

03:44

We have it, of course, inside of Inventor.

03:47

The first product Vault ever worked with was Inventor because all of the different file types.

03:54

There are parts and assemblies and drawings and presentations,

03:58

and loads of unique idiosyncrasies to all of these CAD systems.

04:04

Vault simply understands it and says, "I've got this."

04:14

It works with Civil 3D projects, it works with Revit, it works with Navisworks.

04:21

It is there.

04:22

It is there inside the applications.

04:25

I would encourage you if you haven't taken a look at all the Vault can do, to look into it.

04:33

It understands all of these different file types and formats and their dependencies.

04:39

The outputs from the systems are different.

04:42

The inter-workings are different in Vault to understand that.

04:48

So it's the Product Data Management system for all of these applications.

04:59

We can go worldwide supporting you with Vault.

05:03

Vault is scalable for any size team and even enables multi-site collaboration.

05:10

If you have different departments, divisions, locations that are spread across different geographies,

05:17

people can work collaboratively as if they are in the same location,

05:22

enabling 24/7 engineering and design work and productivity.

05:32

Vault also helps you collaborate with external stakeholders beyond your firewall.

05:38

For example, it can be a challenge if you're going back and forth with your customer or a supplier, using email,

05:46

FTP file transfers, Dropbox, One Drive or Box.

05:53

Those tools are not CAD-aware and information can be lost or miscommunicated.

05:59

There's too much room for errors and lost time due to file size issues, number of documents,

06:07

and disconnected information in different places.

06:11

Instead, you can simply use a secure cloud-based app called Fusion Team,

06:18

with Vault represented here with the F to share design files.

06:23

External collaborators like customers, suppliers and subcontractors that you authorize, can access shared data and collaborate with you.

06:35

Vault also helps you collaborate with external stakeholders in the area of building and construction.

06:43

You can simply use a secure cloud-based app called BIM 360 Docs, with Vault represented here with the B to share design files.

06:54

Now, relevant design data is automatically synced between Vault and BIM 360 without any user interaction.

07:02

For example, when main consultants update models in BIM 360,

07:08

they get automatically updated to Vault for the engineering teams to use.

07:13

Administrators can control project-based, which data should be shared one way or two ways.

07:21

Vault will take care of keeping them up-to-date and you know you will be working on the latest version of your project files.

07:30

It's making collaboration easy compared to what it was used to be for engineers.

07:35

Give it a try.

07:41

What else does Vault PDM help with?

07:44

Productivity.

07:46

We have design reuse.

07:49

Through tools like Copy Design,

07:53

you can take an existing design and copy it and copy might mean a complete copy of everything.

08:02

Typically, there are common components like libraries that you want to reuse.

08:07

If you have a proven design, for example, you can go and copy it, and that saves you time.

08:15

You don't have to start from scratch.

08:17

You hit the ground running.

08:21

You might be 50% done, you might be 90% done.

08:26

Change a few things, update some drawings and title blocks, and you can release it for review.

08:34

Another way that Vault frees up designers from manual and repetitive work is with Task Automation.

08:43

If you are manually creating PDFs of released designs to share with others in engineering,

08:49

or with purchasing, or manufacturing, and outside your organization,

08:55

you can stop wasting all that time and effort.

08:58

With the automation engine in Vault,

09:01

you can automate PDF publishing as well as other tasks such as badge plotting,

09:07

data transfer, file type conversion, and much more to save time.

09:15

It all helps with earlier time to market.

09:21

For custom fabricators that work in the building and infrastructure industry,

09:26

Autodesk understands that you want to provide more value to your customers.

09:31

Autodesk Inventor now provides seamless integration with Revit data,

09:36

and maintains associative links for seamless interoperability.

09:42

The Revit project can be accessed from a local file or coordinated via the cloud using Autodesk BIM 360.

09:51

Vault supports the Inventor and Revit interoperability.

09:55

For example, when collaborating on Civil and AEC projects,

10:00

Vault can work with Revit files that have been linked with your Inventor models from your local network drive,

10:07

or via BIM 360 Docs.

10:11

The advantage is Revit data is not archived and managed in Vault.

10:15

But Vault can check in in Inventor files properly.

10:19

When you open them, the links to the referenced Revit files will resolve.

10:28

Vault can help you detect and clean up unused files that are no longer required and prevent unused files from being released.

10:42

Another way that Vault helps with duplicate search and reduction abilities.

10:49

So we all know that there are inefficiencies.

10:52

If you've ever worked on a design and you're thinking, "Have we ever done this before?

10:59

I thought we did something just like this."

11:03

You have a nagging feeling.

11:05

Well, you may have and through a variety of different means,

11:11

have a similar design that you've already made and is already approved.

11:17

Someone had already pulled a part number for it.

11:20

It's out in production, there's a tracking number.

11:24

We find that if we could just reduce the number of duplicates inside a data management system,

11:31

we could realize a savings of between 4 and $23,000 per year per item.

11:39

And we've done some research on it.

11:44

And that means that this item or that part that went all the way through the design process,

11:51

somebody took it, they analyzed it, they used it, they mocked it up,

11:57

they may be pulled another part number, they sourced it, they machined it, and all of that work.

12:06

If the design you're starting is the same as something else that's out there,

12:12

that can be a significant cost savings and of course a significant time savings.

12:19

With duplicate search inside Vault Professional, you actually get benefits that are twofold.

12:26

You get a retroactive look at everything that's involved by its geometry to see "Did we do this before?"

12:34

It will tell you if there is an identical part by its geometry, it will let you know, and that is significant.

12:42

It is also proactive.

12:44

So if, for example, you are working inside of Inventor,

12:48

you can check in your design and run and find out if this part is a duplicate, there's something just like it.

12:57

Maybe it's under a different name.

13:00

We actually took the hard path of identifying the geometry because you can always search for title description, name, file name,

13:10

and all those other things.

13:12

But we compare by geometry.

13:15

That means that retroactively, we get a dashboard of how many duplicates are involved.

13:20

You get an idea, a ratio, and then you can go and reduce time going forward and say, "We already made it."

13:29

Tools like Vault, working with Inventor, we have a replace command where if it's the same geometry,

13:36

you can replace that without losing any constraints.

13:40

So it's a significant time savings in addition to all of those benefits you'll find in the PDM.

13:50

Everything you check into Vault is the recipe for your product,

13:55

your drawings, your designs, your CAD data become your structured engineering bill of materials,

14:03

to get it ready for the next stage of your journey.

14:12

This concludes our Part 2 of the presentation.

14:16

Please watch the remaining Part 3 to capture the complete content which we provide for you.

14:22

Thank you.

Video transcript

00:09

Welcome back to our presentation called The Difference Between PDM and PLM, and why you need both.

00:16

My name is Klaus Loerincz and I'm a Senior Implementation Consultant with Autodesk,

00:21

and it will be my pleasure to guide you through the presentation.

00:25

I work with our customers mainly focusing On Product Data Management (often referred to as PDM),

00:32

and Product Lifecycle Management (often referred to as PLM).

00:37

I have 15 plus years of experience.

00:39

I like to work with our customers and their requirements, both from a product and a process point of view.

00:47

Within Part 2 of this presentation, we will concentrate on the PDM content supported by Vault.

00:56

Vault is a product that has been around for years.

01:01

It's a mature product.

01:03

It is not just for Inventor anymore.

01:06

Vault works with just about every CAD tool we issue at Autodesk and this is not where it stops.

01:14

I think the number is just under 40 different CAD applications just from Autodesk alone.

01:21

And then you layer in other CAD tools like SolidWorks or PTC's Creo.

01:27

It works with Adobe PDF and Microsoft Office.

01:32

We have a plugin of Vault right inside Word, PowerPoint, Excel, and Outlook.

01:39

Some applications, like the manufacturing applications at Autodesk, Power Mill and Netfabb for instance,

01:45

are supported as well with plugins issued from our customer success organization.

01:52

So if you need to capture anything, any file type, no question, you can Vault it.

02:01

So what does this mean?

02:03

It's CAD-integrated PDM.

02:06

Vault runs in Canvas.

02:09

So that means, for instance, inside of AutoCAD, the option to access Vault is there.

02:14

It represents itself up there in the toolbar.

02:18

There are menu pulldowns and it shows up in the Xrefs,

02:22

and other CAD applications will show it right where the user will need it to interact.

02:29

What this means is that if you're a designer and you're using the software,

02:35

you need to check in, check out, or undo a checkout for instance, or change the state of a document,

02:43

your Vault options are right at your fingertips, making it easy as possible to perform your actions without leaving the CAD applications.

02:60

It is there inside of AutoCAD and AutoCAD Electrical, Mechanical, MEP.

03:07

You get the idea.

03:09

It's just there inside the tools in Canvas, another natural part of your design process.

03:19

It's not just for AutoCAD, it is also for 3d Studio Max.

03:25

For instance, if you are using Max as part of the collection and you're bringing in other file formats and you want to capture that design,

03:35

capture the build, you can check it into your Vault from 3ds Max.

03:44

We have it, of course, inside of Inventor.

03:47

The first product Vault ever worked with was Inventor because all of the different file types.

03:54

There are parts and assemblies and drawings and presentations,

03:58

and loads of unique idiosyncrasies to all of these CAD systems.

04:04

Vault simply understands it and says, "I've got this."

04:14

It works with Civil 3D projects, it works with Revit, it works with Navisworks.

04:21

It is there.

04:22

It is there inside the applications.

04:25

I would encourage you if you haven't taken a look at all the Vault can do, to look into it.

04:33

It understands all of these different file types and formats and their dependencies.

04:39

The outputs from the systems are different.

04:42

The inter-workings are different in Vault to understand that.

04:48

So it's the Product Data Management system for all of these applications.

04:59

We can go worldwide supporting you with Vault.

05:03

Vault is scalable for any size team and even enables multi-site collaboration.

05:10

If you have different departments, divisions, locations that are spread across different geographies,

05:17

people can work collaboratively as if they are in the same location,

05:22

enabling 24/7 engineering and design work and productivity.

05:32

Vault also helps you collaborate with external stakeholders beyond your firewall.

05:38

For example, it can be a challenge if you're going back and forth with your customer or a supplier, using email,

05:46

FTP file transfers, Dropbox, One Drive or Box.

05:53

Those tools are not CAD-aware and information can be lost or miscommunicated.

05:59

There's too much room for errors and lost time due to file size issues, number of documents,

06:07

and disconnected information in different places.

06:11

Instead, you can simply use a secure cloud-based app called Fusion Team,

06:18

with Vault represented here with the F to share design files.

06:23

External collaborators like customers, suppliers and subcontractors that you authorize, can access shared data and collaborate with you.

06:35

Vault also helps you collaborate with external stakeholders in the area of building and construction.

06:43

You can simply use a secure cloud-based app called BIM 360 Docs, with Vault represented here with the B to share design files.

06:54

Now, relevant design data is automatically synced between Vault and BIM 360 without any user interaction.

07:02

For example, when main consultants update models in BIM 360,

07:08

they get automatically updated to Vault for the engineering teams to use.

07:13

Administrators can control project-based, which data should be shared one way or two ways.

07:21

Vault will take care of keeping them up-to-date and you know you will be working on the latest version of your project files.

07:30

It's making collaboration easy compared to what it was used to be for engineers.

07:35

Give it a try.

07:41

What else does Vault PDM help with?

07:44

Productivity.

07:46

We have design reuse.

07:49

Through tools like Copy Design,

07:53

you can take an existing design and copy it and copy might mean a complete copy of everything.

08:02

Typically, there are common components like libraries that you want to reuse.

08:07

If you have a proven design, for example, you can go and copy it, and that saves you time.

08:15

You don't have to start from scratch.

08:17

You hit the ground running.

08:21

You might be 50% done, you might be 90% done.

08:26

Change a few things, update some drawings and title blocks, and you can release it for review.

08:34

Another way that Vault frees up designers from manual and repetitive work is with Task Automation.

08:43

If you are manually creating PDFs of released designs to share with others in engineering,

08:49

or with purchasing, or manufacturing, and outside your organization,

08:55

you can stop wasting all that time and effort.

08:58

With the automation engine in Vault,

09:01

you can automate PDF publishing as well as other tasks such as badge plotting,

09:07

data transfer, file type conversion, and much more to save time.

09:15

It all helps with earlier time to market.

09:21

For custom fabricators that work in the building and infrastructure industry,

09:26

Autodesk understands that you want to provide more value to your customers.

09:31

Autodesk Inventor now provides seamless integration with Revit data,

09:36

and maintains associative links for seamless interoperability.

09:42

The Revit project can be accessed from a local file or coordinated via the cloud using Autodesk BIM 360.

09:51

Vault supports the Inventor and Revit interoperability.

09:55

For example, when collaborating on Civil and AEC projects,

10:00

Vault can work with Revit files that have been linked with your Inventor models from your local network drive,

10:07

or via BIM 360 Docs.

10:11

The advantage is Revit data is not archived and managed in Vault.

10:15

But Vault can check in in Inventor files properly.

10:19

When you open them, the links to the referenced Revit files will resolve.

10:28

Vault can help you detect and clean up unused files that are no longer required and prevent unused files from being released.

10:42

Another way that Vault helps with duplicate search and reduction abilities.

10:49

So we all know that there are inefficiencies.

10:52

If you've ever worked on a design and you're thinking, "Have we ever done this before?

10:59

I thought we did something just like this."

11:03

You have a nagging feeling.

11:05

Well, you may have and through a variety of different means,

11:11

have a similar design that you've already made and is already approved.

11:17

Someone had already pulled a part number for it.

11:20

It's out in production, there's a tracking number.

11:24

We find that if we could just reduce the number of duplicates inside a data management system,

11:31

we could realize a savings of between 4 and $23,000 per year per item.

11:39

And we've done some research on it.

11:44

And that means that this item or that part that went all the way through the design process,

11:51

somebody took it, they analyzed it, they used it, they mocked it up,

11:57

they may be pulled another part number, they sourced it, they machined it, and all of that work.

12:06

If the design you're starting is the same as something else that's out there,

12:12

that can be a significant cost savings and of course a significant time savings.

12:19

With duplicate search inside Vault Professional, you actually get benefits that are twofold.

12:26

You get a retroactive look at everything that's involved by its geometry to see "Did we do this before?"

12:34

It will tell you if there is an identical part by its geometry, it will let you know, and that is significant.

12:42

It is also proactive.

12:44

So if, for example, you are working inside of Inventor,

12:48

you can check in your design and run and find out if this part is a duplicate, there's something just like it.

12:57

Maybe it's under a different name.

13:00

We actually took the hard path of identifying the geometry because you can always search for title description, name, file name,

13:10

and all those other things.

13:12

But we compare by geometry.

13:15

That means that retroactively, we get a dashboard of how many duplicates are involved.

13:20

You get an idea, a ratio, and then you can go and reduce time going forward and say, "We already made it."

13:29

Tools like Vault, working with Inventor, we have a replace command where if it's the same geometry,

13:36

you can replace that without losing any constraints.

13:40

So it's a significant time savings in addition to all of those benefits you'll find in the PDM.

13:50

Everything you check into Vault is the recipe for your product,

13:55

your drawings, your designs, your CAD data become your structured engineering bill of materials,

14:03

to get it ready for the next stage of your journey.

14:12

This concludes our Part 2 of the presentation.

14:16

Please watch the remaining Part 3 to capture the complete content which we provide for you.

14:22

Thank you.

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