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PDXpert PLM Software
Training Tutorial

Lesson 1: Log into PDXpert

Your security account determines your permissions to system functions and database records within the context of a PDXpert database (server). Your account has two elements: a user account name and a password.

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Go to Lesson 2 for PDXpert releases 10.0 to 13.0

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Learning to use PDXpert software
  • Lesson 0: Install the PDXpert PLM server and client workstations
  • Lesson 1: Log into PDXpert
  • Lesson 2: Enter the software license key
  • Lesson 3: Create document record with file attachment
  • Lesson 4: Create a design part with CAD file attachment
  • Lesson 5: Create purchased part with approved source
  • Lesson 6: Create an assembly (bill of materials) with References assembly drawing
  • Lesson 7: Release design using change notice & workflow
  • Lesson 8: Report/export product data
Common administrative tasks
  • Set up the basic workflow for change forms
  • Configuration example for Part Type (or Document Type or Change Form)
  • Import parts, documents, BOMs, sources, references, materials and file attachments

Simple, flexible product lifecycle management software

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