Windchill Features
Metadata (3)
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Repository
Maintain a single repository for all product data and manage access rights
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Taxonomy
Define product taxonomies, categories, and other types of classification
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Types
Manage multiple kinds of product metadata such as descriptive, administrative, and rights management
Data Management (4)
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Version Control
Tracks versions and changes, including options to check-in and check-out
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Alignment
Aligns product data from various sources such as ERP and PLM
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Workflows
Include workflows and approvals to define who is responsible for which type of data
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Lifecycle
Manages product data across its lifecycle phases such as as-designed, as-planned, and as-built
Administration (3)
Requirements Listing
Deliniate minimum requirements for a new product or service.
Centralized Information
Consolidate all requirements information and progress to a central location.
Traceability
Track each requirement over its lifetime, including creation, progress, and modifications.
Communication (2)
Stakeholder Communication
Allows key stakeholders to relay requirements to product or service development teams and other interested parties.
Internal Communication Enablement
Foster intra-company collaboration between teams working on product or service development.
Procedural (1)
Automated Creation & Testing
Create, adjust, and test requirements automatically.
New Product Introduction (4)
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Ideation
Gather and analyse ideas for new products or product enhancements
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Time-to-market
Calculate the time to market for new products or improvements to existing products
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Cost estimating
Provide users with cost estimation tools for new products or enhancements
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Product approval
Deliver workflows that can be used by managers to approve or reject new products and features
CAD (3)
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CAD Models
Allows users to create new CAD models or import them from CAD systems
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CAD Options
Support CAD options such as computer-aided manufacturing (CAM) or omputer-aided engineering (CAE)
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Conversion
Provides functionality to convert CAD models into bills of materials (BOM)
Collaboration (4)
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Supplier alignment
Allows users to colalborate with suppliers and partners on product development projects
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Communication
Include features such as chat that internal and external users can use to communicate
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Development
Helps users and suppliers or partners colalborate on product development activities
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Document Management
Allows user to collaborate on creating and managing documents and files
Product Data Management (4)
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Product Metadata
Define and manage a taxonomy of product metadata that applies to the entire company
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Data Quality
Manages the quality of the product data and ensures its up to date
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Version Control
Tracks and audits versions and changes, including options to check-in and check-out
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Bill of Materials (5)
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BOM management
Provide the ability to deliver product variations such as configure-to-order and engineer-to-order
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Multi-level BOM
Bills of materials can be combined, merged, and nested to create multi-level BOMs
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BOM Types
Manages BOM types such as manufacturing BOM (mBOM) or engineering BOM (eBOM)
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BOM visualization
Provide users with the ability to visualize the BOM in a 3D environment.
Data Visualization
Graphical representation of data
Engineering Change Management (19)
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ECR Workflows
Deliver workflows to approve or reject engineering change requests (ECR)
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Change Management
Allows user to manage changes to product configurations while maintaining the functional and physical attributes of a product throughout its lifecycle.
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ECO Management
Create and manage engineering change orders (ECO) based on ECRs or from scratch
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Task Management
Create, manage and track all task activities and progression
Item Management
Collect, organize, and track inventory/product data including item numbers, descriptions, etc.
Production Management
Manage the end-to-end production process for manufacturing operations
Quality Management
Focuses on improving processes by collecting data and spotting bottlenecks or other challenges.
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
File Management
Create, save, and store files
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Supplier Management
Manage all supplier data and operations
Simulation (3)
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Virtual Testing
Users can create virtual environments to test product characteristics
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Analysis
Analyse multiple simulations to determine product strenghts and weaknesses
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Optimization
Simulation results can be used to improve product design and development
Analytics (3)
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Reporting
Provide users with the ability to report progress made throughout the product lifecycle.
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Costing
Track product costs and costs related to design and development activities
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Product Intelligence
Provide insights into product performance from multiple data sources
Quality management (3)
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Quality planning
Provide users with the ability to identify all functional needs of the product ahead of time and incorporate this information into each stage in the product development lifecycle
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Traceability
Ensures that all quality issues can be traced back to the root causes
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Compliance
Ensures compliance of items according to regulatory, safety, and environmental specifications
Integration (4)
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ERP
Integrates with manufacturing ERP solutions
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MES
Integrates with Manufacturing Execution Systems (MES)
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PIM
Integrates with Product Information Management (PIM) software
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Maintenance
Integrates with software for maintenance such as Enterprise Resource Management (EAM)
Generative AI (6)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Image-to-Text
Converts images into a textual description, identifying key elements.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Integration - Requirements Management (1)
ALM and Project Management Tool Integration
Evaluates the breadth and depth of integration with common software development and project management ecosystems.
Requirements Authoring and Structure - Requirements Management (2)
Structured Requirements Authoring
Assesses whether the product supports configurable, structured attributes for each requirement beyond free-text descriptions.
Hierarchical Requirements Organization
Assesses the product's ability to organize requirements into multi-level structures for large and complex projects.
Compliance and Governance - Requirement Management (1)
Regulated Industry Standards Support
Assesses support for safety-critical and regulated engineering industries through templates, workflows, or compliance accelerators.
Change Management and Version Control - Requirements Management (1)
Complete Audit Trail
Assesses the completeness and integrity of the change history for audit and regulatory compliance purposes.
AI Traceability - Requirements Management (1)
Suspect Link Detection
Evaluates the product's ability to automatically flag traceability links that may be invalidated by upstream requirement changes.
Collaboration and Review - Requirements Management (2)
Review and Approval Workflows
Assesses whether the product enables structured stakeholder review and sign-off processes with configurable workflow steps.
Role-Based Access Control
Assesses the granularity of permission management across teams and stakeholder roles.
Traceability - Requirements Management (3)
Bidirectional Traceability
Assesses whether the product can link requirements to downstream artifacts in both forward and backward directions.
Impact Analysis
Assesses whether the product can predict and communicate the scope of change impact across linked artifacts.
Traceability Matrix Generation
Assesses whether the product can automatically generate visual matrices showing which requirements are covered by tests, risks, or designs.
Role-Based Access Co - Requirements Management (1)
Baselining
Assesses whether stable requirement states can be locked for comparison and compliance purposes.
Additional Functionality (112)
Document Automation
Automated or logic-based workflows that assist in the creation of electronic documents
Revision History
Track what was updated, who made the changes, compare two revisions, and revert or perform another revision
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Data Visualization
Graphical representation of data
File Management
Create, save, and store files
Supplier Management
Manage all supplier data and operations
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Management
Store, manage, and track all electronic documents in a centralized location
Customizable Branding
Add customized logos and colors to align with company branding
Multi-Language
Manage and support multiple languages
Bills of Material
Material list of manufacturing parts and associated costs
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Parts Management
Track parts inventory levels and manage re-stocking
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Change Management
Track and monitor efficient handling of all changes/transitions
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-CAD editing
Manage and edit content taken from multiple CAD sources and create an integrated single design
For Manufacturers
Intended to be used by manufacturers
Data Storage Management
Manage and store data in a database
Design Management
Collaborate on creating a product by sharing and adjusting designs through a shared portal
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Data Import/Export
Import and export data to and from software applications
API
Application programming interface that allows for integration with other systems/databases
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Product Lifecycle Management
Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Metadata Management
Collect and maintain structured information that describes data or content
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Commenting/Notes
Leave comments and notes on documents for others to view
Bills of Material
Material list of manufacturing parts and associated costs
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API
Application programming interface that allows for integration with other systems/databases
Document Storage
Store and organize documents in a centralized system
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Status Tracking
Track the status over time for a request, process, asset, or transaction
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Prioritization
Arrange tasks based on the level of priority or urgency
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Fields
Customize data fields to support various needs and use cases
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Cost Tracking
Process to track, record, and analyze expenses that occurred over the entire duration of a given project
Commenting/Notes
Leave comments and notes on documents for others to view
Document Management
Store, manage, and track all electronic documents in a centralized location
Requirements Review
Data Visualization
Graphical representation of data
File Management
Create, save, and store files
Stakeholder Defined Attributes
Define the exact requirements needed by all stakeholders in the requirements process
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Document Storage
Store and organize documents in a centralized system
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Real-Time Data
Receive data and information in real time
Version Control
Track revisions and updates made to files and navigate between different versions
Status Tracking
Track the status over time for a request, process, asset, or transaction
Commenting/Notes
Leave comments and notes on documents for others to view
Customizable Fields
Customize data fields to support various needs and use cases
Task Progress Tracking
Track the status and progress of tasks
Projections
Estimate or forecast of a future scenario based on the study of present trends
Real-Time Updates
Receive system updates as soon as any changes are made
Bug Tracking
Monitor and track bugs and issues in the system.
Project Workflow
Create, manage, or update project workflows.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Workflow Management
Create, design and manage workflows for repetitive tasks
Prioritization
Arrange tasks based on the level of priority or urgency
Project Tracking
Monitor the progress of projects from start to finish
To-Do List
A digital list of items that need to be completed
API
Application programming interface that allows for integration with other systems/databases
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Assessment Management
Creation, administration, and evaluation of assessments or tests
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Change Management
Track and monitor efficient handling of all changes/transitions
Configurable Workflow
Configure existing workflows to meet your organization's needs
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Customizable Reports
Alter the layout and content of reports
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Budgeting/Forecasting
Create budgets based on historical data and future projections
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Task Management
Create, manage and track all task activities and progression
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Task Planning
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Project Planning
Organize and schedule projects
Multiple Projects
Ability to handle several projects simultaneously
Data Import/Export
Import and export data to and from software applications
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