Advanced CAD Management and Collaboration – Project Files, Templates, and Custom Properties

Setting Inventor up correctly for your organization is important to ensure that all users are using the right files, content, and template files. This enforces and encourages standardization and a code of best practice within the design department. The correct setup and project management save time and improve the efficiency and flow of work. Most designers and engineers spend far too much time trying to locate the correct files for a job. Ensuring that the right templates are active and that Inventor is set up for your organization’s workflows is crucial. In this chapter, we will learn about the CAD management aspects of Inventor, how you can set up templates, and the collaboration tools at your disposal.

Inventor can work with a dedicated Product Data Management (PDM) solution – Autodesk Vault. This chapter will not cover workflows, setup, or project management involving...