Cloud-Based 3D Design with xApps - Part 2: Project Planner

By David Cano-Mejia on September 2, 2021

The success of any project starts with a good plan and a team that understands what that plan is. In this second part of our cloud-based design series, we will cover how the Project Planning application on the 3DEXPERIENCE platform can assist us in ensuring the success of our projects through better data visibility, improved collaboration and purpose-built project management applications. With the right tools, your team can collaborate securely with a task-specific file repository, activity stream, real-time summary charts, real-time notifications, a schedule to help meet project constraints and resources and much more!

See the below video for the full walk-through of how we set up our Project Planning app for our circular saw design!

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In this article:

Project Planning Application

The Project Planning app is part of the Project Planner role on the 3DEXPERIENCE platform. This app promotes team-based planning through simple planning, execution and monitoring of projects. The app allows you to integrate your project management efforts with your resources, tasks and deliverables, while providing end-to-end visibility into the project.

3DEXPERIENCE project planning app

>> See how we set up the Project Planner in our Cutting Edge of Design Series

Creating a New Project

Before we can start a new project, we will need to add the Project Planning app to our 3DEXPERIENCE dashboard. The Project Planning app can be found in your Compass. Simply drag and drop this app onto a new tab in your dashboard.

Creating a project is simple, click Create New Project, and give the project a name. You can also include a project icon and a description. If this is not your first project and you would like to reuse elements from an existing project structure, simply select the existing project under Create from Project.

3DEXPERIENCE creating a new project-1

Adding Stakeholders

Once the project has been created, navigate to the Members tab. Here we can click on the + icon to add project collaborators and viewers so that all stakeholders can stay connected and informed on the project. You can control their levels of access rights by assigning them as a Leader, Author or Viewer.3DEXPERIENCE project planner adding stakeholders

Adding Tasks

We can create specific tasks to be assigned to team members under the Tasks tab in the Project Planning app. Click on the + icon, give the task a name and click on Add and Open. This will open the task properties pane, where we can add further details such as a description, priority, duration and even a repository where users can add all of the project files as they relate to their task.

3DEXPERIENCE project planner adding tasks

To assign a task to an individual user, click on the People tab and find the user by typing their name under Assignees.

3DEXPERIENCE project planner adding users


When a task is created, it will get added to your schedule. The project schedule will be defined based on the duration that you specify for the tasks, and the start and end date specified in the task properties.
3DEXPERIENCE project planner scheduling

Often, project schedules must remain fluid, so instead of defining set start and stop dates for individual tasks, we can link our tasks together to create dependencies. This allows us to link the start date from one task based on when a different task is marked as complete. To do this, click and drag the + icon at the start of a task and drag it to the + icon at the end of another task.

3DEXPERIENCE project planner dependencies

If any schedule changes occur, the start and end dates will adjust automatically for any of the downstream linked tasks.

Project Summary Tab

To get a quick overview of a project at a glance, we can use the Summary tab. This provides you with insightful graphical representations of your project status, helping you get a better understanding of your resources and due dates.

3DEXPERIENCE project planner project status

Remember, all of this is accessible from any device with an internet connection, so you can update your project at any time and ensure all your stakeholders stay on the same page. These tools allow you to leverage the power of the 3DEXPERIENCE platform to enhance how you plan, execute and monitor projects.

Keeping everyone on the same page can be a challenge, especially in a time when people are in a new environment. Learn more about how the Project Planner xApp can help alleviate this pain point in our on-demand webinar:
"Integrated Project Management Made Easy."