ESApro PDM Connector

Streamlines the CAD System Efficiency through Document Management Software Integration.

Do you want to automatically manage revisions of your drawings and save the material lists in your PDM?

ESApro PDM Connector ESApro PDM Connector is an innovative solution designed by ESAin to simplify the integration between ESApro’s plant design CAD system and document management systems, bringing numerous benefits for operational efficiency and overall productivity.

With the ESApro PDM Connector, it is therefore possible to maximize the functionality of ESApro and easily integrate all necessary information and data, significantly improving document management and simplifying the saving and organisation of BOMs, which are essential for efficient and precise plant design.

Main Features

Simple and Efficient Integration: ESApro PDM Connector simplifies the integration between plant design CAD) and document management software (PDM), allowing a more fluid workflow and effective collaboration between team members.

Automated Document Processes: Automates saving, searching, check-in, and check-out of drawings and technical documents in PDM, reducing the time and effort required for document management.

Easy Revisions Management: Enables efficient management of drawings revisions, facilitating traceability of changes over time and ensuring version control to keep information up to date.

Quick Association of PLM Part Numbers: Facilitates the input and association of PLM part numbers within the CAD environment, optimizing component cataloging and traceability.

Efficient Storage of Many Document Types: Allows optimized storage of different technical document types generated by ESApro, such as P&ID schemes, datasheets, 3D models, supports detail drawings, and isometric sketches, ensuring quick and organized access to the entire company’s technical documentation.

Intuitive User Interface: Provides an intuitive and user-friendly interface, reducing the need for extensive training and enabling quick adoption by users.

Customization and Scalability: ESApro PDM Connector is highly customizable to suit specific usage needs and can be configured to handle an increasing volume of data and documents with ease.

Error Reduction and Quality Improvementà: Minimizes the manual errors and the risk of data corruption, helping to improve the overall quality of work done and ensure legal compliance.

Technical Specifications

The ESApro PDM Connector add-in module is a connection software designed to simplify the integration between the ESApro plant design CAD system and document management software (PDM/PLM).
The integration between CAD and PDM/PLM focuses on three main aspects:

Documents Integration and Management of Check-in and Check-out of Drawings

The documents integration includes several functions implemented in the CAD system to assist with various document and drawing management activities within the PDM:

  • Saving a new file into the PDM with the assignment of the drawing number.
  • Search for an already saved drawin and possibility to perform a check-out.
  • Save the modified drawing in PDM with a revision increment and its check-in.
  • Automatic publication in PDM of drawings in PDF format, as attached documents for eventual viewing (optional function).
  • Automatic management and automatic filling of company titleblocks (optional feature).
  • Association of an ESApro drawing with an empty document number already initialized in the drawings registry.
Assisted input of part numbers within the CAD environment

During the workflow within a project, there is often a need to code new parts or assign an already defined code from the catalog to an object.

The ESApro PDM Connector provides additional functionality to aid this process, allowing the PLM encoder to be launched directly, and the resulting code to be pasted into both the physical object and the ESApro catalogs. This allows fast and accurate entry of part numbers, improving efficiency and accuracy of part management within the project.

BOM acquisition within the PDM/PLM (optional)

Integration between ESApro and the PDM system is a critical aspect, as PDM software is often integrated with the company’s ERP software. It is therefore crucial to ensure that the BOMs generated by the different ESApro modules are readily integrated into the relevant PDM master data.

Through an additional functionality to be configured in conjunction with the PDM software administrator, it is possible to ease the acquisition of ESApro-generated lists within the document environment by directly associating them with the parent document. This process optimises the management and updating of BOMs, ensuring accurate synchronisation between the ESApro plant design environment and the documentation managed by the corporate’s PDM software.