What to Do When You’ve Been Invited to a 3DEXPERIENCE Project

   By TriMech Marketing on October 11, 2021

Learning how to use a new and unfamiliar tool can be intimidating. Think back to the days when you first learned how to use a computer.

You had to learn how to type on a keyboard, you had to know where your files were stored, which applications performed which tasks, what each button of the mouse actually did, etc. You probably had some guidance along the way too. After a while, using a computer became pretty intuitive, and you were creating spreadsheets and typing up documents like a pro. It’s the same with 3DEXPERIENCE. Just like that first computer, it can be daunting when you’re first introduced to the platform. Fortunately, TriMech is here to help and guide you through the steps when you’ve been invited to a 3DEXPERIENCE project.

If you’re brand new to the 3DEXPERIENCE platform, you may not understand exactly what it is. The 3DEXPERIENCE platform is a web-enabled ecosystem of tools and apps that empower your organization to optimize and manage your product development lifecycle. Because it is a cloud-based platform, it can be accessed on any device that has access to the web. Even your smartphone or tablet.

>> TriMech Cloud Primer: 3DEXPERIENCE Explained

Every project you have in the platform has multiple team members that are contributing in their own way. You may already be using multiple specialized tools to manage the project such as one application for communication and collaboration, one for design, one for data management, and one for documentation. 3DEXPERIENCE ecosystem personas

The 3DEXPERIENCE platform allows project collaborators to come together in one single, unified environment to communicate, collaborate, design, and develop on a project.

Unique User Experience

Each user has specific tasks they need to complete on a project and may need a group of specialized tools to complete those tasks. The 3DEXPERIENCE platform provides different roles for each type of user. with a bundle of specific apps for each role, those apps can then be configured on customized dashboards.

3DEXPERIENCE Platform Structure

>> 3DEXPERIENCE Project Series: Cloud-Based 3D Design with xApps

Welcome to the 3DEXPERIENCE!

To help guide you through the interface, several Welcome Panels are shown when you first log in.

3DEXPERIENCE Welcome Panel Compass   3DEXPERIENCE Welcome Panel Compass Content

The Compass allows users to navigate the apps and roles that are available to them. It also allows users to view roles and applications that are available to their company. Users can also directly interface with service providers, or manufacturers, through the Compass shortcut.

3DEXPERIENCE Welcome Panel World Shortcut

Common Shortcuts

Some of the most commonly used shortcut buttons are available at the top of the screen. These profile and collaboration tools allow users to view information about their platform and any notifications they have waiting for them. The “add” shortcut allows new content to be created quickly and easily. Whether that’s data or even a new specialized dashboard. The share tool then allows content to be shared with other collaborators in a number of different ways.


Leveraging Search Capabilities

The search function helps us dive into the content on our platform and leverage the 6WTags to use project metadata to our advantage.

3DEXPERIENCE Search Functions

>> Understanding 6W Tags on the 3DEXPERIENCE Platform

Let’s Collaborate!

Once you become more familiar with the interface, you may want to dive deeper into some of the collaboration tools that are available. One of the main forms of collaboration and communication is the 3DSwym communities. These communities can be public or private to your team, and serve as forums or communication channels.


Data Management

Data management is also crucial to any project. 3DSpace serves as a repository for project content. Users can be assigned to specific collaborative spaces, or projects, with granular permission settings that ensure the correct level of access for different members of the team.

3DEXPERIENCE 3DSpaceNow that you’re more familiar with the 3DEXPERIENCE capabilities and interface, you can get started on your team’s own platform and begin collaborating on your next big project!

For a more in-depth look at the interface and tools available, check out our on-demand webinar, “What to Do When You’ve Been Invited to a 3DEXPERIENCE Project”

Related Products

Browse the TriMech web store for SOLIDWORKS software to design, analyze and manufacture your products on your desktop.


TriMech provides thousands of engineering teams with 3D design and rapid prototyping solutions that work hand-in-hand, from sketch to manufacturing. InterPro became a part of TriMech Solutions LLC in 2021.

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