Utilizing Ideas in 3DEXPERIENCE 3D Swym

   By Sarah Taylor on April 24, 2023

Ideas are a special kind of post that can be created in 3D Swym on the 3DEXPERIENCE Platform. Unlike a simple text post, Ideas can be pushed through different statuses to track progress on new designs, projects, or other processes.

Setting up the Idea Pipeline in 3D SWYM

Every community starts with three default statuses in the Idea Pipeline. In the Community Settings, the default statuses are shown under Idea Status Management. The default statuses are “New Idea”, “Concept”, and “Project Plan”.

Idea status management in pipeline

Idea status management in pipeline

The number of Statuses, their titles, colors, and order, can all be customized. In the image below, you can see an updated version of the Idea Pipeline after I made some changes.

Ideas in 3D Swym pipeline

Ideas in 3D Swym pipeline

By using different terminology and color-coding, the Idea Pipeline can take on different meanings, such as tracking new design ideas, project timelines, new employee onboarding steps, or progress towards just about any goal.

Creating an Idea

After setting the post type to Idea (by selecting the blue lightbulb icon), creating an Idea is just like making any other post. Add a Title and Body and attach images or 3D files if you’d like.

Creating an Idea in 3D Swym

After clicking Publish, the Idea is posted and is automatically assigned the first status in the Idea Pipeline. In the screenshot below, we can see this new idea is given the “New Project” status.

New bracket in sample community

New bracket in sample community

As with other kinds of posts, users can like and comment on Ideas.

TIP: Likes and Comments from team members could be used as a way to “vote” for which idea gets to proceed to the next status in the Pipeline.

Changing the Status of an Idea

To move an Idea to a different status, click on the Title of the Idea. You will then be able to see the full pipeline.

View full pipeline in status

View full pipeline in status

Select the status you wish to change to, and then enter a comment to add context for your team. Ideas can be moved to any state (i.e. forward or backward) and can always be set to “Out” by selecting the grey X at the end of the pipeline. Comments will be automatically generated each time the idea status is changed so that users can look back on the progress this Idea has made.

Define goals in new Idea on 3D Swym

Define goals in new Idea on 3D Swym

Overview of all ideas within a Community

To access a high-level overview of all of the ideas in a community, the first step is to activate the Ideas Filter in the upper right corner of the community. After doing so, all other post types are hidden, plus the idea pipeline appears on the right and shows the current status for every idea in the community.

Overview of ideas in a community

Overview of ideas in a community

Hover over each circle in the pipeline to see which ideas have progressed the furthest.

Hover over ideas to see which have progressed.

Hover over ideas to see which have progressed.

Click the arrow next to “Pipeline” to see more. This opens a new page that lists every idea in the community.

Click the arrow pipeline to see more

Click the arrow pipeline to see more

View all ideas in the pipeline

View all ideas in the pipeline

In conclusion, utilizing the Idea Pipeline in 3DEXPERIENCE 3DSWYM provides professionals with a valuable platform to brainstorm, collaborate on new ideas, and effectively track their progress. By harnessing the power of this innovative tool, individuals can unlock their creative potential, foster teamwork, and enhance productivity. Learn more about the platform and its tools by taking one of our 3DEXPERIENCE Platform training courses led by certified experts.

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Sarah Taylor

Sarah Taylor is a Solutions Consultant at TriMech with 6+ years of experience using various CAD software including SOLIDWORKS, Creo and AutoCAD. She has previous experience in the biopharmaceutical industry as well as HVAC project management. She is a graduate of the University of Maryland where she received her B.S. in Bioengineering.

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