Exploring the ENOVIA Project Planner Role | Replay

In today’s dynamic business landscape, mastering project management is essential for achieving success.

Dive into how the ENOVIA Project Planner role, the 3DEXPERIENCE platform's cloud-based project planning solution, empowers teams of all sizes with intuitive, guided, and iterative capabilities for planning, executing, and monitoring projects.

This session covers:

  • Flexible methodologies: Ad-hoc tasks, team-based planning, waterfall, and agile approaches.
  • Key applications: Collaborative Tasks, Project Planning, and Kanban Board
  • Real-world applications: Risk management, resource allocation, and dynamic scheduling.

     

Webinar Replay

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Q&A

In the table below, find the questions and answers from the live session. Have an additional question? Ask @AL and @CS in the comments below. 

Question

Answer

Where was the CSV file exported from? Can we import it into MS Project?

The CSV has a documented format.  MS Project integration is not supported, but a CSV from MS Project can be converted into a Project Planner-compatible CSV. 

In the 3dspace world, there is a DPM role that gives capabilities to define and manage a program, a collection of projects. How is this done On-Cloud?

Program type does not exist yet in Project Planner, but a 'master' project can have multiple sub-projects or reference projects and behave like a program in DPM. Project Intelligence can also filter by program or root project.

Is there also a project manager role? How is a project planner different from a project manager role?

Hello, both roles exist on-cloud, Project Planner provides integrations with ITEROP, workforce manager and will deliver AI generative capabilities. Strategically, it is the role to choose. As of today, the Project Manager has some capabilities that the Project Planner will have in the future.

Do Dependencies work in a way that when a prior task is completed, the next task scheduled as per the dependency assigned gets promoted from To DO to In Work, and the next assignee will be notified?

Hello, not today, but auto-promote is a good enhancement. On the other hand, it can be done using an ITEROP process.

Notice that various configurable notifications are available to inform a task assignee that they should start working on a task.

Can contents be viewed and organized in bookmarks in the content view ?

Hello, in the near future, we will provide the capabilities to add deliverables in a bookmark automatically when the deliverables are connected or when the task is completed. 

Hello, what is the difference between Team Project and Enterprise Project? And where is it defined? Thank you

When you create a project, the user decides what type to create. A team project is simpler to use, and an enterprise project provides more capabilities (baseline, scenario, critical path, ...). Please watch the replay to learn further about the differences between the types of projects.

Is ENOVIA compatible with Doors NG and do you have the same capabilities shown in this presentation with SOLIDWORKS changes immediately linked to ENOVIA. Basically, if I am working on DOORS NG on a specific requirement, do all the metadata and changes reflected on Enovia

Hello, I would need more details, but yes, the project planner works with SOLIDWORKS, and immersive project and task management will be provided by SOLIDWORKS in the near future. Immersive AI is also planned.

What is the difference between DPM (Project Manager and Project Planner? Why would someone want to use a Project Planner instead of DPM?

Hello, good reasons to move now or in the future would be user experience, integration with ITEROP and workforce manager, better resource management and future AI capabilities.

When will DS include this functionality for On-Prem customers? It was very evident at the ENOVIA conference back in February that Cloud is where most of the new functionality is being offered.

This is correct. Currently, there is no plan to have Project Planner on-premise. 

Risk management and opportunity management have a section in which we can enter the \\\$ financial impact. is there a way to see the aggregate amounts from all the opportunities or projects that have been completed?

Risks and opportunities can be connected to the project planner. In the near future, all subproject risks and opportunities will be rolled up in the risk tab. 

Any integration possibilities with Planisware?

There is no OOTB integration, but web services are available, and it is also possible to use the project intelligence ontology to import an external schedule. 

Is it possible to configure new task types with additional attributes to use when defining the Project Schedule?

Data modeling is possible, but LA (Limited Availability) as of today, you may connect with me (csr@3ds.com) on this.

So, how will the next assignee of the task be notified to start working, and the prerequisite task is completed. Does that task need to be manually promoted by the project planner?

There is a configurable notification to assignees that a predecessor has been completed.

Hello, "Phase" is available in Project Management. In Project Planner, what is a possible alternative? Are Sub-tasks suitable (e.g. indent activities)? tks

Yes. You can use sub-projects or sub-tasks.

Is there a plan to introduce the Project Planner role on premise?

At this time, there is no plan for this.

Using the CATIA-Magic architecture tool, can we create an architectural runway as a roadmap, or would you choose a master schedule with subprojects?

I would suggest a Project Planner roadmap as I find it simpler to use 🙂 

Is it possible to connect change actions or change orders to a project? Many times, changes (using the change manager role) can be a mini project in themselves that requires planning. What would you recommend to use in this case team project, enterprise project or agile project?

Change objects could be connected as deliverables, but I understand that additional integration would be needed; it is a good topic to push.

Is it possible to move from a DPM license type to the Enovia cloud for existing users? Or will the setup be new?

This is more of a commercial question. I advise you to contact your sales representative.

Next Steps

🔸 Explore more Project Planner resources in the ENOVIA User Community: 
  • Getting Started with Project Planner (XPP-OC): These wiki pages are a great place to start your journey with the Project Planner role, including key features, what's new, and real-world stories.

  • Posts and Video Tips: Explore these wikis for blog posts and tips to learn the capabilities of Project Planner from Anat:

  • What's New wikis: If there are new enhancements to Project Planner in a release, these wikis will be updated with videos and highlights to showcase the updates to the role. Explore What's New in Project Planner for R2026x FD02 here.

 
🔸 Check out the upcoming ENOVIA webinars in our 2026 schedule and watch for registration details in the community: