Engineering Managers

Learn how to set up an Altium Agile Teams workspace, connect it to Altium Designer, navigate key workspace tools, and invite team members. This onboarding guide walks account administrators and new users through the core steps required to establish a shared engineering environment for project collaboration, component management, and workspace administration.

This tutorial guides users in how to centralize, connect, and manage requirements within the Altium Requirements Portal, showing how to import existing data, link it directly to design projects, and maintain a single, version-controlled source of truth. It highlights how integrated workflows improve traceability, streamline verification, and provide real-time visibility into project progress, while also simplifying compliance reporting. Read on to see how these tutorials can help you reduce errors, stay aligned, and bring greater clarity and confidence to your design process.

This article shows how the BOM Portal gives procurement teams early, continuous visibility into Bill of Materials Data, enabling them to identify supply chain risks, evaluate alternatives, and optimize costs while designs are still flexible. It walks through key workflows such as BOM creation, risk analysis, supplier comparison, consolidation, and lifecycle monitoring; all designed to replace reactive sourcing with proactive, data-driven decision making. Read on to learn how these tutorials can help you stay ahead of supply challenges, collaborate more effectively, and drive more confident procurement outcomes.

See how engineering leaders gain the visibility and control to deliver on time, with less risk

Get an overview of this new Electronic Product Development Platform.

Watch our webinar to learn about the application of the Altium 365 suite. Requirements & Systems Portal will help align

Summary: As Altium 365 GovCloud becomes more commonly used, there are some features that are inherently disabled within an Altium

This video demonstrates some of the general settings within the Admin Section of a user's workspace. It also contains general information on topics such as the workspace, name, description, URL, and server location. The video begins by renaming the workspace, adding a description, and viewing the server location for the workspace data and the URL. Once changes are made, users are instructed to log out and log back into the workspace to view those changes. Afterwards, the workspace name is changed to eliminate confusion between multiple workspaces.

This video demonstrates how to set sharing permissions for folders in the Explorer Panel. To do so, expand the components folder, and select a folder within it. Next, right click and select properties. In the properties dialog box, select the share link, and alter the permissions for users via the drop down option. To add a role, type it in. Any permissions set for a folder will also apply to the children's folders within that top folder. Finally, close the dialog boxes by selecting okay twice to set the sharing permissions for a component.

See how engineering managers keep large teams working together across different fields. This guide covers structured collaboration, repeatable workflows, and clear visibility at every stage, from the first requirement to field support.

Discover how to apply agile methods to hardware development. Boost speed, reduce risk, and build smarter electronics solutions.

This video demonstrates two processes to move a project from one workspace into another. The first method begins in Altium Designer by opening a project, unlinking the git folder, turning off the synchronization, and making it available online. However, this method does not include the project history. The second method also begins in Altium Designer, within the workspace. In this method, the user manually unlinks the project in notepad by removing the managed folder. Then, a fake version control system is created using the Tortoise Git Tool. The changes are pushed to the local version control and the project is made available online and migrated to the workspace version control.

This short video demonstrates how to delete items from the platform. To begin, navigate to the Admin Section, and then Bulk and Data Cleanup under Settings, to delete the data. However, it is worth noting that this operation cannot be undone, it may take a while to complete, and will create a workspace snapshot prior to removing the items. Users are able to select specific items for deletion or delete all of the items, once the projects and components are removed. In order to batch delete items, a confirmation is also required.

Altium 365 Bom Portal allows you to upload or create a Bill of Materials for an existing managed design. It can also export an Excel BOM that contains the data from multiple suppliers, including prices. To begin, create a BOM document, and display some favored suppliers for a part. Next, open Excel and create a BOM template using the demonstrated special column queries, before saving and uploading the file into the BOM Portal in Altium Designer. Finally, refresh the page and download the file to view the prices easily for the chosen suppliers and data.