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Learning Hub Workshops Altium 365: Design Management Fundamentals

Altium 365: Design Management Fundamentals

Workshop - Design Management

Registration has recently closed. Check back soon for on-demand webinar.

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Depending on your relationship with Altium, the services offered on the Altium Platform will be experienced from within Altium Designer and through the platform's browser-based interface. This page takes a look at the latter and provides an overview of what you'll see when you register an Altium Account and sign in to the Altium Platform Interface. For the latest information on the security,…

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Altium 365: Design Management Fundamentals

Created: April 4, 2025
At a Glance
In this workshop, we will focus on best practices for managing design projects and enhancing collaboration within Altium 365.
Go Deeper with AI:
ChatGPT Perplexity Claude Gemini Grok
1 video
  • Hosted by Abe Kealaiki - Customer Success Manager
    00:25:33 • Apr 3, 2025
    Hosted by Abe Kealaiki - Customer Success Manager
    00:25:33 • Apr 3, 2025

    In this workshop, we will focus on best practices for managing design projects and enhancing collaboration within Altium 365.

Product: Altium 365 Workshops Electrical Engineers Altium Agile Teams Altium Develop

In this workshop, we will focus on best practices for managing design projects and enhancing collaboration within Altium 365. Participants will gain valuable insights into project management and user collaboration, ensuring a streamlined design process.

Workshop Agenda

Introduction: Overview & Session Objectives

  • Outline the goals and objectives of the session.
  • Brief overview of Altium 365 and its importance in design management.

Collaboration Challenges: Identifying and Overcoming Common Hurdles

  • Common collaboration challenges faced in design management.
  • Strategies for overcoming these hurdles within A365.

Project Management

  • Opening, Creating, and Migrating Projects
  • How to open existing projects within A365.
  • Creating new projects and managing them effectively.
  • Best practices for migrating projects to A365.

Sharing Projects and Managing Permissions

  • How to share projects with team members and external collaborators.
  • Managing permissions and access control to ensure project security.

Inviting Users and Collaborating with Contractors

  • Inviting users to your workspace and assigning roles.
  • Collaborating with contractors and external partners within A365.

Best Practices: Utilizing Project Templates and Version Control Effectively

  • Importance of using project templates for consistency and efficiency.
  • Overview of version control to track project changes.
  • Best practices for maintaining project integrity and accountability.

Related Resources

Ask the Expert Weekly Sessions Join our Weekly "Ask an Expert" Session! Ask questions and learn from Altium 365 experts. Multiple Dates and Times September 23, 2026 10:00 AM Register
00:46:29 Altium 365: MCAD CoDesigner Learn how to effectively use Altium 365 MCAD CoDesigner for efficient collaboration between PCB and mechanical design teams. Watch Video
00:14:43 Getting Started with Requirements & Systems Portal Learn how to effectively use Altium Requirements & System Portal for managing and collaborating around requirements throughout the design process. Watch Video
00:07:17 Altium 365: Jira Integration This workshop on Altium 365’s Jira integration provides a clear, step-by-step guide for setting up and leveraging the integration to streamline project management. Watch Video
00:16:20 Assembly Assistant Workshop Develop a comprehensive understanding of how to use the Assembly Assistant in Altium Develop and Altium Agile to reduce errors, increase efficiency, and ensure consistency in your Printed Circuit Board Assembly. Watch Video
00:35:53 Altium 365: Library & Component Management Fundamentals In this comprehensive workshop, we will delve into the intricacies of component management within Altium 365. Watch Video
00:25:16 Altium 365: Workspace Setup Join us for an interactive workshop on setting up and optimizing your Altium 365 workspace. Watch Video

Related Technical Documentation

Altium 365 Platform Interface Altium 365 Platform Interface

Depending on your relationship with Altium, the services offered on the Altium Platform will be experienced from within Altium Designer and through the platform's browser-based interface. This page takes a look at the latter and provides an overview of what you'll see when you register an Altium Account and sign in to the Altium Platform Interface. For the latest information on the security,…

Read Documentation
Sourced Manufacturer and Supplier Data Sourced Manufacturer and Supplier Data

A primary capability of the BOM Portal is the dynamic sourcing of real-time manufacture and supplier information for the current Managed BOM. Once the system has mapped and analyzed the BOM content, the BOM line entries are automatically populated with crucial parts information from Altium's resources, including Octopart and IHS Markit, and other enabled parts data sources. The sourced…

Read Documentation
Agentic Requirements Engineering Agentic Requirements Engineering

AI agents provide substantial advantages for engineering tasks like requirements capturing by significantly enhancing efficiency and automating complex, repetitive workflows. Requirements Portal's Engineering Assistant leverages AI technologies to provide you with fast, automated review tool for your requirements that allows you to ask questions about requirements in your current project in free…

Read Documentation
Import Requirements Import Requirements

You can quickly and easily upload your existing requirements data into Requirements Portal using the Import Wizard available in the Requirements Module. Leveraging AI-powered extraction, you can import requirements from unstructured PDF, Word, Excel, and CSV files, reducing the time and effort required to manually transfer requirement data and helping you capture requirements more accurately and…

Read Documentation
Altium Developer Center Altium Developer Center

Altium Developer Center is the home for software engineers building on Altium's products. It covers main product areas each with its own APIs, SDKs, and integration surfaces. Access to developer products is managed through Altium Developer Center, where you can enroll in programs to access Altium 365 API, Altium Designer SDK, Embeddable Viewer, and other developer products. Altium 365 Altium 365…

Read Documentation
Document Export Custom Templates Document Export Custom Templates

Requirements Portal's Document Export wizard is your go-to for whipping up editable Microsoft Word *.docx files straight from your requirements and V&V activities. You can use predefined templates or upload your own templates. The wizard is fueled by the Python-Docx-Template library, which, in turn, leverages the Jinja Templating Engine. This dynamic duo allows you to craft custom templates…

Read Documentation
Custom Columns and Units Custom Columns and Units

Defining Custom Fields Requirements Portal already offers a great variety of columns to describe your Requirements. However, if your use-case requires a specific column with a specific name, you can add additional columns called Custom Fields or Custom Columns. Workspace Administrators can review defined custom fields and create new ones on the Settings – Custom Fields page (accessed by clicking…

Read Documentation
Management of a Specific Project Management of a Specific Project

The Workspace provides an advanced, manufacturing-oriented CAD-centric view of the project. This management interface offers Design, Tasks, and History views options, plus more: Design – display and navigate source project design documents, view design object properties and place review comments. This view uses the Web Viewer interface to present your design across five distinct data sub-views,…

Read Documentation
Design Reviews Design Reviews

The project Design Reviews page is the central location for all project stakeholders to perform and manage structured reviews of a Workspace design project. The interface allows the creation, access and management of Design Review instances by any Workspace member, which in turn can be assigned to other Workspace members as Reviewers. The Design Review creator (the Initiator) can add attachments…

Read Documentation
Consolidated BOM Consolidated BOM

The BOM Portal’s Consolidated BOM mode allows you to create a procurement-orientated BOM document from multiple engineering BOMs, which unifies the parts requirements for delivering a complete product – typically based on multiple PCBs, modules, or functional sub-sections. It replaces the need to aggregate multiple BOM lists through spreadsheets or other manual means while calculating parts…

Read Documentation
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