Skip to main content
Mobile menu
  • Solutions
    • Octopart Discover Go beyond part search to discover viable solutions, evaluate tradeoffs, and make better decisions earlier
    • Altium Develop Design advanced PCBs in Altium Designer, working independently or connecting reviewers, sourcing data, and release coordination when needed
    • Altium Agile Teams Bring structure to multidisciplinary electronics development and collaboration without sacrificing speed
    • Altium Agile Enterprise Connect context from intent through release with an intelligent, governed, extensible platform
  • Resources & Support
    Free Altium 365 Tools
    • Gerber Compare
    • Online PCB Viewer
    Resources & Support
    • Learning Hub
    • Support Center
    • Documentation
    • Webinars
    Altium Community
    • Forum
    • Bug Crunch
    • Ideas
  • Education & Training
    • Student Lab Free access to professional PCB design software, training, and learning resources for students
    • Educator Center A comprehensive education platform providing curriculum, software, training, and classroom resources for educators
    • Altium Education Curriculum Free college- and university-level PCB design curriculum designed to prepare students for real-world engineering careers
    • Altium Professional Training Flexible on-demand and instructor-led training courses that help engineers build and advance their PCB design skills
  • Search Open
    Search Close
Sign In
Workshops

Main menu

  • Home
  • PCB Design
    • Collaboration
    • Component Creation
    • Data Management
    • Design Outputs
    • ECAD/MCAD
    • HDI Design
    • High Speed Design
    • Multi-Board
    • PCB Layout
    • PCB Routing
    • PCB Supply Chain
    • Power Integrity
    • RF Design
    • Rigid Flex
    • Schematic Capture
    • Signal Integrity
    • Simulation
  • Software
    • Develop
    • Discover
    • Agile
    • Altium 365
    • Altium Designer
  • Education
    • Programs
    • Altium Academy
    • Engineering News
    • Guide Books
    • Newsletters
    • Podcasts
    • Projects
    • Training Courses
    • Webinars
    • Whitepapers
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.

Related Resources

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
Ask the Expert Weekly Sessions Join our Weekly "Ask an Expert" Session! Ask questions and learn from Altium 365 experts. Multiple Dates and Times August 12, 2026 10:00 AM Register
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
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

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
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
Electronic System Design Electronic System Design

In early stages of electronic designs, it is important to define the design on the conceptual/functional level. This initial step serves as a crucial foundation for the entire development process, providing a high-level overview of the system's architecture and its primary elements. A well-crafted block diagram clarifies the major functional units of the electronic system and illustrates their…

Read Documentation
PLM Integration PLM Integration

The composite design solution of Altium Designer and an Altium 365 Workspace offers configurable PLM Integration with support available for Windchill®, Arena®, Oracle® Agile™, Aras Innovator®, and Siemens Teamcenter® (with additional setup). The PLM integration setup is performed through the Altium 365 Workspace browser interface, which provides an automated interface for easily configuring the…

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
Agentic Engineering Agentic 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
New in Requirements Portal New in Requirements Portal

Requirements Portal is under continuous development. This page outlines new features and enhancements made to Requirements Portal in key updates. Update - 6 August 2026 Consolidated UI of the Importer In this release, the Import Wizard used to import requirements to your projects has been updated to consolidate the user interface of the AI importer and the classic (formerly legacy) importer. When…

Read Documentation
Exploring the Browser-based Interface Exploring the Browser-based Interface

In addition to connecting to a Workspace through Altium Designer – interfacing to it through the Explorer panel and Components panel (for direct interaction with the components therein) – you also connect to it through a dedicated browser interface, with access to management interfaces for the various services available as part of the Workspace. In fact, with some of these services, your only…

Read Documentation
Web Viewer Web Viewer

The Altium 365 Web Viewer interface provides universal access to PCB project documents through a standard web browser. Much more than just a web-based viewer, its advanced browser technology allows users to navigate through the project structure, interact with design documents, extract information about elements in the design, and highlight areas or objects for commenting notes. When viewing…

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

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 Google 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 Agile Agile Teams 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

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
Ask the Expert Weekly Sessions Join our Weekly "Ask an Expert" Session! Ask questions and learn from Altium 365 experts. Multiple Dates and Times August 12, 2026 10:00 AM Register
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
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

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
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
Electronic System Design Electronic System Design

In early stages of electronic designs, it is important to define the design on the conceptual/functional level. This initial step serves as a crucial foundation for the entire development process, providing a high-level overview of the system's architecture and its primary elements. A well-crafted block diagram clarifies the major functional units of the electronic system and illustrates their…

Read Documentation
PLM Integration PLM Integration

The composite design solution of Altium Designer and an Altium 365 Workspace offers configurable PLM Integration with support available for Windchill®, Arena®, Oracle® Agile™, Aras Innovator®, and Siemens Teamcenter® (with additional setup). The PLM integration setup is performed through the Altium 365 Workspace browser interface, which provides an automated interface for easily configuring the…

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
Agentic Engineering Agentic 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
New in Requirements Portal New in Requirements Portal

Requirements Portal is under continuous development. This page outlines new features and enhancements made to Requirements Portal in key updates. Update - 6 August 2026 Consolidated UI of the Importer In this release, the Import Wizard used to import requirements to your projects has been updated to consolidate the user interface of the AI importer and the classic (formerly legacy) importer. When…

Read Documentation
Exploring the Browser-based Interface Exploring the Browser-based Interface

In addition to connecting to a Workspace through Altium Designer – interfacing to it through the Explorer panel and Components panel (for direct interaction with the components therein) – you also connect to it through a dedicated browser interface, with access to management interfaces for the various services available as part of the Workspace. In fact, with some of these services, your only…

Read Documentation
Web Viewer Web Viewer

The Altium 365 Web Viewer interface provides universal access to PCB project documents through a standard web browser. Much more than just a web-based viewer, its advanced browser technology allows users to navigate through the project structure, interact with design documents, extract information about elements in the design, and highlight areas or objects for commenting notes. When viewing…

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
Back to Home
Platform-based Solutions
  • Octopart Discover
  • Altium Develop
  • Altium Agile Teams
  • Altium Agile Enterprise
Tools
  • Altium Designer
  • Octopart
Platform
  • Altium 365
Company
  • Our Customers
  • Trust Center
  • Newsroom
Software Capabilities
  • PCB Layout and Design
  • Requirements Management
  • Electronics Data Management
  • IT Security
  • Electronics Manufacturing
  • Electronics Supply Chain
  • Engineering Management
Resources & Support
  • Status
  • Downloads
  • Learning Hub
  • Support Center
  • Bug Crunch
  • Forum
  • Documentation
  • Ideas
  • Education
  • Professional Training / Certification
  • Webinars
  • Beta Program
Education
  • Student Lab
  • Educator Center
  • Altium Education Curriculum
Careers
  • Career at Altium
  • Copyrights & Trademark
  • Privacy policy
  • Cookie policy
  • Terms of Service
  • Legal
© 2026 Altium Pty. Ltd.