Autodesk Vault Customization & Automation
Make Autodesk Vault work the way your engineering team works. We configure and extend Vault with custom lifecycles, numbering, Data Standard dialogs, Job Processor automation, extensions and publishing, so data management happens automatically.
Vault PDM that fits your process
Autodesk Vault manages CAD files, versions, revisions, lifecycles, items and change orders for Inventor, AutoCAD and other design data. Out of the box, Vault provides the foundation, but most companies need it configured for their own numbering, properties, release process and outputs, and automated so engineers do not spend time on manual PDF exports and file handling.
ENGIMANDI configures Vault categories, lifecycles, revision schemes, properties and security, and extends Vault using Vault Data Standard, PowerShell-based automation, the Vault .NET API and custom Job Processor jobs. Typical outcomes include automatic PDF, DWG, DXF and STEP publishing on release, standard file naming and numbering dialogs, validation before state changes and custom commands in Vault Explorer.
Related reading: CAD to PDM integration and automated PDF, DWG, DXF and STEP export.
What you get
- Categories, lifecycles & revisions
- Numbering schemes & properties
- Vault Data Standard dialogs
- Custom Job Processor jobs
- Automatic PDF, DXF & STEP
- Release validation rules
- Vault Explorer extensions
- Upgrades & migrations
Vault customisation services
Configuration, extensions and automation.
Vault Configuration
Categories, lifecycles, revision schemes, properties, folders and security designed for your team.
Data Standard
Custom dialogs in Inventor, AutoCAD and Vault for naming, numbering and required properties.
Job Processor
Custom jobs for publishing, synchronising properties, updating files and notifying people.
Validation
Checks before release, such as missing properties, unreleased children or wrong categories.
Explorer Extensions
New commands, tabs and views in Vault Explorer built with the Vault API.
Migrations
Data loads, file server migration and upgrades between Vault versions and editions.
Vault stack
Configuration and development tools.
Typical projects
- PDF and STEP published automatically on release
- Part numbers generated in a Data Standard dialog
- Release blocked when properties are missing
- Custom lifecycle with engineering and quality approval
- Network drive files migrated into Vault
- Vault Basic to Professional upgrade with items
How we customise Vault
Workshop
Process, numbering and outputs.
Design
Configuration and automation plan.
Build
Setup, dialogs and jobs in a test Vault.
Test
User acceptance with real files.
Go live
Deployment, training and support.
Vault customisation questions
Which Vault edition do we need?
Vault Basic handles files and versions. Vault Professional adds lifecycles, items, change orders and more automation options. We help you choose.
What is Vault Data Standard?
An Autodesk framework for custom dialogs and menus in Vault and CAD applications, often used for file naming, numbering and required properties.
Can Vault create PDFs automatically?
Yes. The Job Processor can publish PDF, DWG, DXF, STEP and other formats when files change state, with our custom jobs adding naming and locations.
Will customisation survive Vault upgrades?
We build with supported APIs and test on new versions before you upgrade.
Can you migrate files from network drives?
Yes. We clean up, check references and load files into Vault with properties.