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SimScale Workflow and Collaboration: Project Setup, Mesh Import, and Team Sharing

A guide to SimScale workflow and collaboration covering project setup, CAD import and geometry preparation, mesh configuration, simulation templates, result sharing, public projects, and API integration for automated simulation pipelines.

2026-06-3011 min readBy CADGuide Technical Editorial
S
SimScale CAD software logo
Target SoftwareSimScaleExpert Score: ★ 4.5
WP
CADGuide Technical EditorialEnterprise Systems Lead
Read Time: 11 min read
Published: 2026-06-30
Status: ● Verified

SimScale Workflow and Collaboration: Project Setup, Mesh Import, and Team Sharing

The collaboration features in SimScale are what actually sold me on the platform. I was working on a project with a team spread across three time zones, and the ability to share a simulation result with a simple URL — no software install, no file transfer — was a game changer. Let me walk you through the workflow and collaboration tools I use regularly.

Project Setup

Creating a Project

  1. Dashboard > New Project
  2. Set:
    • Project name: Descriptive (e.g., "Heat Sink Optimization Q3 2026")
    • Description: Project details and objectives
    • Visibility: Private or Public
  3. Project structure:
    • Geometries: CAD files
    • Meshes: Generated meshes
    • Simulations: Analysis setups
    • Runs: Solver executions
    • Results: Post-processing data

Importing CAD

  1. Geometries > Import
  2. Supported formats:
    • STEP (.stp, .step): Recommended (neutral, preserves geometry)
    • IGES (.igs, .iges): Legacy neutral
    • Parasolid (.x_t, .x_b): Siemens NX, Solid Edge
    • BREP (.brep): Open CASCADE native
    • STL (.stl): Mesh format (for 3D scans or topology optimization)
  3. File size limit:
    • Community: 100 MB
    • Professional: 500 MB
    • Enterprise: 2 GB
  4. After import:
    • Check geometry for errors (gaps, sliver faces)
    • Use SimScale geometry tools to repair
    • Mid-surface thin walls (for shell meshing)

Geometry Preparation

  1. Simplify: Remove unnecessary features (small fillets, logos)
  2. Decimate: Reduce detail in non-critical regions
  3. Mid-surface: Convert thin solids to surfaces (for shells)
  4. Imprint: Ensure mating surfaces share edges (for contact)
  5. Clean: Remove duplicate surfaces, merge edges

Mesh Configuration

Automatic Meshing

  1. Meshes > Create Mesh
  2. Select geometry
  3. Mesh type:
    • Tetrahedral: General purpose (most geometries)
    • Hex dominant: Better quality (for simple geometries)
    • Shell: For thin walls (2D elements)
  4. Fineness: 1-10
    • 1-3: Coarse (fast, preliminary)
    • 4-6: Moderate (typical production)
    • 7-10: Fine (high accuracy, slow)
  5. Local refinements:
    • Face refinement: Select critical faces, set element size
    • Edge refinement: Select critical edges
    • Region refinement: Select volume, set element size
    • Inflation layers: For CFD wall treatment

Mesh Quality Check

  1. After meshing, SimScale reports:
    • Total cells: Element count
    • Total nodes: Node count
    • Mesh quality: Orthogonal quality, aspect ratio
  2. Check:
    • Orthogonal quality: > 0.1 (minimum), > 0.3 (good)
    • Aspect ratio: < 20 (acceptable), < 5 (good)
    • Skewness: < 0.8 (acceptable), < 0.5 (good)
  3. If quality is poor:
    • Increase fineness
    • Add local refinements
    • Simplify geometry

Mesh Import

  1. SimScale supports mesh import:
    • OpenFOAM: .polyMesh folder
    • UNV: Universal mesh format
    • STL: Triangulated mesh (for CFD surfaces)
  2. Use case:
    • Mesh generated in external tool (HyperMesh, ANSA, Gmsh)
    • Import to SimScale for solver execution
  3. Advantage:
    • Use specialized meshing tool for complex geometry
    • Run solver on cloud HPC

Simulation Templates

Creating Templates

  1. Set up a simulation with all physics, materials, and boundary conditions
  2. Save as template:
    • Simulations > Save as Template
  3. Template includes:
    • Analysis type: Static, CFD, thermal, etc.
    • Materials: Assigned to geometry
    • Boundary conditions: Loads and supports
    • Solver settings: Tolerances, time steps
  4. Template does NOT include:
    • Geometry (must be re-imported)
    • Mesh (must be re-generated)

Using Templates

  1. New Simulation > From Template
  2. Select template
  3. Import new geometry
  4. Generate mesh
  5. Assign materials and boundary conditions to new geometry
  6. Run

Template Applications

  1. Standardized analyses: Same analysis type across multiple products
  2. Design variants: Same setup with different geometry
  3. Team standards: Ensure consistent simulation setup
  4. Onboarding: New team members use validated templates

Running Simulations

Solver Selection

  1. SimScale uses open-source solvers:
    • Code_Aster: Structural (static, dynamic, nonlinear)
    • OpenFOAM: CFD (incompressible, compressible, multiphase)
    • CalculiX: Structural (alternative to Code_Aster)
  2. SimScale auto-selects solver based on analysis type
  3. No need to configure solver manually (but advanced settings available)

Run Configuration

  1. Simulations > Create Run
  2. Set:
    • Run name: Descriptive (e.g., "Baseline_v1")
    • Compute resources: Number of cores (8, 16, 32)
    • Maximum runtime: Prevent runaway jobs (e.g., 24 hours)
  3. Run:
    • Click "Start"
    • Simulation queued on cloud
    • Monitor: Progress bar, residual plots
  4. Run time depends on:
    • Mesh size (more cells = longer)
    • Physics complexity (nonlinear = longer)
    • Cores (more = faster, up to scaling limit)

Parallel Runs

  1. Run multiple simulations simultaneously:
    • Parametric study: Different parameter values
    • Design variants: Different geometries
    • Wind directions: 8 directions in parallel
  2. Each run uses independent cloud resources
  3. No interference between runs
  4. Total cost = sum of all runs

Result Sharing and Collaboration

Sharing Results

  1. Results > Share
  2. Options:
    • Private link: Only people with link can view
    • Team share: All team members can view
    • Public link: Anyone can view (no login required)
  3. Shared results include:
    • 3D viewer: Interactive post-processing in browser
    • Contour plots: Pre-configured views
    • Probe points: Pre-defined measurement points
    • Animations: Mode shapes, transient results

Team Collaboration

  1. Organization > Teams
  2. Create teams:
    • Structural team: Access to FEA projects
    • CFD team: Access to CFD projects
    • Management: View-only access to all projects
  3. Permissions:
    • Owner: Full control (delete, share, edit)
    • Editor: Can create and modify simulations
    • Viewer: Can view results only
  4. Real-time collaboration:
    • Multiple users can view same project simultaneously
    • Comments on simulations and results
    • Version history (track changes)

Public Projects

  1. Project > Visibility > Public
  2. Public projects:
    • Anyone can view: Without SimScale account
    • Showcase: Portfolio of simulation work
    • Education: Share tutorials and examples
  3. SimScale public project library:
    • Browse community projects
    • Copy and modify for own use
    • Learn from real-world examples

API Integration

SimScale API

  1. REST API for automation:
    • Create project: Programmatically
    • Import geometry: From URL or upload
    • Create mesh: Trigger meshing
    • Create simulation: From template
    • Start run: Execute solver
    • Get results: Download results
  2. Authentication:
    • API key (from account settings)
    • Bearer token in header
  3. Use cases:
    • Automated pipeline: CAD → mesh → simulate → report
    • Design optimization: Run many variants automatically
    • Integration: Embed simulation in product development workflow

Example API Workflow

import requests

# Create project
headers = {"Authorization": "Bearer YOUR_API_KEY"}
project = requests.post("https://api.simscale.com/v1/projects",
    headers=headers,
    json={"name": "Automated Analysis", "visibility": "private"})

# Import geometry
geometry = requests.post(f"https://api.simscale.com/v1/projects/{project_id}/geometries",
    headers=headers,
    json={"url": "https://example.com/part.step"})

# Create mesh
mesh = requests.post(f"https://api.simscale.com/v1/projects/{project_id}/meshes",
    headers=headers,
    json={"geometry_id": geometry_id, "fineness": 5})

# Create simulation from template
sim = requests.post(f"https://api.simscale.com/v1/projects/{project_id}/simulations",
    headers=headers,
    json={"template_id": "structural_template_001"})

# Start run
run = requests.post(f"https://api.simscale.com/v1/projects/{project_id}/simulations/{sim_id}/runs",
    headers=headers,
    json={"name": "Automated Run", "num_cores": 16})

Cost Management

Pricing Model

  1. Community plan: Free (limited resources)
    • 8 cores, 100K nodes, public projects
  2. Professional plan: Monthly/annual subscription
    • 32 cores, 5M nodes, private projects
    • Includes support and training
  3. Enterprise plan: Custom pricing
    • 96 cores, unlimited mesh, API access
    • Dedicated support, SLA

Cost Optimization

  1. Start coarse: Run preliminary with coarse mesh (fast, cheap)
  2. Refine selectively: Only refine critical regions
  3. Use symmetry: Reduce model size by 2× or 4×
  4. Parallel runs: Run variants simultaneously (faster wall time)
  5. Templates: Avoid re-setup errors (save time)
  6. Monitor runs: Cancel stuck or diverging runs early

Best Practices

  1. Geometry first: Clean geometry before meshing
  2. Mesh convergence: Verify results don't change with refinement
  3. Start simple: Linear analysis before nonlinear
  4. Validate: Compare to analytical or experimental data
  5. Document: Use project description and run names
  6. Share early: Get team feedback during setup
  7. Use templates: Standardize across team
  8. Monitor cost: Track core-hours per project

Wrapping Up

The collaboration side of SimScale is honestly its biggest differentiator. Being able to send a client a link and let them explore the 3D results in their browser — no software, no plugins — is huge for client communication. The API is also handy if you want to automate repetitive analyses. I set up a pipeline that runs a standard thermal analysis on every new heat sink design and posts the results to our team chat. It's not something you'd do with desktop CAE without a lot of scripting and infrastructure.

Full Analysis

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