Success Plan: Bill of Materials Management - Maturity 1

Having an accurate bill of materials ensures your project stays within budget. In this module, you will learn about the features and tools within AutoCAD Mechanical that support assembly design and the management of bills of materials.

• Understand what a bill of materials (BOM) is and why its important for assembly design 
• Create and edit bills of materials 
• Check in and check out files using Vault within AutoCAD Mechanical 

• Design and Manage Bills of Materials with Ease in AutoCAD Mechanical
• Design and Manage Bills of Materials with Ease in AutoCAD Mechanical - Quiz

Learn the fundamental concepts related to items and bills of materials in Upchain. You’ll explore the BOM interface and learn how to display the information most relevant to you in your BOM.

This content takes approximately 25 minutes to complete. By the end, you should be able to:

• Describe an item and identify the data associated with an item
• Identify item versions, revisions, and statuses
• Navigate and customize the BOM interface
• Create custom BOM views and filter information in the BOM

• Items, statuses, revisions, and versions in Upchain
• Navigating the BOM interface in Upchain
• Introduction and core concepts of BOM management in Upchain - Quiz
• Conclusion and next steps

Learn to work with items in the BOM interface and modify a bill of materials.

This content takes approximately 25 minutes to complete. By the end, you should be able to:

• Access the item details panel and update item attributes
• Attach a document to an item and locate additional documentation for an item
• Version a non-CAD document and submit it for publication
• Move and duplicate an item within a BOM, as well as to a BOM of another project

• The item details panel and modifying the BOM in Upchain
• Working with item documents in Upchain
• Working with items in Upchain - Quiz
• Conclusion and next steps

Learn how to create items in your BOM, and view and manage documents attached to them. You’ll also learn how to formally communicate design ideas and potential changes with other stakeholders through the process of an Investigation Request.

This content takes approximately 40 minutes to complete. By the end, you should be able to:

• Create items via the BOM interface and the Excel plugin
• View a document with the PDF viewer
• View a CAD model with the 3D viewer
• Create a markup on a document
• Create an investigation request

• Creating BOM items in Upchain
• Viewers, markups, and investigation requests in Upchain
• Item creation and collaboration tools in Upchain - Quiz
• Conclusion and next steps

Learn how to organize and define subsets of items, and use those to perform powerful searches across all of your projects. You’ll also learn how to export valuable information from the BOM interface.

This content takes approximately 25 minutes to complete. By the end, you should be able to:

• Organize subsets of items using categorization and category attributes
• Execute and save searches using the Advanced Search
• Generate item and BOM reports
• Export files such as native CAD models, translations, drawings, and non-CAD documents

• Categorization and advanced searching
• BOM reports and exporting files and data
• Categorization, searching, and exporting in Upchain - Quiz
• Conclusion and next steps

Here we take you through importing electrical CAD to Upchain and managing electrical designs as items. We will start by preparing eCAD files and exploring plugins in Upchain, including the Altium Exporter plugin. Next, we will look at importing and managing eCAD items in Upchain for success.

This content takes approximately 30 minutes to complete. By the end, you should be able to:

• Preparing eCAD files and exploring plugins in Upchain
• Importing and managing eCAD items in Upchain

• Preparing eCAD files and exploring plugins in Upchain
• Importing and managing eCAD items in Upchain
• Electrical CAD in Upchain - Quiz
• Conclusion and next steps