The Bill of Materials panel allows you to browse, create and edit bills of materials (BOM) in the current drawing. Use the panel, to interactively configure bills of materials, both new and existing ones. The configuration of the bill of materials can be saved as a template file and reused later in other drawings. It is also possible to add a bill of materials that is not linked to a table in the drawing.
With the Bill of Materials panel, you can:
- Browse existing bills of materials in the drawing.
- Create a new bill of materials using either a standard type (such as top-level, bottom-level or hierarchical) or an existing BOM template.
- Edit bills of materials, including:
- Add or remove columns, (includes formula columns).
- Move selected columns to new positions.
- Rename the columns.
- Configure how the BOM table is sorted.
- Configure the footer value for each individual column.
- Configure the units and how they are displayed for each column.
- Configure the width of each individual column using column properties.
- Configure the visibility of each individual column.
- Filter the components with a filter expression.
- Change the title of the title row and the footer row.
- Search for components in the table.
- Highlight and select corresponding component instances.
- Save the BOM configuration as a template file.
- Load the configuration for the BOM table from a template file.
- Place the BOM table in a drawing.
- Delete BOM tables.
Although the panel itself is available with a BricsCAD Pro license, a BricsCAD Mechanical or BricsCAD Ultimate license is required to modify existing bills of materials as well as to create new ones.
To open the Bill of materials panel
Do one of the following operations:
- Place the cursor on a toolbar, then right click and choose Bills of Materials in the context menu.
- Call the BMBOMPANELOPEN command.
Most of the configuration operations in the panel are available via the toolbars. The properties of the selected columns and the table can also be changed via the properties section of the panel. To work with a particular column, left-click on the column caption to select it in the BOM panel grid. Multiple columns can be selected at once.
|BOM Selector||Selects the current BOM table. The choice is stored in the drawing so that when the drawing is opened next time, the selected BOM will be restored in the panel. When selected, the table is updated up to the current state of the drawing.|
|Add BOM||Adds a new BOM from the most recently used standard type. To display the drop-down menu, click on the arrow to the right of this button.|
|Remove BOM||Deletes the current BOM and the associated table in the drawing.|
|Find||Toggles the search field on and off.|
Starts the interactive placement of the table in the drawing. If the table has been already placed in the drawing, it updates it.
Note all editing operations automatically update the associated table in the drawing.
|Update||Updates the current BOM as well as the list of all BOM tables in the drawing.|
|Save as template||Saves the configuration of the current BOM as a template.|
|Load from template||Replaces the current BOM with the configuration from the selected template.|
|Category selector||Selects the category of the properties that will be displayed in the column selector.|
Selects the column to be added to the current BOM.
You can also use this to enter the formula for a formula field. To add a formula, type an expression starting with "=", such as "=<Mass>*<Quantity>". The formula may refer to other columns. Use their display names enclosed in "<>".
|Insert column after||
Inserts the column from the Column selector after the selected column in the table.
If no column is selected, the new column will be added after the last column in the table.
|Insert column before||
Inserts the column from the Column selector before the selected column in the table.
If no column is selected, the new column will be added as the first column in the table.
|Remove column||Removes the selected column from the table.|
|Move column left||Moves the selected column one column left.|
|Move column right||Moves the selected column one column right.|
If no columns are selected: toggles between automatic order and no order.
If some columns are selected: toggles between ascending and descending order, and no order for selected columns, dependant on their current order.
To open the drop-down menu with more options, press the arrow next to the button.
Toggles the footer for selected columns between Sum and No footer modes.
To open the drop-down menu with more options, press the arrow next to the button.
Displays the title of the current BOM, as displayed in the drawing. Left-click on this control to edit the drawing. In this mode, the BOM title control will display the title template instead. The title template is a string that may contain <NAME> placeholder, which will be replaced with the assembly name in the resulting table.
The grid displays the content of the selected BOM table. Each row is linked with the corresponding instances. When the row is selected, the corresponding parts are automatically highlighted in the drawing. Use the context menu, to select corresponding parts, add or remove them from the current selection and zoom to those parts. Left double-click on any cell in the row to zoom to the corresponding parts.
Use the grid to control how the table of content should be sorted. Left double-click on the column label to toggle between ascending, descending and no order for the column. If the column is used to sort, its label will contain a corresponding sign (▲ for ascending order and ▼ for descending order). Double-click the labels to sort. You can use multiple columns to sort. The sort symbols of corresponding columns will have a subscript to denote their order with respect to each other. For example, if you want to sort by quantity first in descending order and then by component name in ascending order, then the Quantity column will have a ▼₁ symbol and the Component column will have a ▲₂ symbol in their respective labels.
The properties grid is located in the bottom of the panel. Use the splitter control between the grid and the properties grid to adjust its size.
The properties grid contains the properties of the current table, such as title, type, filter, sorting mode and footer title. If some columns are selected, the grid will also display their common properties, with the possibility to change any common property for all selected columns at once. Column properties change the title, visibility and width of the column. For numerical values, the footer type can be set, as well as the unit placement and the units mode (if the column has units that can be changed). The unit placement defines where the corresponding units should be displayed: in the column title, in the same cell as the value itself or in the dedicated column. The units mode defines how the displayed unit should be obtained; the best unit for all values, the best unit to display a particular value in the cell, or a specified unit. You can choose the Units mode for distance, area, volume or mass properties.
It is possible to add a custom filter to the current BOM. To apply the filter, use the Filter property in the Bill of materials properties section of the Property grid.
For more details, see Bill of Materials/Filtering.
See also: To set a custom filter for the current BOM.
BOM tables support several sort modes (see Bill of Materials/Sorting for more details).
To switch between those modes use the Sorting mode property in the Bill of materials properties section of the Properties grid. Use the Sorting mode drop-down menu or double-click the column labels in the Grid to toggle between ascending, descending or natural order for the respective column.
It is possible to change Unit placement and Units mode for most numerical properties with units. Select the required columns in the Grid and use the Column properties section of the Properties grid to change the Unit placement and the Units mode. For more details, see Bill of Materials/Column units.
BOM supports formula fields. To add a formula field, use Column selector to enter the formula and Insert column after/before tools to place the column. By default, the formula column will have the Formula field title. To change the title to the appropriate one, use the Title property of the corresponding formula column. You can also set the formula unit. This is a string that will be treated as the unit name for the formula results.
For more details about formula fields, such as expression syntax, see Bill of Materials/Formula Fields.
See also: To add a formula column.
BOM table can include a footer row. To add a footer row, you should specify the footer type for one or more columns that are supported for the footer. By default, the title of the footer row is TOTAL:. You may change the footer title using the Footer title property in the Bill of materials property section of the Properties grid.
For more information about a footer row in a BOM, see Bill of Materials/Footer.
See also: To add the footer for the column.
BOM configurations can be saved as templates to be reused later. Use the BOM panel to create a new table from a template, as well as to replace the current table configuration with one from a template. The configuration can be saved as a template at any moment. In addition, the configuration loaded from the template can be changed and saved as another template with regular tools.
For more information about BOM templates, see Bill of Materials/Templates
The BOM panel has a search field that allows you to search for a particular value in the table. Wildcard template search is also possible. By default, the search is performed on the entire table. To limit the search area select only the required columns. If the value is found, then the cursor will move to the respective cell. If no columns are selected, the corresponding row will select automatically. The Grid will automatically scroll to make the cell visible. To find another value, use the or buttons. You can also use the F3 or Ctrl+F3 accelerator keys.
By default, the values that contain the string entered in the search field are searched for. However, it is possible to use wildcard templates. The following special symbols are supported:
|Back quote||`||Escapes the next character (takes it literally).|
|Asterisk||*||Matches any character sequence, including a null sequence, anywhere|
|Question Mark||?||Matches a single character.|
|Period||.||Matches a single non-alphanumeric character.|
|At sign||@||Matches a single alphabetic character.|
|Pound sign||#||Matches a single numeric character.|
|Tilda||~||If the first character in a pattern matches anything but the pattern.|
|Brackets||[...]||Matches a single enclosed character.|
|Tilda brackets||[~...]||Matches a single non-enclosed character.|
|Hyphen||-||In brackets, matches a single character in the specified range.|
To open the search field, use the Search tool on the toolbar. You can also hit Ctrl+F.
To add a new bill of materials
- Use the Add BOM tool on the panel toolbar. The drop-down menu will display.
- Select the required BOM type or select From template to choose the template file for a BOM.
To quickly add a new BOM table, press the Add BOM tool button. It will automatically add a new BOM from the last used standard type.
To select the current BOM
- Use the BOM selector to select one of the existing bills of materials.
The table will be automatically updated up to the current state of the assembly, as well as the associated table in the drawing (if it exists).
To change the type of the current BOM
Change the Type property in the Bill of materials properties section of the Properties grid
To set a custom filter for the current BOM
Change the Filter property in the Bill of materials properties section of the Properties grid.
To add new columns to the current BOM
- (optional) Use the category selector to select the desired category of the properties you want to add:
- Select the desired property to add from the list of the available columns. This list will contain all columns from the selected category, which have not yet been added to the BOM:
- (optional) Select the column in the BOM you want to place the new column next to. If no column is selected, a new column will be added as the last or as the first column, dependant on the tool used.
- Use Insert the column after tool to place the new column after the selected one, or Insert the column before tool to place the new column before the selected one. If no column is selected, the new column will be placed as the last or the first column, respectively.
To add a formula column
- Type the formula expression in the Column selector.
- Use Insert the column after tool to place the new column after the selected one, or Insert the column before tool to place the new column before the selected one. If no column is selected, the new column will be placed as the last or the first column respectively.
A new column with the Formula field title will be added.
- Select the newly added column.
- Change the Title property in the Column properties section of the Properties grid.
- Change the Formula unit if necessary.
To remove the column from the current BOM
- Select the column in the panel.
- Use the Remove the column tool to remove it from the current BOM.
To change the BOM title
Use the BOM Title control to edit the title
Use the Title property in the Bill of materials properties section of the Properties grid.
You can use <NAME> placeholder to refer to the assembly name.
To change the footer row title
Use the Footer title property in the Bill of materials properties section of the Properties grid.
To change the column title
- Select the column in the panel.
- Select Title property in the Column properties section. The properties are displayed at the bottom of the panel.
- Change the Title property value to the new title of the column.
To change the units and unit placement modes for the column
- Select the required columns.
- Change the Unit placement property in the Column properties section of the Property grid, if required.
- Change the Units mode property in the Column properties section of the Property grid if required.
To add the footer for the column
- Select the column(s) to add a footer value. You may select several columns at once.
- Use the Footer tool to select the type of footer value:
The following types are available:
- Average value
- Minimal value
- Maximal value
- No footer (means that the column will be removed from the footer. If there is no column with another footer type, the footer row will be not displayed)
- Select the column(s) to add footer value. You may select several columns at once.
- In the Properties grid, select the Footer type property and choose the required footer type.
To quickly toggle between sum and no footer, you can press the Footer button on the toolbar.
To save the current configuration as template
- Use Save as template tool. The dialog to select the name and location for template file will display.
- Specify the name and location of the template file to create in the dialog
- Click Save to save the template or Cancel to close the dialog with no save.