This information helps you get familiar with OpenBOM and use the Dashboard as your primary workspace
After you sign in to OpenBOM you will see the main OpenBOM Dashboard. This Dashboard is the primary OpenBOM page. The Navigation pane on the left offers access to significant operations (Create, Import, etc.) and other important things like BOMs, Catalogs, Trash, and more.
The Dashboard in more detail
In the example below the user has asked to show only top-level BOMs. Top-level BOMs are bills of materials that have no parent. These BOMs can be a single-level BOM for a product or contain sub-levels.
The Create menu is the starting point of OpenBOM. Use it to create a BOM or a Catalog.
Select “Create” then “New BOM” and OpenBOM will display the Create BOM dialog as follows:
You may create your own Templates and they will be listed here. This is an important way to standardize on BOM columns within your team or company.
A new BOM is created with the following list of properties (unless you create your own Template):
The Create Catalog dialog is shown below. Similar to BOM with additional inventory management controls for setting a part number sequence.
Click “Create Catalog” and the Catalog will be created.
There are two types of searches from the Dashboard:
Both BOM and Catalog dashboard have a Search field at the top shown here. In this example we are looking for all BOMs with the word “Skate” in the name or part number.
This search option returns parts from BOMs and Catalogs, supports filtering by Catalog and full parametric property fitler. Activate Part Search by clicking Part Search in the left panel and typing in a search term. In this case “Wheel”. Click the ground symbol to activate filtering.
Click on an individual line item to see more Part Info about the item.
Below we refine the search even more by clicking the ground symbol and specifying specific Catalogs to sears.
Opens the Views dashboard, double click the view name to change its properties, and click the pencil icon to rename it.
The Dashboard can be configured to see a specific set of columns.
BOM Types: Switch between the three supported BOM types.
A – Single level, list of items for the current level only. All parts and assemblies will be listed as items. Single-Level may be viewed with “View is off” to see raw data.
B – Multi-level – A fully indented bill of materials including all parts and assemblies and displayed with indentation (levels) such as 1, 1.1, 1.2, 1.2.1, etc. Multi-Level BOM MUST have a View selected.
C – Flattened – The entire BOM in a single list. All instances of parts will be aggregated into a single row with quantities totaled regardless of level. So if your BOM has 3 of “Screw-1” on the top level, then another 5 at a lower level, “Screw-1” will be identified in the flattened view with a quantity of 8. Many people call this a “Quantity BOM”.
Views are a lens which the user can see the BOM or Catalog data through. Views may be the user’s own created views or defined by the Team Administrator in which case they may be shared with the Team. Views also specify the access to the data – in other words, a View determines if the user has read-only or edit access to the data. See the Team Admin Views area for more details.
User defined views. You can define a view for a BOM and for Catalog. OpenBOM is automatically configured with “default views”, but you can change it.
Another look at a possible View drop-down menu:
If View is Off then all properties will be displayed. If View is set to a View Name then only those properties defined in the view will be displayed. (see more examples below)
Catalogs are very similar to BOMs with only a few exceptions.
Here’s a video which walks you through the process:
Select your spreadsheet file as shown below by clicking “Select File” and choosing your .xls or .xls file.
Specify header row and “Part Number” field.
Share dialog allows you to share BOMs or Catalogs with other users. Users must have OpenBOM accounts to be shared in directly. You may share the BOM or Catalog with a link as read-only to anyone, no OpenBOM account required. Just copy the link and send it to the desired user(s).
OpenBOM preserves the history of all changes. It is done automatically. You can access it from the menu:
Click Change Report from the History panel.
This allows you to generate differences between revisions. You must have saved at least two revisions prior.
Change revisions will be exported as Excel files.
OpenBOM supports configurable exports to Excel, PDF and CSV formats.
The info panels in BOMs and Catalogs are similar.
Team Administrators will see a special administrator menu under the profile menu.
Special considerations for teams and Team Admins:
The Admin menu is here:
The Admin Dashboard is shown below:
Setting the user Views is the single most important responsibility of the Team Administrator. The Views establish which data and what level of access (Edit or Read-Only) a specific user will have.
In the image above, the Administrator is assigning team member “stevehess+5” as having account permissions as “By View” then specifying the available view(s) as the View named “V-Edit”. In other words, when stevehess+5 opens a Team BOM he will ONLY see that BOM data as described in V-Edit. He will see only the properties (columns) present in that view and with the specified access control (in this case edit).
Using the BOM view menu and the View Configuration Editor, the admin can define a view for a specific role (eg. Supplier or Manufacturing) and assign what properties they can see and whether or not they can edit that data.
Integration user interface allows you to download installers for CAD plug-ins provided as part of OpenBOM user and team subscription.
A list of useful links to the OpenBOM website, blog, YouTube channel.
Contact Support: Open the user interface to capture screenshots and submit them directly to our support. (We answer quickly!!!)