Home
Training Courses
OpenBOM Basics Course
Registration & Settings
Dashboard Walkthrough & Searches
Creating BOMs from Excel
Creating BOMs from CAD
Creating BOMs Manually
Preparing Catalogs
Multi-Level & Flattened BOMs
Exporting Reports
Creating User-Defined Views & Filtering Information
Real-Time Collaboration
Revision & Change Management
Managing Your Team
OpenBOM Data Management Course
Introduction to Data Structure
Understanding Items
Getting Familiar With Objects
Defining Relationships
Working With Views
OpenBOM Change Management Course
Introduction to Change Management in OpenBOM
Learning the Concepts of Change Management
Getting Familiar with the OpenBOM Change Management Mechanisms
Change Management in Practice
OpenBOM’s Change Order Process in 5 Simple Steps
End-to-End Design to Purchase Process
Introduction
1. Install OpenBOM Add-In
2. Sign into OpenBOM
3. Edit Your Settings
4. Create a BOM Using the One-Click BOM
5. Create a Vendor List
6. Open Your CAD Items Catalog
7. Add Business Data to Your Items (Vendors and Costs)
8. Order Long-Lead Items
9. Mark a Purchase Order as “Received” in OpenBOM
10. Create an Order BOM
11. Create a Purchase Order
12. Export a Purchase Order
OpenBOM CAD Integration Courses
Altium Designer
Autodesk AECBOM Revit
Autodesk Fusion 360
Autodesk Inventor
Dassault Systèmes SOLIDWORKS
PTC Onshape
PTC Creo
OpenBOM Design Course
What Is OpenBOM Design?
What’s Free and What’s Not
Design Digital Thread
Design Projects
OpenBOM SaaS Platform
Design Dashboard
Workspace Manager
Lifecycle and Check In/Check Out
Smart Sync and Locking
Flexible Data Model and Custom Objects
When Do You Need Drive?
Integrations
Premium Onboarding Experience
Getting Started
Video Demos
OpenBOM Basics
Training Courses
Part Number Management
Import Data
Design Projects
New Product Development Process
CAD Integrations
Bill of Materials
OpenBOM Community
“Where Used” and Graph Navigation
Flattened BOM Feature
Generate PDFs (and More) from CAD
Generate Part Numbers for CAD
Create RFQs and POs
Manage Revisions of Attached Files
Export Data as a Zip
OpenBOM YouTube Channel
Administration
Registration
Customize Account
Manage Team
Manage Company
Data Management
Properties
File Management
Search & Filters
BOM Types
Creating BOMs
BOM Compare Service
Formulas, Calculations, & Rollups
Organizing Data
Custom Objects
Using Templates
Exporting Data
User-Defined Views
Team Views
Collaborate & Share
Production Planning & Inventory Control
Change Management and Revision Control
User Defined Commands
xBOM Types
Integrations
Home
Training Courses
OpenBOM Basics Course
Registration & Settings
Dashboard Walkthrough & Searches
Creating BOMs from Excel
Creating BOMs from CAD
Creating BOMs Manually
Preparing Catalogs
Multi-Level & Flattened BOMs
Exporting Reports
Creating User-Defined Views & Filtering Information
Real-Time Collaboration
Revision & Change Management
Managing Your Team
OpenBOM Data Management Course
Introduction to Data Structure
Understanding Items
Getting Familiar With Objects
Defining Relationships
Working With Views
OpenBOM Change Management Course
Introduction to Change Management in OpenBOM
Learning the Concepts of Change Management
Getting Familiar with the OpenBOM Change Management Mechanisms
Change Management in Practice
OpenBOM's Change Order Process in 5 Simple Steps
End-to-End Design to Purchase Process
Introduction
1. Install OpenBOM Add-In
2. Sign into OpenBOM
3. Edit Your Settings
4. Create a BOM Using the One-Click BOM
5. Create a Vendor List
6. Open Your CAD Items Catalog
7. Add Business Data to Your Items (Vendors and Costs)
8. Order Long-Lead Items
9. Mark a Purchase Order as "Received" in OpenBOM
10. Create an Order BOM
11. Create a Purchase Order
12. Export a Purchase Order
OpenBOM CAD Integration Courses
Altium Designer
Autodesk AECBOM Revit
Autodesk Fusion 360
Autodesk Inventor
Dassault Systèmes SOLIDWORKS
PTC Onshape
PTC Creo
OpenBOM Design Course
What Is OpenBOM Design?
What's Free and What's Not
Design Digital Thread
Design Projects
OpenBOM SaaS Platform
Design Dashboard
Workspace Manager
Lifecycle and Check In/Check Out
Smart Sync and Locking
Flexible Data Model and Custom Objects
When Do You Need Drive?
Integrations
Premium Onboarding Experience
Getting Started
Video Demos
OpenBOM Basics
Training Courses
Part Number Management
Import Data
Design Projects
New Product Development Process
CAD Integrations
Bill of Materials
OpenBOM Community
"Where Used" and Graph Navigation
Flattened BOM Feature
Generate PDFs (and More) from CAD
Generate Part Numbers for CAD
Create RFQs and POs
Manage Revisions of Attached Files
Export Data as a Zip
OpenBOM YouTube Channel
Administration
Registration
Customize Account
Manage Team
Manage Company
Data Management
Properties
File Management
Search & Filters
BOM Types
Creating BOMs
BOM Compare Service
Formulas, Calculations, & Rollups
Organizing Data
Custom Objects
Using Templates
Exporting Data
User-Defined Views
Team Views
Collaborate & Share
Production Planning & Inventory Control
Change Management and Revision Control
User Defined Commands
xBOM Types
Integrations
Process
Create Vendor List
Assign Vendors to Items in Catalog
Define Quantities & Add Purchasing Data
Create Order BOM
Create Purchase Order
Share Data with Suppliers
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