• 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
      • Onshape
    • OpenBOM Drive Course
      • What is OpenBOM Drive?
      • Traditional PDM vs OpenBOM Drive
      • Purchasing a License
      • Enabling and Installing OpenBOM Drive
      • Configuring Your Antivirus
      • The Drive Options: Vault vs Folder
      • Getting Added to Drive
      • Moving Design Data into Drive
      • Sharing Files and Folders
      • Where is the S Drive?
      • Troubleshooting Setup Errors
      • SOLIDWORKS: Grayed-Out Drive Add-in
    • Premium Onboarding Experience
  • Getting Started
    • Demo Video
    • Understanding OpenBOM
    • Introduction to Process​
    • Import Data
    • Import Data from CAD
    • User Interface
    • Glossary
    • 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
    • Using Templates
    • Exporting Data
    • User-Defined Views
    • Team Views
    • Collaborate & Share
    • Production Planning & Inventory Control
    • Changes & Revisions
    • CM & Change Requests
  • Integrations