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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