Quick Start
      Back to home
      1. Knowledge Hub
      2. Quick Start

      BOM Deep Dive (18:29)

       

      1. Accessing the Quantities Tab

        • Action: Open the Quantities tab.
        • Location: Found on the left-hand side of the Inspire interface.
        • Purpose: This tab is your entry point to the BOM.

      2. Understanding the Bill of Materials (BOM)

        • Initial View: The BOM provides a total list of all assemblies in the project.
        • Dynamic Table: Known as the Inspire Grid.
          • Functionality: You can drag, drop, filter, and sort columns.
          • Benefit: Customizes the view to suit your needs.

      3. Multi-Sorting Columns

        • Example Scenario: Sort assemblies by sheet and scope box.
        • Step-by-Step:
          • Order sheets in descending order.
          • Hold the shift key and click on the scope box column to sort.
        • Result: Two columns are sorted in your specified order.

      4. Resetting and Customizing Views

        • Resetting: Click the reset button to return to the default view.
        • Customizing: Add or remove columns using the column browser.
          • Access: Click the three lines on any column header to open the sub-menu.
          • Column Browser: Add or remove data fields to tailor your view.

      5. Creating Custom Views

        • Action: Use the column browser to create custom views.
        • Example:
          • Create a view called “Assemblies”.
          • Include columns such as item map name, assembly code, and sheet annotation tag.
        Purpose: Custom views simplify data management by focusing on relevant fields. 

      6. Sorting and Filtering Data

        • Action:
          • Organize columns from left to right for clarity.
          • Sort by sheet and scope box.
        • Result: A well-organized table that is easy to read and export.
        Consistency: Ensures exports are formatted correctly for the next user. 

      7. Saving Templates

        • Action: Save your custom view as a template.
        • Steps:
          • Set up the view as desired.
          • Save the view under a specific name (e.g., "Template 1" or "Demo").
        • Result: Consistent data structure across multiple projects.
        Benefit: Templates are saved to your account for reuse. 

      8. Highlighting Assemblies on Sheets

        • Feature: Highlight specific assemblies on the sheet.
        • Example:
          • Click on a junction box assembly to highlight it on the sheet.
        Benefit: Easily locate where each assembly is positioned. 

      9. Exporting Data to Excel

        • Action: Export the BOM to Excel.
        • Steps:
          • Ensure the table view is as desired.
          • Click the export button.
        • Result: An Excel sheet that replicates the Inspire table.

      10. Managing Data in Excel

        • Review: Open the exported Excel sheet.
        • Structure: The sheet mirrors the Inspire table.
        Purpose: Use Excel for further data analysis and manipulation. 

      11. Dynamic Table Adjustments

        • Action: Simplify the table by removing columns with instance IDs.
        • Result: A more concise table with fewer line items.
        Benefit: Easier to manage and analyze the data. 

      12. Exporting Specific Scope Boxes

        • Action: Filter and export specific areas for production.
        • Steps:
          • Use the filter button to select areas (e.g., Areas 1 and 2).
          • Export itemized BOM or assembly details.
        Formats: Export as Excel and PDF files. 

      13. Detailing Exported Assemblies

        • Content: The exported PDF provides a detailed breakdown of assemblies.
        • Components:
          • Assembly codes
          • Parts required for each assembly
        Benefit: Detailed, print-ready sheets for manufacturing. 

      14. Adding Images to Assemblies

        • Feature: Upload images to be included in assembly sheets.
        • Options:
          • Upload images directly.
          • Copy and paste existing images.
        • Purpose: Visual aids enhance the clarity of assembly instructions.

      15. Generating a Total Parts List

        • Tool: Use the supplier BOM to get a total parts list for the project.
        • Steps:
          • Access the supplier BOM.
          • Export ordering BOM for a rolled-up list of all components.
        • Benefit: Quick and comprehensive overview of all project parts.

      16. Working with Wire BOM

        • Action: Access the wire BOM tab.
        • Purpose: Provides detailed wire connection data.
        • Steps:
          • Assign wire sizes.
          • Review connection parameters (e.g., fed from and fed to).

      17. Grouping and Filtering Wire Data

        • Action:
          • Group connections by wire type, system, or circuit.
          • Filter data to view specific connections.
        • Benefit: Easily manage and analyze wiring information.

      18. Bulk Editing Wire Sizes

        • Tool: Use the bulk edit feature to apply wire sizes across multiple connections.
        • Steps:
          • Filter the table to isolate specific connections.
          • Apply wire sizes using the bulk edit tool.
        • Additional Entries: Enter budget price per foot and install time.

      19. Saving Wire Data and Reviewing Orders

        • Action: Save changes to lock in wire sizes.
        • Review: Check the supplier BOM for a summary of wire orders.
        Purpose: Ensure accuracy and completeness of wire data. 

      20. Exporting Wire Data

        • Action: Export the wire ordering BOM.
        • Steps:
          • Select the entire project or specific parts.
          • Review the export for accuracy.
        Purpose: Provides a complete list of wire types and lengths for ordering.