How to Create and Use BOM Templates (2:04)

Step 1: Access Quantities Tab

• Location: Navigate to the BOM section within your INSPIRE platform.
• Initial Setup: Start by organizing the data columns. Remove unnecessary columns and arrange the remaining ones as needed to focus on the essential data.

Step 2: Customize Your Data View

• Sort Data: Sort columns based on your project needs. This sorting will be included in your saved template.
• Save Changes: When modifications are made, look for the prompt with a red dot indicating an unsaved template. Choose to save these adjustments as a new BOM template.

Step 3: Save and Name Your Template

• Save Option: After arranging and confirming your data layout, click the green check mark to save the template.
• Naming: Assign a meaningful name to your template that reflects its purpose or the type of project it’s designed for.

Step 4: Utilize Templates for Project Data

• Apply Templates: In future projects, apply your saved templates to quickly organize and view data as per your established preferences.
• Switch Between Templates: Easily toggle between different BOM templates depending on what data needs to be analyzed or exported.

Step 5: Exporting BOMs

• Prepare for Export: Ensure your BOM template includes all necessary information and is organized for clarity.
• Export: Use your customized BOM templates for exporting data, which can include detailed lists of materials, costs, and other project-specific information.

Additional Tips

• Regular Updates: Regularly update your templates to reflect any changes in project requirements or reporting standards.
• Feedback and Adjustments: Continuously gather feedback on the utility of the BOM templates in actual project scenarios and adjust them as needed to enhance their effectiveness.