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      Lighting #3 - BOM Tables and Exports (5:47)

       

      Overview

      This guide details the process of extracting counts from your sheets and exporting them using AEC Inspired.

      1. Preparation

      • Ensure Sheets Are Laid Out: Make sure all sheets are prepared and counts are completed.
      2. Accessing the Quantities Tab
      • Step 1: Open Quantities Tab
        • On the left-hand side of the screen, navigate to the Quantities tab.
        • This tab allows you to view and manage the counts on your sheets.
      3. Viewing the Bill of Materials (BOM)
      • Step 2: Inspect BOM
        • Open the Bill of Material for your project.
        • You'll see various columns, including many that might be blank. These columns can be customized based on your needs.
      4. Customizing Columns
      • Step 3: Remove Unnecessary Columns
        • At the top of any column header, click on the 3 lines to open a sub-menu.
        • Click on the waffle icon to access the Column Browser.
        • Remove columns that are not needed, such as Layer Order, Status, Level, Area, Room, etc.
        • This helps to create a more concise report.
      5. Using Templates for Export
      • Step 4: Apply Default Templates
        • Scroll down in the Column Browser to find default templates.
        • Select the default counters by sheet and scope box template.
        • This template provides a streamlined view with essential information: Sheet, Scope Box, Item, and Quantity.
      6. Modifying and Saving Templates
      • Step 5: Add or Modify Columns
        • If needed, add more columns by dragging them into the desired order.
        • Name the new template and save it to your profile.
        • This allows for consistent export formatting across different projects.
      7. Exporting Data
      • Step 6: Export BOM
        • Scroll down to the bottom of the Quantities tab and select Export Itemized BOM.
        • This generates an Excel sheet based on the active view.
        • Open the Excel sheet to view a formatted representation of the BOM.
      8. Rolling Up Counts
      • Step 7: Aggregate Counts
        • To get an overall project count, remove the Sheet column using the Column Browser.
        • This rolls up counts across the entire project, providing a summary without sheet-level breakdowns.
      9. Finalizing and Saving Changes
      • Step 8: Save and Verify
        • Save the Excel export and verify the data to ensure accuracy.
        • This export can be easily shared with stakeholders or clients.
      10. Tips and Tricks
      • Use Default Templates: Start with default templates for a quick setup and customize as needed.
      • Remove Unused Columns: Simplify the BOM by removing unnecessary columns.
      • Check for Consistency: Ensure all counts are accurate before exporting.
      11. Next Steps
      • Advanced Training: Follow up with advanced training on scope boxing and kitting for more complex project requirements.